Updated Week 5 with November version
This commit is contained in:
Edward Donner
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# Alex Chen
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## Summary
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- **Date of Birth:** March 15, 1990
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- **Job Title:** Backend Software Engineer
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- **Location:** San Francisco, California
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- **Date of Birth:** March 15, 1990
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- **Job Title:** Backend Software Engineer
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- **Location:** San Francisco, California
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- **Current Salary:** $115,000
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## Insurellm Career Progression
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- **April 2020:** Joined Insurellm as a Junior Backend Developer. Focused on building APIs to enhance customer data security.
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# Alex Harper
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## Summary
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- **Date of Birth**: March 15, 1993
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- **Job Title**: Sales Development Representative (SDR)
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- **Location**: Denver, Colorado
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- **Date of Birth**: March 15, 1993
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- **Job Title**: Sales Development Representative (SDR)
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- **Location**: Denver, Colorado
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- **Current Salary**: $75,000
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## Insurellm Career Progression
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- **July 2021**: Joined Insurellm as a Sales Development Representative, focusing on lead generation and nurturing B2B relationships.
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# Alex Thomson
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## Summary
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- **Date of Birth:** March 15, 1995
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- **Job Title:** Sales Development Representative (SDR)
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- **Location:** Austin, Texas
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- **Date of Birth:** March 15, 1995
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- **Job Title:** Sales Development Representative (SDR)
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- **Location:** Austin, Texas
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- **Current Salary:** $65,000
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## Insurellm Career Progression
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- **November 2022** - Joined Insurellm as a Sales Development Representative. Alex Thomson quickly adapted to the team, demonstrating exceptional communication and rapport-building skills.
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67
week5/knowledge-base/employees/Amanda Foster.md
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week5/knowledge-base/employees/Amanda Foster.md
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# HR Record
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# Amanda Foster
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## Summary
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- **Date of Birth:** August 14, 1982
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- **Job Title:** HR Business Partner
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- **Location:** San Francisco, California
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- **Current Salary:** $115,000
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## Insurellm Career Progression
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- **September 2016 - Present:** HR Business Partner
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- Partners with engineering and product leadership teams
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- Supports 85 employees across multiple departments
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- Leads talent acquisition strategy for technical roles
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- Drives performance management and organizational development initiatives
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- **March 2013 - August 2016:** Senior HR Generalist at TechVentures Inc.
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- Managed full-cycle HR operations for 150-person startup
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- Led benefits administration and employee relations
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- **June 2009 - February 2013:** HR Coordinator at Enterprise Corp.
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- Supported recruiting and onboarding processes
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- Assisted with HR compliance and policy implementation
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## Annual Performance History
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- **2023:** Rating: 4.5/5
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*Strong performance. Successfully led diversity hiring initiative resulting in 40% increase in underrepresented candidates. Effective partner to leadership.*
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- **2022:** Rating: 4.3/5
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*Exceeded expectations. Implemented new performance review system well-received by employees. Strong employee relations skills.*
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- **2021:** Rating: 4.0/5
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*Good performance. Managed challenging employee situations effectively. Supported smooth remote-to-hybrid transition.*
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- **2020:** Rating: 3.7/5
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*Solid performance during unprecedented pandemic challenges. Helped navigate layoffs and policy changes with empathy.*
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- **2019:** Rating: 4.2/5
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*Strong year. Improved hiring velocity for engineering roles by 35%. Built strong relationships with department heads.*
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- **2018:** Rating: 4.1/5
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*Good performance. Successfully scaled HR support as company grew rapidly.*
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- **2017:** Rating: 3.9/5
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*Solid first full year. Learning Insurellm culture and building credibility with leadership.*
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- **2016:** Rating: 3.8/5
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*Good onboarding. Quick to understand business needs and HR priorities.*
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## Compensation History
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- **2023:** Base Salary: $115,000 + Bonus: $12,000
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- **2022:** Base Salary: $110,000 + Bonus: $10,000
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- **2021:** Base Salary: $105,000 + Bonus: $8,000
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- **2020:** Base Salary: $100,000 + Bonus: $5,000
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- **2019:** Base Salary: $96,000 + Bonus: $8,000
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- **2018:** Base Salary: $92,000 + Bonus: $7,000
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- **2017:** Base Salary: $88,000 + Bonus: $6,000
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- **2016:** Base Salary: $85,000
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## Other HR Notes
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- **Education:** MS in Human Resources Management from Cornell University, BA in Psychology from UCLA
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- **Certifications:** SHRM-SCP, Certified Diversity Professional
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- **Recognition:** HR Excellence Award 2023 for diversity initiatives
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- **Leadership:** Chairs Insurellm's Diversity & Inclusion committee
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- **Skills:** Expert in talent acquisition, performance management, employee relations, and organizational development. Strong coach and advisor to leadership.
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- **Feedback:** Trusted HR partner with excellent judgment and discretion. Strategic thinker who balances employee advocacy with business needs. Strong emotional intelligence.
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# Avery Lancaster
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## Summary
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- **Date of Birth**: March 15, 1985
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- **Job Title**: Co-Founder & Chief Executive Officer (CEO)
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- **Location**: San Francisco, California
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- **Date of Birth**: March 15, 1985
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- **Job Title**: Co-Founder & Chief Executive Officer (CEO)
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- **Location**: San Francisco, California
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- **Current Salary**: $225,000
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## Insurellm Career Progression
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- **2015 - Present**: Co-Founder & CEO
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47
week5/knowledge-base/employees/Brandon Walker.md
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week5/knowledge-base/employees/Brandon Walker.md
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# HR Record
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# Brandon Walker
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## Summary
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- **Date of Birth:** December 5, 1993
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- **Job Title:** Technical Support Specialist
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- **Location:** Remote (Based in Phoenix, Arizona)
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- **Current Salary:** $62,000
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## Insurellm Career Progression
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- **October 2021 - Present:** Technical Support Specialist
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- Provides tier 2/3 technical support for all Insurellm products
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- Troubleshoots complex technical issues for enterprise clients
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- Creates knowledge base articles and internal documentation
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- Maintains 4.8/5 customer satisfaction rating
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- **May 2019 - September 2021:** Support Specialist at TechHelp Inc.
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- Handled tier 1 technical support for SaaS products
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- Resolved customer issues via phone, email, and chat
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- **January 2018 - April 2019:** IT Help Desk Technician at Regional Bank
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- Provided internal IT support for bank employees
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- Managed ticket queue and resolved hardware/software issues
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## Annual Performance History
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- **2023:** Rating: 3.3/5
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*Meets basic expectations. Good technical knowledge but customer satisfaction scores declined slightly. Needs to improve empathy in customer interactions.*
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- **2022:** Rating: 2.9/5
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*Below expectations. Struggled with increased ticket volume and complex escalations. Response times often exceeded SLA targets. Enrolled in customer service training.*
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- **2021:** Rating: 3.6/5
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*Adequate performance for a new hire. Good technical skills but needs to develop better troubleshooting methodology.*
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## Compensation History
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- **2023:** Base Salary: $62,000 + Bonus: $1,500
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- **2022:** Base Salary: $60,000 + Bonus: $0 (no bonus due to performance)
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- **2021:** Base Salary: $58,000 (started mid-year)
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## Other HR Notes
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- **Education:** Associate Degree in Information Technology from Phoenix Community College
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- **Certifications:** CompTIA A+, working toward Network+ certification
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- **Performance Improvement Plan:** Currently on 90-day PIP (started August 2023) focusing on response time improvements and customer communication skills
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- **Skills:** Strong in system troubleshooting, SQL basics, and API debugging. Needs improvement in soft skills and time management.
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- **Development:** Working with manager on structured troubleshooting approach and empathetic customer communication
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- **Feedback:** Technically competent but struggles under pressure. Tends to focus on technical details rather than customer experience. Improving but needs consistent focus.
