Transform the enrollment experience by leading strategic initiatives, optimizing processes, and fostering relationships. Drive engagement and deliver exceptional client outcomes in group benefits enrollment with measurable impact.

Contribute to organizational excellence by providing high-level executive support, managing schedules, communication, and travel logistics for senior leadership, ensuring efficiency and professionalism in all interactions for optimal operational success.

Optimize product strategy for CRM/sales enablement platforms, enhancing advisor effectiveness through agile practices, team leadership, and stakeholder engagement to ensure a user-centric, scalable ecosystem.

Champion transformative product strategies that enhance advisor performance and client engagement through scalable, user-centered CRM and sales platforms, while leading a dedicated team in an agile, entrepreneurial environment.

Shape the future of our product strategy by leading innovative CRM and sales enablement initiatives. Drive a high-performing team to enhance advisor engagement and operational efficiency, while integrating AI for scalable solutions.