Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
Generic
Kristin Jones

Kristin Jones

Atlanta,GA

Summary

Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Overview

14
14
years of professional experience
1
1
Certification

Work History

FOUNDER /CEO

Caviar Society
, MD
08.2019 - Current
  • CAVIAR SOCIETY
  • Assist clients/companies with developing strategies and managing marketing campaigns designed to build the credibility of their brands
  • Assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions
  • Support goal setting, personal growth, and behavior modification of clients/companies to achieve their personal and professional goals
  • Provide high quality, equity-focused coaching for district, site, and general managerial executive leaders across the region in order to build their capacity to become resilient and effective instructional leaders that use distributed leadership practices and improvement science to lead and train staff.
  • Created and monitored promotional approaches to increase sales and profit levels.
  • Created organization's mission and vision statements for use by employees.
  • Used e-Frontlearning Software to design training for executive employees and increase company retention and productivity rates 25%.
  • Developed project plans identifying key issues, approaches and performance metrics.
  • Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
  • Developed project management roadmap to define project objectives, timelines and milestones.
  • Analyzed and evaluated training effectiveness and program outcomes.
  • Monitored and analyzed clients' progress, results and overall satisfaction to implement process improvement initiatives.
  • Attended se
  • Drafted reports on company financial metrics to assess successes and account for deficiencies.
  • Executed analysis of risks and identified risk mitigation strategies.
  • Troubleshot, brainstormed and collaborated with fellow coaches on ways to make coaching more impactful for clients.
  • Fostered positive, proactive and professional relationships to achieve short- and long-term business goals.
  • Trained and mentored 20 new personnel hired to fulfill various roles.
  • Coordinated business and financial health reviews to discuss business performance and new opportunities and provide benchmarking data and insights.
  • Identified national opportunities to leverage purchasing power with vendors and marketing opportunities.
  • Built strategic partnerships across multiple business segments to help executives and senior leaders improve management structures and team cohesiveness.
  • Coached leaders in important skills underpinning current leadership and [Type] management goals.
  • Managed projects from procurement to commission.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Planned, designed, and scheduled phases for large projects.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
  • Met project deadlines without sacrificing build quality or workplace safety.
  • Developed and implemented strategic project plans to meet business objectives.
  • Drafted project reports to identify successful outcomes, insights and future recommendations.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.

RETAIL INVESTMENT SPECIALIST

T. ROWE PRICE
, MD
03.2019 - 05.2022
  • Create and maintain relationships with new and current clients and assist them with maintenance to their accounts (opening new accounts, money transfer requests, executing orders, address changes, etc.)
  • Inform clients about retail investment products such as IRAs, Stocks,Bonds, and Annuities
  • De-escalate client issues while effectively communicating in a manner that clients still feel respected and appreciated
  • Educate and coach business partners on current market conditions, products, compliance and operational duties
  • Act as Team Morale Enhancement Liaison by helping team members manage anxiety and workload stress with group huddles and by providing daily affirmation emails and weekly morale questionnaires to increase associate engagement
  • Increase company bottom line by raising overall performance along with quality scores for client satisfaction by 10%
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Met with customers and clients to update accounts and reports.
  • Supervised reporting staff of 18 people.

PATIENT ADVISOR

UNIVERSITY OF MARYLAND MIDTOWN CAMPUS
01.2017 - 03.2019
  • Responsible for day-to-day operations and administrative support for one or more departments including answering inbound calls and email requests, scheduling, and gathering patient data for ongoing service processes
  • Prepared and attached all required claims documentation including referrals, treatment plans or other required correspondence to reduce incidence of denials
  • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
  • Coordinating with internal operation departments to ensure patient requests are fulfilled
  • Managing client payments
  • Maintaining data integrity across all systems and updating as necessary
  • Researching client issues in cooperation with back-office operation partners
  • Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the health management team, custodians and Envestnet

OPERATIONS COORDINATOR

UNIVERSITY OF MARYLAND FACULTY, PHYSICIANS’ INC
, MD
04.2014 - 12.2016
  • Supervising day-to-day operations in the patient service department
  • Responding to patient service issues in a timely manner
  • Creating effective customer service procedures, policies, and standards
  • Developing customer satisfaction goals and coordinating with the team to meet them on a steady basis
  • Developed and presented Performance and Quality Control data for radiology staff
  • Maintaining accurate records and documenting all patient activities and discussions
  • Assessing service statistics and preparing detailed reports on findings
  • Hiring and training new patient coordinator agents
  • Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom line profitability
  • Staying informed on the latest industry techniques and methods.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.
  • Scheduled meetings for senior management team and booked conference rooms.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Evaluated upcoming program plans to forecast expected resource needs.
  • Collaborated with area managers to evaluate needs and optimize operational plans.
  • Performed statistical analyses to gather data for operational and forecast team needs.

