Accomplished Director of Client Operations at SGR Marketing, adept in project management and strategic business operations, including a significant 25% revenue growth. Expertise in Salesforce and vendor/client relationship management, demonstrating a proven track record of enhancing customer retention and operational efficiency.
o Organized, directed, and managed corporate client portfolios and private client portfolios; ensuring that all
communication is direct and strategic with thoughtful business growth in sales and market research.
o Utilized SEO for action in projects in the works. Own planning, agenda, notes, and distilling of discussions into
strategic actions for leadership team and business operations team.
o Developed contact/customer relations data to be used in Salesforce software – assisted in company revenue
increase by 25% annually. Managed B2C (business to consumer) and B2B operations including but not limited
to running the ecommerce analytics, customer service inquiries, and SOP for client retention. Data driven
decision making to determine and achieve company goals. Worked to grow customer retention by an
additional 15% during my period on board.
o Manage multiple projects concurrent with a high attention to detail, while being agile and adaptable to
change in a fast-paced, environment. Collected OEM data clients could use for marketing tactics.
o Monitored sell through rates and assortments to determine optimal product mix, recommended and
executed actions to support optimal sales. Increasing sales by 30% from previous year.
o Creating new system to improve customer service and the customer experience. Create customer experience
employee training programs. Work with senior management team to solve customer problems and create
long term plans for customer retention.
o Prepared, analyzed, and negotiated costing with clients to maximize margins, averaging 70% profit margin.
Facilitate costing negotiations through strategic and product specific solutions.
o Project manager for over 140 high-quality and detailed architectural projects (from conception to
installation). Created a set of permitting products used for firms, architects and other permitters that were
shipped/sold online.
o Be the liaison between the client and our team and the city to facilitate a solution to any issues in a timely
manner with a less than 2-day turnaround. Be the liaison between our production team and the client.
Providing clear status updates on orders/permits, closing out over 5k emails.
o Architectural review and permitting for multiple architects, landscapers, and contracting companies. Manage
multiple projects at the same time, and still ensuring that each client feels like a top priority.
o Head of visual design including layout, construction, visual storytelling, and color stories. Ensuring that each
client’s need are met for their experience, budget costs, and wants; ensuring customer retention for clients
brought on.
o Served as project manager under head designer and maintained constant communication between client,
designer, owner, manufacturer, and any other third-party affiliates.