Lindsey Uhrich

Partner Operations:

- Proactively track and manage partner operations and Partner KPIs through use of salesforce.com, reporting and other capabilities.
- Maintain and grow Partnership levels through programmatic management of day-to-day partner operations
- Ensure Client CSAT surveys are completed (for successful projects) in Partner Portal
- Register new Deals for sourced/joint credit
- Aligned with leadership to support and execute strategic business goals for partner business plans.
- Worked closely with internal teams, including delivery, marketing, and sales, to ensure alignment
and successful execution of partnership initiatives.
- Data entry and ongoing maintenance for accounts, contacts, opportunities, leads, and organized internal files.
- Supported Sales teams to customize intro decks / content for presentations with Customers and Partners

- Identified, qualified and sourced leads that come through channel, and ensured seamless transition handoffs to sales teams.
- Supported content development for Win-Wires, Case Studies, Partner collateral
- Research different partner community channels for events, insights, demos, and opportunities.
- Other duties as assigned.

Sales Assistance:
- Contacted prospects, clients, business partners, other contacts, colleagues, etc. to align
appropriate calendars, meeting minutes
- Data entry and ongoing maintenance for Salesforce.com accounts, contacts, opportunities, leads and notes/attachments that are respective to each section
- SOW creation and sales contract support; i.e. check for errors/redundancies
- Executive assistance with Visio, PowerPoint, emails, scheduling, agreement filing & coordination
- Maintained excel sheets and organize internal files
- Presentation Skills

• Built lasting relationships with clients through trustworthiness, professionalism, and genuine interest in their success.
• Conducted comprehensive market analysis to accurately price properties and attract potential buyers.
• Managed multiple property transactions simultaneously while maintaining excellent organization and communication skills.
• Collaborated with other real estate professionals to expand network and referral opportunities, boosting overall business growth.
• Developed effective marketing strategies for property listings, resulting in faster sales and higher closing rates.
• Increased client satisfaction by providing personalized real estate services and advice tailored to individual needs.
• Coordinated appointments to show marketed properties.

Key Responsibilities:

Agent Onboarding and Offboarding:

• Managed and supervised the onboarding process for new agents, including state licensing, board applications, and payment processing.
• Coordinated offboarding procedures for terminated agents.

Marketing Management:

• Oversaw all company marketing activities, including print, digital, public relations, and social media initiatives.
• Actively promoted marketing platforms, technology, and tools to agents and staff.
• Collaborated with marketing staff to enhance agent promotion of Title services.

Technology and Compliance:

• Full operational proficiency in all technology and systems, including maintenance and staff training.
• Managed transaction management processes, ensuring compliance with state regulations.
• Stayed up to date on New Jersey Real Estate Commission rules regarding marketing, advertising, and licensing.

Office Management:

• Supervised physical office locations, including maintenance, leasing, and seasonal needs.
• Oversaw third-party contracts related to leasing, equipment, and maintenance.

Operational Efficiency:

• Regularly reviewed operational expenses, approving payments and advising on cost-saving measures.
• Conducted staff meetings to establish project guidelines and evaluate performance relative to goals.
• Identified training needs in marketing and coordinate development opportunities with the Broker.

Additional Responsibilities:

• Facilitate marketing and promotion of real estate school and its classes.
• Drove a culture of continuous improvement in operational efficiency.
• Maintained a positive work environment and fostered strong relationships with staff and agents.
• Engaged with member network organizations to promote marketing opportunities.

• Defined, implemented and revised operational policies and guidelines.
• Oversaw day-to-day production activities in accordance with business objectives.
• Modernized and improved operational procedures to increase productivity and profitability while tightly controlling costs.
• Monitored office workflow and administrative processes to keep operations running smoothly.
• Provided documentation of all processes to comply with regulations and company policies.
• Assisted in recruiting, hiring and training of team members.
• Monitored daily cash discrepancies
• Supervised daily operations of multi-million dollar check cashing operation.
• Trained new employees on proper protocols and customer service standards.
• Directed HR operations