Summary
Overview
Work History
Education
Timeline
Generic

Lauren Lopez

San Antonio,TX

Summary

Treasury Implementation Specialist with expertise in managing client onboarding and training. Over 5 years of experience building start up businesses, including leading both technical category and outbound teams. In-depth experience in relationship building, strategizing to meet sales targets and analyzing data. Self-motivated leader with expertise in expanding network connections, introducing new tools and educating peers. Proficient in SalesLoft, Salesforce, Looker, and Google suite tools

Overview

14
14
years of professional experience

Work History

Treasury Sales Implementation Coordinator

Broadway National Bank
San Antonio, TX
04.2023 - Current
  • Set and lead implementation calls (weekly, daily, as needed) with affected parties (i.e. Client, Banker, Treasury Sales Officer, Treasury Operations Specialist, outside vendors) - for larger implementations. Encourage active interaction between all parties on the call.
  • Responsible for sales growth of Treasury Management Services with the Financial Centers.
  • Track progress of product implementation with Operations/Vendor (via Gantt Chart or similar).
  • Coordinate with treasury sales officers/retail on the delivery of packet of agreements/signature cards to clients and be able to answer client questions that may arise.
  • Coordinate with treasury sales on the training of the client for all depository/treasury products.
  • Responsible for renewal process and evaluation of the operational aspects associated with ACH origination and Remote Deposit Capture and the initiation of the work flow approval process for exposure limits of these products.
  • Spot review analysis statements of current client base for cross-sell opportunities.

B2C Design Services Manager II

Wayfair
Virtual, TX
04.2022 - 04.2023
  • Implemented a proactive customer outreach to improve NPS maintained a 90%+ NPS.
  • Achieved 1 million in GRS in Q4 (highest quarter in program history)
  • Established and implemented operational excellence resulting in a 50% performance lift
  • Maintained a 90% department ENPS (top percentile in the company)
  • Implemented programs first Q/A program
  • Reduced project time by 4 hours through establishing various sourcing strategies
  • Created operational roadmap and communicated with key stakeholders.
  • Assisted in employee payroll and established new and improved compensation program to align with program P&Ls
  • Presented to key stakeholders on program health and KPI trends
  • Monitored employee performance through key metrics analysis.
  • Created annual department budget, aligning with organization's financial and operational objectives.
  • Brainstormed and implemented strategies to meet short and long-term company targets.

B2C Design Services Manager

Wayfair.com
Virtual, TX
12.2021 - 04.2022
  • Strategically brought in to manage an underperforming team that was GPAV negative-Able to achieve GPAV positive by 3% the first 3 months of managing team
  • Assisted in the expansion to 4 other retail stores due to achieving high company targets
  • Improved NPS + 15% through improving customer response times to 24 hours (Previously averaging 168)
  • Constructed and implemented designer onboarding training which resulted in continuous cohort improvement post onboarding
  • Assisted in the recruiting and interviewing new designers while maintaining a high performing team of 15
  • Oversaw and trained highly talented teams of designers, providing guidance and support to complete work on time
  • Achieved half a million in GRS for the first time in program history the first quarter in leading the team
  • Facilitated new SalesForce processes within department, alleviating repetition and boosting overall team productivity.
  • Facilitated compensation updates/performance reviews to department
  • Achieved an 90% in Department ENPS and 95% in Manager NPS (Top percentile in the company)

B2C Specialized Sales Manager

Wayfair.com
Bryan, TX
10.2019 - 11.2021
  • Specialized Sales Manager of the Year
  • Led a collaborative technical team of 20 and implemented strategies to improve profitability
  • Achieved number 1 ranking for attachment rates 40% and Close rate 50% through coaching and workshops
  • Boosted revenue and average order value by 10% and facilitated sales activity while developing consistent employee measurements for exceeding goals.
  • Partnered with marketing team to align sales strategy with brand messaging across communication channels.
  • Trained department of 50 technical experts on CRM tooling-SalesLoft and Salesforce
  • Collaborated with training to improve the onboarding experience which resulted in MoM improvements in closerates and GRS post onboarding
  • Global B2C sales onboarding ambassador for new leadership hires

Product Expert Team Lead

Wayfair.com
Bryan, TX
05.2019 - 10.2019
  • Led a team of 20 technical plumbing experts
  • Implemented daily objection huddle resulting in a 5% close rate increase
  • Delegated daily tasks to team members to optimize group productivity.
  • Monitored team progress and enforced deadlines.
  • Fostered positive employee relationships through communication, training and development coaching.
  • Rotated through series of different teams based on team needs.
  • Offered constructive criticism regarding quality assurance on team phone calls.

