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Caitlin Osei

Caitlin Osei

Account Exec

Talent
ChicagoMember since March 14, 2026
Power BI data visualization and dashboardsExcel & Google SheetsSurvey design and analysis (Qualtrics)Market and policy research data managementQualtricsPowerPoint (research briefings, charts, tables)Microsoft Office SuiteGoogle WorkspaceLiterature reviewsQuantitative modeling supportQualitative coding and synthesis
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Power BI data visualization and dashboardsExcel & Google SheetsSurvey design and analysis (Qualtrics)Market and policy research data managementQualtrics

Experience

Account Executive at The League Global (2026-01 – Present)

Build and maintain customer relationships in assigned territory

  • Build relationships with 50+ customers in a given territory to generate over $1,000 in revenue
  • Thoroughly prepare for over 20 leadership meetings and 10 customer presentations
  • Worked closely with 30+ existing customers to uncover potential areas of service expansion

Lead Research Assistant at Loyola University Chicago (2023-01 – Present)

Conduct applied research on small business ecosystems and provide analysis

  • Conducted applied IRB-approved research on small business ecosystems and business service organizations (BSOs), supporting data collection and analysis that informed a Chicago Fed–published report on uncertainty facing Chicago-area small businesses, including policy uncertainty, rising prices, immigration enforcement, and capital access constraints
  • Collected, cleaned, and analyzed historical and primary data from 30+ community convenings and capacity-building events, synthesizing quantitative and qualitative insights to identify key trends affecting small business behavior and support organizations
  • Supported economists, faculty, and policy stakeholders by preparing descriptive analyses, summaries, and briefing materials used in external publications and stakeholder-facing reports, translating complex findings into clear, decision-relevant insights
  • Collaborated with interdisciplinary research teams (students, staff, faculty, and external partners) across the full research lifecycle, including instrument design, field data collection, analysis, and dissemination
  • Designed and executed outreach strategies to support research participation among academics, policymakers, and community leaders, contributing to 200+ attendees at research-informed events and increasing representation of underrepresented stakeholder groups
  • Analyzed engagement/participation metrics to evaluate research outreach effectiveness, reporting key indicators to seniors

Social Justice Research Fellow at Loyola University Chicago (2022-01 – 2023-12)

Conducted applied research on small business ecosystems

  • Conducted applied IRB-approved research on small business ecosystems and business service organizations (BSOs), supporting data collection and analysis that informed a Chicago Fed–published report on uncertainty facing Chicago-area small businesses, including policy uncertainty, rising prices, immigration enforcement, and capital access constraints
  • Collected, cleaned, and analyzed historical and primary data from 30+ community convenings and capacity-building events, synthesizing quantitative and qualitative insights to identify key trends affecting small business behavior and support organizations
  • Supported economists, faculty, and policy stakeholders by preparing descriptive analyses, summaries, and briefing materials used in external publications and stakeholder-facing reports, translating complex findings into clear, decision-relevant insights
  • Collaborated with interdisciplinary research teams (students, staff, faculty, and external partners) across the full research lifecycle, including instrument design, field data collection, analysis, and dissemination
  • Designed and executed outreach strategies to support research participation among academics, policymakers, and community leaders, contributing to 200+ attendees at research-informed events and increasing representation of underrepresented stakeholder groups
  • Analyzed engagement/participation metrics to evaluate research outreach effectiveness, reporting key indicators to seniors

Strategy Consultant, Extern at PwC (2023-01 – 2023-12)

Analyzed competitive landscape and developed marketing strategies

  • Analyzed the competitive landscape of 50+ organizations, creating a positioning matrix that shaped marketing strategy and drove a 20% uptick in lead generation, responding to client briefs and RFPs, and developing comprehensive proposals, including identity verification and documentation processes
  • Pioneered a marketing strategy focused on the three most underserved customer segments, resulting in a 40% surge in qualified leads from those previously untapped markets
  • Curated comprehensive profiles on 15 leading organizations, evaluating program success, fiscal health, and community influence within a 3-week period to inform strategic partnerships and marketing initiatives
  • Orchestrated the creation and presentation of strategic marketing recommendations, securing executive commendation for data-driven insights and actionable plans that optimized marketing campaign reach by 15%

Education

Master of Business Administration in Business Administration – Loyola University Chicago (2023-01 – 2025-12)

Master of Science in Marketing – Loyola University Chicago (2023-01 – 2025-12)

Bachelor of Arts in English – Loyola University Chicago (2019-01 – 2023-12)

Skills

Account Exec

Reviews