Heather Marchegiani, MBA

Experience

• 

  MRM Group, LLC

  Nov 2008 - Dec 2013

  • Senior Client Account Manager

    Jul 2010 - Dec 2013

  • Client Account Manager

    May 2009 - Jul 2010

  • Project Manager

    Nov 2008 - May 2009
• 

  MRM Group

  Jan 2014 - Nov 2015

  Director of Business Development and Special Projects
• 

  MRM Group, LLC

  Nov 2015 - May 2017

  • Vice President of Operations and Strategic Planning

    Sept 2016 - May 2017

  • Director of Strategic Operations

    Nov 2015 - Sept 2016
• 

  Med-IQ

  May 2017 - Jul 2024

  ● Promoted to oversee business operations and six departments and a team of 25, including project management, client services, administration, finance, grant management, and pricing, while maintaining responsibilities as Vice President of Operations● Implemented and currently oversee an agile project management methodology to achieve efficiency, reducing timelines, improving profitability, and increasing capacity among staff.● Designed and implemented an algorithm that identifies trends, predicts end-of-year revenue in five categories, and is being used as a benchmark for all senior leaders in the organization.● Developed a framework and roadmap for new product development, including identifying the various stages, stakeholder involvement, and creating accountability to facilitate successful launches.● Devised and implemented the company's inaugural upsell strategy, enhancing client engagement and visibility.● Introduced a quarterly feedback system to quickly adapt training content and increase user participation, fostering more frequent and productive meetings with clients.● Lead strategic planning meetings and initiatives by coordinating participation from multiple departments, including marketing, sales, content development, and information technology.● Identify, facilitate, and implement process improvement opportunities focused on invoicing, proposal review, and the Workday enterprise management system enhancement to drive efficiency across the business.● Implemented a cross-departmental meeting framework to streamline collaboration between sales and operations, significantly improving project initiation and delivery efficiency while ensuring sustained profitability. ● Provide real-time updates of revenue, track revenue recognition as compared to budget, and develop analyses to aid in decision-making.● Participant in the enterprise wide Allyship Resource Group, supporting inclusivity and diversity efforts related to the LGBTQ+ community. Show less ● Oversaw the execution of all revenue from all divisions of the company by managing 4 departments (grant management, pricing, project management, client services), while continuously owning responsibilities in project management and client services.● Served as the project lead for the end-to-end implementation of the Workday system. This involved driving a cross functional team in requirements gathering, creating test scenarios, development of end user training materials, and enterprise-wide communication. ● Collaborated with content and marketing teams to launch three innovative products in two years, expanding market reach and tripling our potential client base, significantly increasing revenue opportunities.● Established a retrospective review system for projects, leading formal team debriefs and capturing key insights, which were then integrated into future project plans, leading to noticeable reductions in labor costs.● Identified and addressed discrepancies in time tracking, creating, and delivering targeted training that boosted productive time by 15-20% and improved labor hour forecasting for upcoming initiatives. Show less ● Lead the client services department, managing a Client Services team of five account managers and directing client engagement for two company divisions and maintaining strong relationships with 90+ clients.● Oversaw a team in the strategic design and rollout of the Microsoft Teams platform, successfully migrating 100 projects from Basecamp to Teams, enhancing collaboration and project management efficiency.● Participated in the integration of two learning management systems being used by the client services team, including highlighting the user experience needs of both learner groups.● Created capacity trackers for both project management and client services to facilitate more efficient and productive assignment of clients and projects to staff.● Managed a team that created a training manual of Med-IQ processes to assist in easier training of new employees. Show less ● Managed a team of 10+ project managers that were responsible for the execution of project-based work across the organization, providing ongoing coaching and management to ensure best practices and internal client satisfaction.● Coordinated a cross-training initiative within the project management team to ensure all types of projects across the four legacy organizations could be staffed and managed by any project manager.● Performed profitability analyses for designated projects and/or entire divisions of the company, subsequently identifying opportunities for improvement and implementing solutions.● Oversaw contract development for the organization. Show less

  • Senior Vice President Operations

    Apr 2023 - Jul 2024

  • Vice President Operations

    Apr 2021 - Mar 2023

  • Vice President of Project Management and Client Services

    Apr 2020 - Mar 2021

  • Vice President Project Management

    May 2017 - Mar 2020
• 

  Elevance Health

  May 2024 - Jan 2025

  Chief of Staff, Business Strategy Planning Director
• 

  The Michael J. Fox Foundation for Parkinson's Research

  Jan 2025 - now

  Senior Vice President and Head of Business Operations
• 

  Kesem at Yale

  Mar 2025 - now

  Advisory Board Member