Successful and accomplished Account Director seeking a new and exciting leadership opportunity with an organization that will utilize my experience, leadership skills and business acumen to benefit mutual growth and success. Working directly with Senior Leadership Team to design a business process and structure that enhances client intimacy and operational efficiency with fewer, more specialized tasks from client onboarding through completion, debrief and client retention.
*Successfully managing a team of Sourcing Managers with limited sourcing knowledge. I built a cohesive team, restructured the department to better meet client needs and enhanced my sourcing and leadership skills throughout the process. I was commended by the President of the organization for my strong leadership.
Microsoft Word, Excel, Power Point and Outlook, Mac Software, Lotus Notes, Cvent, StarCite and have learned other proprietary software programs
Account Director March 2014 to CurrentCREATIVE GROUP － Schaumburg, IL
Designed an HCP Specialist role and reporting process to support a large pharmaceutical company.
Effectively rolled out process and had 100% compliance within the first year of operation.
Recipient of the BCD M&I Platinum Circle Award, 2010.
Successful transition from internal to third party planner, gaining experience in boutique and corporate settings.
Requested to be exclusive program manager on client accounts by both clients and internal Account Executives.
Built events division for U.S.
Bancorp Investments & Insurance, a division of US Bank, the 5th largest bank in the country and partnered with CEO to define and deliver strategic messages, goals, and company objectives.
Promoted three times in five years at U.S.
Oversight of organizations strategic sourcing department Manage a team of 13 sourcing managers who are responsible for all sourcing services of approximately 550 meetings annually, representing approximately 85 clients Effectively redesigned the strategic sourcing team, aligning relevant talent and experience with client needs Responsible for resource and succession planning for all client accounts Created an opportunity filter to effectively scope all sourcing projects, allowing for better front-end consultation, sourcing strategy and resource alignment Manage program qualification for all sourcing opportunities Design, maintain and enhance sourcing process for client accounts Manage proposal process for new business opportunities Manage sourcing analytics, continuously identify areas of opportunity and guide pricing discussions in regards to sourcing related services.
Account Director August 2012 to March 2014CREATIVE GROUP － Buffalo Grove, IL
Business partner to the Account Executive (AE) Oversight of the team that supported the AE book of business: 9 Account Managers and Coordinators who were responsible for the planning and execution of approximately 60 meetings annually, supporting 8 clients Responsible for identifying additional sales and account growth opportunities Designed, maintained and enhanced process for all client accounts Managed HCP reporting for a large pharmaceutical company, achieved 100% compliance within first year of operation Served in a leadership role through organizational changes Worked with VP, Customer Experience to design and roll-out company-wide SOPs to achieve operational consistency across all nine (9) books of business.
Operations Manager January 2011 to August 2012BCD MEETINGS & INCENTIVES － Chicago, IL
Managed a team of 29 meeting planners on a dedicated client account who were responsible for the planning and execution of approximately 1,300 meetings annually Collaborated with BCD M&I and client leadership teams to develop account SOPs Responsible for implementing and training operations team on all policies and procedures Forecasted meeting volume and implemented staffing model changes as needed, including training new employees and contractor resources Served as point of escalation for all client issues, coach and mentor operations team as needed.
Senior Program Manager August 2007 to January 2011BCD MEETINGS & INCENTIVES － Chicago, IL
Served as primary contact for clients, internal staff and vendors on all program operations.
Responsible for contract negotiations, vendor selection, program budgets and planning timelines.
Oversaw multiple clients and programs at different points in the planning process, managed the unique objectives and expectations of each client.
Managed meetings and events that exceeded client's expectations, leading to client retention.
Exceled in on-site logistics and execution of programs, utilized my strong communication skills, exceptional attention to detail and positive attitude; in turn, strengthening relationships with vendors and travel staff.
Was an active member of the Supplier Review Board, a cross-functional committee responsible for reviewing and recommending hotels, destination management companies and other third party vendors.
Responsible for meeting and incentive programs with attendance ranging from 80ppl - 3000ppl and budgets ranging from $500,000 - $3M.
Manager June 2006 to May 2007MINDING YOUR BUSINESS, INC － Chicago, IL
Designed, planed and developed programs tailored to meet clients' objectives.
Proactively oversaw, managed and operated all facets of events and meetings for clients.
Managed accounts while serving as the daily contact and actively supported clients' goals.
Acted as a program consultant to clients, offered recommendations and solutions that supported their program objectives.
Researched and recommended appropriate facilities, vendors and services for client programs.
Negotiated hotel and vendor contracts and identified cost savings to the client.
Managed program budget to meet clients' expectations.
Director May 2005 to June 2006U.S. BANCORP INVESTMENTS & INSURANCE － St. Paul, MN
Directed events division within USBII with an operating annual budget exceeding $7M.
Managed a high volume of regional and national level programs with attendance ranging from 30 to 1,000 participants including sales meetings, executive meetings, incentive programs and tradeshows.
Evaluated vendor proposals and made final decision on selection and retention.
Vendor relationships included hotel and resort properties; incentive, travel, and production companies; speaker bureaus, and United States Secret Service.
Responsible for finalizing the corporate annual events calendar, site selection, contract negotiation, budget management, marketing and communication plans, conflict resolution, and on-site execution.
Created inter-departmental teams comprised of Management, Training, and Marketing to provide consistency in cross-functional communication to motivate and educate sales force.
Managed a team consisting of meeting support staff, both internal and external, in the pre-planning and on-site delivery for all events.
Reported directly to the Chief Marketing Officer, a member of the Senior Executive team.
Events Manager September 2001 to May 2005U.S. BANCORP INVESTMENTS & INSURANCE － St. Paul, MN
Served in a leadership role in the development of the events division within USBII.
Managed approximately 50 events annually across the company footprint with an operating annual budget between $4M and $6M.
Developed an event process that increased efficiency by combining multiple district level meetings into larger regional level meetings which reduced cost and increased meeting impact.
Served as a liaison between vendors and Management in sales meetings, executive meetings, incentive programs, and tradeshows.
Assisted in selection of meeting site and inspected to determine site suitability.
Coordinated event registration, payment procedures, marketing and communication materials, air and ground transportation, catering services, room and audio visual equipment set-up.
Events Coordinator August 2000 to September 2001U.S. BANCORP INVESTMENTS & INSURANCE USBII － Milwaukee, WI
Assisted in coordination and execution of all company events.
Facilitated on-site staffing with focus on registration, marketing pieces, and problem solving.
B. S : Public Relations, May 2000MARQUETTE UNIVERSITY － Milwaukee, WIPublic Relations
attention to detail, audio, book, budget management, budgets, budget, coach, strong communication skills, conflict resolution, consultant, consultation, contract negotiations, contracts, contract negotiation, client, clients, delivery, focus, functional, Insurance, Investments, leadership, logistics, Lotus Notes, Mac, marketing, marketing and communication, materials, meetings, mentor, Excel, Outlook, Power Point, Microsoft Word, organizational, Platinum, policies, pricing, problem solving, proposals, proposal, speaker, reporting, sales, sourcing strategy, staffing, strategic, strategic sourcing, transportation, unique