Stewarding the Community
Stewarding the Community
Member Engagement & Trust Ecosystems
Member Engagement & Trust Ecosystems
Stakeholder Management | Sovereign Diplomacy | Trust Architecture | VIP Retention | CRM Network Scale | Venue Sourcing | Catering Assignment
Managing the top 1% requires more than administrative tracking. It requires active diplomacy. I build high trust ecosystems manage competing stakeholder demands at massive scale and transform isolated VIPs into an engaged fiercely loyal community.
IRS VITA Relationship Management
IRS VITA Relationship Management
Senior Relationship Manager @ IRS
300+ Community Leaders Managed
22% Partner Ecosystem Scaled Increase
10+ Monthly Stakeholder Events
Senior Relationship Manager @ IRS
300+ Community Leaders Managed
22% Partner Ecosystem Scaled Increase
10+ Monthly Stakeholder Events
Friction
Friction
Managing a massive decentralized network of over 300 community leaders creates extreme administrative drag and competing stakeholder demands.
Without a unified communication framework and precise meeting logistics the network fractures leading to widespread disengagement and critical compliance failures across the entire state jurisdiction.
Managing a massive decentralized network of over 300 community leaders creates extreme administrative drag and competing stakeholder demands.
Without a unified communication framework and precise meeting logistics the network fractures leading to widespread disengagement and critical compliance failures across the entire state jurisdiction.
Architecture
Architecture
• Architected a centralized tracking system within Salesforce to map every stakeholder interaction touchpoint and site visit for over 300 upstate New York and regional US community leaders without dropping a single communication thread.
• Designed comprehensive full day agendas and digital packets for regional Site Coordinator gatherings distilling updated complex tax data into precise actionable meeting materials utilized for the upcoming tax season.
• Served as the primary executive contact for all VITA partners completely insulating them from the complex logistical and technological friction of federal compliance. I engineered a seamless support pipeline to deliver mandatory software, vital training updates, and physical site resources, ensuring every tax center ran at peak efficiency without dropping a single communication thread.
• Architected a centralized tracking system within Salesforce to map every stakeholder interaction touchpoint and site visit for over 300 upstate New York and regional US community leaders without dropping a single communication thread.
• Designed comprehensive full day agendas and digital packets for regional Site Coordinator gatherings distilling updated complex tax data into precise actionable meeting materials utilized for the upcoming tax season.
• Served as the primary executive contact for all VITA partners completely insulating them from the complex logistical and technological friction of federal compliance. I engineered a seamless support pipeline to deliver mandatory software, vital training updates, and physical site resources, ensuring every tax center ran at peak efficiency without dropping a single communication thread.
ROI
ROI
Successfully maintained a massive decentralized network with absolute precision.
By engineering flawless meeting materials and proactive CRM tracking, I reduced disconnected friction between a group of state leaders into a highly engaged and compliant ecosystem.
Successfully maintained a massive decentralized network with absolute precision.
By engineering flawless meeting materials and proactive CRM tracking, I reduced disconnected friction between a group of state leaders into a highly engaged and compliant ecosystem.
Tech Stack
Salesforce CRM
Salesforce CRM
Linkedin Recruiting
Linkedin Recruiting
Tableau
Tableau
ChatGPT Communications Automations
ChatGPT Communications Automations
Nexus NYC
VIP Gatherings
Nexus NYC
VIP Gatherings
Community Events Manager
@ Nexus NYC
Community Events Manager
@ Nexus NYC
200% Investment
Seed Growth
200% Investment
Seed Growth
Two Gatherings
Per Month
85% Average
Retention Rate
(25-30 VIPs)
85% Average
Retention Rate
(25-30 VIPs)
Community Events Manager
@ Nexus NYC
200% Investment
Seed Growth
Two Gatherings
Per Month
85% Average
Retention Rate
(25-30 VIPs)
Friction
Friction
Launching a peer support club for highly guarded VIPs required absolute logistical perfection. Generic corporate rooms would cause the room to freeze.
Traditional networking events feel highly transactional, and they fail to foster genuine vulnerability. Without a highly intentional, protected environment and an active community steward, these VIPs disengage quickly, and the network churns.
Furthermore, on the day of a critical gathering, audiovisual mechanics were prone to failure and secured lunch vendors mixed up dates leaving us with zero food for high profile guests.
Launching a peer support club for highly guarded VIPs required absolute logistical perfection. Generic corporate rooms would cause the room to freeze.
Traditional networking events feel highly transactional, and they fail to foster genuine vulnerability. Without a highly intentional, protected environment and an active community steward, these VIPs disengage quickly, and the network churns.
Furthermore, on the day of a critical gathering, audiovisual mechanics were prone to failure and secured lunch vendors mixed up dates leaving us with zero food for high profile guests.
Architecture
Architecture
• Conducted rigorous site walkthroughs and negotiated contracts for boutique venues that avoided corporate stiffness.
• Managed sensitive member communications and dietary tracking via encrypted WhatsApp communications and operated as the active community steward to monitor member sentiment, solve physical isolation, and curate the exact right energy for every gathering.
• Conducted over 50 intricate, one on one interviews with members to map their psychological needs, identifying exact community gaps, and tailoring the environment to their specific values.
• Developed systemic on the spot A/V and caterer contingency plans that would be enacted for every upcoming gathering to ensure seamless delivery in the event of future troubleshooting.
• Conducted rigorous site walkthroughs and negotiated contracts for boutique venues that avoided corporate stiffness.
• Managed sensitive member communications and dietary tracking via encrypted WhatsApp communications and operated as the active community steward to monitor member sentiment, solve physical isolation, and curate the exact right energy for every gathering.
• Conducted over 50 intricate, one on one interviews with members to map their psychological needs, identifying exact community gaps, and tailoring the environment to their specific values.
• Developed systemic on the spot A/V and caterer contingency plans that would be enacted for every upcoming gathering to ensure seamless delivery in the event of future troubleshooting.
ROI
ROI
Birthed a legacy community anchored in profound psychological safety.
By focusing strictly on deep member interviews and proactive stewardship, I transformed isolated individuals into a fiercely loyal, highly engaged ecosystem.
\Our initial seed investment doubled strictly due to the high trust value and impeccable execution of the bespoke experience.
With an 85% retention rate, the physical environment became the definitive anchor for the community, allowing us to secure investment for the upcoming 2027 season.
Birthed a legacy community anchored in profound psychological safety.
By focusing strictly on deep member interviews and proactive stewardship, I transformed isolated individuals into a fiercely loyal, highly engaged ecosystem.
\Our initial seed investment doubled strictly due to the high trust value and impeccable execution of the bespoke experience.
With an 85% retention rate, the physical environment became the definitive anchor for the community, allowing us to secure investment for the upcoming 2027 season.
Tech Stack
Google Suite (Sheets, Docs)
Google Suite (Sheets, Docs)
Claude AI
Claude AI
Gemini
Gemini
Eventbrite
Eventbrite