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Julie Annis
New Port Richey,Fl
Summary
I am a self-starter with over 15+years of experience in analytical and administrative roles. Proven track record to effectively manage multiple service lines consisting of administrative work, customer service, training and professional development.
Knowledgeable and graceful at managing high-volume workloads in fast-paced, ever changing environments. Regularly rewarded for hard work and ability to drive impact as a direct result to my overall commitment to excellence.
Over the past 13 years at McKinsey, I have developed strong problem solving skills, clear and concise communications, a collaborative leadership style, and a solid professional network to navigate the Firm.
Overview
17
17
years of professional experience
Work History
Global CRM Specialist /Manager
McKinsey & Company
05.2019 - Current
- Proven subject matter expert on firm's current CRM technology, ClientLink, requiring implementation of firm data policies and guidelines.
- Strong communication skills and effective and focused problem solver.
- Deepend ClientLink's reputation and adoption within the North America R&E and CA communities by building strong relationships with key stakeholders and providing gold star customer service.
- Communicated clearly with cell stakeholders to keep everyone on same page and working toward established business goals.
- Oversaw and advised on various complex campaigns and events, both internal and external.
- Built and managed high performing team of 8 colleagues out of our Costa Rica Office: 1 Specialist, 2 Sr. Analysts, 3 Analysts and 2 Jr. Analysts.
- Managed and motivated team members to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing colleagues to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Managed entire recruiting process to recruit, interview and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Created and delivered new onboarding structure to ensure new employees received adequate training and proper documentation to ensure their lasting success.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Global CRM (Sr.)Coordinator/Service Line Leader
McKinsey & Company
01.2016 - 05.2019
- Are of focus included training, administration and process oversight of various Global CRM Initiatives, including but not limited to complete suite of products and services offered by ClientLink (SmartShare, ClientLink for Cells, ClientLink Subscriptions). This also includes special initiatives around on-boarding, internal team training, and alike.
- Assisted global teams and Practices with training and onboarding and training for all ClientLink products and services.
- Alliance between Product Team (Triad) and CRM Leadership to help research, develop and implement SmartShare and assist with sunsetting of ClientLink for Partners.
- Awareness building, implantation and training for wide variety of topics including: firm-wide Contact Management, Knowledge Dissemination, data privacy, and and CRM best practices. Created and delivered training to ESP, FSP and CSP’s colleagues, providing tailored content to each audience.
Global CRM Administrator
McKinsey & Company
01.2015 - 12.2015
- Oversaw global product development and partner relationships, enabling footprint expansion into practices.
- Created, owned and drove execution for syncing current
- Served as global team assistant, helping to manage initial launch and development of ClientLink for Partners.
- Kept track of all team conversations in a structured way utilizing Box, prepared team agendas and attended weekly leadership calls.
- Worked with leadership team to analyze, prepare and execute data synchronization between Notes and Riva.
- Researched, developed and implemented global training program for EAs, FSPs and CSPs for multiple areas of need. Including but not limited to SmartShare, Best Practices for Contact Management, Reach & Relevance for EAs, etc.
Executive Assistant
McKinsey & Company
08.2010 - 12.2014
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for CSPs.
- Provide direct support to partner-level consultants and other CSP. Responsibilities include managing multiple calendars, scheduling meetings, organizing video conferences, arranging travel, expense reporting and timesheets.
- Assisted in supporting partners with semi-annual review process, organizing diligence and preparing confidential personnel reports
- Helped to create and provide training of all aspects of partner-level support to EA’s new to partner level support within TSC.
Paralegal /Office Manager
Baskin Fleece, Esq.
03.2007 - 08.2010
- Trained all new hires on Firm policy and procedures
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Edited and proofread legal documents to verify accuracy.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Conducted detailed client intakes and entered information into company database.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
Education
Paralegal Studies
St. Petersburg College
Clearwater, Florida2010
Liberal Arts
Champlain College
Burlington, Vermont1999
Skills
- Project Management
- Team Leadership
- Critical Thinking
- Problem Solving
- Strong Interpersonal Skills
- Communication
- Multitasking
- Collaboration/Teamwork
- Slack
- Zoom
Timeline
Global CRM Specialist /Manager
McKinsey & Company
05.2019 - Current
Global CRM (Sr.)Coordinator/Service Line Leader
McKinsey & Company
01.2016 - 05.2019
Global CRM Administrator
McKinsey & Company
01.2015 - 12.2015
Executive Assistant
McKinsey & Company
08.2010 - 12.2014
Paralegal /Office Manager
Baskin Fleece, Esq.
03.2007 - 08.2010
Paralegal Studies
St. Petersburg College
Liberal Arts
Champlain College