Licia Terry
Summary
Dynamic and results-oriented executive with a proven track record as a Vice President of Client Success, demonstrating exceptional leadership in project management, recruitment, training, and client relations. Many years of progressive management and implementation experience, driving growth and establishing customer loyalty for leading organizations. Expertise in aligning business strategies with client relations management paradigms to achieve maximum operational impact while optimizing resource expenditures. Committed to cultivating and deepening client relationships to drive revenue growth. Skilled in account management, sales development, HR management, continuous improvement, and multi- data management projects. Seeking the opportunity to leverage these skills as Director of Operations or Director of Customer Success to lead high-performing teams and achieve organizational excellence. Willing and able to relocate to any State in the US and/or other countries.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President of Sales
Shiftpixy
Miami, FL
02.2022 - Current
- Drive client lifetime values through effective programs and initiatives to enhance business value
- Collaborate with management at all levels to ensure smooth onboarding, policy adoption, retention, and support services
- Recruit and train experienced leaders, fostering collaboration within teams and throughout the customer life cycle
- Utilize state-of-the-art technology to integrate existing client programs, leading to cost savings and improved time management
- Establish a company-wide culture of Customer Success, emphasizing its importance across all departments
- Prioritize objectives and key results to focus efforts on essential business goals
- Define and implement operational metrics to measure performance and success
- Customize project completion timelines to meet specific project needs and optimize efficiency
- Align sales objectives with business initiatives using strategic development, forecasting and budgeting.
- Analyze competitive environment and customer procurement trends to support growth strategies.
- Forecast future trends in the marketplace using market research methods. Generate leads through cold calling, networking, referrals.
Director of Operations, North America-Independent Contractor
Career 1.
Arlington, TX
08.2021 - 01.2022
- Oversee recruitment services with meticulous attention to detail, ensuring smooth coordination between onsite and offshore resources
- Successfully orchestrated the hiring process for an entire new branch, including recruitment, sales, administration, and operations positions
- Conceptualize and implement a comprehensive talent pool framework for all business units, incorporating job segmentation, sourcing strategies, and engagement plans tailored to each role type
- Cultivate and maintain relationships with numerous third-party vendors, handling various operational aspects such as E-verify, Drug Screen Labs, WC carriers, and Employee Insurance
- Develop and execute quality assurance protocols, including HR Policies and Procedures Manual, Workman's Comp Tutorials, and employee assessment tests
- Collaborate with legal and safety departments to ensure company compliance in both the US
- Facilitate budget reviews and monitor Key Performance Indicators, collecting timely data from all departments to achieve productivity targets
- Deliver exceptional customer experiences to prospective clients and existing personnel
- Successfully secured 50+ strong clients in less than 90 days, positioning the staffing agency for potential revenue of over $10M in 2022.
National Accounts Manager
Resource Employment Solutions
Orlando, FL
11.2017 - 06.2021
Shiftpixy
- Increased brand awareness and market penetration through customer-focused approaches backed by market data and industry research
- Streamlined processes, updated sales collateral and training materials, and mentored new hires on protocols and best practices, ensuring cost-effective implementation
- Demonstrated commitment to customer service by engaging with over 75 current customers, assessing satisfaction, identifying needs, and offering tailored services to meet their requirements
- Proactively addressed complex issues to ensure smooth operations and maintain positive sales and business direction, utilizing various software systems like Bullhorn, HRIS, Fieldglass, SAP, Salesforce, etc
- Recruiting Staff for the company's perm placement division in partnership with EmploymentPros
- Revived lapsed accounts through re-engagement efforts, building relationships, and promoting products that aligned with their business needs
- Recognized as Employee of the Year for outstanding contributions in staffing in 2018
- Managed new product rollouts and program changes, involving 80% travel .Conducted product demonstrations at customer sites to showcase proper usage and highlight product benefits
- Ensured adherence to SOPs and KPIs through regular monitoring, fostering continuous progress towards business goals.
- Resolved customer complaints quickly and efficiently.
- Pro-actively identified and solved complex problems impacting sales and business direction. Oversaw new product rollouts and program changes.
- Reduced process lags, managing 72 national account representatives spanning 50 states.
Regional Sales Manager & On-Site Recruiter
Resource Employment Solutions
TX
11.2012 - 10.2017
- Implemented formalized sales process, resulting in acquiring 50+ new customers within the first year
- Traveled to customer sites, achieving successful deal closures through effective persuasion (70% travel)
- Built and maintained strong client relationships, focusing on client satisfaction and recruitment training
- Managed and motivated a high-performing, field-based team across all locations, consistently achieving higher fill rates
- Established clear communication channels between the business and clients
- Mentored and trained 85 new managers on best practices, protocols, and sales techniques, reducing process delays
- Explored new markets by studying competitor products, services, and industry trends
- Average Monthly Sales of 1.3 million
- Conducted in-depth research on customer habits, market trends, and competitor activities
- Developed and maintained productive relationships with 80 key account holders.
- Organized trade shows, exhibitions, and other events to showcase products.
- Negotiated contracts with distributors, vendors, retailers. in the region.
- Implemented effective territory management techniques across the region.
- Identified opportunities for cross-selling and up-selling within existing customer base.
Financial Advisor
Business Solutions
Montgomery, AL
10.2005 - 09.2012
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Identified new business opportunities through networking events or referrals from existing clients.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
Education
Bachelor of Arts - Business Management
Keiser University
Fort Lauderdale, FLSkills
- Staff Management
- Public Speaking
- Persuasive Selling
- Recruiter & Client Training
- Solution Selling/ Salesforce/ Bullhorn/SAP
- HR Retention
- SOPs/KPIs/Metrics/HRIS
- Business Development
- Operations Management
- Account Development / Implementation
- Procurement Management
- Supply Chain
- ATS/SaaS
- Budgeting
- Forecasting
- Project Management
- Teamwork
- Problem-Solving
- Critical Thinking
- Excellent communication
- Interpersonal abilities
- Team Management
- HR Management
- Workman’s Comp Mgt
- Microsoft Office
- Analytical Skills
- Relationship Building
- Critical Thinking Under Stress
- Continuous Learning
- Adaptability and Resilience
- Systems and software programs
Affiliations
- National Association of Judiciary Translators and Interpreters (NAJIT)
- National Association of Professional Women (NAPW)
- National Notary Association (NNA)
Certification
- Notary Public for the State of TX
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Tenacity is a Super-Power. Be Bold, be fearless, be mindfull
Timeline
Vice President of Sales
Shiftpixy
02.2022 - Current
Director of Operations, North America-Independent Contractor
Career 1.
08.2021 - 01.2022
National Accounts Manager
Resource Employment Solutions
11.2017 - 06.2021
Regional Sales Manager & On-Site Recruiter
Resource Employment Solutions
11.2012 - 10.2017
Financial Advisor
Business Solutions
10.2005 - 09.2012
Bachelor of Arts - Business Management
Keiser University
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