Summary
Overview
Work History
Education
Skills
Timeline
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Kate Carroll

Moraga,CA

Summary

Chief of Staff & Strategic Business Leader with significant experience in the skincare and beauty industry. Proven success in driving revenue growth, optimizing operations, and spearheading cross-functional initiatives across marketing, retail partnerships, and product development. Adept at streamlining business processes, launching innovative brand strategies, and fostering executive alignment to enhance organizational efficiency. Passionate about scaling mission-driven beauty brands through strategic planning, financial oversight, and operational excellence.

Overview

10
10
years of professional experience

Work History

Chief of Staff & Business Optimization Consultant

Gatherhouse
Moraga, CA
12.2024 - Current
  • Developed a 90-day business optimization initiative to reduce operational costs and increase revenue at Gatherhouse by acting as Chief of Staff and auditing all systems
  • Conducted a comprehensive assessment of operations, identifying inefficiencies and implementing strategic improvements
  • Standardized client onboarding processes, including a Welcome Guide and automated communication templates to enhance the client experience
  • Created a data-driven project estimation tool in Google Sheets, improving accuracy in cost projections and time tracking
  • Analyzed team roles, workflows, and communication strategies to enhance efficiency and delegation
  • Implemented financial management strategies, optimizing material profit margins and improving project budgeting through time-tracking insights
  • Refined and documented Standard Operating Procedures (SOPs) for scalability and process consistency
  • Established reporting structures and performance evaluation metrics to track cost savings and operational efficiency gains

Chief of Staff

Ancora Investment Holdings, LLC
Chicago, IL
08.2022 - 04.2023
  • Collaborated closely with the CEO and portfolio brand founder, Indie Lee, to conceptualize and implement long term strategic plans, aligning with financial goals
  • Oversaw various cross-functional initiatives, such as new product launches, strategic retail partner activations, and marketing campaigns, ensuring seamless execution
  • Facilitated communication between key stakeholders, including the CEO and founder, to ensure effective decision-making and timely execution of initiatives
  • Prepared all portfolio brand board decks working closely with finance team on financial projections and key investor insights
  • Streamlined organizational enhancements to improve workflow and communication, including establishing stakeholder meetings, introducing new project management systems, and refining checks and balances protocols
  • Designed and implemented a structured monthly sales reporting process for the sales team, accompanied by monthly reflections to drive growth
  • Identified and implemented cost-saving opportunities within the organization to improve overall financial performance and efficiency, supporting the achievement of long-term strategic goals

Manager of Emerging Platforms

Ancora Investment Holdings, LLC
Chicago, IL
01.2022 - 08.2022
  • Partnered closely with the VP of Sales & Business Development to identify and establish strategic e-commerce partnerships, aligning with sales projections to drive growth
  • Collaborated with the founder, Indie Lee, to optimize time management and leverage founder influence within crucial retail relationships, maximizing omni-channel impact and fostering growth
  • Contributed to the formulation of strategies for key retail partners, determining budget allocation to maximize returns and enhance market presence
  • Implemented monthly sales reporting system for Emerging Markets, utilizing data-driven insights to make informed decisions regarding the retention or removal of retailers based on growth rates and return on investment
  • Identified growth opportunities in emerging markets by analyzing market trends, competition, and customer preferences to develop strategic plans for market penetration

Director of Sales & Marketing

Back to Basics Shop
Manhattan Beach, CA
01.2021 - 10.2021
  • Implemented a 3-year marketing strategy highlighting refinements to brand positioning, assortment curation, product pipeline, and 360 product focuses
  • Developed comprehensive 360 education-first marketing plan for 2021 across various channels including: website, blog content library, social media platforms, newsletter, events, and printed materials to align with company year-end goals
  • Implemented project management systems such as Asana, Hubspot, and slack to streamline communications and organizational workflow through marketing and sales
  • Introduced a cross-functional review process and established KPI’s to inform business performance
  • Developed a new brand website resulting in 20% sales growth within 1 month of launching
  • Curated growth strategy in partnership with brand founder resulting in three new wholesale accounts
  • Generated new marketing materials to scale the business through wholesale and retail accounts; educational content, DTC strategy, sampling, etc
  • Day to day liaison for all new and existing account partners