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week5/knowledge-base/employees/Carlos Rodriguez.md
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week5/knowledge-base/employees/Carlos Rodriguez.md
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# HR Record
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# Carlos Rodriguez
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## Summary
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- **Date of Birth:** October 12, 1989
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- **Job Title:** Solutions Engineer
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- **Location:** Remote (Based in Miami, Florida)
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- **Current Salary:** $125,000
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## Insurellm Career Progression
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- **June 2019 - Present:** Solutions Engineer
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- Provides technical expertise during enterprise sales cycles
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- Conducts product demonstrations and proof-of-concept implementations
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- Works closely with sales team to close complex deals
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- Supports post-sale technical implementation and integration
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- **March 2017 - May 2019:** Senior Support Engineer at CloudTech Solutions
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- Led technical support team for enterprise SaaS platform
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- Handled escalated technical issues and customer implementations
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- **January 2015 - February 2017:** Application Developer at FinTech Systems
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- Developed financial software applications
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- Worked with Java, Python, and SQL technologies
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## Annual Performance History
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- **2023:** Rating: 4.9/5
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*Outstanding performance. Instrumental in closing $3M in new business. Excellent technical presentations and client relationships.*
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- **2022:** Rating: 4.6/5
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*Exceeded expectations. Strong technical demos that significantly influenced win rates. Great collaboration with sales team.*
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- **2021:** Rating: 4.4/5
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*Solid performance with good sales support. Needed to improve documentation of technical solutions.*
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- **2020:** Rating: 3.9/5
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*Good performance during challenging remote transition. Some gaps in product knowledge addressed through training.*
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- **2019:** Rating: 4.1/5
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*Strong start as Solutions Engineer. Quick learner with excellent technical communication skills.*
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## Compensation History
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- **2023:** Base Salary: $125,000 + Bonus: $22,000
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- **2022:** Base Salary: $118,000 + Bonus: $18,000
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- **2021:** Base Salary: $110,000 + Bonus: $14,000
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- **2020:** Base Salary: $102,000 + Bonus: $10,000
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- **2019:** Base Salary: $95,000 + Bonus: $8,000
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## Other HR Notes
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- **Education:** MS in Computer Science from University of Florida
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- **Certifications:** AWS Solutions Architect Professional, Salesforce Certified Technical Architect
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- **Languages:** Fluent in English and Spanish, frequently supports Latin American clients
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- **Recognition:** Solutions Engineer of the Year 2023
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- **Skills:** Expert in API integrations, cloud architecture, and technical sales. Strong presenter with ability to explain complex concepts to non-technical audiences.
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- **Feedback:** Top performer who combines deep technical knowledge with excellent sales acumen. Natural leader who mentors junior SEs.
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week5/knowledge-base/employees/Daniel Park.md
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week5/knowledge-base/employees/Daniel Park.md
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# HR Record
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# Daniel Park
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## Summary
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- **Date of Birth:** October 3, 1991
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- **Job Title:** QA Engineer
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- **Location:** Austin, Texas
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- **Current Salary:** $88,000
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## Insurellm Career Progression
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- **September 2020 - Present:** QA Engineer
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- Develops and executes test plans for all Insurellm products
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- Builds automated test suites using Selenium and Cypress
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- Manages bug tracking and quality metrics
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- Collaborates with development teams on quality standards
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- **May 2018 - August 2020:** QA Analyst at SoftwareTest Inc.
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- Performed manual and automated testing for web applications
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- Created test documentation and test cases
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- **July 2016 - April 2018:** Junior QA Tester at AppQuality Corp.
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- Conducted manual testing and regression testing
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- Learned QA fundamentals and testing methodologies
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## Annual Performance History
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- **2023:** Rating: 4.2/5
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*Strong performance. Expanded test automation coverage to 65%. Found critical bugs preventing major production issues.*
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- **2022:** Rating: 3.9/5
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*Good performance. Improved automated testing but missed some edge cases in major release. Learning from experience.*
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- **2021:** Rating: 4.0/5
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*Solid year. Successfully implemented new test framework. Good collaboration with engineering teams.*
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- **2020:** Rating: 3.7/5
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*Adequate performance in first year. Building knowledge of products and establishing testing processes.*
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## Compensation History
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- **2023:** Base Salary: $88,000 + Bonus: $7,000
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- **2022:** Base Salary: $82,000 + Bonus: $5,000
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- **2021:** Base Salary: $76,000 + Bonus: $6,000
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- **2020:** Base Salary: $72,000 + Bonus: $3,000
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## Other HR Notes
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- **Education:** BS in Computer Science from Texas State University
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- **Certifications:** ISTQB Certified Tester, Selenium WebDriver Certified
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- **Skills:** Expert in test automation (Selenium, Cypress, Jest), API testing, performance testing, CI/CD integration
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- **Professional Development:** Completed Advanced Test Automation workshop (2023). Learning performance testing tools.
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- **Recognition:** Quality Champion Award 2023 for preventing critical production bug
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- **Feedback:** Detail-oriented QA professional with strong technical skills. Proactive in identifying quality risks. Good advocate for quality throughout development process.
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47
week5/knowledge-base/employees/David Kim.md
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week5/knowledge-base/employees/David Kim.md
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# HR Record
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# David Kim
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## Summary
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- **Date of Birth:** September 22, 1992
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- **Job Title:** DevOps Engineer
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- **Location:** New York, New York
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- **Current Salary:** $118,000
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## Insurellm Career Progression
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- **August 2021 - Present:** DevOps Engineer
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- Manages AWS infrastructure for all Insurellm products
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- Implemented CI/CD pipelines reducing deployment time by 60%
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- Led migration to Kubernetes, improving system scalability and reliability
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- **March 2019 - July 2021:** Junior DevOps Engineer
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- Assisted with infrastructure monitoring and incident response
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- Automated manual deployment processes using Jenkins and Terraform
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- Supported senior engineers in cloud infrastructure management
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- **June 2017 - February 2019:** Systems Administrator at CloudFirst Solutions
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- Maintained Linux servers and network infrastructure
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- Provided technical support for cloud-based services
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## Annual Performance History
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- **2023:** Rating: 4.5/5
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*Strong performance with excellent infrastructure improvements. Successfully led Kubernetes migration with minimal downtime.*
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- **2022:** Rating: 3.5/5
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*Adequate performance but struggled with on-call responsibilities. Improved response times after additional training.*
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- **2021:** Rating: 4.0/5
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*Solid first year as DevOps Engineer. Quick learner who adapted well to increased responsibilities.*
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## Compensation History
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- **2023:** Base Salary: $118,000 + Bonus: $12,000
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- **2022:** Base Salary: $108,000 + Bonus: $8,000
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- **2021:** Base Salary: $100,000 + Bonus: $5,000
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- **2020:** Base Salary: $85,000 + Bonus: $4,000
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- **2019:** Base Salary: $75,000
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## Other HR Notes
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- **Certifications:** AWS Certified Solutions Architect (2022), Certified Kubernetes Administrator (2023)
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- **Training:** Completed advanced Docker and container orchestration courses. Currently pursuing AWS DevOps Professional certification.
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- **On-Call Rotation:** Participates in weekly on-call rotation for production systems.
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- **Feedback:** Technically strong with excellent problem-solving abilities. Working on improving communication with non-technical stakeholders.
