Dynamic leader with a proven track record recently at Live Easy, adept in CRM proficiency and fostering customer engagement. Spearheading several programs with innovative strategies, achieving abundance of pipeline growth that lead to a significance in revenue generation. Detail-oriented individual with ability to handle multiple tasks effectively as well optimizing processes for the best effective outcome and supporting team objectives.
Overview
9
9
years of professional experience
Work History
Operations /Solar/Customer Service Program Manager
Live Easy/Appfolio
2021.04 - 2025.05
Coordinated with 5 teams across 3 departments to ensure successful implementation of CRM initiatives.
Monitored industry trends in order to stay ahead of the competition and develop best practices for customer relationship management.
Designed effective campaigns to engage customers and drive sales growth.
Provided training on CRM software usage to new users within the organization.
Conducted regular reviews of current processes and procedures, making necessary adjustments when needed.
Managed daily operations of the CRM system, including data entry, user management, and reporting.
Worked closely leadership from the organization to develop innovative ideas for improving customer relationships.
Identified gaps in the existing CRM process and proposed solutions for improvement.
Developed and implemented CRM strategies to enhance customer engagement and retention.
Streamlined project workflows, enhancing team collaboration and communication efficiency.
Led cross-functional teams to identify operational improvements and implement effective solutions.
Facilitated regular status meetings, fostering transparency and accountability among 12 team members.
Established performance metrics for ongoing assessment of operational effectiveness and continuous improvement opportunities.
Cultivated strong business relationships with clients to increase overall experience, satisfaction and retention rates.
Improved communication flows between 3 departments, leading to enhanced collaboration and faster problem resolution.
Streamlined operations by implementing efficient project management processes and strategies.
Interacted with customers and clients to identify business needs and requirements.
Interacted well with customers to build connections and nurture relationships.
Trained and guided team members to maintain high productivity and performance metrics.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Implemented business strategies, increasing revenue over 60%, and effectively targeting new markets.
Reported issues to higher management with great detail.
Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
Provided clear direction to internal teams, setting expectations and due dates for deliverables.
Developed project plans, tracked progress, and reported results to clients as well as leadership.
Established strong relationships with vendors and negotiated favorable contracts.
Reviewed project proposals to determine feasibility.
Planned, scheduled and coordinate project activities to meet deadlines.
Monitored project milestones and deliverables.
Sales Development Manager
Video Growth Systems
2024.03 - 2026.05
Developed and implemented strategies and actions to a 80% close sales funnel rate.
Collaborated with marketing team to ensure successful launch of all email and text structures.
Qualified leads by scheduling introductory discovery meetings and calls.
Created and executed outbound demand generation campaigns, calls and emails to deliver qualified leads for sales team.
Generated leads through email campaigns, cold calling and other outreach tactics.
Built new business pipeline to achieve sales targets.
Met or exceeded quota by successfully coaching, developing and managing team.
Collaborated with cross-functional teams to better serve prospects and customers.
Created, managed and tracked sales development plans in order to achieve desired objectives.
Tracked activities and maintained relevant information in CRM.
Identified areas of improvement within the sales process to optimize performance.
Implemented CRM software solutions to streamline workflow processes.
Led sales development initiatives to enhance lead generation and pipeline growth.
Managed cross-functional teams to streamline communication and improve workflow efficiency.
Streamlined sales processes for improved efficiency and faster deal closures.
Front of the House Manager
MacKenzie River Pizza, Grill & Pub
2017.06 - 2021.07
Oversaw daily restaurant operations, ensuring high standards of service and customer satisfaction.
Developed training programs to enhance team performance and improve service quality.
Analyzed customer feedback to identify areas for improvement and enhance guest experiences.
Trained servers on order management, food service quality and how to build rapport with guests.
Handled guest complaints in positively and offered appreciation tokens to build customer loyalty.
Managed multiple servers across diverse platforms, ensuring seamless integration and interoperability.
Completed daily procedure checklist and communicated changes to servers and kitchen staff.
Liaised between servers and upper management to address issues and manage challenges.
Monitored server performance and provided feedback to enhance server delivery.
Led team of servers to consistently meet customer service and sales targets.
Cultivated guest satisfaction and loyalty through consistent commitment to quality service.
Established team strengths and weaknesses and exploited opportunities to boost employee output and customer satisfaction.
Enforced compliance with uniform and personal presentation standards.
Streamlined server deployment processes, facilitating quicker turnaround times for refills and appetizers to hit the tables
Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
Cultivated warm relationships with regular customers.
Oversaw daily operations of service team, delegated tasks, and trained new staff.
Bussed and reset tables to keep dining room and work areas clean.
Explained menu items and suggested appropriate options for food allergy concerns.
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Handled table service and other dining room tasks to address shortfalls due to unexpected absences or unusual service volumes.
Education
Bachelor of Science (B.S.) - Project Management
Phoenix University
Dayton, Ohio
Bachelor of Science (B.S.) - Business Information Systems
ITTTechnical
Dayton, Ohio
Bachelor of Science (B.S.) - Network and Communications Management
ITT Technical School
Dayton, Ohio
Skills
Customer Engagement/Acquisitions
Experience with CRM systems
Achievement tracking and analysis
Responsive to evolving challenges
Sales and Team training
Pipeline Proficiency management
Clear and concise communication abilities
Data-informed strategy development
Attention to detail
Adaptability and flexibility
Process optimization and Task prioritization
Client relationship building
Timeline
Sales Development Manager
Video Growth Systems
2024.03 - 2026.05
Operations /Solar/Customer Service Program Manager
Live Easy/Appfolio
2021.04 - 2025.05
Front of the House Manager
MacKenzie River Pizza, Grill & Pub
2017.06 - 2021.07
Bachelor of Science (B.S.) - Project Management
Phoenix University
Bachelor of Science (B.S.) - Business Information Systems
ITTTechnical
Bachelor of Science (B.S.) - Network and Communications Management
Customer Service Program Manager at Washington State Dept of Labor and IndustriesCustomer Service Program Manager at Washington State Dept of Labor and Industries