Andrea List
* **** ***. ******, ************* ***40 508-***-**** ? *****@*******.***
Summary
Experienced client management leader with over 13 years of combined
experience in the fields of membership organizations, IT and sales. Proven
professional in strategic client management for a global community of C-
level IT Executives. Results driven in leveraging knowledge of leaders
within the IT community in using a consultative approach in solving current
IT challenges for mid market to multi-billion dollar organizations across
the globe.
A strategic focused leader in account management and growth, consultative
selling, legislative, regulatory and IT research and analysis, contract
negotiation and coalition building. Known for being driven and passionate
in achieving goals and exceeding client, team and personal expectations.
Significant Achievements
. Client satisfaction as seen through revenue results and an
unprecedented retention rate at the CIO Executive Council.
Increased client retention rate by 42% year over year.
. Leader on our new business model task force, which sought to
restructure business model at the CIO Executive Council leading to
significant business transformation. Creating processes to support
new infrastructure.
. Expert researcher in understanding and meeting the client needs
with results affecting the bottom line of clients served.
. Created process for closing revenue gap on at risk accounts
resulting in accounts being retained.
. Created a new on boarding process for direct reports of CIO to
further penetrate accounts increasing pipeline of sales leads for
our leadership development program.
. Received the CXO Summit Award, for going "above and beyond", while
in my current role.
. Crafted the legislative grassroots internet program that allowed
members to reach their legislators through the internet, further
enhancing our grassroots program.
. Researched, analyzed, and acted on legislative initiatives that
proved detrimental or positive to the trade organization across the
state, such as minimum wage increases, state wide gaming, and
liquor license laws at the MRA.
. Past experience building and serving on executive coalition boards
across the state, such as the Department of Public Health,
Department of Education, Mass. Lottery Commission, Board of Fire
Regulations.
Experience
IDG - CIO Executive Council, Framingham, MA Oct. 2007 -
Present
Client Relationship Manager
Manage & deliver program resources to over 245 clients in a global peer to
peer knowledge sharing IT community.
. Managing and growing revenue pool of $3.5 million in revenue for
the CIO Executive Council.
. Maintaining weekly forecast for client accounts.
. Deliver high value peer consultations and research to CIO clients,
saving consulting fees and time spent on projects for client
members of the Council.
. Proactively provide valuable tools to the C-level clients, through
group calls, teleconferences, in person events based on client
analysis and trending reports.
. Owner and creator of XY Strategy for client accounts.
. Consultative selling to clients in order to increase account
revenue by expanding product portfolio.
. Assist C-level executives in their job search by providing in
network referrals to openings, providing opportunities for
leadership development and visibility through our CIO medium.
. Effectively execute a strategic plan of action for individual
accounts, which results in clients renewing their membership.
. Experienced working with Consumer Product Manufacturing, Industrial
Manufacturing, Higher Education, Health Care, Pharmaceutical,
Media, and Financial services clients aligning our resources to
their initiatives.
. Provide value to clients by cutting consulting fees by providing
research and knowledge sharing to executive clients.
. Train, manage and mentor support staff to effectively understand
client needs and manage delivery of resources to client.
ERA Key Realty Services, Oxford, MA 2004 -
2007
Sales Associate - Subcontractor
Assisted clients in the home selling and buying process, working all over
Central Massachusetts and Middlesex County.
. Researched the market value, writing up listing contracts, marketing,
and selling home.
. Educated both buyers and sellers on the sale of property, taking them
through the whole mortgage, home selling & buying process and to
closing.
. Write and interpreted sales contracts and continually monitoring new
regulations and state laws that pertain to the buying and selling of
real estate in Massachusetts
Massachusetts Restaurant Association, Southborough, MA 1997-
2004
Director of Government Affairs
Reported directly to CEO of Association working to advocate and lobby for a
non-profit trade association with a membership of 2500.
. Traveled around state leading regional meetings with membership
educating them on the legislative process and the legislative agenda,
crafted the legislative grassroots internet program that allowed
members to reach their legislators through the internet, further
enhancing our grassroots program.
. Represented membership at local board of health, board of selectman
meetings on issues that would either negatively or positively affect
our constituency.
. Responded to television, radio and print media inquiries when
necessary.
. Directed and planned an annual Legislative lobby day at the State
House for a membership of 2500. Increasing attendance Year over year.
. Worked with groups that ranged from regulatory bodies as well as other
trade groups to implement state regulations and ensure the
associations membership were represented in the coalitions.
. Drafted legislative testimony, researched issues, created position
papers and managed our legislative agenda presenting before the board
of directors at annual board meetings at the MRA.
. Partnered with Food Allergy Foundation to educate members about food
allergy awareness.
. Created a synopsis of the 1999 Food Code that was published and
distributed to the membership. The synopsis educated association on
the regulatory changes that they needed to comply with resulting in
cohesive compliance to the federal and state regulations.
Massachusetts State House, Boston, MA, 1996
Legislative Assistant - Internship
Working with legislative staff of State Representative to ensure
constituent representation, while at the same time learning about the
legislative process in Massachusetts.
. Research pending legislation bills and summarized key points for
legislator.
. Responded to constituent inquires regarding state and local issues of
interest.
. Provided administrative support such as answered phones, word
processing and other administrative tasks as necessary.
EDUCATION
B.A Political Science, Regis College
Computer Skills
Salesforce, Outlook, MS Office, MS Powerpoint, Excel.