Meagan Glenn

Founding Member

On the Goga

Built by people who hate burnout, On the Goga delivers employee wellbeing solutions that inspire connection, ease stress, and save HR loads of time.

𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩
Driving product enhancements and process improvements while fostering cross-functional collaboration. My focus is on delivering customer-driven product features, optimizing internal workflows, and ensuring the team is aligned and effective.

🏅 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞𝐬
⚡️ Revamped Release Notes: Transitioned to Notion for better accessibility and clearer communication, setting a new company standard.
⚡️ High-Quality Research: Delivered a comprehensive competitor analysis in Notion, enhancing strategic feature positioning and competitive differentiation.
⚡️ Improved Engineering Collaboration: Established rapport with engineering, facilitating task weighting and process improvement, including the development of a product wiki.
⚡️ Updated Product Roadmap: Managed and maintained the product roadmap aligning with Q4 OKRs and paving the way for a productive quarter.
⚡️ Feature development and delivery: Spearheaded for multiple features. 
⚡️ Peer Inclusion in Product Development: Strengthened cross-functional collaboration, integrating diverse perspectives into product features.
⚡️ Optimized Meeting Cadence: Initiated daily standups and adjusted meeting formats, leading to better alignment and smoother operations.
⚡️ Process Improvement Initiatives: Proactively identified ticketing system gaps and implemented new processes, setting the stage for ongoing product enhancements.

Founding Product Manager

Lavender 💜

✨ Company highlight ✨ 
Hired as a founding team member (first non-sales/eng hire), employee #7. 

𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
Focusing on customer feedback to shape our product roadmap. 
Collaborating closely with go-to-market to guide product development.
Monitoring product analytics and refining the product to meet customer needs.
Goal = build a product our customers want! 

🏅 Milestones 
⚡️ Created a quarterly Gantt chart to monitor goals and KPIs
⚡️ Conducted an average of 2.5 user interviews a week in Q1/Q2
⚡️ Utilized Mixpanel to inform product decisions, including creating dashboards to share across the org
⚡️ Built and manage a public roadmap in Productboard, resulting in 112% increase in user feedback
⚡️ Developed processes for beta testing and gathering data for product development
⚡️ Launched surveys and user feedback initiatives
⚡️ Collaborated with Design, GTM, and Engineering on a revolutionary redesign, inclusive of new product features and enhancements. 


𝐒𝐮𝐜𝐜𝐞𝐬𝐬:
Leading a team of CSMs and Success Specialists. 
Helping to develop new strategies, increase retention, and reduce churn. 
Oversee CS Ops.
Goal = keep customers, build new processes, and expand key accounts.

🏅 Milestones 
⚡️ Set team wide OKRs for a team of 3 CS professionals
⚡️ Merged a CX/CS team to create one aligned department. Restructured in Q2 to maximize bandwidth. 
⚡️ Defined health scores and created dashboards to help proactively monitor existing accounts
⚡️ Created trigger based playbooks, for both Scaled and Enterprise CS initiatives
⚡️ Worked with the team to provide customer education materials, including interactive demos, videos, and written articles 
⚡️ Developed new processes (Sales > CS handoff, renewals, QSCs)
⚡️ Created a customer journey, including 6 new value points for each customer
⚡️ Led the implementation of our CSP, Vitally

Senior Program Manager, Success & Product

My goal at Lavender was to focus on the success of our users. This success was reflected throughout the business but primarily focuses on Marketing, Product, and CS. Examples of where I spent my time in this role: beta testing new features, iterating onboarding, 1:1 customer feedback, optimizing email campaigns, elevating our UX, and optimizing customer education content.

🏅 Milestones:
𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
⚡️ Evaluated, tested, and purchased a no-code onboarding solution. 
⚡️ Built our first no-code onboarding, reducing TTFV by 14 hours. 
⚡️ Collected 250+ beta testers for a new environment and successfully tested new features.
⚡️ Assisted our Design team in user testing, collecting helpful feedback. 
⚡️ Utilized Mixpanel to track product usage data and monitor feature adoption. 
⚡️ Led a PMF survey to gather data and understand our position. 
⚡️ Ran internal projects and data collection for pricing updates. 
⚡️ Created a public roadmap and backend feature board with Productboard.  

𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠:
⚡️ Developed and executed two onboarding campaigns for trialing and paying users in Customer.io, achieving a 52% open rate and an average 3.1% CTR.
⚡️ Built a re-engagement campaign that successfully brought 704 users back to Lavender.
⚡️ Built and managed many trigger-based campaigns. 

𝐒𝐮𝐜𝐜𝐞𝐬𝐬 + 𝐒𝐮𝐩𝐩𝐨𝐫𝐭:
⚡️ Built workflows, macros, and our first help center in Intercom.
⚡️ Answered 3,700 conversations in 2023, with an average CSAT of 96%. 
⚡️ Led a churn committee in 2023 to reduce voluntary churn by 6.1%
⚡️ Implemented a feedback initiative in 2023 to increase our user reviews by 10%. 

𝐂𝐒 𝐎𝐩𝐬/𝐆𝐞𝐧 𝐎𝐩𝐬:
⚡️ Setup Notion/Asana workspaces for my team. Constructed first SOPs.
⚡️ Set OKRs and KPIs for my team.
⚡️ Completed all internal invoicing for contracted accounts.
⚡️ Followed up on past-due accounts for collection. 
⚡️ Created alignment between CS and our ENG team.

User Success

Newchip Accelerator

Selected to become a mentor to Series A, Seed, and Pre-Seed startups.
Mentoring 2-3 startups at a time, averaging 4-6 meetings per month. 

About Newchip:
🚀 The #1 Online Accelerator: 
👩🏻‍💻 We provide founders with all of the tools and skills necessary to build, scale, and fund their startups. 
🌍 2500+ Portfolio Companies 
📈 $2.2B+ Raised by Alumni

Startup Mentor

arileau

Supporting job seekers with mock interviews, resume reviews/rewrites, and LinkedIn profile optimization. 

🏅 Milestones:
⚡️ Conducted market research to identify a business need and ICP. 
⚡️ Utilized business planning to outline initial ideas.
⚡️ Tested multiple CRM options and landed on using Hubspot for daily management. 
⚡️ Built our website from scratch.
⚡️ Consulted with 100+ job seekers on their journey.

Co-Founder

Inverge 

✨ Company highlight ✨ 
Hired as a founding team member (first non-eng hire), employee #7.

My goal at Inverge was to build a CX department from the ground up. Focusing on building our Support department out to prioritize the current CX. From there, I improved Onboarding workflows and automation. After improving those, I worked on finding opportunities to build out a CS department.

🏅 Milestones:
⚡️ Built automated workflows in Hubspot to nurture users through the sales cycle. 
⚡️ Constructed onboarding pipelines and workflows based on 3 separate personas. 
⚡️ Implemented KPIs and OKR tracking. 
⚡️ Began construction of our first SOPs
⚡️ Conducted user research, documenting our customer journey and user pain points along the way.
⚡️ Increased user engagement by 23% through the successful launch of a newsletter
⚡️ Led the transfer of our Support department from Hubspot Service Hub to Intercom resulting in a 20% reduction in response time.
⚡️ Used Google Analytics to track website traffic and make data-based improvements.

Head Of Customer Experience

#GirlsClub

Girlsclub is a 6-month-long leadership program that ends in certification.

Protege

Brand30

Brand30 is a cohort-based course that has taught over 3,500+ students the fundamentals of digital personal branding.

Thinking about signing up? Ask me about my referral link!

Demio

✨ Company highlight ✨ 
Hired as an early team member, employee #26.

🏅 Milestones:
⚡️ Led a new customer education program from initiation to close.
⚡️ Worked collaboratively on identifying expansion opportunities in the customer journey. 
⚡️ Implemented a new CSAT initiative in Q4 of 2021 and a new coaching initiative in Q1 of 2022. 
⚡️ Utilized Heap to build data scorecards for customers in Adoption.
⚡️ Maintained a customer satisfaction score of 100%.
⚡️ Maintained between 15-30 Enterprise accounts at any given time. 

As a Customer Adoption Manager, I was the first point of contact after a contract signature. I performed onboarding and ensured proper implementation of the Demio platform by the users. 