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# Emily Carter
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## Summary
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- **Date of Birth:** August 12, 1990
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- **Job Title:** Account Executive
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- **Location:** Austin, Texas
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- **Date of Birth:** August 12, 1990
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- **Job Title:** Account Executive
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- **Location:** Austin, Texas
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- **Current Salary:** $70,000
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## Insurellm Career Progression
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- **2021-Present:** Account Executive
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# Emily Tran
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## Summary
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- **Date of Birth:** March 18, 1991
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- **Job Title:** Digital Marketing Specialist
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- **Location:** San Francisco, CA
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- **Date of Birth:** March 18, 1991
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- **Job Title:** Digital Marketing Specialist
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- **Location:** San Francisco, CA
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- **Current Salary:** $75,000
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---
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70
week5/knowledge-base/employees/James Wilson.md
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week5/knowledge-base/employees/James Wilson.md
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# HR Record
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# James Wilson
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## Summary
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- **Date of Birth:** April 5, 1978
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- **Job Title:** Chief Technology Officer (CTO)
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- **Location:** San Francisco, California
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- **Current Salary:** $285,000
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## Insurellm Career Progression
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- **January 2017 - Present:** Chief Technology Officer
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- Reports directly to CEO, member of executive leadership team
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- Oversees all technology strategy and engineering operations
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- Manages 85-person engineering, product, and data organization
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- Led company through major platform modernization and cloud migration
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- Drove adoption of AI/ML capabilities across product suite
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- **March 2012 - December 2016:** VP of Engineering at TechScale Inc.
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- Built and scaled engineering organization from 15 to 60 engineers
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- Led product development for B2B SaaS platform
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- Drove technical strategy and architecture decisions
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- **June 2008 - February 2012:** Senior Engineering Manager at CloudSoft Corp.
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- Managed multiple engineering teams
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- Delivered major platform features and infrastructure improvements
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- **August 2003 - May 2008:** Software Architect at Enterprise Systems Inc.
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- Designed large-scale distributed systems
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- Led technical architecture for critical business applications
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## Annual Performance History
|
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- **2023:** Rating: 4.9/5
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*Outstanding performance. Successfully led AI transformation initiative. Exceptional strategic leadership and team building. Key driver of company growth.*
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- **2022:** Rating: 4.7/5
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*Exceeded expectations. Strong execution on platform modernization. Improved engineering productivity and velocity significantly.*
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- **2021:** Rating: 4.6/5
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*Excellent performance navigating remote transition. Built strong engineering culture and maintained high delivery standards.*
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- **2020:** Rating: 4.4/5
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*Strong performance during challenging year. Successfully pivoted technology strategy for remote-first world.*
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- **2019:** Rating: 4.8/5
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*Exceptional leadership. Scaled engineering organization effectively while maintaining quality and culture.*
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- **2018:** Rating: 4.5/5
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*Excellent year with successful cloud migration. Strong technical vision and execution.*
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- **2017:** Rating: 4.3/5
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*Strong start as CTO. Quickly assessed technical landscape and began strategic improvements.*
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## Compensation History
|
||||
- **2023:** Base Salary: $285,000 + Bonus: $125,000 + Equity refresh
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||||
- **2022:** Base Salary: $270,000 + Bonus: $110,000 + Equity refresh
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- **2021:** Base Salary: $255,000 + Bonus: $100,000
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||||
- **2020:** Base Salary: $240,000 + Bonus: $85,000
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- **2019:** Base Salary: $225,000 + Bonus: $95,000
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||||
- **2018:** Base Salary: $210,000 + Bonus: $80,000
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||||
- **2017:** Base Salary: $195,000 + Bonus: $70,000 + Significant equity grant
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||||
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||||
## Other HR Notes
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||||
- **Education:** MS in Computer Science from MIT, BS in Computer Engineering from Stanford University
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||||
- **Board Participation:** Serves on technical advisory board for two InsurTech startups
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||||
- **Industry Recognition:** Named to InsureTech 100 list (2021, 2022, 2023), speaker at major technology conferences
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||||
- **Patents:** 5 patents in distributed systems and insurance technology
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||||
- **Leadership:** Known for building high-performing teams and fostering innovation culture. Strong mentor to technical leaders.
|
||||
- **Strategic Impact:** Transformed Insurellm's technology from legacy systems to modern cloud-native architecture. Key architect of AI strategy.
|
||||
- **Feedback:** Visionary technology leader with exceptional strategic thinking and execution capabilities. Trusted partner to CEO and board. Critical to company's technical success and future growth.
|
||||
41
week5/knowledge-base/employees/Jennifer Adams.md
Normal file
41
week5/knowledge-base/employees/Jennifer Adams.md
Normal file
@@ -0,0 +1,41 @@
|
||||
# HR Record
|
||||
|
||||
# Jennifer Adams
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** July 7, 1997
|
||||
- **Job Title:** Sales Development Representative
|
||||
- **Location:** Remote (Based in Denver, Colorado)
|
||||
- **Current Salary:** $58,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **March 2023 - Present:** Sales Development Representative
|
||||
- Generates qualified leads for enterprise sales team
|
||||
- Conducts outbound prospecting via phone, email, and LinkedIn
|
||||
- Researches target accounts in insurance industry
|
||||
- Books discovery meetings for account executives
|
||||
|
||||
- **June 2022 - February 2023:** SDR Intern
|
||||
- Completed 9-month internship program
|
||||
- Learned sales processes and CRM tools
|
||||
- Shadowed senior SDRs and participated in training
|
||||
|
||||
- **August 2019 - May 2022:** Customer Service Representative at RetailCo
|
||||
- Handled customer inquiries and resolved issues
|
||||
- Developed communication and problem-solving skills
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 3.0/5
|
||||
*Meets basic expectations. Achieved 78% of lead generation quota. Shows effort but struggles with conversion rates. Needs improvement in discovery call quality.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $58,000 + Commission: $4,200
|
||||
- **2022:** Intern Stipend: $22/hour
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BA in Business Administration from University of Denver (graduated 2022)
|
||||
- **Skills:** Learning Salesforce, LinkedIn Sales Navigator, and sales prospecting techniques
|
||||
- **Development Plan:** Enrolled in sales skills training program. Manager providing weekly coaching on objection handling and qualification techniques.
|
||||
- **Challenges:** Struggles with phone confidence and needs to improve research quality before outreach. Working on building pipeline consistency.
|
||||
- **Feedback:** Enthusiastic and coachable. Shows potential but needs more experience and skill development. Sometimes gives up too easily when facing rejection. Improving gradually with support.
|
||||
- **Goals:** Aiming to hit 100% of quota in Q4 2024 and qualify for SDR of the Quarter recognition
|
||||
50
week5/knowledge-base/employees/Jessica Liu.md
Normal file
50
week5/knowledge-base/employees/Jessica Liu.md
Normal file
@@ -0,0 +1,50 @@
|
||||
# HR Record
|
||||
|
||||
# Jessica Liu
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** April 30, 1996
|
||||
- **Job Title:** Frontend Developer
|
||||
- **Location:** Remote (Based in Seattle, Washington)
|
||||
- **Current Salary:** $92,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **July 2022 - Present:** Frontend Developer
|
||||
- Develops user interfaces for Rellm reinsurance platform using React
|
||||
- Implements responsive designs and ensures cross-browser compatibility
|
||||
- Collaborates with UX designers and backend engineers
|
||||
|
||||
- **January 2020 - June 2022:** Junior Frontend Developer
|
||||
- Built UI components for internal tools and customer-facing applications
|
||||
- Fixed bugs and improved performance of existing web applications
|
||||
- Participated in code reviews and learned best practices
|
||||
|
||||
- **June 2018 - December 2019:** Web Developer Intern at StartupLabs
|
||||
- Created landing pages and marketing websites
|
||||
- Learned HTML, CSS, JavaScript, and React fundamentals
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.1/5
|
||||
*Good performance with steady contribution to team goals. Delivered features on time with good code quality.*
|
||||
|
||||
- **2022:** Rating: 3.7/5
|
||||
*Solid transition to Frontend Developer role. Showed improvement in technical skills but needed more guidance on complex features.*
|
||||
|
||||
- **2021:** Rating: 3.4/5
|
||||
*Adequate performance with some challenges. Struggled with React state management initially but improved after mentoring.*
|
||||
|
||||
- **2020:** Rating: 3.8/5
|
||||
*Good start as Junior Developer. Eager to learn and receptive to feedback.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $92,000 + Bonus: $6,000
|
||||
- **2022:** Base Salary: $85,000 + Bonus: $4,000
|
||||
- **2021:** Base Salary: $72,000 + Bonus: $2,000
|
||||
- **2020:** Base Salary: $68,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BS in Computer Science from University of Manchester
|
||||
- **Skills:** Proficient in React, TypeScript, HTML/CSS, Jest for testing. Learning Next.js and GraphQL.
