Sailing/Boating
Hi, I’m
Kerri Mulligan
Executive Advisor
WINTER PARK,FL
Be an advocate for positivity within your organization. It's time to start seeing employees and leaders be wildly successful. We all win.
Kerri Mulligan
Summary
Results-driven leader with positive attitude and passion for providing high-quality coaching, advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
25
years of professional experience
2
Certificate
Work History
Stepping Stones Investment HoldingsWinter Park, FL
Executive Officer
12.2023 - Current
Job overview
- Reduced acquisition costs with effective negotiation strategies and vendor relationship management.
- Achieved cost savings through strategic sourcing initiatives, vendor consolidation, and improved contract negotiations.
- Managed all accounting needs and account updates for operations.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Contributed to successful year-end audits through diligent documentation maintenance and collaborative communication with auditors.
Quantum Workplace
Executive Advisor
12.2023 - 03.2024
Job overview
- Managed acquisition to increase client retention, repeat purchases, and expansion opportunities for 70+ clients.
- Leveraged industry expertise to provide valuable insights into emerging trends and potential disruptions affecting clients.
- Identified and implemented appropriate strategies to increase employee satisfaction and retention.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Self-motivated, with a strong sense of personal responsibility.
- Provided expert advice, guidance, and executive coaching to support specific major projects.
- Demonstrated leadership skills in managing projects from concept to completion.
- Monitored customer service operations to confirm compliance with quality standards.
- Identified issues, analyzed information, and provided solutions to problems.
- Organized and detail-oriented with a strong work ethic.
- Excellent communication skills, both verbal and written.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Served as a trusted advisor to C-suite executives, offering guidance on complex business issues and decision-making processes.
- Enhanced client relationships by providing strategic advice on business growth and management practices.
TalentKeepersWinter Park, FL
Chief Operating Officer
06.2006 - 12.2023
Job overview
- Formulated strategic plans aligned with the overall company vision, setting achievable short- and long-term goals to drive growth and profitability.
- Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
- Identified and pursued business development opportunities to grow the organization and increase revenue.
- Negotiated contracts and agreements to secure favorable terms and maximize profits.
- Championed continuous improvement initiatives, fostering a culture of innovation within the organization.
- Identified and mitigated operational risks to minimize potential negative impacts on the organization.
- Oversaw business-wide changes to modernize procedures and organization.
- Spearheaded significant organizational restructuring efforts, resulting in a more agile and responsive team structure.
- Established and maintained strong relationships with customers, vendors, and strategic partners.
- Drove revenue growth by launching new products and services to meet customer needs.
- Promoted positive corporate culture by implementing employee engagement programs recognizing achievement and fostering team collaboration.
- Refined organizational structure to consolidate, streamline, and delineate necessary functions.
- Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
- Established key performance indicators for each department to effectively track progress toward organizational goals.
- Played a critical role in acquisition activities, including due diligence processes, negotiations, integration planning, and execution efforts to ensure seamless transitions.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback, fostering a culture of continuous learning and development within the organization.
- Streamlined operations by implementing efficient processes and systems, leading to increased productivity and cost savings.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Skilled at working independently and collaboratively in a team environment.
Hewitt Winter Park, FL
Client Manager
09.1999 - 01.2006
Job overview
- Developed strong relationships with clients through regular communication and personalized service for increased loyalty.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Delegated tasks to existing support team members and used tools to help solve complex business issues.
- Managed accounts to retain existing relationships and grow share of business.
- Coached and promoted high-achieving account management employees to fill leadership positions with qualified staff and boost company growth.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Held one-on-one meetings with team members to identify customer service hurdles and offered insight into best remedy.
- Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
- Applied effective time management techniques to meet tight deadlines.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Learned and adapted quickly to new technology and software applications.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Education
University of Central Florida, Orlando, FL
Bachelor of Science from Psychology
University Overview
- Intercultural/Multicultural and Diversity Studies
Skills
- Client Engagement
- Coaching and Mentoring
- Conflict Resolution
- Contract Negotiation
- Data Interpretation
- Employee Engagement Strategies
- Improving Organizational Standards
- Leadership Training and Development
- Operations Management
- Organizational Development
- Relationship Building
- Strategic Planning
Accomplishments
- As a skilled leader, I partnered with the CEO to sell TalentKeepers' assets and secured employment for all employees while playing a critical role in the acquisition. This included due diligence processes, negotiations, integration planning, and execution efforts to ensure seamless transitions while managing the business.
- With investments up to $600,000 - $1M, I have delivered seamless implementations while actively
managing ongoing client partnerships and developing new business opportunities with other Fortune 1000 organizations. - Streamlined operations by implementing 40+ efficient processes and systems, increasing productivity and cost savings by 30%.
- Coached and mentored thousands of leaders to help them build confidence, understand their value, and influence by helping them learn how trust and effective communication with employees drive business performance.
Certification
- Project Management Professional (PMP©)
- System Development Life Cycle (SDLC)
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Company CultureWork-life balanceCareer advancementWork from home optionInterests
Pilates
Cooking
Entertaining
Spending quality time with family & friends
Software
Microsoft Suite
Asana
Basecamp
Salesforce
Hubspot
LMS
PeopleSoft
Jira
Slack
Google Suite
Timeline
Executive Officer
Stepping Stones Investment Holdings
12.2023 - Current
Executive Advisor
Quantum Workplace
12.2023 - 03.2024
Chief Operating Officer
TalentKeepers
06.2006 - 12.2023
Client Manager
Hewitt
09.1999 - 01.2006
- PMLP- Certified Professional
University of Central Florida
Bachelor of Science from Psychology
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