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Senior Program Manager
Demonstrated experience with Business Operations & Process Improvement.
Demonstrated experience with Workflow Design (0 to 1).
Demonstrated experience with Root-Cause Analysis.
Demonstrated experience with KPI & Dashboard Reporting.
Demonstrated experience with Cross-Functional Initiative Delivery.
Senior Program Manager open to new opportunities
Used stakeholder interviews, field feedback, Salesforce B2E, and Power BI to identify engagement risks and performance barriers. Formally documented and tracked leader concerns and follow-up actions in Salesforce B2E, coordinating cross-functional support and resolutions.. Redesigned onboarding for approximately 160 advisors and leaders through personalized support, role-based 30/60/90-day milestones, manager reinforcement, coaching, and continuous feedback.. Served as Allego enterprise administrator and program owner. Ran pilots with new onboarding cohorts to test usability and build field champions before broader adoption, using persona-based simulations, scored role-play, and AI-generated feedback. Set usage guidelines and worked with Allego's IT team on the rollout.. Translated enterprise priorities into roadmaps, milestones, ownership, dependencies, risks, decision points, and executive checkpoints across Sales, Technology, Operations, Analytics, HR, Compliance, vendors, and field leadership. Used Jira to manage delivery and cross-functional handoffs and ADKAR to drive stakeholder engagement, communications, and sustained adoption. Clarified ownership of a stalled workflow where Compliance review had not been assigned, holding the launch date.. Co-designed and piloted Thrivent’s enterprise performance scorecard, defining KPIs, measurement methodologies, and evaluation criteria to assess business performance, identify trends, and support data-informed improvement decisions.. Built and scaled enterprise leadership programs including ELDP, Growth Advisor, New Leader Academy, and Leadership Excellence.. Evaluated whether Cornerstone could replace Allego against reporting, usability, mobile, AI functionality, and business requirements, and recommended retaining Allego. Documented workflow requirements, process maps, testing scenarios, and acceptance criteria to support implementation and adoption.. Planned and managed an approximately $80K budget for New Leader Academy and ELDP, reducing program cost primarily by redesigning in-person delivery.. Designed and deployed a custom AI assistant for objection handling and built a role-tailored AI prompt library with usage guidelines. Tested responses and adjusted prompts after learning one set did not fit everyone.
Served on the executive leadership team of Northwestern Mutual’s #1 district network office nationally, partnering with senior leaders to translate growth, revenue, and performance priorities into coordinated operating plans, governance routines, and accountability measures across four regional business units.. Established governance, scorecards, calibration routines, and manager-led accountability across onboarding, coaching, performance management, and leadership development to strengthen execution consistency across a 65+ leader organization.. Designed and directed leadership and advisor performance programs including LEAD X, Launch Accelerator, and Fastrack Sales School, establishing consistent expectations, coaching, manager reinforcement, and accountability across four regional business units.
Led six direct reports and programs serving 150+ customer-facing professionals and 80+ interns annually, integrating planning, communications, implementation, and evaluation.. Designed Fastrack Sales School, new-advisor and college-intern sales training, LEAD X, and Train-the-Trainer programs, and built ACE/Activity Coaching and mentor curriculum, equipping advisors and managers with practical selling skills, coaching tools, and structured reinforcement to improve field execution.. Built communications and marketing for enterprise programs, contests, incentive experiences, and strategic roadmaps, translating priorities into messaging that drove awareness, engagement, and adoption.. Created repeatable development pathways spanning live, virtual, self-directed, peer, manager-led, and field application experiences.. Used needs assessments, feedback, and stakeholder input to identify gaps and prioritize the highest-value interventions.
Built and operated an 18-month advisor performance framework connecting business outcomes to sales activities, coaching, milestones, accountability, and data.. Led recruiting, activation, customer-facing development, coaching, and growth programs, establishing repeatable processes and clear performance expectations across managers and advisors.