|
||||
- **Professional Development:** Completed Advanced React Patterns course (2023). Actively contributes to open-source projects.
|
||||
- **Work Style:** Prefers remote work. Strong written communicator. Participates actively in team standups and planning sessions.
|
||||
- **Feedback:** Reliable developer with good attention to UI details. Improving technical decision-making skills. Would benefit from more ownership of larger features.
|
||||
@@ -3,9 +3,10 @@
|
||||
# Jordan Blake
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** March 15, 1993
|
||||
- **Job Title:** Sales Development Representative (SDR)
|
||||
- **Location:** Austin, Texas
|
||||
- **Date of Birth:** March 15, 1993
|
||||
- **Job Title:** Sales Development Representative (SDR)
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $65,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **2021-06:** Joined Insurellm as an Entry-Level SDR
|
||||
|
||||
@@ -6,6 +6,7 @@
|
||||
- **Date of Birth:** March 15, 1990
|
||||
- **Job Title:** Frontend Software Engineer
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $92,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **June 2018:** Hired as a Frontend Software Engineer.
|
||||
|
||||
51
week5/knowledge-base/employees/Kevin Zhang.md
Normal file
51
week5/knowledge-base/employees/Kevin Zhang.md
Normal file
@@ -0,0 +1,51 @@
|
||||
# HR Record
|
||||
|
||||
# Kevin Zhang
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** March 27, 1990
|
||||
- **Job Title:** Mobile Developer
|
||||
- **Location:** San Francisco, California
|
||||
- **Current Salary:** $128,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **May 2020 - Present:** Mobile Developer
|
||||
- Leads iOS development for Marketllm consumer mobile app
|
||||
- Built Android version achieving 4.6 star rating on Play Store
|
||||
- Implemented push notification system increasing user engagement by 42%
|
||||
- Manages mobile release cycles and app store submissions
|
||||
|
||||
- **February 2018 - April 2020:** iOS Developer at AppWorks Studio
|
||||
- Developed consumer mobile applications for various clients
|
||||
- Specialized in Swift and iOS frameworks
|
||||
|
||||
- **July 2015 - January 2018:** Junior Mobile Developer at StartupTech
|
||||
- Built mobile features for social networking app
|
||||
- Learned iOS and Android development fundamentals
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.6/5
|
||||
*Excellent performance. Successfully launched Android app on time and under budget. Strong technical leadership.*
|
||||
|
||||
- **2022:** Rating: 4.4/5
|
||||
*Exceeded expectations with major iOS app redesign. Improved app performance and user retention significantly.*
|
||||
|
||||
- **2021:** Rating: 4.2/5
|
||||
*Strong performance. Delivered all planned features and maintained high app quality standards.*
|
||||
|
||||
- **2020:** Rating: 4.0/5
|
||||
*Good first year at Insurellm. Quick to learn insurance domain and contribute meaningfully to mobile strategy.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $128,000 + Bonus: $16,000
|
||||
- **2022:** Base Salary: $120,000 + Bonus: $14,000
|
||||
- **2021:** Base Salary: $112,000 + Bonus: $12,000
|
||||
- **2020:** Base Salary: $105,000 + Bonus: $8,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BS in Computer Science from UC Berkeley
|
||||
- **Skills:** Expert in Swift, Kotlin, React Native, mobile UI/UX patterns, App Store optimization
|
||||
- **Recognition:** Mobile Innovation Award 2023 for Android app launch
|
||||
- **Open Source:** Active contributor to mobile development open-source projects
|
||||
- **Speaking:** Presented at Mobile DevCon 2023 on cross-platform development strategies
|
||||
- **Feedback:** Highly skilled mobile developer with excellent product sense. Takes ownership of mobile platform and drives continuous improvement. Strong mentor to other developers.
|
||||
55
week5/knowledge-base/employees/Lisa Anderson.md
Normal file
55
week5/knowledge-base/employees/Lisa Anderson.md
Normal file
@@ -0,0 +1,55 @@
|
||||
# HR Record
|
||||
|
||||
# Lisa Anderson
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** November 18, 1985
|
||||
- **Job Title:** Marketing Manager
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $105,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **April 2019 - Present:** Marketing Manager
|
||||
- Leads demand generation and content marketing teams
|
||||
- Manages $2M annual marketing budget
|
||||
- Oversees digital campaigns, events, and brand initiatives
|
||||
- Increased qualified leads by 65% since 2021
|
||||
|
||||
- **January 2016 - March 2019:** Senior Marketing Specialist at GrowthTech
|
||||
- Managed B2B marketing campaigns for SaaS products
|
||||
- Specialized in content marketing and marketing automation
|
||||
|
||||
- **June 2012 - December 2015:** Marketing Coordinator at Enterprise Solutions
|
||||
- Supported marketing team with campaign execution
|
||||
- Managed social media and email marketing programs
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.7/5
|
||||
*Outstanding performance. Led successful rebranding initiative and achieved record lead generation numbers. Excellent team leadership.*
|
||||
|
||||
- **2022:** Rating: 4.4/5
|
||||
*Exceeded expectations. Strong campaign performance and improved marketing ROI by 38%.*
|
||||
|
||||
- **2021:** Rating: 4.1/5
|
||||
*Solid performance with good lead quality improvements. Successfully navigated shift to digital events.*
|
||||
|
||||
- **2020:** Rating: 3.8/5
|
||||
*Good performance during challenging pandemic year. Adapted marketing strategy effectively to all-digital approach.*
|
||||
|
||||
- **2019:** Rating: 4.0/5
|
||||
*Strong start as Marketing Manager. Quick to understand insurance tech market and develop effective strategies.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $105,000 + Bonus: $18,000
|
||||
- **2022:** Base Salary: $98,000 + Bonus: $15,000
|
||||
- **2021:** Base Salary: $92,000 + Bonus: $12,000
|
||||
- **2020:** Base Salary: $88,000 + Bonus: $8,000
|
||||
- **2019:** Base Salary: $85,000 + Bonus: $10,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** MBA in Marketing from University of Texas at Austin, BA in Communications
|
||||
- **Certifications:** Google Analytics Certified, HubSpot Marketing Automation Expert
|
||||
- **Recognition:** Marketing Excellence Award 2023, led award-winning rebranding campaign
|
||||
- **Team Leadership:** Manages team of 5 marketing specialists. Known for developing talent and creating high-performing culture.
|
||||
- **Skills:** Expert in demand generation, content marketing, marketing analytics, marketing automation (HubSpot, Marketo), and brand strategy
|
||||
- **Feedback:** Strategic marketing leader with strong analytical skills and creative vision. Excellent cross-functional collaborator who drives measurable business results.
|
||||
52
week5/knowledge-base/employees/Marcus Johnson.md
Normal file
52
week5/knowledge-base/employees/Marcus Johnson.md
Normal file
@@ -0,0 +1,52 @@
|
||||
# HR Record
|
||||
|
||||
# Marcus Johnson
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** February 17, 1988
|
||||
- **Job Title:** Customer Success Manager
|
||||
- **Location:** New York, New York
|
||||
- **Current Salary:** $98,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **April 2020 - Present:** Customer Success Manager
|
||||
- Manages portfolio of 25 enterprise clients generating $5M in annual revenue
|
||||
- Achieved 95% client retention rate over past three years
|
||||
- Leads quarterly business reviews and strategic planning sessions with clients
|
||||
|
||||
- **September 2018 - March 2020:** Customer Success Associate
|
||||
- Supported senior CSMs with client onboarding and training
|
||||
- Managed day-to-day communication with mid-market clients
|
||||
- Created customer success playbooks and best practices documentation
|
||||
|
||||
- **January 2016 - August 2018:** Account Manager at SaaS Solutions Inc.
