Professional operations leader with a consistent track record in optimizing processes and driving impactful results. Proven ability to lead teams, implement strategic initiatives, and adapt to changing environments with ease. Skilled in project management, process improvement, and resource allocation. Known for effective collaboration and delivering dependable outcomes.
Overview
26
26
years of professional experience
Work History
Director of Operations/Client Success
BKTB Group, Inc., DBA MC Austin
01.2018 - Current
Develop and implement effective sales strategies to achieve sales targets and expand the customer base
Build and maintain strong, long-term relationships with key clients and potential customers
Conduct market research to identify selling possibilities and evaluate customer needs
Prepare and deliver presentations on products and services to customers
Developing detailed project plans, including timelines, budgets, and resource allocation.
Tracking progress, managing risks, and making adjustments as needed to keep the project on track.
Ensuring all project deliverables are completed, conducting post-project evaluations, and documenting lessons learned.
Negotiate and close agreements with clients, ensuring adherence to established rules and guidelines
Collaborate with the marketing team to plan and oversee new marketing initiatives
Provide timely and effective solutions aligned with clients' needs
Monitor sales results and forecast future sales to upper management
Handle customer complaints or concerns quickly and professionally to maintain trust
Lead cross-functional projects, resolving sales and financial issues effectively
Develop and implement office policies, systems, and layouts to optimize efficiency
Manage vendor relationships, address emergencies, and oversee purchasing schedules
Administer accounts receivable/payable, billing, and financial reporting
Schedule technicians, maintain customer communication, and oversee project management
Train users and ensure smooth implementation of new processes
Direct vendor relationships and manage purchasing schedules aligned with production and sales requirements
Improved operational efficiency by designing systems to align purchasing with production needs
Enhanced customer satisfaction through proactive communication and issue resolution
Improved sales closure rates by working closely with the sales team to refine contract terms and address customer concerns
Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
Monitored budget and utilized operational resources.
Developed and executed customer success plans to achieve client goals and critical success factors
Oversaw post-sales relationships to maximize product value, customer satisfaction, and retention
Identified up-sell and cross-sell opportunities within the existing customer base
Resolved escalated client issues promptly and effectively
Maintained and developed customer success strategies, best practices, and processes
Collaborated with sales, marketing, and product teams to align strategies and provide customer feedback
Analyzed customer outcomes through ongoing data collection and feedback
Lead and managed a customer success team to implement strategies and perform customer success activities
Provided insights into product development based on customer feedback and behaviors
Monitored customer health and engagement levels
Reported on customer status, insights, and trends to internal teams and leadership.
Office Manager
Mercury Communication Services of Austin, LLC
01.1999 - 01.2018
Provided administrative support to managing partners and installation teams, managing complex contracts and customer relationships
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Supervised daily operations, payroll, accounting, and compliance with tax requirements
Maintained office efficiency by designing systems and ensuring interdepartmental communication
Led purchasing efforts, including inventory control and vendor management
Directed scheduling and dispatch processes for installation and service teams
Directed accounts receivable/payable, invoicing, and payroll while maintaining adherence to company policies
Managed daily operations and supported managing partners with administrative, sales, and customer service functions
Worked with the sales team to finalize contracts and resolve client issues, ensuring successful deal execution
Supervised sales pipeline processes, maintaining client communication throughout project lifecycles
Provided leadership in vendor management, purchasing, and inventory control to support sales objectives
Coordinated scheduling and dispatch for service and installation teams, ensuring seamless project execution
Directed accounts receivable/payable, invoicing, and payroll while maintaining adherence to company policies
Key Achievements
Streamlined accounts management processes, ensuring timely collections and invoicing
Implemented training programs to improve team performance and operational consistency
Boosted sales efficiency by optimizing contract management and ensuring timely resolution of client issues
Enhanced collaboration between sales, operations, and administrative teams to drive revenue growth
Education
High School Diploma -
McNeil Highschool
Austin, TX
05.1996
Skills
MS Office (Word, Excel, Access, PowerPoint, Microsoft Outlook)
Adobe Acrobat
QuickBooks, Tiger Paw, Active Campaign, HubSpot
Project Management
Time Management
Adaptability
Risk Management
Critical Thinking
Training
Strategic planning and execution
Operations management
Technical Proficiency
Organizational Skills
Problem Solving
UCaaS knowledge (Ring Central, Spectrum VoIP, NEC, Nextiva, and many more)
Other Significant Experience
Managed payroll taxes at federal, state, and local levels.
Extensive expertise in human resources and employee relations.
Coordinated trade show representation and internal tech meetings.
Proficient in planning and executing events and special projects.
Timeline
Director of Operations/Client Success
BKTB Group, Inc., DBA MC Austin
01.2018 - Current
Office Manager
Mercury Communication Services of Austin, LLC
01.1999 - 01.2018
High School Diploma -
McNeil Highschool
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