Senior Research Manager at Zonda
5/2025 – Present
- Lead and manage departmental projects and teams with agile tools like SharePoint.
- Create frameworks and methodologies to produce industry-leading research data.
- Provide thought leadership and new strategies for department and future applications.
- Train Research Coordinators and Data Operations Analysts as part of senior management.
- Continue to manage largest research region and data collection methodologies in Salesforce for B2B SaaS applications for the new home building industry, investors, developers, and institutional buyers.
- Balance shifting priorities from cross-functional teams, sales teams, and customer/user cases.
- Present to clients and users on research methodology and regional dataset.
Regional Research Manager at Zonda
10/2016 - 4/2025
- Manage region, database, and data collection methodologies in Salesforce for B2B SaaS applications for the new home building industry, investors, developers, and institutional buyers.
- Manage workflows, work volume, schedules, and education for a team of 12 remote analysts.
- Experience executing and overseeing qualitative and quantitative strategic analyses and market intelligence analyses, insights, reports with data-first principles.
- Generate queries in various tools to data mine, problem solve, and report aggregated data.
- Troubleshoot client issues and manage open cases within Salesforce by thoroughly communicating with clients and internal support members.
- Conduct user acceptance testing (UAT) and bug testing in collaboration with development teams for new applications and enhancements to existing applications.
- Generate customized data queries in business intelligence (BI) tools for competitive intelligence reports and client requests.
Technology Coordinator at Zonda
1/2015 - 6/2016
- Performed all quality assurance for new developments and enhancements to existing applications, such as unit testing, exploratory testing and user acceptance testing.
- Managed all IT department cases in Salesforce by communicating with clients and internal users to fix issues, bugs, and future application enhancements.
- Coordinated beta testing for internal and external users, and managed bug fixes for developers.
- Managed product development roadmap projects using Microsoft Project and Team Foundation Server and served as Scrum Master.
- Planned and created mock-ups of new developments or enhancements following discussions with product owners.
- Created content and organized department documentation, manuals and instructions in SharePoint.
- Created technical specifications and scopes from unstructured requirements obtained from product owners.
- Queried databases in SQL Server containing raw data, data warehouses, and various imported vendor data.
- Developed apps and tabs in Salesforce, including forms, reports and knowledgebases.
Real Estate Consultant
9/2013 - 12/2014
- Consulted for various freelance assignments related to commercial and residential real estate.
- Property management consulting for Sentinel Corp. to transition eight commercial office buildings, establish accounts, and acquire vendors.
- Site selection and land acquisition consulting for Preface, a California-based developer.
- Created marketing and intelligence reports for various geographies and business segments.
Senior Analyst, Market Research at JLL
12/2011 - 9/2013
- Established the local market research department by introducing databases, reports, presentations, and strategies to aid brokerage teams in winning business and retaining clients.
- Managed team of research associates by recruiting, training, and managing projects.
- Successfully maintained property and transactional databases, as well as created boilerplate report content, using internal and external data tools like CoStar.
- Tracked and analyzed the local commercial real estate market and leveraged knowledge and insights proactively for research products, client projects, and business development efforts.
- Contributed to market statistics process, including data collection, verification and final analysis.
- Utilized mapping software like Google Earth Pro to produce maps for presentations and reports.
- Tracked, maintained, and disseminated detailed data for critical indicators including lease and sales comparables, development pipelines, and active tenants in the market.
- Analyzed and reported on the local and regional economy with respect to employment statistics, major company activity, industry trends, and demographics that affect the local real estate market.
Senior Analyst, Market Research at Colliers International
12/2010 - 11/2011
- Established the market research department by introducing historical transactional data, hiring research associates and creating a robust database.
- Created quarterly and annual market research studies for brokers, industry professionals, and local governments by analyzing statistics to determine trends and forecasts.
- Coordinated and developed real estate market, trend, and insight reports.
- Performed data mining to create ad hoc reports, proposals, and broker opinion of values.
- Successfully migrated and scrubbed three databases into one CRM tool to centralize information and encourage knowledge transfer in the company.
- Researched market and property data in tools like CoStar and Loopnet.
Senior Analyst, Market Research at Cassidy Turley
4/2008 - 11/2010
- Successfully migrated legacy database to CRM database by scrubbing data, training brokers, and creating reports to extract data.
- Managed research associates and department interns by hiring, training, and daily operations.
- Created quarterly and annual market research studies utilized by brokers, appraisers, media, local government officials, and industry professionals by using statistics for trends and forecasts.
- Conducted presentations internally and externally to support business development efforts.
- Maintained a robust CRM database of property records, listings, transactions, and contacts.
- Conducted financial analysis and researched client companies.
Proposals Coordinator at Press Ganey Associates
11/2004 - 1/2008
- Managed sales proposal process and directly responsible for managing the proposal development process from the point of RFP (request for proposal) release, through delivery proposal.
- Used persuasive business writing to draft proposal responses and used pre-written content.
- Collaborated with internal subject matter experts, senior management, and sales account executives to respond to RFPs and proposal content.
- Located potential bid opportunities using a variety of internal and external resources.
