Megan Shaffalo
@meganshaffalo
I lead high-touch customer success, creative operations, and agile delivery for complex client portfolios.
United StatesWhat I'm looking for
At Jennifer Matteo Event Planning, I direct creative operations and client success across an elite luxury portfolio while managing the complete revenue, sales, logistics, and property operations of an exclusive private estate venue.
I translate ambitious concepts into structured plans, budgets, and seamless execution. I co-manage clients with budgets exceeding $150k, negotiate vendor contracts, oversee production timelines, and improve CRM workflows and planning dashboards to strengthen the luxury client journey.
Previously, at RevStar and AgileThought, I connected clients, stakeholders, and engineering teams through agile workflows, process models, capacity planning, onboarding, SOW management, and KPI reporting. I’ve helped recover underperforming projects, protect SLAs, align delivery teams, and build trust through clear, composed communication.
My background also includes relationship management, digital brand strategy, account retention, event execution, and real estate operations. I’m drawn to work where strong systems and high-touch service turn complex client needs into reliable outcomes.
Experience
Work history, roles, and key accomplishments
Creative Director, Lead Planner and Estate Venue Manager
Aug 2022 - Present (4 years 1 month)
The Scope: Directing full-portfolio creative operations and client success for the firm's entire roster of elite luxury clients, while concurrently managing complete end-to-end business operations, revenue pipelines, and logistics for a premier, exclusive private estate venue.
Key Achievements:
- Portfolio-Wide Client Success: Co-manage and oversee the entire firm-wide client roster; act as the p
The Scope: Spearheaded agile cross-functional workflows and strategic product initiatives to align technical system capabilities with client business objectives. Served as the primary consultant and communication bridge between stakeholders, clients, and engineering teams.
Key Achievements:
- Requirement Elicitation & Process Modeling: Conducted in-depth stakeholder interviews to define project s
Region Capacity Partner / Client Engagement Partner
Nov 2019 - Mar 2023 (3 years 4 months)
The Scope: Held joint responsibility for client success, resource allocation, and operational delivery across key region accounts. Partnered with recruitment, technical delivery heads, and management to optimize candidate pipelines, protect SLAs, and drive high-efficiency account management for IT consulting portfolios.
Key Achievements:
- Strategic Account Recovery & SLA Protection: Stepped in
The Scope: Spearheaded territory expansion, field relationship management, and digital brand strategy to drive brand loyalty and customer retention. Bridged market analysis with cross-functional operational collaboration to deliver tailored solutions for high-value clients, while overseeing the brand's digital presence and release calendars.
Key Achievements:
- Strategic Relationship & Retention
Field Relationship Specialist & Social Media Specialist
Aug 2016 - Sep 2018 (2 years 1 month)
The Scope: Focused on local field relations, customer journey touchpoints, and brand communication. Managed daily digital content execution, cross-departmental alignment, and community engagement to support regional market expansion and customer satisfaction.
Key Achievements:
- Client Experience & Advocacy: Delivered consistent, positive client experiences across digital and physical touchpoints
The Scope: Managed and retained high-volume business accounts contributing to a significant portion of company sales. Served as the primary point of contact for account escalations, relationship stability, and conflict resolution.
Key Achievements:
- Key Account Retention: Successfully managed and maintained the brand's most lucrative customer accounts, driving long-term retention and account hea
The Scope: Supported licensed real estate agents with transaction coordination, client database management, and property marketing. Managed real estate documentation, conducted property research, and coordinated vendor repairs to facilitate seamless property listings and successful open houses.
Key Achievements:
- Document Control & Compliance: Drafted and compiled essential real estate forms, co
Full-time parenting
Career Break
Dec 2013 - Aug 2014 (8 months)
Stay-at-home mom with newborn son!
Sales and marketing associate role.
Student Worker, Marketing Department
May 2010 - May 2011 (1 year)
Student worker in the marketing department.
Education
Degrees, certifications, and relevant coursework
State College of Florida-Manatee-Sarasota
Business Communications/Marketing
2008 - 2011
State College of Florida-Manatee-Sarasota
Associate of Arts, Business Communications/Marketing
2008 - 2011
Pursued studies in Business Communications and Marketing, focusing on communication strategies and marketing principles.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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