|
||||
- Managed B2B client relationships in software sector
|
||||
- Focused on upselling and customer retention
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.7/5
|
||||
*Exceptional performance with highest client satisfaction scores in the team. Successfully expanded three key accounts.*
|
||||
|
||||
- **2022:** Rating: 4.3/5
|
||||
*Strong performance with good retention numbers. Faced challenges with one difficult client but resolved successfully.*
|
||||
|
||||
- **2021:** Rating: 3.8/5
|
||||
*Solid year but missed expansion revenue targets in Q2 and Q3. Improved significantly in Q4.*
|
||||
|
||||
- **2020:** Rating: 4.0/5
|
||||
*Good transition to CSM role. Quickly built rapport with enterprise clients and demonstrated strategic thinking.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $98,000 + Bonus: $15,000
|
||||
- **2022:** Base Salary: $92,000 + Bonus: $12,000
|
||||
- **2021:** Base Salary: $85,000 + Bonus: $8,000
|
||||
- **2020:** Base Salary: $78,000 + Bonus: $10,000
|
||||
- **2019:** Base Salary: $68,000 + Bonus: $5,000
|
||||
- **2018:** Base Salary: $65,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BA in Business Administration from NYU Stern School of Business
|
||||
- **Certifications:** Certified Customer Success Manager (CCSM), Salesforce Administrator
|
||||
- **Recognition:** Customer Champion Award 2023 for highest NPS scores
|
||||
- **Mentorship:** Actively mentors new Customer Success Associates
|
||||
- **Feedback:** Excellent relationship builder with deep product knowledge. Strong strategic advisor to clients. Known for going above and beyond to ensure client success.
|
||||
@@ -3,9 +3,10 @@
|
||||
# Maxine Thompson
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** January 15, 1991
|
||||
- **Job Title:** Data Engineer
|
||||
- **Location:** Austin, Texas
|
||||
- **Date of Birth:** January 15, 1991
|
||||
- **Job Title:** Data Engineer
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $120,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **January 2017 - October 2018**: **Junior Data Engineer**
|
||||
@@ -48,6 +49,6 @@
|
||||
|
||||
## Other HR Notes
|
||||
- Maxine participated in various company-sponsored trainings related to big data technologies and cloud infrastructure.
|
||||
- She was recognized for her contributions with the “Insurellm Innovator Award” in 2022.
|
||||
- She was recognized for her contributions with the prestigious Insurellm IIOTY Innovator Award in 2023.
|
||||
- Maxine is currently involved in the women-in-tech initiative and participates in mentorship programs to guide junior employees.
|
||||
- Future development areas include improving her stakeholder communication skills to ensure smoother project transitions and collaboration.
|
||||
46
week5/knowledge-base/employees/Maya Thompson.md
Normal file
46
week5/knowledge-base/employees/Maya Thompson.md
Normal file
@@ -0,0 +1,46 @@
|
||||
# HR Record
|
||||
|
||||
# Maya Thompson
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** June 14, 1993
|
||||
- **Job Title:** Data Engineer
|
||||
- **Location:** New York, New York
|
||||
- **Current Salary:** $110,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **March 2021 - Present:** Data Engineer
|
||||
- Builds and maintains data pipelines for all Insurellm products
|
||||
- Manages data warehouse infrastructure on Snowflake
|
||||
- Optimized ETL processes reducing processing time by 45%
|
||||
- Collaborates with data science and analytics teams
|
||||
|
||||
- **July 2019 - February 2021:** Junior Data Engineer at DataFlow Systems
|
||||
- Developed ETL pipelines for enterprise data integration
|
||||
- Worked with Airflow, Python, and SQL
|
||||
|
||||
- **June 2017 - June 2019:** Data Analyst at Analytics Corp.
|
||||
- Analyzed business data and created reports
|
||||
- Transitioned from analysis to engineering role
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.3/5
|
||||
*Strong performance. Delivered critical data infrastructure improvements. Good collaboration with stakeholders.*
|
||||
|
||||
- **2022:** Rating: 4.5/5
|
||||
*Excellent performance. Led successful migration to Snowflake. Strong technical expertise and project management.*
|
||||
|
||||
- **2021:** Rating: 4.0/5
|
||||
*Good first year at Insurellm. Quickly ramped up on data infrastructure and delivered reliable pipelines.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $110,000 + Bonus: $12,000
|
||||
- **2022:** Base Salary: $102,000 + Bonus: $14,000
|
||||
- **2021:** Base Salary: $95,000 + Bonus: $8,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** MS in Data Science from Columbia University, BS in Mathematics from University of Michigan
|
||||
- **Skills:** Expert in Python, SQL, Airflow, dbt, Snowflake, AWS data services
|
||||
- **Certifications:** AWS Certified Data Analytics, Snowflake SnowPro Core
|
||||
- **Professional Development:** Regularly attends data engineering conferences and contributes to tech blog
|
||||
- **Feedback:** Strong technical contributor with excellent data architecture skills. Reliable and detail-oriented. Good communicator who translates technical concepts for non-technical stakeholders.
|
||||
63
week5/knowledge-base/employees/Michael O'Brien.md
Normal file
63
week5/knowledge-base/employees/Michael O'Brien.md
Normal file
@@ -0,0 +1,63 @@
|
||||
# HR Record
|
||||
|
||||
# Michael O'Brien
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** May 20, 1984
|
||||
- **Job Title:** Account Executive
|
||||
- **Location:** Chicago, Illinois
|
||||
- **Current Salary:** $95,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **January 2017 - Present:** Account Executive
|
||||
- Manages enterprise sales for Midwest territory
|
||||
- Focuses on reinsurance and large insurance carrier accounts
|
||||
- Generated $8.2M in new business over past 3 years
|
||||
- Maintains book of business worth $12M ARR
|
||||
|
||||
- **June 2014 - December 2016:** Senior Sales Representative at InsureTech Partners
|
||||
- Sold insurance software solutions to mid-market companies
|
||||
- Consistently exceeded quota by 30-50%
|
||||
|
||||
- **August 2010 - May 2014:** Sales Representative at Business Solutions Inc.
|
||||
- B2B software sales for various industries
|
||||
- Developed foundational sales skills and territory management
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 3.4/5
|
||||
*Meets expectations but below peak performance. Hit 92% of quota. Faced headwinds in reinsurance market. Need to diversify pipeline.*
|
||||
|
||||
- **2022:** Rating: 3.8/5
|
||||
*Good performance with solid quota attainment at 105%. Some key deals slipped to next quarter affecting timing.*
|
||||
|
||||
- **2021:** Rating: 4.5/5
|
||||
*Excellent year. Exceeded quota at 142%. Closed two major enterprise deals. Strong relationship building.*
|
||||
|
||||
- **2020:** Rating: 3.6/5
|
||||
*Challenging year with pandemic impact. Hit 88% of quota but showed resilience and adapted to virtual selling.*
|
||||
|
||||
- **2019:** Rating: 4.2/5
|
||||
*Strong performance at 125% quota attainment. Expanded territory successfully.*
|
||||
|
||||
- **2018:** Rating: 4.0/5
|
||||
*Solid year with 110% quota achievement. Building strong pipeline in new territory.*
|
||||
|
||||
- **2017:** Rating: 3.5/5
|
||||
*Good onboarding year. Learning curve with insurance industry specifics but showed promise.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $95,000 + Commission: $48,000
|
||||
- **2022:** Base Salary: $92,000 + Commission: $62,000
|
||||
- **2021:** Base Salary: $88,000 + Commission: $88,000
|
||||
- **2020:** Base Salary: $85,000 + Commission: $42,000
|
||||
- **2019:** Base Salary: $82,000 + Commission: $68,000
|
||||
- **2018:** Base Salary: $78,000 + Commission: $58,000
|
||||
- **2017:** Base Salary: $75,000 + Commission: $35,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BA in Business from University of Illinois
|
||||
- **Awards:** Sales Excellence Award 2021, President's Club member 2019, 2021
|
||||
- **Pipeline Management:** Currently working to rebuild pipeline after softer 2023. Manager providing additional support and marketing resources.
