Instapanel - Client Strategy Manager
San Diego, CA | NY, NY • 08/2021 - Present
- Leads Client Strategy and Business Development initiatives to Instapanel’s highest grossing quarter of all time at $731K.
- Maintaines and ongoingly negotiates enterprise partnerships of up to $700K per partnership.
- Cross collaborates with clients, internal partners, and key stakeholders to deliver high quality market insights. Developes key client relationships and high level partnerships with DDB Global, VMLY&R, and Amazon.
- Negotiates, drafts, and reviews proposals and SOWs for over $1M in project bids.
- Continuously developing Client Strategy department roles and responsibilities while creating a methodology to follow through on projects and generate residual revenue of at least $10K+ on incoming projects monthly.
- Spearheads business development and client strategy operational process, with a focus on client experience and revenue development.
- Manages B2B, B2C, and international market research projects in collaboration with major brands, tech companies, and marketing agencies, while utilizing paid social media advertising (FB ads, LinkedIn, User Interviews) to recruit panelists.
- Writes comprehensive Findings reports to display in-depth findings to the client based on client feedback and data. Works collaboratively alongside industry leading C-Level marketing/advertising clients in order to build lasting partnerships.
Northwestern Mutual
-
Financial Advisor
Portland, OR • 02/2020 - 06/2021
- Operated financial planning and advising practice with Northwestern Mutual broker, focusing on working with underrepresented communities with $83K in submitted business, 66 clients, and 1000+ qualified prospects.
- Sourced potential clients via thorough in-meeting prospecting and networking within business groups.
- Assisted Recruiting Team in sourcing established professionals and university students for internship and full-time positions.
- Collaborated with various joint work partners and executives to advise in clients’ best interest.
- Met with customers to assess needs, financial status, and eligibility. While coaching them through a complete sales pipeline. Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Utilized analytics from Facebook page Ads, LinkedIn, and Instagram to provide marketing Insights for my practice.
R/GA
-
Production Intern
Portland, OR • 06/2018 - 08/2018
- Assistant project manager for brand projects with budgets of $250k+.
- Collaborated with cross-functional teams and executives on brand projects for Nike, Canada Goose, and Starbucks
- Led team meetings and initiated project updates/action items for senior strategists.
- Gained experience working in a rapid agency lifestyle, and knowledge of working in high-stress scenarios, and acted as an Internal and external representative of R/GA.