I worked on many internal projects to improve the customer experience and worked closely with the Customer Success team to ensure the long-term success of all customers.

I used analytics via Heap to drive projects to increase engagement, improve automation, and promote early product adoption.

Customer Adoption Manager

🏅 Milestones:
⚡️ Raised our trial conversion rate by 1.8%.
⚡️ Shaped a brand new role, with the help of my leader.
⚡️ Mentored and trained two new AE's on the Demio product.
⚡️ Worked collaboratively on migrating users to new Demio plans.

As the Head of Demio Experience it was my role to drive process improvement for trial conversion.

Head of Demio Experience

🏅 Milestones:
⚡️ Received an average of 97% CSAT scores. 
⚡️ Average of 1 minute and 9 second response time. 
⚡️ Received 450, 5-star survey results. 

I spent my time providing high-quality technical support to those in need. When about to go live to their audience, my job was to be there and "cure their crisis" as many of them would say.
I accomplished many side projects as they came in for my manager, which helped support my team.

Customer Success Specialist

Pana

🏅 Milestones:
⚡️ Held 9 direct reports. 
⚡️ Facilitated biweekly retrospectives and arranged biweekly status reports. 
⚡️ Worked directly with high value accounts such as Meta, Netflix, and SpaceX.
⚡️ Completed a 6 month project within scope. 

My group was brought in to help staffing levels and teach new practices to current staff. In doing this we developed new training materials and trained staff on new tools.

This role was contracted out to a SaaS company, Pana.

Team Lead

Singles Travel International

🏅 Milestones:
⚡️ Planned and executed the first chatbox on the company website. 
⚡️ Performed negotiations, with vendors, for 25+ large contracts. 
⚡️ Managed communication with stakeholders from website launch date to travel date.

Operations Manager

🏅 Milestones:
⚡️ Designed the first NPS system for the company. 
⚡️ Hit 150%+ of quota for 9 months. 
⚡️ Reduced ticket response times by 48 hours.
⚡️ Planned 25+ trips for groups of 50-150 people - all traveling from different destinations, all single travelers.

Vacation Specialist

User Success @ Lavender | Mentor 🤝 | Helping startups create exceptional user experiences.✨

Hi there 👋 I’m Meagan, and I'm passionate about sharing my journey working at 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 and breaking into 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩. What can I say? I thrive on chaos and geek out over OKRs. 

I've spent the last 4 years working at tech startups and it's changed my life. Here's why 👇

𝑫𝒐𝒊𝒏𝒈 > 𝒂𝒔𝒌𝒊𝒏𝒈
Early stage startup = no processes. You get to solve it on your own and see if it works. If you fail, learn from it. If you succeed, document it. 

𝑻𝒊𝒕𝒍𝒆𝒔 𝒂𝒓𝒆𝒏'𝒕 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈
Startups are long games. Ignore the title and focus on serving others. It comes back to you tenfold. 

𝑭𝒂𝒎𝒊𝒍𝒚
There's a lot of heat around this term, but you are one of few at a startup, and your role is often essential. This can mean long hours, and your coworkers become a second family. These relationships you build often will stand the test of time. Don't fight it - embrace it. 💚 💜 

These have shaped my mindset to collaborate extensively, fail fast, and serve others. 

If you want to learn more about 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 or breaking into 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 - let's connect! 🙌

 🤝 𝐇𝐨𝐰 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩:
Please check out my resources section under my profile picture! I aim to support job seekers as much as I can. 

✨  𝐌𝐲 𝐌𝐲𝐞𝐫𝐬-𝐁𝐫𝐢𝐠𝐠𝐬 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐭𝐲 𝐓𝐲𝐩𝐞
ENTJ
https://www.16personalities.com/entjs-at-work

💪  𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐬
----
𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 
I act when challenges arise and provide solutions for long-term success. 
𝐃𝐞𝐭𝐚𝐢𝐥-𝐨𝐫𝐢𝐞𝐧𝐭𝐞𝐝 
The last thing I want is someone going behind me and needing to clean up my work. I ensure it is done right the first time. 
𝐂𝐮𝐫𝐢𝐨𝐮𝐬 
Gaining knowledge and sharing it with others is something I am passionate about. You will find me learning, growing, and sharing new things often.

