I have helped build and scale multiple business through my career by building systems, team culture, and through attention to detail within organizations so they can operate at the highest level.
I have a passion for creating experiences that I have been able to exemplify on a larger scale through organizing multiple events and retreats and on an internal scale by focusing on client onboarding and client journey.
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β’ Oversaw daily operations of the organization both within our internal team and
contractors.
β’ Hired and lead a team of 4 for our internal operations team. Including training
and weekly coaching for ongoing development.
β’ Responsible for updating all company dashboards on a weekly basis for CEO to
review growth numbers across the organization.
β’ Onboarded coaching clients to the organization and created workflow for
onboarding.
β’ Established policies and procedures for the team that promoted company culture
and vision.
β’ Built out project management CRM for the organization.
β’ Organized multiple events locally in Scottsdale. Oversaw all meeting details from
venue, food, speaker coordination and booking, securing sponsorships, group
activities, vendors, and all meeting materials.
β’ Organized out of country retreat for 18 people including vendors and staff.
Oversaw all details from venue, food, group activities, and all materials.
β’ Successfully launched a podcast, created, and optimized a workflow for the
organization and oversaw podcast manager in executing all ongoing duties.
β’ Held weekly team meetings for the entire organization
β’ Created all organization SOPs including workflows, systems, training videos,
workbooks, presentations, and templates.
β’ Responsible for content creation, & scheduling workflow of our teamβs social
media account
Created & implemented systems for onboarding new sales agents to the team
β’ Worked with teamβs recruiter to strategically recruit and nurture our recruiting
pipeline
β’ Developed and planned out all monthly trainings for sales team.
β’ Monthly 1:1 calls with sales agents to pulse check for both personal and
business development
β’ Developed calendar of events for client touches and worked closely with
marketing team and vendors to ensure all events/touches were properly
executed on and tracked results for future touches.
– Responsible for onboarding new teams/locations. Aided in merging 15 teams
countrywide.
β’ Created an onboarding SOP that acted as a qualification & hiring guide to screen
& approve new teams to join.
β’ Organized monthly meetings in different states.
β’ Supervised our customer service ticketing system through Zapier & Trello
systems. Was responsible for ensuring all inquiries were handled quickly &
efficiently by our customer care specialists & aided in responses/assistance as
needed.