|
||||
- **Skills:** Strong at enterprise relationship building and complex deal negotiation. Experienced with long sales cycles.
|
||||
- **Development Focus:** Working on account-based selling strategies and leveraging social selling techniques
|
||||
- **Feedback:** Seasoned sales professional with deep industry knowledge. Performs best with large strategic deals. Needs to maintain consistent prospecting discipline.
|
||||
55
week5/knowledge-base/employees/Michelle Rivera.md
Normal file
55
week5/knowledge-base/employees/Michelle Rivera.md
Normal file
@@ -0,0 +1,55 @@
|
||||
# HR Record
|
||||
|
||||
# Michelle Rivera
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** December 16, 1988
|
||||
- **Job Title:** Product Designer
|
||||
- **Location:** New York, New York
|
||||
- **Current Salary:** $118,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **February 2019 - Present:** Product Designer
|
||||
- Leads design for Rellm reinsurance platform
|
||||
- Creates user experiences for complex B2B workflows
|
||||
- Collaborates with product managers and engineers
|
||||
- Conducts user research with enterprise clients
|
||||
|
||||
- **August 2016 - January 2019:** Senior UX/UI Designer at DesignStudio NYC
|
||||
- Designed digital products for various clients
|
||||
- Specialized in enterprise software and complex workflows
|
||||
|
||||
- **May 2013 - July 2016:** UX Designer at CreativeAgency
|
||||
- Created user interfaces for consumer and business applications
|
||||
- Developed skills in user research and interaction design
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.8/5
|
||||
*Outstanding performance. Led major Rellm redesign that improved user efficiency by 40%. Exceptional user research and design execution.*
|
||||
|
||||
- **2022:** Rating: 4.5/5
|
||||
*Exceeded expectations. Strong design leadership and excellent collaboration with engineering team.*
|
||||
|
||||
- **2021:** Rating: 4.3/5
|
||||
*Strong performance. Successfully balanced multiple design projects and maintained high quality standards.*
|
||||
|
||||
- **2020:** Rating: 4.1/5
|
||||
*Good performance adapting to remote design collaboration. Maintained design quality during challenging year.*
|
||||
|
||||
- **2019:** Rating: 4.0/5
|
||||
*Solid first year at Insurellm. Quick to learn complex insurance domain and establish design process.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $118,000 + Bonus: $16,000
|
||||
- **2022:** Base Salary: $112,000 + Bonus: $14,000
|
||||
- **2021:** Base Salary: $105,000 + Bonus: $12,000
|
||||
- **2020:** Base Salary: $98,000 + Bonus: $10,000
|
||||
- **2019:** Base Salary: $92,000 + Bonus: $8,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** MFA in Interaction Design from School of Visual Arts, BFA in Graphic Design from Parsons
|
||||
- **Skills:** Expert in Figma, Sketch, prototyping, user research methodologies, information architecture, design systems
|
||||
- **Recognition:** Design Excellence Award 2023, featured in UX Design Magazine for Rellm case study
|
||||
- **Speaking:** Presented at UX Week 2023 on "Designing for Complex Enterprise Workflows"
|
||||
- **Mentorship:** Mentors junior designers and leads design critique sessions
|
||||
- **Feedback:** Exceptional designer with rare ability to simplify complex problems. Strong strategic thinker who balances user needs with business goals. Trusted design leader.
|
||||
54
week5/knowledge-base/employees/Nina Patel.md
Normal file
54
week5/knowledge-base/employees/Nina Patel.md
Normal file
@@ -0,0 +1,54 @@
|
||||
# HR Record
|
||||
|
||||
# Nina Patel
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** July 25, 1991
|
||||
- **Job Title:** Business Intelligence Analyst
|
||||
- **Location:** Chicago, Illinois
|
||||
- **Current Salary:** $82,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **February 2021 - Present:** Business Intelligence Analyst
|
||||
- Builds dashboards and reports using Tableau and Looker for executive team
|
||||
- Analyzes business metrics across all product lines
|
||||
- Partners with sales and marketing teams on data-driven insights
|
||||
|
||||
- **August 2019 - January 2021:** Junior BI Analyst
|
||||
- Created SQL queries and basic reports for business stakeholders
|
||||
- Supported senior analysts with data extraction and validation
|
||||
- Maintained existing dashboards and fixed data quality issues
|
||||
|
||||
- **May 2017 - July 2019:** Data Analyst at RetailMetrics Inc.
|
||||
- Analyzed retail sales data and customer behavior patterns
|
||||
- Built Excel-based reporting tools for operations team
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 3.5/5
|
||||
*Meets expectations but has room for growth. Delivered all required reports but showed limited proactivity in identifying new insights.*
|
||||
|
||||
- **2022:** Rating: 3.2/5
|
||||
*Below expectations. Struggled with complex SQL queries and missed several deadlines. Enrolled in advanced analytics training.*
|
||||
|
||||
- **2021:** Rating: 3.8/5
|
||||
*Solid performance in first year as BI Analyst. Demonstrated good grasp of business metrics and stakeholder communication.*
|
||||
|
||||
- **2020:** Rating: 4.0/5
|
||||
*Strong performance as Junior Analyst. Showed initiative and eagerness to learn new tools.*
|
||||
|
||||
- **2019:** Rating: 3.9/5
|
||||
*Good onboarding year. Quick to adapt to Insurellm's data systems.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $82,000 + Bonus: $4,000
|
||||
- **2022:** Base Salary: $78,000 + Bonus: $2,000
|
||||
- **2021:** Base Salary: $75,000 + Bonus: $5,000
|
||||
- **2020:** Base Salary: $65,000 + Bonus: $3,000
|
||||
- **2019:** Base Salary: $60,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BS in Statistics from University of Illinois at Chicago
|
||||
- **Skills:** Proficient in SQL, Tableau, Looker, Excel. Learning Python for advanced analytics.
|
||||
- **Development Areas:** Needs to improve proactive problem-solving and complex analytical thinking. Working with mentor to develop these skills.
|
||||
- **Training:** Completed Advanced SQL course (2022), enrolled in Data Science fundamentals program (2023)
|
||||
- **Feedback:** Reliable team member with strong attention to detail. Works well on defined projects but needs guidance on ambiguous problems.
|
||||
@@ -3,9 +3,10 @@
|
||||
# Oliver Spencer
|
||||
|
||||
## Summary
|
||||
- **Date of Birth**: May 14, 1990
|
||||
- **Job Title**: Backend Software Engineer
|
||||
- **Location**: Austin, Texas
|
||||
- **Date of Birth**: May 14, 1990
|
||||
- **Job Title**: Backend Software Engineer
|
||||
- **Location**: Austin, Texas
|
||||
- **Current Salary**: $125,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **March 2018**: Joined Insurellm as a Backend Developer I, focusing on API development for customer management systems.