Retail Marketing

Youth To The People
Los Angeles, CA
10.2018 - 11.2020
  • Developed and executed sales growth strategies for key accounts, including: Sephora US, Sephora CAN, Sephora AUS, Nordstrom, Anthropologie, and Free People alongside senior leadership team
  • Spearheaded operational rollout of $500,000 visual merchandising budget across key accounts including: Sephora US 378 doors and 11 fixture variations
  • Translated brand marketing strategies across 10+ retail accounts through consistent communication with merchant and marketing teams to align on global messaging
  • Facilitated new product omni launches for global accounts, aligning with retailer animation timelines for maximum exposure
  • Worked cross-functionally with operations and NPD to strategize on all retailer launch timelines, sampling initiatives, and limited edition SKUs and kits for all key accounts
  • Developed and implemented a data-driven approach to measure the effectiveness of retail marketing strategies, analyzing key performance indicators to optimize future campaigns and initiatives for maximum impact and ROI
  • Key Account Wins: Drove over 400% YoY growth for Sephora AUS through strategic partnership across all launches, event participation, sampling opportunities and animation timelines
  • Led YTTP onsite participation in Sephora AUS Beauty Beats event Feb
  • 2020
  • Assisted in 50% YoY growth for Sephora US and received the first Single Branded Campaign and 360 Campaign

Listing Manager

Halton Pardee + Partners Real Estate Brokerage
Venice, CA
10.2016 - 10.2018
  • Sold over $85,000,000 in over 40 units to date on a 2-person team under a senior agent
  • Led all listings through each stage of the listing process: managed client experience, kept track of deadlines, coordinated all property maintenance work, facilitated showings, and assisted in negotiations
  • Managed all contract paperwork, CRM, and tracking on a daily basis
  • Collaborated with creative team to develop innovative marketing strategies to increase visibility and engagement of listings, utilizing social media platforms, online advertising, and networking events to attract potential buyers and maximize sales opportunities
  • Developed and maintained strong relationships with key stakeholders, including property developers, investors, and other real estate agents, to expand the network of potential listing opportunities and drive business growth

Sales & Marketing Assistant

Marcie Hartley Estates
Beverly Hills, CA
01.2016 - 10.2016
  • Developed and executed strategy for $1,500 monthly marketing budget through tracking ROI from print ads, digital ads, and newspaper ads targeting clientele
  • Prepared all listing presentation materials, listing property and marketing plan, escrow documents and timeline
  • Increased online presence with over 50% more reach, increased client interaction via online platforms by 25%
  • Created and implemented 2016 Marketing Proposal; developed social media strategies resulting in lead generation and client acquisition and analyzed deal completion relative to monetary investment
  • Created innovative social media campaigns to increase brand awareness and attract new clients for Marcie Hartley Estates
  • Collaborated with the design team to create visually appealing and engaging marketing materials that showcased the unique selling points of properties listed by Marcie Hartley

Financial Assistant to Controller

Hilton & Hyland
Beverly Hills, CA
04.2015 - 01.2016
  • Developed breakeven analysis on rehiring versus retraining of staff members
  • Prepared new escrows, commission payments, bank transfers, and company financial reporting
  • Processed all leases, referrals, and reimbursements
  • Assisted with company budgeting and forecasting and implemented a plan to cut costs
  • Supported Relocation Director by responding to referrals assessing best agent placement
  • Analyzed financial data to identify cost-saving opportunities and streamline financial processes for improved efficiency

Education

Bachelor of Arts - Sociology

University of Colorado
Boulder
01.2014

Skills

  • Performance reporting
  • Market research, forecasting, and analysis
  • Investor relations
  • Vendor relationship management
  • Communications management
  • Data analytics
  • KPI tracking
  • Campaign management
  • Retail marketing

Timeline

Chief of Staff & Business Optimization Consultant

Gatherhouse
12.2024 - Current

Chief of Staff

Ancora Investment Holdings, LLC
08.2022 - 04.2023

Manager of Emerging Platforms

Ancora Investment Holdings, LLC
01.2022 - 08.2022

Director of Sales & Marketing

Back to Basics Shop
01.2021 - 10.2021

Retail Marketing

Youth To The People
10.2018 - 11.2020

Listing Manager

Halton Pardee + Partners Real Estate Brokerage
10.2016 - 10.2018

Sales & Marketing Assistant

Marcie Hartley Estates
01.2016 - 10.2016

Financial Assistant to Controller

Hilton & Hyland
04.2015 - 01.2016

Bachelor of Arts - Sociology

University of Colorado

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Kate Carroll