Lori M.

Experience management and research professional with over 17 years of experience with survey design, data cleaning, visualization and integration, client relationship management, strategic insight generation, and educational outreach.

Washington, District of Columbia, United States

View resume

Skills

market research, survey research, research, quant, qual, quantitative, qualitative, K12, K-12, higher education, consulting, account management, consulting, client management, customer success, client success, client-facing, Qualtrics, survey design, survey analysis, data analysis, data management, SaaS, ed tech, project management, German, language, international

About

• Defined and documented stakeholder business requirements by scoping individual research projects and crafting Membership Action Plans, aligning client needs with timelines and budgets.
• Developed value-based solutions by using a six-question framework to shape research questions, determine project scope, and recommend appropriate methodologies.
• Scoped and tailored multi-project research strategies by asking probing questions, matching client needs with team capabilities, and ensuring final products met client requirements, while adapting swiftly to changing priorities.
• Built and maintained multi-level client relationships by supporting the sales cycle for custom teacher professional development modules, resulting in the purchase of custom content on a new teacher PD platform.
• Drove expansion within existing accounts by facilitating upsells of several additional research queues.
• Resolved a critical survey link issue for an international school client within a few hours, ensuring timely communication and effective follow-through to maintain client satisfaction.
• Technical skills include: Qualtrics, Salesforce, Power BI, Tableau.
• Languages: Fluent in English and German.