• Strategic Analytics Enhancement for Sales Enablement: Automated and standardized the process of cleaning and transforming bulk client data for account updates, leading to a streamlined ETL process with SQL and Python. Developed a client-facing solution for direct website submissions, eliminating manual intervention and improving data processing eciency by over 40%.
• Innovative Product Demonstrations & Client Onboarding: Revolutionized product demonstrations of the CHEK platform, implementing a structured feedback mechanism that increased close rates and reduced time-to-close by 30%. These enhancements strengthened company market position by optimizing the client onboarding experience and fostering brand loyalty
• Tech-Driven Customer Experience & Solution Engineering: Led the integration of CRM systems like Salesforce with client accounts, enhancing customer satisfaction by 35% and streamlining sales processes.
• Cross-Functional Collaboration: Drove cross-functional collaboration by implementing client account documentation standards and project management tools like Asana, resulting in a 45% increase in program efficiency and the successful establishment of a client success department, significantly enhancing operational efficiency and innovation.
• Data-Driven Sales Metrics & ROI Analytics: Pioneered the design and implementation of data-driven sales metrics and ROI analytics, including comprehensive client and sales journey mapping with SOPs, achieving a 45% improvement in sales strategy effectiveness and fostering cohesive alignment across client-facing departments, thereby enhancing account health and process success.

CHEK

July 2023-Present

• Led Data-Driven SaaS Implementations: Utilizing the Intelliboard Platform to architect custom reports and visualizations for LMS, SIS, and HRIS integration, tailoring solutions to client-specific needs and conducting comprehensive training that significantly enhanced client operational efficiency and decision-making processes.
• Catalyzed Sales & Churn Reduction: Catalyzed sales and reduced churn to 5-8%—well below the industry standard of 10-15%—by implementing targeted client engagement strategies and customized analytics solutions, significantly enhancing client retention and satisfaction.
• Cross-Functional Liaison: Served as a key cross-functional liaison, fostering vital communication between sales, product development, and technical teams, which accelerated the resolution of technical issues and integration of client-centric product enhancements, directly contributing to a 20% improvement in product development efficiency.
• Engagement and Participation Improvement: Strategically led initiatives that dramatically increased client engagement by 120% and participation by 65%, while reducing HelpDesk queries by 30%, through targeted user experience improvements and client training programs, significantly boosting client satisfaction and platform usability.
• Sales and Product Development Feedback: Enabled continuous platform evolution to exceed client expectations by providing critical client feedback and insights to sales and product development teams, fostering a client-driven product strategy that contributed to a 15% year-over-year increase in platform adoption and client satisfaction.

intelliboard

Jan 2020- July 2023

freelance consultant

March 2016-Current

• Led Sales Enablement Innovations: Developed sales enablement and training innovations, integrating strategic APIs to revolutionize user onboarding and adoption, resulting in a 25% surge in user engagement and a notable increase in platform security and usability, directly contributing to a 10% increase in overall sales performance.
• Developed Immersive Sales Training Solutions: Developed and deployed cutting-edge immersive sales training solutions and workshops driving a 20% improvement in technical sales performance, substantially enhancing the sales team’s ability to engage clients and communicate product value effectively.
• Customized High-Impact Sales Enablement Programs: Engineered customized, high-impact sales enablement programs by integrating advanced analytics and CRM tools, resulting in a 30% boost in sales team productivity and a 15% increase in customer retention, effectively addressing unique technical sales challenges to enhance client engagement and solution presentation skills.
• Championed a National Sales Training Initiative: Championed a transformative national sales training program, enhancing technical product knowledge and sales skills across the organization and fostering a culture of continuous learning and excellence, which led to a 25% increase in sales eciency and a marked improvement in team confidence and cohesiveness.

• Enhanced Sales through Strategic Partner Analytics: Strategically harnessed sales engineering and networking to deepen partner relationships, driving a 35% surge in sales. Employed sophisticated data analysis to uncover key market insights, enabling strategic sales initiatives and partnership growth, thereby demonstrating a keen aptitude for data-driven strategy and collaborative success.
• Boosted Operational Efficiency via Enablement Tools: Boosted operational efficiency by integrating advanced project and budget management tools, streamlining international operations and enhancing global strategy execution by 25%. This strategic adoption not only optimized processes but also equipped sales teams for superior performance, underscoring a commitment to technological leverage and excellence.
• Implemented Resource Optimization Strategies: Pioneered and implemented cutting-edge resource optimization strategies, significantly enhancing the efficiency of global educational initiatives by improving resource allocation and project support by 15%. My strategic planning and analytical prowess fostered a robust framework for sales enablement, showcasing an exceptional capacity for driving operational and strategic excellence.
• Drove Global Alignment: Initiated the integration of digital transformation and educational trends into sales enablement. This initiative not only underscored my capacity to leverage analytics for strategic insight but also significantly improved global brand and sales alignment, cementing our position as a leader in educational solutions.
  

IMG Live

June 2017-May 2019

linksystems

July 2015 - June 2017

• Led Data-Driven Sales Enablement Initiatives: Directed innovative, data-driven sales enablement initiatives, leading to a 20% increase in educational platform adoption. By utilizing advanced analytics to craft customized sales materials and training programs, I significantly bolstered sales team effectiveness and client engagement, demonstrating a profound commitment to strategic decision-making and cross-functional synergy.
• Drove Sales Enablement with Strategic Insight: Drove sales enablement with unparalleled strategic insight, leveraging detailed market analysis and data insights to craft and execute compelling sales strategies that resonated with target audiences, resulting in a 30% increase in customer engagement. This initiative demonstrated my capability to harness analytics for insightful sales planning, substantially reinforcing the ecacy of our data-driven strategies.
  

prata agency

March 2012-July 2015

• Established L&D and On-Boarding Programs: Dramatically transformed instructional methodologies, catapulting certification eciency by an unprecedented 600% and doubling pass rates by 200%, setting new benchmarks in educational excellence and learner achievement.
• Pioneered Change Management: Pioneered the overhaul of management practices by integrating Objectives and Key Results (OKRs) and Key Performance Indicators (KPIs), culminating in a significant 40% decline in workforce turnover, thereby fostering a more stable, engaged, and productive organizational environment.
• Championed Continuous Improvement and Learning: Elevated organizational competence and agility by designing and executing comprehensive onboarding and continuous development programs, significantly enhancing cross-departmental skillsets and promoting a culture of continuous learning and improvement.

Meaghan was a joy to work with.

We appreciate Meaghan so much!

We enjoyed our time working with Meaghan!

Contact Meaghan