Summary
Overview
Work History
Skills
Timeline
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HELENA ZAHIR

Santa Clarita,CA

Summary

Results-driven leader with 15+ years of experience in sales management, customer relations, and cross-functional operations across finance, retail, and technology. Proven ability to build and lead high-performing teams, optimize customer experience, and deliver measurable results in fast-paced, high-growth environments. Adept at strategic planning, coaching talent, and refining processes to drive revenue growth and operational excellence. Multilingual communicator (English, Farsi, Pashto, Hindi) dedicated to empowering teams and customers while aligning with Tesla’s mission to accelerate sustainable energy adoption.

Overview

2022
2022
years of professional experience

Work History

Hard Money Lender

Haya Ventures
2018 - 2020
  • Oversaw a $3.5M+ monthly loan origination pipeline, achieving 25% increase in repeat clients through relationship management and process optimization.
  • Structured client solutions that balanced company profitability with customer satisfaction.
  • Leveraged CRM systems to track leads, follow-ups, and conversion metrics, driving consistent quota achievement.
  • Partnered across underwriting, processing, and valuation teams to streamline service delivery.

Project Manager/Scrum Master

The Banking Club
01.2020 - 01.2022
  • Directed cross-functional teams of mobile and backend developers on banking applications, applying Agile frameworks to deliver on time and within scope.
  • Managed sprints, epics, and planning in Jira, ensuring alignment with business goals.
  • Collaborated with stakeholders and third-party vendors to refine requirements and streamline integration processes.
  • Improved operational efficiency and communication, demonstrating adaptability and resilience in a dynamic environment.

Operations Manager

Hi-Time Liq
01.2014 - 01.2017
  • Boosted annual sales by 30% ($600K revenue growth in 1.5 years) by implementing effective sales and marketing strategies.
  • Managed financial operations (A/R, A/P, working capital) and led a staff of five.
  • Designed and executed marketing and social media campaigns, enhancing customer engagement and brand visibility.
  • Oversaw vendor and inventory management, ensuring operational efficiency.

Operations Manager

Technical Solutions
01.2009 - 01.2014
  • Formalized contracting, vendor management, and CRM processes, driving transparency and accountability.
  • Introduced project management and long-term planning practices for sustainable growth.
  • Implemented policies for financial management and talent development to improve organizational performance.

Assistant Branch Manager & Operations Manager

Banking Sector (Various Roles)
01.1999 - 01.2008
  • Supervised teams of 10–20 employees across multiple banking institutions (BB&T, Eagle Bank, James Monroe Bank, AFTRA-SAG Credit Union).
  • Consistently achieved or exceeded monthly sales and performance targets while maintaining compliance and operational integrity.
  • Delivered customer-focused solutions, leading to improved client retention and satisfaction.
  • Conducted staff training and development programs to strengthen service quality and productivity.

Skills

  • Sales Leadership & Team Development
  • Customer Experience & Journey Optimization
  • Operational Excellence & Process Improvement
  • KPI & Performance Management
  • Cross-Functional Collaboration
  • Strategic Growth & Market Expansion
  • Agile Project Management
  • Change Management & Adaptability
  • Jira
  • Confluence
  • Agile
  • Encompass LOS
  • Microsoft Suite
  • CRM Systems

Timeline

Project Manager/Scrum Master

The Banking Club
01.2020 - 01.2022

Operations Manager

Hi-Time Liq
01.2014 - 01.2017

Operations Manager

Technical Solutions
01.2009 - 01.2014

Assistant Branch Manager & Operations Manager

Banking Sector (Various Roles)
01.1999 - 01.2008

Hard Money Lender

Haya Ventures
2018 - 2020

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HELENA ZAHIR