Qualified and experienced with robust background in strategic planning and implementation. Successfully led multiple high-impact projects for vendors that aligned with organizational goals and drove significant business growth for internal and external customers. Demonstrated expertise in cross-functional team leadership and innovative problem-solving.
Overview
12
12
years of professional experience
Work History
Vendor Alliances Manager
Pax8
12.2024 - Current
Built and maintained strategic relationships with key vendors to drive long-term partnership growth and increase marketplace adoption
Acted as the primary liaison between vendor stakeholders and internal teams, ensuring alignment on goals, expectations, and execution priorities
Aligned vendor go-to-market strategies with internal sales teams, ensuring coordinated execution of campaigns, incentives, and sales plays
Influenced pipeline acceleration by supporting deal strategy, removing blockers, and acting as subject matter expert for vendor solutions
Collaborated cross-functionally across Sales, Support, Product Marketing, Finance, and Operations to deliver aligned vendor strategies and execution
Developed internal enablement content and vendor collateral to support sales teams and improve field readiness
Managed vendor relationships to optimize service delivery and compliance with contractual terms.
Channel Programs Manager
Pax8
10.2022 - 10.2024
Managed all aspects of Pax8 sponsored programs, including managing vendor sponsor logistics, preparing presentations, conducting practice sessions, providing customer service support for inquiries, and overseeing the complete execution of both virtual and in-person event logistics.
Worked cross-departmentally with all stakeholders involved to capture and execute event objectives, that contribute to the organization’s overarching initiatives.
Responsible for having a deep understanding of Pax8’s business and services while actively engaging with sales and marketing to ensure alignment on current GTM strategy efforts.
Responsible for tracking metrics and budget allocation and managing documentation for internal and external attendees.
Responsible for cultivating a data-centric approach when refining event strategies.
Managed the creation of program content and marketing assets by collaborating cross- departmentally to create resources aligned with event strategy with business partners’ goals.
Administered virtual event platforms and utilized a problem-solving approach to comprehend and mage the preferred event management technology stack for program development and execution.
Client Service Representative and Office Manager
Intuitive Captive Solutions
09.2017 - 01.2022
Responsible for all the office’s operational and procedural duties
Responsible for all the company’s data management including collecting and processing new client onboarding, generating all annual documentation and processing to completion renewals, insurance policies, reinsurance exchange contracts
Collaborating both internally and externally to organize and complete timely and accurate filing of state annual reports and taxes
Coordinate Annual Board of Director meetings for sixty clients, collaborating cross-departmentally to ensure all meeting objectives are completed
Created and implemented new office systems including a contact management and document management filing systems to increase efficiencies
Senior Account Manager and Denver Office Manager
Ross Insurance Brokers
11.2014 - 01.2017
Managed 800 client accounts in Life and Health Insurance in markets in Colorado, Hawaii, Alaska, Washington, Oregon, and Nevada
Trained and managed teams for open enrollment, creating and organizing systems and campaigns
Oversaw the company’s finances and tracked sales production to identify areas of growth and risk
Supervised all activities and organization of the Denver team to hit the office annual goal of $1M in revenue
Education
Bachelor’s - Business Management, Organizational Leadership