Thoughtful leader and analytical problem-solver with talents for system thinking and team building; as well as master relationship manager. Excellent in using independent decision-making skills and sound judgment to positively impact company success and drive metrics. Dedicated to scaling and applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
20
20
years of professional experience
Work History
Senior Customer Success Manager
Unite Us
06.2023 - Current
Established strong relationships with key customers, resulting in increased customer loyalty, retention and renewal.
Played instrumental role in client satisfaction by working with cross functional teams including operational teams, product and engineering for proper resolution of service issues.
Conducted training and mentored team members to promote productivity and commitment to friendly service.
Created and maintained comprehensive customer success documentation for internal and external use.
Generated reports and communicated results to stakeholders to provide insights into customer success.
Utilized customer feedback to inform changes and improvements to customer success plans.
Community Investment Manager
Unite Us
01.2022 - 07.2023
Build and maintain strong, long-lasting customer relationships with key stakeholders in managing Unite Us Technical Solutions.
Operationalized and implement a new business line, while building cross functional efficiency and optimization and ensuring the highest standard for customers.
Develop joint success plans for customers and sponsored organizations that outline their key objectives, success metrics; identify key risks and solutions to ensure long-term partnership success and adoption.
Consult and provide high level program design to key stakeholders to optimize their adoption and use of Unite Us.
Build individualized workflow strategic plans aligning with company goals, network and cross functional teams to plan for solutions to the product.
Work closely with Product and cross-functional teams on a tactical level to identify structural improvements and improve sponsored client experience on Unite Us Solutions
Translate technical information and data into customer-friendly language presentations, communicate resolutions with concise and clear language.
Responsible for the lead implementation and adoption of Unite Us Solutions for the Payments Product with external facing support organizations.
Cultivated client relationships through high levels of direct communication to maintain customer loyalty, retention and renewal.
Served as team lead in project delivery roles, verifying proper integration of acquired solutions and technical assets.
Community Engagement Manager
Unite Us
06.2021 - 12.2021
Developed, onboarded and trained over 145 key organizations across core service regions to engage in the Unite Us Network.
Lead project implementation from end-to-end in California.
Conducted provider demo meetings and maintained a pulse of community interest, policy and local challenges across engagement industries
Develop a strategy for a large volume pipeline to ensure growth and adoption of the regional networks
Leverage key stakeholders and become a trusted member in the community to further develop the regional growth of Unite Us network
Coordinate with cross functional teams to deliver the highest service and escalate concerns or product enhancements
Analyze data to drive decisions and provide deeper insights and smarter understanding of network performance for client outcomes.
Monitored trends in data and performed A/B testing to deliver increased engagement.
Instituted array of programs and user groups for members.
Collaborated with community content and development teams to drive improvements to offerings.
Promoted internal community advocacy through partnership with other teams.
Engaged with larger campaigns to build deeply collaborative partnerships.
Recruited and managed volunteer teams.
Coordinated and implemented numerous meetings, forums and community events.
Equity Specialist
Center for Sustainable Energy
11.2018 - 06.2021
Strategize with key partners on an equitable approach regarding social determinants of health challenges in California.
Attend and network at coalitions meetings across California that serve disadvantaged communities.
Present, educate and collaborate with members of the community
Develop new relationships and strengthen existing relationships with multiple state and local government agencies.
Promoted internal community advocacy through partnership with other teams.
Collaborated with community content and development teams to drive improvements to offerings.
Engaged with larger campaigns to build deeply collaborative partnerships.
Built strong bonds with local cultural organizations by respecting unique differences and specific societal norms.
Developed and maintained relationships with customers and suppliers through account development.
Maximized performance by monitoring daily activities and mentoring team members.
Program Manager, School Smarts
California State PTA
07.2014 - 11.2018
Responsible for the day-to-day operations and growth of the Statewide School Smarts Program.
Developed a fee-for-service model to scale the School Smarts Program year over year.
Sold the School Smarts Program to over 32 School Districts across 150 School sites in California, while maintaining a 95% retention rate.
Lead a team of 10 regional coordinators and over 250 contracted employees to implement the program statewide.
Provided clear and constant communication about policy, processes, standards related to the program implementation.
Refined and maintained web‐based content, videos, communication tools and training resources.
Procured and implemented Salesforce Nonprofit.
Administered and coordinated contracts for the school district, facilitators and consultants, including processing invoices and payments.
Provided training and onboarding; developed, administered and presented a train‐the‐trainer model with school districts across California.
Managed and supervised daily program operations, complying with policies and regulations.
Identified program obstacles and communicated possible impacts to team.
Coached team members on productivity strategies to accomplish challenging goals.
Mentored new hires, resulting in stronger staff development and increased productivity.
Analyzed team performance and identified opportunities for additional training.
Delivered instructional presentations on program, focusing on reliability and scalability.
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Executive Board Administrator
California State PTA
01.2008 - 06.2014
Provided high-level impartial and confidential administrative support to Executive Director, President and Board of Directors, occasionally involving confidential communication with legal counsel.
Assessed, coordinated and resolved questions, concerns and conflicts that arose with members statewide to appropriate departments and provided constant communication with statewide leadership to ensure all concerns are tracked and monitored.
Operationalized key initiatives statewide with cross functional teams.
Maintained and managed partners, grantor's and sponsors to ensure contract coordination and event logistics.
Created, scheduled and hosted training sessions for instructing teams about new policies.
Prepared complex board agendas, reports and minutes for all meetings of the state board.
Collaborated with other board members to develop and execute programs and initiatives to advance organizational mission.
Provided guidance and leadership on strategic planning initiatives and organizational development.
Served as advocate and ambassador for organization by fully engaging, identifying, and securing resources and partnerships to advance mission.
Board Specialist
Los Angeles County Board of Supervisors
06.2003 - 01.2008
Enter, write and track all formal complaints from members of the community
Provide a detailed account of interaction and coordinate complaints through tracking system
Assess risk management and coordinate with different County departments to ensure complaints are addressed and resolved
Provide constant contact and transparency with members of the community
Analyze state and county codes and provided detail report of findings
Write correspondence to public entities on behalf of the Executive Officer for the Board of Supervisors.
Collaborated with other board members to develop and execute programs and initiatives to advance organizational mission.
Provided guidance and leadership on strategic planning initiatives and organizational development.
CONFIGURATION CONSULTANT/OPERATIONS SPECIALIST/OPERATIONS ANALYST at Unite UsCONFIGURATION CONSULTANT/OPERATIONS SPECIALIST/OPERATIONS ANALYST at Unite Us