Jamie Cassidy
Boston,MA
Summary
Growth oriented Chief Operating Officer with a proven history of enhancing operational performance and cultivating a culture of empowerment and accountability. Expertise in optimizing efficiency, driving scalable growth, and fostering cross-functional collaboration. Adept at building high-performing teams and guiding organizations through transformative change to achieve sustained, long-term success.
Overview
14
14
years of professional experience
Work History
Chief Operating Officer
Treehouse Eyes
01.2022 - Current
- Lead Business Development, Customer Support, Finance, and Legal teams
- Oversee daily operations of company owned optometric centers
- Developed operational policies and processes, guaranteeing compliance with federal and state regulations
- Cultivated industry and vendor relationships to enhance value proposition, launched alliance partnerships
- Collaborate with fractional CFO to develop and manage operational budgets, ensuring optimal allocation of resources
- Revamped the business model by creating, launching, and implementing a franchise model for new members, while transitioning all existing members to updated agreements
- Launched new fee model, resulting in increased retention by 8 points
- Doubled the business by increasing lead to meeting conversion to 65%, shaved 35 points from sales cycle, and increased close rate to 43%, up 12 points
- Restructured Treehouse Eyes centers, resulting in growth of +11% over PY
- Created Advisory Council
- Led integration to Hubspot, resulting in increased transparency and efficiencies across business units
- Launched new company owned optometric center, set to open December ‘24
- Led diligence process, completed Series A investment
- Interim CEO June - August 2024
Vice President
Treehouse Eyes
04.2021 - 12.2021
- Led Business Development team
- Developed and executed key strategic initiatives
- Identified and established KPIs, targets and bonus structures to improve team efficiencies and sales strategies
- Created and documented scalable Business Development and training process
- Determined performance goals and offered tactics for achieving milestones
- Created market expansion opportunities through lead generation strategies, special events, and marketing
- Launched and led implementation of EOS (Entrepreneurial Operating System)
Vice President, Business Development
Smile Source
12.2016 - 12.2020
- Led team of 61 (8 Business Development Managers, 3 Member Support Managers, and 50 Administrators)
- Successfully coached Business Development team in territory management, accurate forecasting, sales process, strategy, and goal attainment, resulting in record breaking results
- Q4 2018 64 new members- largest quarter in company history
- Tripled Membership within 4 years
- Provided annual and quarterly forecasts to the CEO and the Board of Directors
- Presented to the Board of Directors quarterly
- Created and documented scalable process required to manage and retain both new and existing members
- Launched comprehensive training program resulting in increased close ratio of 15 points (33% to 48%)
- Collaborated with CEO, CFO, VP of Marketing, and VP of Vendor Relations to create vendor sponsorship opportunities, special events, marketing initiatives, lead generation strategies, and promotions to drive Business Development results
- Maintained consistently high customer service satisfaction ratings through the implementation of proactive service management strategies
- Effectively created headcount optimization strategies, compensation plans, bonus structures, targets, and KPIs
Regional Manager
Smile Source
03.2016 - 12.2016
- Recruited and led team of 4 Administrators
- Led the country in market expansion
- Overachieved sales targets (30 new members, versus a target of 19)
- Developed onboarding and new hire training process
Vice President
The Power Practice
04.2012 - 03.2016
- Tripled revenue within 18 months
- Exceeded growth targets by 400% within the first 12 months
- Overhauled and relaunched National Meeting, resulting in increased vendor contributions by 750%, and doubled the number of attendees
- Restructured coaching models
- Created and implemented new sales process
- Identified obstacles and implemented solutions to streamline operations
Regional Sales Manager
Marcolin
04.2011 - 04.2012
- Directed and managed a team of 12 sales professionals in daily operations to meet business objectives
- Initiated strategic sales strategies for profitable growth, launched alliance with Vision Source
- Recruited top talent from both within industry and outside to join team
- Created and executed best sales practices
- Exceeded growth targets by 100% within the first 10 months
- Restructured coaching models
- Created and implemented new sales process
- Identified obstacles and implemented solutions to streamline operations
Education
Bachelor of Science - Communications
Boston University
Boston, Massachusetts05.1989
Skills
- Culture Development
- Executive Leadership
- Profit and Loss Management
- Strategic Business Planning
- Operations Management
- Defining company vision
- Performance Improvement
- Coaching and Mentorship
- Policy and Process Development
- High-Performance Team Building
Websites
Timeline
Chief Operating Officer
Treehouse Eyes
01.2022 - Current
Vice President
Treehouse Eyes
04.2021 - 12.2021
Vice President, Business Development
Smile Source
12.2016 - 12.2020
Regional Manager
Smile Source
03.2016 - 12.2016
Vice President
The Power Practice
04.2012 - 03.2016
Regional Sales Manager
Marcolin
04.2011 - 04.2012
Bachelor of Science - Communications
Boston University
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