CLIENT RELATIONS AND SUPPORT SERVICES MANAGER

UNITED, MORTGAGE LLC
, MD
10.2009 - 02.2014
  • Providing help and suggestions to clients using the company’s products and services, as well as solving client issues and handling complaints from clients
  • Assisted senior-level credit officers with complex loan applications
  • Compiled applications and paperwork and double-checked for accuracy
  • Created documents such as spreadsheets and presentations, expense reports and accounting forms
  • Created marketing tools such as advertisements, photos, and videos of available properties
  • Scheduled open house events and property tours
  • Develop procedures for customer feedback and complaints, produce policies and standards of customer service for the company, and discuss possible improvements in customer service policies with other managers
  • In charge of participating in staff recruitment and appraisals, supervising a team of customer service staff, and training them to deliver a high standard of customer service
  • Ensuring your existing clients are satisfied through after-sales care, as well as gaining and using feedback
  • Giving presentations to clients about products or services
  • Ensuring that the terms of a contract are adhered to by both your employer and clients
  • Understanding and helping to meet the targets and aims of the client.
  • Collected and logged client feedback about service experience to identify areas for improvement.
  • Informed customers of additional services offered by company to develop opportunities for sales revenue.
  • Developed marketing strategies and system plans to build client relations.
  • Exceeded annual revenue goals by 6% through improving client relationships and education.

Education

ASSOCIATE DEGREE - BUSINESS MANAGEMENT

BALTIMORE COUNTY COMMUNITY COLLEGE

High School Diploma -

Randallstown High School
Randallstown, MD
07.2010

Skills

  • Team Leadership
  • Project Management
  • Strategic Vision
  • Talent Acquisition
  • Business Development and Planning
  • Contract Negotiation
  • Business Consulting
  • Operations Start-Up
  • Performance Assessment
  • Client Engagement
  • Analytical thinker
  • Understanding of statistics and
  • Attentive to detail
  • Oracle proficient
  • Salesforce proficient
  • DST proficient
  • Vantage proficient
  • Strong Negotiating and
  • Interpersonal skills
  • Ability to multitask
  • Confidence in decision making
  • Experience with “smart systems”,
  • Analytical tools and statistical
  • Packages (spreadsheets, SPSS,
  • And databases)
  • 3
  • Verbal and written communication
  • Skills
  • IT skills
  • Strong customer/client relation
  • Experience working in a remote
  • Environment
  • Negotiation skills
  • Sales
  • Training/Onboarding skills
  • Data Collection
  • Lesson Planning
  • Impulse Control
  • Life Coaching
  • Group Facilitation
  • Positive Communication Strategies
  • Life Management
  • Sales and Marketing
  • Industry Trends
  • Contract Negotiation and Closing Tactics
  • Customer Relationship Management
  • Prospect Qualification
  • Staff Training
  • Contract Management
  • Contract Development
  • Project Estimation and Bidding
  • Project Planning
  • Employee Performance Evaluations
  • Project Support
  • Project Requirements
  • Training Junior Team Members
  • CRM Systems
  • Needs Assessment
  • User Acceptance Testing (UAT)
  • Product Development
  • Staff Management
  • Distance Learning
  • Software Languages
  • Schedule Coordination
  • Instructional Techniques
  • Course Design
  • Return on Investment Understanding
  • Group Sessions
  • Management Training
  • Public Speaking

Accomplishments

  • Collaborated with team of 12 in the development of a Pilot program for the radiology department.
  • Supervised team of 20 staff members.
  • Improved customer satisfaction ratings by 30% by incorporating a robust customer feedback/relations system that allowed real time feedback and communication with staff and clients.


Affiliations

  • Toastmasters

Certification

  • NCPS - National Certified Peer Specialist
  • Certified Leadership Coach Leadership Development

Timeline

FOUNDER /CEO

Caviar Society
08.2019 - Current

RETAIL INVESTMENT SPECIALIST

T. ROWE PRICE
03.2019 - 05.2022

PATIENT ADVISOR

UNIVERSITY OF MARYLAND MIDTOWN CAMPUS
01.2017 - 03.2019

OPERATIONS COORDINATOR

UNIVERSITY OF MARYLAND FACULTY, PHYSICIANS’ INC
04.2014 - 12.2016

CLIENT RELATIONS AND SUPPORT SERVICES MANAGER

UNITED, MORTGAGE LLC
10.2009 - 02.2014

ASSOCIATE DEGREE - BUSINESS MANAGEMENT

BALTIMORE COUNTY COMMUNITY COLLEGE

High School Diploma -

Randallstown High School

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Kristin Jones