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Project Manager

Medway, MA
September 26, 2018

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T: 508-***-**** Email: URL: EDUCATION

Lake Forest College, Lake Forest, Illinois

Bachelor of Arts Business Administration and Economics PROFESSIONAL EXPERIENCE

Financial Engines Inc., Boston, MA March 2014 - March 2017 Senior Communications Manager

• Created print and email campaigns for employees of clients to increase awareness of financial planning tools and resources.

• Served as liaison across 6 internal and external departments to ensure consistency in communication with 90% satisfaction rate among clients.

• Collaborated with 6 cross-function teams via Salesforce to launch campaigns to encourage engagement and enrollment.

• Measured and reported the effectiveness of electronic, print, video, face-to-face channels, messaging, tactics/collateral, and other activities, including readership, understanding, and engagement using data analytics; determined and adopted ways for continuous improvement, including 80% email open rate.

• Leveraged the full array of campaign communications vehicles (electronic, print, video, face-to-face, etc.).

• Proactively launched cost-saving initiative that converted 25% of existing print campaigns to email channel while increasing project rollout efficiency by 30% and penetrated new markets.

• Presented weekly communications strategy via PowerPoint to clients during face-to-face and online meetings.

• Transitioned to a new business sector and successfully managed 80 campaigns performing 157% of enrollment forecast.

• Transitioned 100% of clients to updated corporate standards, including new logo and color scheme.

• Implemented new campaign-tracking application to Salesforce increasing productivity by 10%.

• On-boarded 2 contractors to support campaign production improvement by implementing 30% reduction in tasks during project life-cycle.

Fidelity Investments, Smithfield, RI / Marlborough, MA April 2001 - June 2013 Communications Consultant / Account Executive

• Collaborated with 14 clients to develop email and print campaigns to engage employees of clients to prepare for retirement.

• Strategize with clients to develop email and print campaigns by analyzing their organizational culture, audience profiles, communication history, and identification of communication objectives.

• Project managed campaigns by delegating deliverables to cross-function departments, maintaining schedules and updating clients using internal management software ensuring execution of client expectations.

• Negotiated with clients to ensure project success by increasing overall program adoption rate

• Built strategic partnerships with internal teams to ensure communication plans accurately supported goals and opportunities outlined in annual business plan based on client feedback scorecard and success of audience engagement.

• Managed project cycle by performing cost estimation and budgeting up to $1M, and track effectiveness of plans/supporting materials.

• Supported client/plan changes by demonstrating comprehensive knowledge of corporate identity guidelines to ensure consistent image/brand awareness in the marketplace.

• Provided reference material and supporting events surrounding client events and transitions – flyers, events, event planning.

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