💻   𝐌𝐲 𝐓𝐞𝐜𝐡 𝐒𝐭𝐚𝐜𝐤
• 𝐂𝐑𝐌𝐬 - SFDC, Hubspot
• 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 - June, Heap, Mixpanel, Userpilot, Productboard
• 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 - Notion, G-Suite, M365, Tableau, Asana, AirTable, ClickUp, 
• 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 - Slack, Zoom, Microsoft Teams, Intercom, Customer.io, Apollo, Survicate
• 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐢𝐧𝐠 - Gcal, Calendly, Hubspot Meetings
• 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 - Stripe, Profitwell, Baremetrics, ChartMogul 
• 𝐎𝐭𝐡𝐞𝐫 - Zapier, Miro/Mural, Totango, Hotjar/FullStory Vitally 
*𝐋𝐢𝐦𝐢𝐭𝐞𝐝, 𝐛𝐮𝐭 𝐬𝐨𝐦𝐞 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐤𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 - MongoDB, Figma/FigJam, AWS, SQL (actively learning)

Senior Program Manager, Success and Product 

𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
Focusing on customer feedback to shape our product roadmap. 
Collaborating closely with engineering and design to guide product development.
Monitoring product performance and refining the product to meet customer needs.
Goal = build a product our customers want! 

🏅 Milestones 
⚡️ Created a quarterly Gantt chart for Product initiatives 
⚡️ Co-led a daily standup initiative to increase communication and efficiency
⚡️ Worked with the team to user-test a new design system
⚡️ Conducted user interviews and live testing 

𝐒𝐮𝐜𝐜𝐞𝐬𝐬:
Leading a team of CSMs and Success Specialists. 
Helping to develop new strategies, increase retention, and reduce churn. 
Oversee CS Ops.
Goal = keep customers, build new processes, and expand key accounts.

🏅 Milestones 
⚡️ Led the implementation of a CSP, Vitally (In progress)
⚡️ Merged a CX/CS team to create one aligned department
⚡️ Led a daily standup initiative to increase communication and efficiency
⚡️ Developed a Sales > CS handoff process that includes collecting success metrics

Meagan Glenn 💜

bswift

Building stronger channel partnerships across the country!

Vice President of Channel Partnership Sales

Health & Voluntary Benefits Association (HVBA)

I am dedicated to advancing the HVBA's mission in our industry by setting higher standards for the distribution of voluntary benefits, grounded in integrity and a commitment to education. While I take pride in my contributions, I believe that true success comes from our collective efforts. Together with other industry leaders, we can unlock incredible value and demonstrate the power of our dynamic community. Join us for an upcoming event—it’s an experience that promises to inspire and connect us all!

Advisory Board Member

Rock Enrollment

In my role, I focus on financial and strategic initiatives to help establish a new brand for Rock Enrollment within the benefit community. Together with the talented technology team, we innovate and enhance our SaaS benefits platform to serve the needs of brokers and carriers across the US. By combining our technological advancements with industry expertise, we strive to create a brand identity that truly resonates with our audience.

I also contribute to the development of retention strategies that aim to:

- Strengthen connections with HR partners through our REfresh HR experiences.
- Promote a modern and diverse product mix through our SaaS benadmin and year-round REstore.
- Elevate educational resources for employee understanding and buying confidence.
- Enhance relationships between brokers, carriers, and the workforce.

My role revolves around sales and strategy and is focused on collaboration and innovation. I’m thrilled to work alongside such a talented team whose diverse perspectives spark new ideas and solutions. We’re building a dynamic environment to serve the future of the workforce.

Chief Strategy Officer, Employee Benefit Broker Channel

Life Time Inc.

I embarked on an exciting opportunity to blend my passion for sports with my entrepreneurial spirit by building a solid community around pickleball. This venture allowed me to tap into my love for fostering communities while focusing on health and well-being, all while balancing it as a passion project alongside my other commitments.

Collaborating with an outstanding pickleball team and some of the best facilities in the city, we crafted a dynamic program tailored specifically for the Birmingham market. Our approach included everything from innovative leagues and engaging skills clinics to thrilling tournaments, ensuring we catered to players of all skill levels. The feedback from the community was overwhelmingly positive, reflecting the powerful impact we had in fostering a vibrant sports environment.

