At Guideline, I developed customer education on retirement regulations, SECURE 2.0, and state retirement mandates, turning complex requirements into practical resources.
I also designed and launched the company's first internal subject-matter training program. I maintained its Confluence knowledge base and helped standardize operating procedures across departments.
At Guideline, I trained strategic payroll partners, including Intuit and Gusto, and created sales guides for complex 401(k) scenarios. I also onboarded and mentored the 2019 hiring class, which became the company's highest-performing hiring class.
As an Independent Sales & Marketing Consultant, I support client sales and marketing initiatives, including customer onboarding, content development, and process education. Earlier, I exceeded sales quotas at Rippling and Guideline and developed reusable tax reference guides at PwC.