|
||||
|
||||
60
week5/knowledge-base/employees/Priya Sharma.md
Normal file
60
week5/knowledge-base/employees/Priya Sharma.md
Normal file
@@ -0,0 +1,60 @@
|
||||
# HR Record
|
||||
|
||||
# Priya Sharma
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** January 8, 1986
|
||||
- **Job Title:** Senior Data Scientist
|
||||
- **Location:** San Francisco, California
|
||||
- **Current Salary:** $145,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **March 2018 - Present:** Senior Data Scientist
|
||||
- Leads machine learning initiatives for risk prediction models
|
||||
- Built recommendation engine for Marketllm increasing conversion by 28%
|
||||
- Mentors team of 3 junior data scientists
|
||||
- Published 2 research papers on insurance ML applications
|
||||
|
||||
- **June 2015 - February 2018:** Data Scientist at FinML Analytics
|
||||
- Developed predictive models for financial services clients
|
||||
- Specialized in customer churn prediction and fraud detection
|
||||
|
||||
- **August 2012 - May 2015:** Research Scientist at UC Berkeley AI Lab
|
||||
- Conducted research in machine learning and natural language processing
|
||||
- Published 5 peer-reviewed papers
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.9/5
|
||||
*Exceptional performance. Led breakthrough AI-driven underwriting project. Excellent technical leadership and mentorship.*
|
||||
|
||||
- **2022:** Rating: 4.7/5
|
||||
*Outstanding work on risk prediction models. Strong collaboration with product team and technical innovation.*
|
||||
|
||||
- **2021:** Rating: 4.5/5
|
||||
*Exceeded expectations with successful launch of recommendation engine. Effective mentor to junior team members.*
|
||||
|
||||
- **2020:** Rating: 4.3/5
|
||||
*Strong performance despite remote transition challenges. Maintained high-quality model development.*
|
||||
|
||||
- **2019:** Rating: 4.6/5
|
||||
*Excellent contributions to fraud detection systems. Recognized for thought leadership in ML applications.*
|
||||
|
||||
- **2018:** Rating: 4.2/5
|
||||
*Solid first year. Quick to understand insurance domain and apply ML expertise effectively.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $145,000 + Bonus: $25,000
|
||||
- **2022:** Base Salary: $138,000 + Bonus: $22,000
|
||||
- **2021:** Base Salary: $130,000 + Bonus: $20,000
|
||||
- **2020:** Base Salary: $122,000 + Bonus: $18,000
|
||||
- **2019:** Base Salary: $115,000 + Bonus: $15,000
|
||||
- **2018:** Base Salary: $108,000 + Bonus: $12,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** PhD in Computer Science (Machine Learning) from Stanford University
|
||||
- **Publications:** 7+ peer-reviewed papers in ML conferences and journals
|
||||
- **Speaking:** Regular speaker at ML and InsurTech conferences. Represented Insurellm at 4 major conferences in 2023.
|
||||
- **Patents:** Co-inventor on 2 pending patents for insurance ML applications
|
||||
- **Recognition:** Data Science Excellence Award 2023, featured in InsureTech Innovation Magazine
|
||||
- **Skills:** Expert in Python, TensorFlow, PyTorch, scikit-learn, SQL, and cloud ML platforms
|
||||
- **Feedback:** World-class technical talent with strong business acumen. Natural leader who elevates entire team. Key retention priority.
|
||||
53
week5/knowledge-base/employees/Rachel Martinez.md
Normal file
53
week5/knowledge-base/employees/Rachel Martinez.md
Normal file
@@ -0,0 +1,53 @@
|
||||
# HR Record
|
||||
|
||||
# Rachel Martinez
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** June 8, 1987
|
||||
- **Job Title:** Product Manager
|
||||
- **Location:** San Francisco, California
|
||||
- **Current Salary:** $135,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **March 2019 - Present:** Product Manager
|
||||
- Leads product strategy for Carllm, the auto insurance portal
|
||||
- Successfully launched three major feature releases that increased user engagement by 45%
|
||||
- Manages cross-functional teams including engineering, design, and sales
|
||||
|
||||
- **January 2017 - February 2019:** Associate Product Manager
|
||||
- Supported product development for Marketllm marketplace
|
||||
- Conducted user research and competitive analysis
|
||||
- Collaborated with engineering teams on feature prioritization
|
||||
|
||||
- **June 2015 - December 2016:** Business Analyst at TechInsure Corp
|
||||
- Analyzed market trends and customer behavior in insurance tech sector
|
||||
- Created business requirements documents for new product initiatives
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.6/5
|
||||
*Exceptional year with successful launch of AI-powered claims prediction feature. Strong leadership and stakeholder management.*
|
||||
|
||||
- **2022:** Rating: 4.2/5
|
||||
*Met all product milestones but faced challenges with team alignment during Q3. Improved communication strategies by year end.*
|
||||
|
||||
- **2021:** Rating: 4.8/5
|
||||
*Outstanding performance. Led product redesign that reduced customer churn by 20%. Received Product Excellence Award.*
|
||||
|
||||
- **2020:** Rating: 3.8/5
|
||||
*Solid performance but struggled with remote team coordination during pandemic transition. Adapted well by Q4.*
|
||||
|
||||
- **2019:** Rating: 4.0/5
|
||||
*Strong start as Product Manager. Successfully transitioned from APM role with minimal friction.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $135,000 + Bonus: $20,000
|
||||
- **2022:** Base Salary: $128,000 + Bonus: $15,000
|
||||
- **2021:** Base Salary: $120,000 + Bonus: $18,000
|
||||
- **2020:** Base Salary: $110,000 + Bonus: $8,000
|
||||
- **2019:** Base Salary: $105,000 + Bonus: $10,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Professional Development:** Completed Product Leadership Certification from Pragmatic Institute (2021). Regular attendee at ProductCon and InsurTech conferences.
|
||||
- **Mentorship:** Currently mentors two Associate Product Managers and actively participates in the Women in Tech initiative at Insurellm.
|
||||
- **Skills:** Expert in Agile/Scrum methodologies, JIRA, Figma, SQL, and product analytics tools.
|
||||
- **Feedback:** Known for her strategic thinking and ability to balance customer needs with business objectives. Strong communicator who bridges technical and business stakeholders effectively.
|
||||
67
week5/knowledge-base/employees/Robert Chen.md
Normal file
67
week5/knowledge-base/employees/Robert Chen.md
Normal file
@@ -0,0 +1,67 @@
|
||||
# HR Record
|
||||
|
||||
# Robert Chen
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** February 28, 1983
|
||||
- **Job Title:** Senior Full Stack Engineer
|
||||
- **Location:** San Francisco, California
|
||||
- **Current Salary:** $152,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **January 2016 - Present:** Senior Full Stack Engineer
|
||||
- Technical lead for Homellm home insurance portal
|
||||
- Architects full-stack solutions using React, Node.js, and PostgreSQL
|
||||
- Mentors team of 6 engineers
|
||||
- Led 3 major platform releases
|
||||
|
||||
- **June 2012 - December 2015:** Full Stack Developer at WebSolutions Inc.
