Project Manager Customer Service

T ANYA BESHEARS

Tanya Beshears, CAPM ®

**** ****** **** **** *********, NC 28270 704-***-****

t ab9k8s@r.postjobfree.com w ww.linkedin.com/in/tanyabeshears

Marketing professional with direct experience collaborating with clients (internal and external) to manage

creative projects, develop marketing strategies and design collateral for print, web and email. Seeking a role

as a project coordinator or marketing manager that wil l maximize my background in marketing, graphic

design and project management.

D iverse industry experience includes email marketing, financial services, non-profit, scientific

i nstrumentation and commercial printing. Proven experience to plan, in it iate and manage multiple creative

p rojects through concept, design, production and delivery. Effective communicator and team leader with a

solid reputation for excellent customer satisfaction, committed to providing targeted solutions on time and

w ithin budget.

Career

Beanstalk Data, LLC Charlotte, NC

Campaign Success Manager H ands-on project manager for 15 client accounts managing

(2/12 - 4/13)

email marketing campaigns through the production and deployment process in a fast paced, deadline-

oriented environment.

• Managed client projects through production flow; assigned tasks to team members using Basecamp project

management software and maintained communication with the client for proofing and delivery schedules

• Programmed html email templates utilizing Photoshop, Dreamweaver and the proprietary campaign engine

developed by Beanstalk

• Administrative duties included daily financial reporting, documenting department processes, organizing weekly

team meeting agendas, and monthly invoice submissions to accounts payable

LPL Financial, LLC Charlotte, NC

Business Development Project Associate Contract role supporting t he VP of Business

(9/10 - 11/11)

Development on a significant broker / dealer conversion project that converted 200 financial institutions from

t he Pershing platform to the

L PL self-clearing model.

• Managed biweekly project updates gathering details from associates and communicating those updates to the

conversion team

• Processed and organized new contracts for these accounts with the legal team

• Tracked and recorded conversion budget expenses

• Supported the sales process by editing presentations and formatting requests for proposals (RFPs)

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T ANYA BESHEARS

Marketing Account Manager Responsible for 30 strategic accounts working directly with the

(4/08-10/09)

senior marketing executives at each institution to strategize and execute customized annual marketing plans;

m anaged a combined budget of 550K across all accounts.

• Developed marketing plans with timely and strategic advice; helping the clients to utilize LPL resources and

maximize their marketing budgets while increasing their financial programs’ exposure to their clients

• Designed custom collateral following individual brand guidelines; provided personal attention to content

development, design, production and delivery of compliance-approved materials while maintaining a high level of

customer satisfaction

• Trained clients to utilize and adopt the web-to-print portal (Marketing on Demand) helping them to streamline

t he production and delivery of their marketing materials

• As part of the transition team, I facilitated training sessions and documented department procedures to ensure

a smooth hand-off during the 2009 LPL reorganization

Marketing T ransition Specialist I ntroduced new institutions and financial consultants to the

(4/06-4/08)

services available to them through the LPL Financial marketing department

• Hosted conference calls to introduce new programs to the start-up materials they would need to implement their

f inancial services business and promote their services in their individual institutions

• Following compliance guidelines, designed custom DBA logos and other start-up collateral for the newly on-boarded

i nstitutions

• Directed institutions in the usage of the t rimester campaign materials offered by the marketing team

• Established a successful working relationship with the marketing team of an acquired entity to provide a

seamless transition and create business continuity

More…

Senior Graphic Designer P rovided over 300 financial institutions (banks and credit unions)

(2/04-4/06)

custom graphic design services working within a fast-paced, customer dr iven marketing department

• Collaborated, designed and published t rimester sales campaigns in a variety of formats; coordinated with the event and

t raining teams to design support materials for eight annual corporate events

• Managed a critical vendor relationship that produced monthly brokerage statements, engaged the technology team to

semi-automate the submission process and reduced the turnaround time from four days to one day

• Consistently recognized for excellent customer service and participated on the Extraordinary Service Initiative team

(ESI) to implement exceptional customer service standards throughout the organization

Effective Marketing Solutions, I nc. Charlotte, NC

F reelance Graphic and Website Designer (5/02 – 2/04) F reelance designer collaborated with my clients

to plan, design and produce Websites and other marketing materials, including brand identity, direct mail

a nd brochures.

CEM Corporation, I nc. Matthews, NC

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T ANYA BESHEARS

Senior Graphic and Website Designer (1/92 – 5/02) Designed and produced all CEM marketing

l iterature and websites for corporate use and product promotion. Managed vendors, procuring product

p hotography, purchasing commercial printing and coordinating with trade show exhibitors.

• Improved the quality of the CEM marketing materials winning six Printing Industry of the Carolinas Awards (PICA)

design awards in various categories

• Implemented new procedures for the efficient translation of international materials in five languages, decreased

p roduction time and improved delivery to market

• Worked closely with vendors to improve quality of materials and maintain budget guidelines

• Responsible for the design and development of all company Websites, improving aesthetics and usability for CEM clients

Software Proficiencies ( Mac and PC platforms)

Adobe CS5T M ( InDesign, Illustrator, Acrobat, Photoshop, Dreamweaver); M icrosoft Office (Excel, Word,

PowerPoint); familiar with web content management software and html email distribution tools such as E xact

T arget. Basecamp p roject management software

Education and Certifications

Central Piedmont Community College (4/10)

Corporate and Continuing Education Center

Certified Associate Project Manager (CAPM designation)

The Art I nstitute of Charlotte (12/02)

Certification in Multimedia & Web Design (Honors Graduate)

Columbia College, Columbia, SC (5/81)

Bachelor of Arts - Art with emphasis in Graphic Design

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