Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic

SUMMER CARMICHAEL

Summary

Executive leader with extensive experience building scalable operational infrastructure, developing teams, improving business processes, and implementing systems that strengthen employee and organizational performance. Adaptable and reliable, consistently achieving high-impact results in dynamic environments. Known for managing multiple priorities in fast-paced environments and continuous improvement mindset—leveraging automation, SaaS platforms, and AI to optimize efficiency, reduce costs, and elevate customer experience.

Overview

16
16
years of professional experience

Work History

Education Leave for MBA

Louisiana State University
Shreveport, LA
01.2025 - Current

Accepted in MBA program, International Business

Vice President, Global Head of Client Services

Broadridge Financial Solutions
New York, NY
08.2022 - 07.2025
  • Led global customer success strategy, aligning onboarding, adoption, and retention strategies to drive measurable gains in customer satisfaction and revenue.
  • Built KPI dashboards and CX scorecards, providing executive visibility and reducing churn.
  • Created job descriptions, SOPs, workflows, process documentation, tracking tools, and SharePoint training portal.
  • Automated high-volume workflows (3.5K–6.5K emails/day) using AI, improving response times and service quality.
  • Scaled global teams (300+; onshore/offshore, 24/7 model), reducing overtime costs by 27%.
  • Partnered with Product, Sales, and Finance, aligning customer experience with revenue growth and lifecycle outcomes.
  • Owned P&L and budget forecasting, driving financial discipline and board-level operational reporting.

Senior Director, Global Operations

Broadridge Financial Solutions
Houston, TX
08.2022 - 07.2024
  • Built global KPI frameworks and performance dashboards, improving service visibility and identifying at-risk accounts.
  • Led global operations (300 FTEs; NA/EMEA/APAC), aligning delivery with corporate strategy and regulatory requirements.
  • Optimized vendor strategy and SLAs, increasing offshore utilization from 8% to 23%.
  • Implemented career pathing and succession frameworks, increasing internal promotions by 18%.
  • Drove cross-functional alignment with Product and Sales, accelerating delivery and increasing NPS/CSAT by 3 points.
  • Scaled and developed global teams, increasing capacity 65%, improving engagement 28%, and reducing attrition 73%.

Senior Financial Services Advisory Consultant

Gerson Lehrman Group, Inc.
REMOTE
11.2019 - 11.2022
  • COVID-19 era; Transitioned to consultant while taking care of ailing family member.
  • Advised clients on operations, organizational design, and strategy, improving efficiency and scalability.
  • Led process transformation initiatives, identifying gaps and implementing technology-enabled solutions.
  • Supported restructuring efforts, enhancing operating models and long-term performance.
  • Provided ongoing career coaching and mentorship, supporting professional development across industries.

National Director of Operations & Client Services

Donnelley Financial Solutions (DFIN)
Western U.S.
01.2011 - 10.2019
  • Led client operations supporting $300M in SaaS-enabled revenue, improving satisfaction and retention.
  • Partnered with Sales to drive renewals and expansion, increasing client lifetime value.
  • Streamlined operations across 11 locations, implementing KPIs and achieving peak EBITDA of 24.8%.
  • Introduced digital and virtual engagement solutions, improving client experience and reducing event costs.
  • Built and led high-performing teams (140+ across 6 states), earning 5 consecutive MVP Service Awards.

Education

MBA - Human Resources Management

Louisiana State University
Shreveport, LA
10-2026

Executive Leadership Program - Executive Leadership

STARR Consulting Group
San Francisco, CA
08-2016

Bachelor of Science - Global Business Administration and Management

University of Phoenix
Los Angeles, CA
06-2014

Skills

  • Talent Strategy & Workforce Planning
  • Team Development & Organizational Design
  • Client Relationship Management
  • HR Policy Development
  • Workflow Improvement Strategies
  • Critical Thinking
  • Skilled in Data-Driven Decision Making
  • Salesforce CRM, Workday
  • Skilled in Utilizing AI Tools
  • Smartsheet, SharePoint
  • Juris Financial Management Software
  • Data Visualization & Process Mapping

Affiliations

  • American Management Association (AMA) -Member ID 4336676
  • Delta Mu Delta International Business Honor Society -Member 2315663
  • National Black MBA Association, Inc.
  • Project Management Institute (PMI) -Member PMI ID 12592712

Languages

English
Native or Bilingual
French
Elementary
Portuguese
Elementary
Korean
Elementary

Timeline

Education Leave for MBA

Louisiana State University
01.2025 - Current

Vice President, Global Head of Client Services

Broadridge Financial Solutions
08.2022 - 07.2025

Senior Director, Global Operations

Broadridge Financial Solutions
08.2022 - 07.2024

Senior Financial Services Advisory Consultant

Gerson Lehrman Group, Inc.
11.2019 - 11.2022

National Director of Operations & Client Services

Donnelley Financial Solutions (DFIN)
01.2011 - 10.2019

MBA - Human Resources Management

Louisiana State University

Executive Leadership Program - Executive Leadership

STARR Consulting Group

Bachelor of Science - Global Business Administration and Management

University of Phoenix
SUMMER CARMICHAEL