|
||||
- Built web applications for enterprise clients
|
||||
- Worked with various JavaScript frameworks and backend technologies
|
||||
|
||||
- **August 2008 - May 2012:** Software Engineer at TechStartup
|
||||
- Developed features for SaaS platform
|
||||
- Gained experience across full technology stack
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.8/5
|
||||
*Exceptional performance. Led critical platform modernization project. Outstanding technical leadership and mentorship.*
|
||||
|
||||
- **2022:** Rating: 4.6/5
|
||||
*Exceeded expectations. Delivered major features ahead of schedule with high quality. Strong team collaboration.*
|
||||
|
||||
- **2021:** Rating: 4.4/5
|
||||
*Strong performance with successful migration to microservices architecture. Effective technical decision-making.*
|
||||
|
||||
- **2020:** Rating: 4.2/5
|
||||
*Good performance maintaining productivity during remote transition. Supported team well through change.*
|
||||
|
||||
- **2019:** Rating: 4.5/5
|
||||
*Excellent year with successful Homellm rewrite. Strong architectural contributions.*
|
||||
|
||||
- **2018:** Rating: 4.3/5
|
||||
*Solid performance with consistent high-quality delivery. Growing into technical leadership role.*
|
||||
|
||||
- **2017:** Rating: 4.1/5
|
||||
*Good performance. Expanding expertise across full stack and taking on more complex features.*
|
||||
|
||||
- **2016:** Rating: 4.0/5
|
||||
*Strong start at Insurellm. Quick to learn domain and contribute effectively.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $152,000 + Bonus: $28,000
|
||||
- **2022:** Base Salary: $145,000 + Bonus: $25,000
|
||||
- **2021:** Base Salary: $138,000 + Bonus: $22,000
|
||||
- **2020:** Base Salary: $132,000 + Bonus: $20,000
|
||||
- **2019:** Base Salary: $125,000 + Bonus: $18,000
|
||||
- **2018:** Base Salary: $118,000 + Bonus: $15,000
|
||||
- **2017:** Base Salary: $112,000 + Bonus: $12,000
|
||||
- **2016:** Base Salary: $105,000 + Bonus: $10,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** MS in Computer Science from Stanford University, BS in Computer Engineering from MIT
|
||||
- **Technical Expertise:** Expert in React, Node.js, TypeScript, PostgreSQL, AWS, microservices architecture
|
||||
- **Recognition:** Engineering Excellence Award 2023, Technical Leadership Award 2021
|
||||
- **Mentorship:** Mentored 12 engineers during tenure. Known for developing junior talent into strong contributors.
|
||||
- **Patents:** Co-inventor on 1 patent for insurance processing optimization
|
||||
- **Feedback:** World-class engineer with exceptional technical and leadership skills. Trusted advisor to engineering leadership. Critical to company's technical success.
|
||||
@@ -4,6 +4,7 @@
|
||||
- **Date of Birth:** October 14, 1990
|
||||
- **Job Title:** HR Generalist
|
||||
- **Location:** Denver, Colorado
|
||||
- **Current Salary:** $70,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **2020** - Joined Insurellm as a HR Coordinator
|
||||
|
||||
@@ -3,9 +3,10 @@
|
||||
# Samuel Trenton
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** April 12, 1989
|
||||
- **Job Title:** Senior Data Scientist
|
||||
- **Location:** Austin, Texas
|
||||
- **Date of Birth:** April 12, 1989
|
||||
- **Job Title:** Senior Data Scientist
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $115,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **January 2020 - Present:** Senior Data Scientist
|
||||
|
||||
50
week5/knowledge-base/employees/Sarah Williams.md
Normal file
50
week5/knowledge-base/employees/Sarah Williams.md
Normal file
@@ -0,0 +1,50 @@
|
||||
# HR Record
|
||||
|
||||
# Sarah Williams
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** November 3, 1994
|
||||
- **Job Title:** UX Designer
|
||||
- **Location:** Remote (Based in Portland, Oregon)
|
||||
- **Current Salary:** $95,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **January 2022 - Present:** UX Designer
|
||||
- Leads design for Homellm home insurance portal
|
||||
- Conducted comprehensive user research resulting in 35% improvement in user satisfaction scores
|
||||
- Collaborates with product and engineering teams on feature design
|
||||
|
||||
- **June 2020 - December 2021:** Junior UX Designer
|
||||
- Supported senior designers on Marketllm marketplace redesign
|
||||
- Created wireframes, prototypes, and user flow diagrams
|
||||
- Participated in user testing and feedback sessions
|
||||
|
||||
- **August 2018 - May 2020:** UI/UX Designer at StartupHub Inc.
|
||||
- Designed mobile and web interfaces for various startup clients
|
||||
- Worked closely with developers to implement design systems
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 4.4/5
|
||||
*Strong design contributions with excellent user research skills. Led successful Homellm redesign project.*
|
||||
|
||||
- **2022:** Rating: 4.0/5
|
||||
*Good first year as UX Designer. Showed initiative and creativity, though sometimes needed guidance on complex projects.*
|
||||
|
||||
- **2021:** Rating: 3.6/5
|
||||
*Adequate performance but struggled with time management on multiple concurrent projects. Improved by year end.*
|
||||
|
||||
- **2020:** Rating: 4.2/5
|
||||
*Solid performance as Junior Designer. Quick to learn Insurellm's design system and processes.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $95,000 + Bonus: $8,000
|
||||
- **2022:** Base Salary: $88,000 + Bonus: $6,000
|
||||
- **2021:** Base Salary: $78,000 + Bonus: $3,000
|
||||
- **2020:** Base Salary: $70,000
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BFA in Graphic Design from Rhode Island School of Design
|
||||
- **Skills:** Expert in Figma, Sketch, Adobe Creative Suite. Proficient in HTML/CSS for design prototyping.
|
||||
- **Professional Development:** Completed UX Research Certification from Nielsen Norman Group (2023). Regularly attends design conferences.
|
||||
- **Portfolio:** Maintains active design portfolio showcasing Insurellm work (approved for external sharing).
|
||||
- **Feedback:** Creative thinker with strong empathy for users. Works well remotely and maintains excellent communication with distributed teams.
|
||||
41
week5/knowledge-base/employees/Tyler Brooks.md
Normal file
41
week5/knowledge-base/employees/Tyler Brooks.md
Normal file
@@ -0,0 +1,41 @@
|
||||
# HR Record
|
||||
|
||||
# Tyler Brooks
|
||||
|
||||
## Summary
|
||||
- **Date of Birth:** September 9, 1998
|
||||
- **Job Title:** Junior Backend Developer
|
||||
- **Location:** Austin, Texas
|
||||
- **Current Salary:** $75,000
|
||||
|
||||
## Insurellm Career Progression
|
||||
- **August 2022 - Present:** Junior Backend Developer
|
||||
- Develops backend services for Carllm auto insurance portal
|
||||
- Works with Python, Django, and PostgreSQL
|
||||
- Participates in code reviews and learns from senior engineers
|
||||
- Fixed 45+ bugs and implemented 12 minor features
|
||||
|
||||
- **June 2021 - July 2022:** Software Engineering Intern
|
||||
- Completed 14-month internship program at Insurellm
|
||||
- Worked on various backend tasks and learned company tech stack
|
||||
- Contributed to internal tools development
|
||||
|
||||
## Annual Performance History
|
||||
- **2023:** Rating: 3.2/5
|
||||
*Meets basic expectations. Shows potential but needs to improve code quality and take more initiative. Sometimes requires excessive guidance on tasks.*
|
||||
|
||||
- **2022:** Rating: 3.5/5
|
||||
*Adequate performance for a junior developer. Good learning attitude but needs to develop stronger problem-solving skills.*
|
||||
|
||||
## Compensation History
|
||||
- **2023:** Base Salary: $75,000 + Bonus: $2,000
|
||||
- **2022:** Base Salary: $72,000 + Bonus: $1,500
|
||||
- **2021:** Intern Stipend: $30/hour
|
||||
|
||||
## Other HR Notes
|
||||
- **Education:** BS in Computer Science from University of Texas at Austin (graduated 2021)
|
||||
- **Skills:** Proficient in Python and SQL. Learning system design and API development best practices.
|
||||
- **Development Areas:** Needs to improve debugging skills, code documentation, and independent problem-solving. Working with mentor on technical growth.
|
||||
- **Training:** Enrolled in advanced Python course and backend architecture fundamentals program
|
||||
- **Feedback:** Eager to learn but sometimes lacks confidence. Needs encouragement to ask questions earlier rather than struggling alone. Shows promise with continued mentorship and experience.
|
||||
- **Career Goals:** Aspires to become a mid-level backend engineer within 2 years
|
||||
Reference in New Issue
Block a user