(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
QUALIFICATION PROFILE____________________________________________ Strategic thinking manager with a talent for envisioning the big picture yet analytical in nature to cultivate and manage the details. Excellent understanding of software systems with in-depth experience managing CRM and POS systems. Advanced skills in client management, administrative procedures, business management, data analytics/reporting, sales and sales support.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Middlesex College - Business Villanova , Expected in : - GPA :
- CRM Implementation Manager
, , -
  • Manager for the data and analytic portion of the corporate CRM initiative.
  • Traveled nationwide conducting fieldwork with franchise owners.
  • Managed the data collection and customer support staff to ensure deadlines and objectives were met.
  • Transitioned several prospecting databases and individual contact management data into the CRM tool (
  • Completed database cleansing, standardization, and de-duplication for CRM usage and reporting.
  • Negotiated, developed & managed relationships with large vendors including DNB, InfoUSA and Experian.
- Marketing & Development Consultant
, , -
  • Contracted by WBBI to analyze market information and customer trends with the goal of plotting 200 new franchise locations across the US.
  • Utilized and managed the GIS mapping software (Scout via Buxton Co.) to accomplish this goal.
  • Acted as point of contact and vendor manager for the software on behalf of WBBI.
  • Analyze corporate point of sale system (MindBody) to compile client referral data for use in defining new marketing initiatives.
Caterpillar - Client Research Analyst
, , -
  • a leading digital and direct marketing company, helps companies of all sizes connect with consumers to drive business results through its Valpak and businesses.
  • Provided research, segmentation, psychographic and demographic consultation to support local & national sales for direct mail consumer programs.
  • Corporate Subject Matter Expert on advanced excel reporting and analysis.
  • Utilized knowledge and direct marketing experience to design and formulate research related data analysis, presentations, proposals, and recommendations for new clients & up-sell opportunities on existing clients.
  • Advanced knowledge on all aspects of standard GIS data, cartography, postal geography, Scarborough, Simmons, Claritas, and PRIZM NE data, marketing research and the direct mail industry.
- Account Manager
, , -
  • Initiate dialogue with current customers to uncover up-sell opportunities.
  • Liaison between national sales department and legal department to prepare customized contracts for each new client.
  • Developed various tracking reports from SAP used to measure key sales metrics and financial reporting to senior management.
St Microelectronics - Sr. Financial Analyst
, , September 2011 - Current
  • is one of the largest wellness franchise organizations in the United States.
  • The company owns Fitness Together Franchise Corporation (Fitness Together), which franchises one-on-one and small group personal physical fitness training studios, and Elements Therapeutic Massage, Inc.
  • Elements), which franchises Elements Therapeutic Massage studios, providing custom therapeutic massage to meet clients' individual needs.
  • Responsible for compilation and analysis of marketing and financial data for both corporate brands.
  • Identify and implement key performance indicators (KPI's) and measuring success against them.
  • Identify gaps in metric driven knowledge and create systems of measure through aggregated data.
  • Provide recommendations to sales, marketing & Operations teams on success metrics.
  • Manage KPI database which provides an all access view of KPI's and financial success across all franchisees.
  • Develop self- reporting tools for Marketing including an online Google form Advertising Spend submission process.
- DataMentors, llc
, , 12/2007 - 05/2010
  • DataMentors is a leading provider in Data Quality, Marketing Analytics, Database Marketing and Business Intelligence Solutions.
  • It leverages proprietary data discovery, reporting and analysis, campaign management, data mining and modeling practices, identifying insightful customer sales and marketing directions.
John Wiley & Sons, Inc. - Manager
, , December 2006 - December 2007
  • Develop and manage relationships with key prospects and 30+ customers, with the goal of driving revenue and providing exceptional client service within a software and services corporation.
  • Monitor software maintenance contracts for service & data usage compliance.
  • Draft and negotiate contract language and costs for client renewals and maintenance agreements.
  • In 2009, re-signed $500,000 worth of business which represents 25% of total corporate revenue.
  • Draft RFP reposes for new prospects.
  • Management of vendors including the identification of the best partner for a project, cost & service delivery negotiations and ongoing management of the relationships.
  • Saved company 15% in outsourced costs in 2009 versus 2008.
  • Create process documentation using a variety of tools including Visio.
  • Areas of focus include representation of the process flows, the actors within it, alerts & notifications, escalations, Standard Operating Procedures, and Service Level Agreements.
  • Implemented, manage and provide analysis on.
Circle K Stores, Inc. - Business Analyst
, , March 2001 - July 2006
  • Responsible for revenue tracking, forecasting and price negotiations with vendors.
  • Participated in writing RFP responses for new prospects.
  • Formulated recommendations for needed software implementations, training, and usage and vendor partnerships.
  • Client facing business analyst on an internal consulting team whose efforts are focused on a multi-phased effort to develop and merge the CRM initiatives of a nationally recognized restaurant corporation that has four separate restaurant concepts in order to produce a guest centric CRM program across concepts.
  • Conducted interviews with the key personnel and executive level sponsors from each concept to gather data, analyze and report on current practices, pain points and opportunities for process improvements.
  • Managed the day to day relationship with fortune 500 corporate accounts to gather and analyze Marketing Campaign/Program requirements and translate into production project requirements such as direct mail campaigns and database design changes.
  • Mana.

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  • Middlesex College - Business Villanova

Job Titles Held:

  • CRM Implementation Manager
  • Marketing & Development Consultant
  • Client Research Analyst
  • Account Manager
  • Sr. Financial Analyst
  • DataMentors, llc
  • Manager
  • Business Analyst


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