As I honed my own skills as a player, I gained invaluable insights from Life Time about providing holistic benefits solutions that truly meet the needs of both employers and employees. This period not only sharpened my abilities but also positioned our facilities as a hub for special events in the employee benefits sector, including several well-executed tournaments.

Highlighting this journey, I had the honor of being sponsored by Joola, a respected leader in the pickleball industry. This experience reinforced my commitment to wellness and community building, demonstrating that even during a transitional phase, I was actively creating something meaningful and impactful.

Part-Time Pickleball Pro

Springboard Benefits

With the help of a fantastic team, I successfully built the company from the ground up, transforming it into a thriving organization with hundreds of thousands of users. By conceptualizing and driving the adoption of a complex, powerful, and personalized SAAS software platform, I enhanced the health and benefits ecosystem by providing innovative solutions that set new industry standards.

* Built company from start-up stage to hundreds of thousands of users by conceptualizing and driving adoption of complex, powerful, and personalized SAAS software platform for the benefit of the entire health and benefits ecosystem.

Under my leadership, we achieved the prestigious honor of graduating from an elite group of selected "Signature" program companies at the Advanced Technology Development Center (ATDC) at the Georgia Institute of Technology. This milestone not only validated our business model but also opened doors to invaluable networking and growth opportunities.

* Scaled the company to achieve graduation from an elite group of selected "Signature" program companies at Advanced Technology Development Center (ATDC) located at Georgia Institute of Technology in midtown Atlanta.

My substantial fundraising experience has been a cornerstone of our success. Through strategic business planning and leadership during multiple investment rounds, I effectively communicated our compelling vision for growth, resonating with investors and securing the capital vital for expansion.

* Significant fundraising experience and business planning strategies gained through my time at ATDC, as well as led multiple investment rounds while driving vision for growth.

As an entrepreneur, I served as the company's acting president and senior officer from its inception to my exit. This role enabled me to cultivate a deep understanding of the operational landscape and foster a resilient organization capable of thriving in a dynamic market.

Chief Sales Officer, Executive Board Member

- Spearheaded the design of a dynamic SAAS platform and effectively led a talented software development team to create core, voluntary, and lifestyle plans. This initiative empowered individuals to obtain, access, and optimize their health and benefit programs during their initial enrollment and throughout significant life events.

- Guided product development and digital strategy with a focus on sales and growth, successfully delivering hundreds of solution-oriented product demonstrations. I took pride in leading clients from solution awareness through to successful contract closure.

- Developed and implemented an internal program to transition legacy software systems to a proprietary platform, integrating robust fintech billing solutions. This initiative, though a team effort, significantly streamlined our processes.

- Fostered a cross-functional, empathetic working environment as a team leader, collaborating closely with every department in the company. I was always ready to support licensed benefit coaches when my expertise was needed.

- Built meaningful relationships with some of the world's largest life and health insurance carriers and brokers, simplifying product distribution to workplace settings. 

- Championed user adoption of the platform and advanced our analytics approach, creating a stronger offering that genuinely served the needs of HR executives and employees alike.

- Formulated an e-commerce strategy aimed at increasing user engagement over time, recognizing that continuous improvement is key to success.

Chief Product Officer

DirectPath

In my role, I spearheaded nationwide employee benefit broker relations and development, immersing myself in the intricacies of business growth with national brokers in metropolitan areas catering to 1,000+ employee organizations. My time was marked by coast-to-coast travel, allowing me to forge invaluable connections and build an extensive network with industry leaders across the country.

I worked closely with HR executives, CFOs, and brokers, devising innovative open enrollment solutions that not only met but exceeded client expectations. My commitment to cultivating enduring broker and partner relationships ensured a seamless flow of collaboration and success.

Leveraging my deep expertise in the employee benefits industry, I was instrumental in developing both new and existing insurance carrier partnerships. This not only enhanced the market relevance of HRIS and enrollment technology systems but also positioned our offerings at the forefront of the industry.

