
Rachel M.
Sales and Marketing Operations Internship

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About me
Product Specialist II at PMI
Education

Southwest University for Nationalities
2016 - 2016Bachelor's degree Chinese Language and Literature
Convent of the Visitation School
2010 - 2014High School Diploma
Carthage College
2014 - 2018Bachelor's degree Marketing & Chinese, Cum Laude
Experience

Starkey Hearing Technologies
May 2016 - Aug 2016Sales and Marketing Operations InternshipThis was an empowering role for me. I researched and contributed to Starkey’s Sales and Marketing strategy at a young age. It showed me the value in giving responsibility to younger employees to give them a chance to learn and grow within a corporate setting. As an intern for the Sales and Marketing teams, I worked directly with the National Sales Director to manage Starkey’s CRM and other sales operations tools; establish Starkey’s exit strategy program for transitioning customers; scaling the program across the U.S; and optimized the evaluation process for Starkey’s key locations. I presented the research results and recommendations to the management team.Through this internship, I learned the importance of understanding the target market. Every customer is different and knowing how to partner and provide value to each helps a company succeed. Reaching out to customers shows that a company values their customer’s needs and wants. Show less

GoChengdu.com
Sept 2016 - Dec 2016Translation Specialist~Translated articles and interviews from Chinese to English about local events, tourist attractions, restaurants, and news.~Shared insight as an “American/Westerner” assisting GoChengdu.com’s Marketing Team in promotion of attractions in Chengdu to encourage foreigners to visit and explore the city

Sourcewell Technology
May 2017 - Aug 2017Operations InternshipThis job gave me the opportunity to build skills using lessons I learned from other positions and classes I had completed. It showed me the value in giving responsibility to younger employees to give them a chance to learn and grow within a corporate setting. As a member of the Administrative team, I managed all daily activities for Sourcewell's Twin Cities headquarters, from calendar coordination to daily meetings. I worked with the Marketing Operations team to streamline marketing activities, boosting efficiency for the group.Through this internship I learned the value of communication. Communication is vital to a company’s success. By coordinating daily meetings, I saw firsthand how internal and external meetings impacted Sourcewell’s success. Show less

Henry Schein
Sept 2018 - Feb 2020Project Manager, Warehouse Operations & Equipment CoordinatorAs a Project Manager and Warehouse Operations & Equipment Coordinator, the core function of my job was to put the right people on the right job at the right time. In other words, I empowered fellow employees, specifically technicians, by giving them opportunities for growth. Even if a colleague was new, I trusted them and encouraged them to challenge themselves in different aspects of their job. This created a positive culture where people trusted and relied on one another. As the core member of the Operations team for Henry Schein Dental, I managed resource allocation for projects, coordinating with a team of over 50 technicians and sales representatives. In order to make the branch more efficient, I streamlined the ordering process for the Colorado & Wyoming regions, from project initiation to project close. I oversaw all weekly meetings between project coordinators and outside sales representatives in the region to ensure communication through the project lifecycle.I built excellent relationships with customers through daily communication by phone and email about the status of their new equipment orders, and service and repair requests.On top of working with the Operations team, I coordinated additional leadership opportunities outside of the role, including HR and Administrative projects.Through this role at Henry Schein, I learned the importance of confidence. Confidence is key to make business decisions and building a team. Confidence in yourself that you can do your job and excel even without proper training, and confidence in your teammates to help them excel at their jobs. Show less

Chariot Financial
Feb 2020 - Nov 2020Licensed Loan OfficerChariot Financial helps individuals and families purchase and refinance homes across the Denver Metro Area. They leverage strong connections with lenders to get clients the best available mortgage rate, and through educating their clients about home loans. Chariot Financial empowers their clients to make good financial decisions for them and/or their family. As a member of Chariot Financial, my main focus was managing day-to-day organizational activities and supporting owner of the firm. I coordinated initial stages in the client journey and cultivated net-new relationships with working professionals utilizing various marketing tactics.Through my role at Chariot Financial, I learned the power of networking. Whether you’re building a business relationship with a referral partner, lender, or expanding clientele, creating a wide network is critical to long-term success. Networking also provides you with the opportunity to give back – you can connect friends and family to others in your network who can support them in a job hunt, growing a business, or other matters. It helps you appreciate how small of a world it really is. Show less

