Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
Generic

Mitchell A. Beard

Fishers

Summary

Project Manager with over 5 years of experience in leading enterprise initiatives such as Sales Representative Training, Brand Conversion, and Voice of Customer programs. Demonstrates expertise in financial operations, training support, and cross-functional coordination, consistently enhancing engagement and program outcomes. Proven track record of driving efficiency and achieving strategic goals. Aiming to leverage these skills in a Sales Enablement Program Manager role to further elevate organizational success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Project Manager – Enterprise Business Improvement

OneAmerica Financial
Indianapolis
12.2022 - Current
  • Managing the EB Sales Representative Training Program, building program structure, coordinating cross-functional stakeholders, and preparing readiness for new rep onboarding later this year, with a larger cohort scheduled to start in Summer 2026.
  • Provide strategic back-office support in training content development, including resources for project managers to manage financials; leverage technical skills in content design, branding, and workflow organization.
  • Lead the Brand Conversion initiative, overseeing the rebranding of all client communications across the enterprise.
  • Delivered EB Salesforce-driven client engagement campaign, improving outreach effectiveness, and brokering communication strategies for improved premium integrity.
  • Manage the Voice of Customer (VoC) program using Qualtrics to capture customer feedback at key journey points, to translate insights into business process improvements.
  • Managed and delivered multiple IT maintenance projects, improving infrastructure stability, compliance, and efficiency.
  • Coordinated cross-functional teams to align project goals with organizational objectives.
  • Developed project timelines and monitored progress against milestones.
  • Trained and mentored junior team members on project management best practices.
  • Actively sought out feedback from stakeholders throughout the duration of a project in order to identify areas needing improvement or adjustment.

Project Manager – Professional Services (Healthcare)

Ultimate Kronos Group (UKG)
01.2020 - 11.2022
  • Managed $3M+ portfolio, implementing HRIS SaaS solutions for healthcare clients.
  • Directed client communications, project timelines, and cross-functional team alignment to ensure successful project delivery.

Director of Marketing

1st Makerspace
01.2018 - 09.2022
  • Developed and executed marketing strategies, increasing sales by 400%.
  • Implemented HubSpot CRM to improve sales, campaign tracking, and enhance client pipeline visibility.

Education

B.A. - Philosophy & Religion

Wabash College
Crawfordsville, IN
05.2020

Skills

  • Enterprise Business Improvement
  • Program and project management (change management, cross-functional coordination)
  • Financial operations and metrics reporting
  • Salesforce CRM and marketing automation
  • Instructional design and learning resources
  • Stakeholder communication and collaboration
  • Sales enablement programs and training development
  • Digital marketing strategy
  • Problem solving
  • Strategy

Websites

Certification

  • Six Sigma Yellow Belt Certification, Summer 2024
  • SAFe Scrum Master Certification, Summer 2025
  • PMP Certification, Pursuing

References

References available upon request.

Timeline

Project Manager – Enterprise Business Improvement

OneAmerica Financial
12.2022 - Current

Project Manager – Professional Services (Healthcare)

Ultimate Kronos Group (UKG)
01.2020 - 11.2022

Director of Marketing

1st Makerspace
01.2018 - 09.2022

B.A. - Philosophy & Religion

Wabash College

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Mitchell A. Beard