Relationship Desk Outbound Sales

Wayfair.com
Bryan, TX
02.2018 - 05.2019
  • Outbound performer of the year. Achieved over $250,000 in FTE on a consistent basis
  • First agent in the bryan Texas office to close an outbound order over $100,000
  • Conducted 100 daily cold calls to sell home decor and furnishings to potential customers.
  • Refined and demonstrated excellent listening skills, asked probing questions, understood concerns and overcame objections.
  • Established long-lasting relationships with new and existing customers through warm, personable and knowledgeable phone interactions.
  • Developed and implemented new and improved outbound calling processes and scripts, resulting in increased sales and caller engagement.

Inbound Sales Representative

Wayfair.com
San Antonio, TX
09.2017 - 02.2018
  • Built trust and loyalty by maintaining professionalism while persuading customers to purchase home goods
  • Achieved a consistent close rate of 55% and an a service attachment rate of above 30%.
  • Maintained a CSAT of 95%
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.

Event Designer

Messina Hof Winery
Bryan, TX
08.2016 - 08.2017
  • Organized event facility, food and beverage selections and audio-visual arrangements.
  • Oversaw event logistics, venue scheduling and accommodations.
  • Maintained close communication with clients to mitigate service issues.
  • Coordinated vendors, timelines and budgets for events.
  • Planned, coordinated and executed weddings and special events.
  • Directed event production in collaboration with sponsors, hosts and internal teams.
  • Selected décor and event materials fitting clients' requests and vision.

Producer

TEGNA
Corpus Christi, TX
12.2015 - 10.2016
  • Supervised and worked closely with writers, directors, managers and technical crews throughout production process.
  • Created and managed production for Domingo Live projects.
  • Coordinated production schedules, editing, printing and duplication processes.
  • Recruited and managed event and location crews.
  • Supervised production staff during planned photo shoots in studio and on location.
  • Produced leads by cold calling prospects, networking at events and effectively using social media networks.

Waitress

Wings And More
Corpus Christi, TX
06.2011 - 10.2016
  • Maintained accuracy while handling payments, giving change and printing receipts to customers.
  • Stocked server areas with supplies before, during and after shifts.
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.

Production Assistant

TEGNA
Corpus Christi, TX
08.2014 - 12.2015
  • Helped director with planning and completing shots.
  • Identified and set aside equipment in need of maintenance or repair.
  • Completed wide range of production support tasks over multiple filming areas.
  • Consulted with department supervisors to evaluate needs and discuss corrective actions for individual concerns.

Education

Bachelor of Arts - Communication Studies

Texas A&M University - Corpus Christi
Corpus Christi, TX
08.2015

MBA - Business Administration

Texas A&M University - Corpus Christi
Corpus Christi, TX
12.2020

Timeline

Treasury Sales Implementation Coordinator

Broadway National Bank
04.2023 - Current

B2C Design Services Manager II

Wayfair
04.2022 - 04.2023

B2C Design Services Manager

Wayfair.com
12.2021 - 04.2022

B2C Specialized Sales Manager

Wayfair.com
10.2019 - 11.2021

Product Expert Team Lead

Wayfair.com
05.2019 - 10.2019

Relationship Desk Outbound Sales

Wayfair.com
02.2018 - 05.2019

Inbound Sales Representative

Wayfair.com
09.2017 - 02.2018

Event Designer

Messina Hof Winery
08.2016 - 08.2017

Producer

TEGNA
12.2015 - 10.2016

Production Assistant

TEGNA
08.2014 - 12.2015

Waitress

Wings And More
06.2011 - 10.2016

Bachelor of Arts - Communication Studies

Texas A&M University - Corpus Christi

MBA - Business Administration

Texas A&M University - Corpus Christi

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Lauren Lopez