Executive Vice President, Business Development, National Brokerage Channel

Cobbs Allen

- Managed a significant profit center as the managing producer, leading a team of over 20 dedicated benefit professionals in navigating all strategic issues related to our employee benefits division.
- Designed innovative self-insured employer solutions for both large public and private companies, enhancing their competitive employee benefit programs with a deep understanding of the healthcare system, claims management, voluntary benefits, and wellness solutions.
- Curated impactful programs and cost-saving strategies that have successfully saved employers millions of dollars, showcasing a commitment to financial efficiency.
- Collaborated closely with a talented internal team of benefit experts to foster a supportive culture centered on client-focused customer service, always striving for excellence.
- Honored as one of Birmingham Business Journal's "Top 40 Under 40", recognized for my leadership and passion for Employee Benefits.
- Proudly served as the first female board member, breaking barriers and paving the way for future leaders.
- Skillfully managed vendor relationships, ensuring beneficial partnerships that enhance our service offerings.
- Represented Assurex Global and Marsh Berry Agency, building strong connections within the industry.
- Recipient of the coveted Grizzly Award, recognizing outstanding performance and top producing performer across all offices and all business units to include: P&C, Surplus Lines, Personal Lines, Wholesale and Employee Benefits

Executive Vice President, Employee Benefits Practice Leader, Executive Board Member

*Passionate, nationally licensed employee benefits insurance professional responsible for serving clients with expertise in holistic workplace wellness, benefit budgeting and procurement as well as financial implications and stewardship. 
*Drove personal revenues to over $1M annually with support of dynamic account management team and other seasoned staff and leadership. 
*Top Sales Leader Achievement Award: honored with the highest annual "Grizzly" Award for Top Company Performer
*Led educational efforts for professional development to further understand industry nuances and stay ahead of benefit trends. 
*Consistently invited to participate in industry think tanks and leadership roundtables.

Employee Benefits Consultant/Producer

Just For Feet

*Ran recruiting and benefit enrollment efforts for extremely fast-growing National organization. 
*Responsible for procuring and executing recruiting software to keep up with high inflow of resumes across the country. 
*Built process flow between HR and Recruiting leadership teams to manage employee benefit communications and open enrollment materials. (this is where I first developed a passion for breaking free from status quo enrollments)
*Led weekly new hire and benefit orientation meetings at corporate office to include 1000+ new hire. 
*Worked closely with Marketing and Operations to execute Grand Opening events across the country. These events included car give-aways and hosting many celebrity athletes on in-store basketball courts to drive awareness of the company's "experience" approach to shopping!

Recruiting Lead

Co-Founder @ Rock Enrollment! Exponentially Elevating 🚀 the Value of Employee Benefits! WE ARE HIRING!

Transformational Benefits & Insurtech Leader | Building Bridges in Benefits | Passionate About Connecting People & SolutionsI

I’m a connector who thrives on uniting people, ideas, and technology to reshape the benefits and Insurtech industry. With over a decade of leadership and deep expertise, I’ve driven transformative change by forging strategic partnerships that empower brokers, carriers, and point solution providers to deliver innovative, employee-centric benefits. 

My strength lies in understanding the workforce’s evolving needs and leveraging cutting-edge solutions to make benefits more impactful, accessible, and human

I’ve led high-impact initiatives, including scaling a SaaS benefits platform to nearly a quarter of a million users and generating over $1B in annual premiums, partnering with 9 of the top 10 U.S. brokers. 

As the first female executive board member at Cobbs Allen, a Top 40 Under 40 honoree, and a graduate of Georgia Tech’s prestigious ATDC Signature Program, I’ve championed cost-saving programs, AI-driven platforms, and mentorship to drive industry innovation. My passion for building relationships fuels collaboration and creates a lasting impact.

Outside the office, I’m all in for college sports (a little Roll Tide and a lot of Hotty Toddy!), dominating pickleball, and hunting for unique vintage treasures. With a husband, five (almost adult) kids keeping life vibrant, I bring the same energy to connecting people in both my professional and personal worlds. Let’s link up to create something extraordinary—whether it’s revolutionizing benefits or swapping stories about the perfect nostalgic office find.

taplio

The Battle

Meagan Glenn 💜

Amy☕️ Mansfield Nelli

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