Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bhavani Werning

San Anselmo,CA

Summary

Dynamic and results-driven sales professional with 8 years of progressive experience at World Centric, including roles as Account Manager, Relationship Manager, and International Sales Manager. Proven track record of growing international sales by 100%, managing high-profile accounts such as Google and Costco, and achieving significant revenue milestones. Expert in client relationship management, territory oversight, and strategic planning. Demonstrated ability to lead and develop teams, manage complex operational challenges, and drive sales growth through effective account management and innovative solutions. Adept at enhancing client satisfaction and contributing to organizational success through strong leadership and a collaborative approach.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Relationship Manager

Sequoia Mortgage Capital
01.2014 - 01.2014
  • Client Relationship Management: Built and maintained strong relationships with over 200 clients, expanding the client portfolio and fostering long-term partnerships through personalized service and effective communication.
  • Loan Processing & Administration: Handled commercial loan origination, disclosures, and closing packages, ensuring the timely and accurate completion of loan transactions. Demonstrated expertise in managing administrative tasks related to loan processing.
  • Client Collections & Portfolio Management: Conducted monthly client collection calls to ensure timely mortgage payments and managed client portfolios by maintaining up-to-date records, including annual updates on property insurance and taxes.
  • Operational Support & Travel Planning: Assisted the president with travel planning and other administrative tasks, contributing to smooth operational functions and executive support.
  • Strategic Planning & Marketing: Co-managed the strategic planning and execution of a new business model, including a high-visibility retail office launch. Coordinated co-marketing efforts with local interior designers, brokers, and realtors to enhance market presence.
  • System Proficiency: Maintained and utilized knowledge of ABS Mortgage system software to effectively process loan applications and manage client data.

Administrative Assistant

Yoga Raum Berlin
01.2013 - 01.2013
  • Completed bookkeeping duties, answered incoming calls and emails, assisted yoga instructors with workshops, booked teachers into facilities, and scheduled meetings.

Student Instructor/Student Intern

Esalen Institute
01.2012 - 01.2013
  • Culinary and Instructional Support*: Worked as a sous chef in the Esalen kitchen, preparing meals while also instructing and supporting students in various culinary and somatic practices. Contributed to the institute’s mission of exploring human potential through practical and experiential learning.
  • Training & Management: Trained and managed work scholars, guiding them in performing their tasks efficiently and effectively. Led team meetings and meditations to foster a collaborative and mindful work environ
  • Program Development & Facilitation: Offered programs designed to raise awareness of sustainability and conscious living. Delivered lectures and facilitated hands-on experiences, integrating Esalen’s culture and values into educational activities for students.
  • Somatic Practices & Communication Tools: Studied and applied various somatic practices and communication tools, contributing to a holistic approach to personal and professional development within the institute.

Guest Relations Manager

Finca Argayall
01.2008 - 01.2012
  • Department Management: Oversaw the Guest Service Department at a renowned community and retreat center specializing in transformational and healing experiences. Managed daily operations, including guest check-ins, property tours, and staff training.
  • Workshop & Event Coordination: Created and implemented the yearly workshop schedule by booking teachers and selling rooms for both group and individual guests. Designed and managed customized workshops to provide unique group experiences.

    Sales & Upselling: Sold and upsold rooms, seminars, and retreats to international guests, enhancing revenue and guest satisfaction through personalized service and targeted promotions.

    Travel & Logistics: Organized travel arrangements, arrivals, and departures for groups, individual guests, and visiting teachers, ensuring smooth transitions and exceptional guest experiences.

    Staff Management & Training: Co-managed daily operations in a fast-paced environment, including hands-on development coaching and training for staff. Managed work schedules for approximately 15 employees, ensuring efficient staffing and operational effectiveness.
  • Program Planning: Planned and structured weekly meditation and yoga schedules for guests and residents, as well as organized community and team-building events to foster a positive environment.
  • Team Leadership: Led team meetings focused on communication, team building, and relationship development, contributing to a cohesive and motivated team.
  • Website Management: Updated and maintained the WordPress website, ensuring current and accurate information about events, schedules, and services.
  • Managed challenging situations with professionalism and diplomacy, maintaining positive relationships with guests even during difficult circumstances.

Studio manager

Aplanat Studio Hamburg
01.2005 - 01.2008
  • Checked rented studio equipment, booked photo shoot productions, and collaborated with production managers, photographers, and models.

Waitress

Restaurant Caspari Buchholz i. d. Nordheide
01.1999 - 01.2003
  • Took food and drink orders, trained other waitresses, and cleaned tables after guests.

Education

Certificate in Manual Therapy And Somatic Studies - Somatic Studies

Esalen
Big Sur
01.2013

Coaching Certification - Institute For Professional Excellence in Coaching

IPEC
Shrewsbury
05.2020

Advanced Vocational Certificate of Education -

Bildende Kunst And Graphic Design
Hamburg, Germany
12.2005

College of Social Work Hamburg
Hamburg, Germany
12.2007

Skills

  • Sales Presentations
  • Sales Training
  • CRM proficiency
  • Industry Networking
  • Contract Negotiations
  • Sales Pipeline Management
  • Customer Service
  • Sales initiatives and techniques
  • Training and mentoring
  • Conflict Resolution
  • Operations Management

Certification

  • Esalen Certificate in Manual Therapy and Somatic Studies, 01/01/13
  • Certified Professional Coach (CPC), Energy Leadership™ Index Master Practitioner (ELI-MP), and COR. E Dynamics™ Specialis at The Institute for Professional Excellence in Coaching (iPEC)

Timeline

Relationship Manager

Sequoia Mortgage Capital
01.2014 - 01.2014

Administrative Assistant

Yoga Raum Berlin
01.2013 - 01.2013

Student Instructor/Student Intern

Esalen Institute
01.2012 - 01.2013

Guest Relations Manager

Finca Argayall
01.2008 - 01.2012

Studio manager

Aplanat Studio Hamburg
01.2005 - 01.2008

Waitress

Restaurant Caspari Buchholz i. d. Nordheide
01.1999 - 01.2003

Certificate in Manual Therapy And Somatic Studies - Somatic Studies

Esalen

Coaching Certification - Institute For Professional Excellence in Coaching

IPEC

Advanced Vocational Certificate of Education -

Bildende Kunst And Graphic Design

College of Social Work Hamburg
Bhavani Werning