Level Mpls
Apr 2021 - Jun 2024It takes hard work, determination, and teamwork to inspire great work. With over 35 years of marketing and business-building expertise, Level Mpls is committed to infusing a spirit of collaboration and teamwork into everything we do. We’re committed to being there for our clients — and for each other — always. We’re committed to immersing ourselves into our clients’ worlds – listening and learning to discover insights that spark new thinking and great ideas. This begins with hiring the right people, with the right skills and thinking, and then empowering them to welcome challenges and develop solutions that not only meet but exceed client needs.This role is responsible for overseeing and managing the day-to-day agency activities and purchased/licensed tools that ensure we get client work executed on spec and on time. This role is a strong communicator, thrives in a fast-paced and fluid environment and works collaboratively with our teams and external partners to ensure the highest quality of work. Show less LEVEL is a women-owned, women-led brand and marketing agency that does not shy away from a challenge. We are an organization built on teamwork, determination and heart – committed not only to meeting but exceeding the needs of our clients. As a Client Project Manager, I have the opportunity to be a steward of our clients’ brands and businesses as I manage their projects from start to finish. As a Project Manager, I had the opportunity to build relationships across LEVEL to learn the ins-and-outs of the agency. Now, I will leverage those relationships and the expertise of my colleagues to not only run beautiful ad campaigns, but create strong, long-lasting brands. This role will push me to keep up with digital and production trends to help our clients look around the corner to what’s next. Show less LEVEL Mpls’s mission since they opened in 1986 has been to forge honest brand stories that create lasting affection between brands and consumers. Their team of experts uncovers unique truths about complex categories such as health care, finance, education, and technology in order to craft them into compelling messages. LEVEL Mpls empowers their clients to find their voice and share their message in a simple and impactful way. As their first project manager, it is a unique opportunity for LEVEL to consider how this role can benefit the company, and for me to use the tools I’ve learned through past experience, school, and project management certification courses. Show less
Project Manager and Production Specialist
Jan 2024 - Jun 2024Client Project Manager
Mar 2022 - Dec 2023Project Manager
Apr 2021 - Mar 2022

Project Management Institute
Jul 2024 - nowProduct Specialist IIAs a Product Specialist II, I am responsible for developing and implementing programs, educational content, and other essential components of the customer and membership experience. My role supports the day-to-day operations of product management and development, contributing to complex and cross-functional initiatives. I work across multiple teams, fostering a collaborative and growth-oriented environment. This position is part of the Specialized Certifications team.
Licenses & Certifications

Women in Leadership Certificate Program
Minnesota State University, MankatoJul 2022
Certified Associate in Project Management (CAPM)
Project Management InstituteDec 2020
Excel 2016: Conditional Formatting in Depth
LinkedInApr 2021- View certificate

Google Analytics for Beginners
Google Analytics for BusinessJan 2017 - View certificate

Advanced Workflow Badge
Monday.comJan 2024 - View certificate

Salesforce
SalesforceJan 2019 - View certificate

Six Sigma Foundations
LinkedInFeb 2021 
Disciplined Agile Scrum Master (DASM)
Project Management InstituteApr 2021- View certificate

Monday.com Product Badge
Monday.comDec 2023 - View certificate

Operational Excellence Foundations
LinkedInFeb 2021
Volunteer Experience
Chair - Programs Comittee
Issued by PMI Minnesota on Jan 2024
Associated with Rachel M.Program Director - R2/R3 LIM
Issued by PMI Minnesota on Nov 2022
Associated with Rachel M.Vice Chair - Programs Committee
Issued by PMI Minnesota on Feb 2021
Associated with Rachel M.Sergeant at Arms and Secretary, Chapter Chair
Issued by Toastmasters International on Dec 2019
Associated with Rachel M.Volunteer & Mentor
Issued by Angel Concept on Sept 2018
Associated with Rachel M.Campus Representative
Issued by Carthage College on Sept 2014
Associated with Rachel M.
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