Sarah Shash
Toronto,Canada
Summary
Client Experience Manager with expertise in financial compliance and community engagement. Notable for creating personalized client experiences and fostering long-term relationships to promote business growth.
Proven skills in marketing, communications, and program coordination. Successfully implemented digital strategies that enhanced client outreach and increased brand awareness, resulting in significant engagement and lead generation.
Overview
5
5
years of professional experience
Work History
Client Experience Manager
Dewdney & Co.
01.2024 - Current
- Coordinate logistics for onboarding new staff and leaders, including computer access, workspace, and hardware/software setup
- Provide courteous service to high-net-worth clients and visitors and answer inquiries
- Set up investment accounts for clients, ensuring accuracy and compliance with financial regulations
- Organize and maintain confidential files and databases, including photocopying, scanning, and filing
- Manage sensitive financial information with discretion, maintaining the highest level of confidentiality
- Manage communication through emails and phone calls; screen, redirect, and take messages
- Participate in event planning, travel arrangements and scheduling of client meetings
- Assist in marketing, business development, and the creation of investment and financial plans for clients
Director of Outreach and Communications
Black Seed Lab - Habasooda
01.2024 - 12.2024
- Company Overview: Co-founded a grassroots community and wellness organization for marginalized women in the arts through the Ontario Trillium Foundation
- Develop and conduct hands-on workshops tailored to the needs of these artists
- Design personalized mentorship programs for participants
- Created and implemented a comprehensive social media strategy for the organization
- Managed all applicant outreach and communication
- Organize and facilitate meetings and events
- Co-founded a grassroots community and wellness organization for marginalized women in the arts through the Ontario Trillium Foundation
Marketing Administrator
Pineapple Financial
01.2022 - 12.2023
- Conducted social media best practice and competitor research and identified opportunities for improved digital strategy; implemented improvements, including incentive campaigns that led to an additional 500 followers while improving engagement and lead generation
- Created weekly internal emails covering pertinent company information using WordPress and Salesforce Marketing Cloud
- Built relationships with vendors across the GTA to source branded merchandise, increasing brand awareness with a positive ROI
- Spearheaded social media and digital ad campaigns and ideated the event name for a charity function with accountability for the budget, logistics, and branded collateral; sold 100% of tickets which raised $10K for cancer research
- Reorganized the company Google Drive and established a content map for each department, campaign and year
Digital Marketer (Contract)
Digital Main Street- Invest Ottawa
01.2021 - 12.2022
- Delivered in-depth digital transformation services through the Future-Proofing Main Street program to support existing main street firms to adapt to changes in their sector, survive the COVID-19 crisis, and thrive in the new economy
- Created new online business models and implemented digital and e-commerce marketing strategies for client firms, maximizing digital tools, platforms, and content
- Conducted market and audience research for client firms and ideated social media content based on brand positioning and campaign goals and targets
- Established social media content calendars for clients and delivered education on best practices
Education
Bachelor of Arts - Honours Communication Studies
York University
01.2020
Skills
- Organizational Skills
- Cultural Programming Support
- Cross-Functional Collaboration
- Data Tracking and Reporting
- Marketing Program Coordination
- Financial and Budget Managing
- Copywriting and Content Creation
- Community and Stakeholder Engagement
- Salesforce Marketing Cloud
- Salesforce Pardot
- SideDrawer
- Canva
- G-Suite
- Outlook
- MS Office 365
- PowerPoint
- WordPress
- Customer relationship management
- Sprout Social
- Trello
- Mondaycom
Languages
- English, NATIVE
- French, PROFICIENT
Timeline
Client Experience Manager
Dewdney & Co.
01.2024 - Current
Director of Outreach and Communications
Black Seed Lab - Habasooda
01.2024 - 12.2024
Marketing Administrator
Pineapple Financial
01.2022 - 12.2023
Digital Marketer (Contract)
Digital Main Street- Invest Ottawa
01.2021 - 12.2022
Bachelor of Arts - Honours Communication Studies
York University
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