Summary
Overview
Skills
Software
Accomplishments
Certification
Awards
Work Preference
Interests
Work Availability
Education
Work History
Languages
Websites
Timeline
Tia Rottach

Tia Rottach

Event Planner
Spanaway,WA
“Just because the past didn’t turn out like you wanted it to or expected it to, doesn’t mean your future can’t be better than you ever imagined.”
- Unknown -

Summary

Strategic, dynamic, and results-driven leader with expertise in finance, client advocacy, and operational efficiency. Proven ability to drive growth through process improvements, strategic planning, and data-driven decisions. Adept at financial advising, workflow optimization, and executive support to enhance business success. Empathetic and forward-thinking, with a strong background in case management and client services, fostering positive relationships and achieving measurable outcomes.

Overview

2
2

Certificates

15
15
years of professional experience

Skills

  • Project management
  • CRM optimization
  • Build and maintain client relationships
  • Operational efficiency
  • Team leadership
  • Training and development
  • Employee relations and conflict resolution
  • Workflow optimization
  • Project planning and development
  • Budget development and management
  • Client education
  • Mental health support
  • Trauma-informed care

Software

QuickBooks

Salesforce

Monday

Google Workspace

Microsoft 365

Canva

Wix

Squarespace

Accomplishments

  • FINANCE: Optimized Client Account Software by 50% by executing a complete overhaul of systems while utilizing data driven decision making with accuracy and efficiency.
  • OPERATIONS: Increased company revenue over one year by 35% through corporate consensus-building, policy and procedure development and implementation, developing new marketing strategies, and aggressively negotiating with vendors.
  • EVENT PLANNER: Single-handedly planned and executed several events including weddings, private events, and corporate galas. Managing all aspects of logistics: budgeting, vendor and venue relations, development of contracts, decor, including day of on-site management. Along with set up, execution, and clean up.

Certification

Certified Peer Counselor

CPR, First Aid, AED certified

Awards

Comcast

Customer Promoter Awards

Based on customer satisfaction surveys in an office of over 400 employees.

April 2021 #6 overall

June 2021 # 4 overall

Work Preference

Work Type

Full Time

Work Location

Hybrid

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k match

Interests

Creating Art

Writing

Reading

Film

Nature

Singing in my car

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Education

Psychology

Highline College, Des Moines, WA

High School Diploma -

Inglemoor, Kenmore, WA

Work History

Freelance Event Planner

Self Employed
01.2017 - Current
  • Successfully executed 15 events.
  • Managing logistics for successful events, including venue selection, contract negotiation, and coordinating with vendors.
  • Managing budgets effectively, monitoring expenses closely to ensure events are delivered within financial constraints.
  • Negotiating contracts with vendors and suppliers, securing cost-effective solutions without compromising quality or service levels.
  • Coordinating schedules and timelines for events.
    Increasing event attendance by developing strategic marketing campaigns and engaging promotional materials.
  • Utilizing project management skills to keep events on track while meeting deadlines and staying within budget parameters.
  • Ability to adapt quickly to unforeseen circumstances or changes in the event landscape, implementing contingency plans as needed.

Financial Advisor/Case Manager

South Sound Outreach
10.2024 - 02.2025
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Managed 86 client accounts, improving financial literacy
  • Optimized CRM by 50% through strategic planning and data driven decision making
  • Led financial literacy workshops, developed stability plans, connecting clients with housing, education, healthcare, and childcare resources

Medical Billing Specialist

R1 RCM
02.2023 - 12.2024
  • Contracted Position
  • Communicated with insurance providers to resolve denied claims and resubmitted.
  • Assisted patients with understanding their medical bills and provided clarification on complex insurance issues, promoting a positive customer experience.
  • Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
  • Ensured timely submission of claims to various insurance carriers, resulting in prompt payment for services rendered.
  • Posted and adjusted payments from insurance companies.

Client Account Manager

Veterans Security Operation
01.2024 - 10.2024
  • Increased quality lead generation by 35% in one month by optimizing client resource generation and enhancing sales strategies
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Developed comprehensive reports on account performance, presenting results to senior management during regular meetings.
  • Leveraged data-driven insights to optimize account performance and identify trends over time.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Set ambitious goals for personal performance, consistently exceeding targets in sales quotas, revenue generation, and customer retention metrics.

Inside Sales Representative

Comcast
02.2020 - 03.2022
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Answered customers' questions regarding products, prices, and availability.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Used CRM software to maintain detailed contact logs and account records.
  • Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.
  • Enhanced customer retention by offering tailored solutions to address unique needs and challenges, resulting in increased loyalty and repeat business.

Marketing Consultant/Office Manager

Prime LLC
11.2018 - 01.2020
  • Boosted sales revenue through the implementation of innovative promotional strategies and events.
  • Increased brand awareness by developing and executing targeted marketing campaigns.
  • Collaborated with sales team to increase brand awareness and enhance business development by building and maintaining relationships with key accounts.
  • Developed comprehensive marketing plans for clients, incorporating a mix of traditional and digital tactics for optimal results.

Operations Director/Opear/Executive Operations Manager/Executive Assistant to the Chief Executive Officer

Dinners by Chef Berttron
06.2010 - 07.2018
  • Implemented policies, procedures, and Standard Operating Protocals that increased productivity by 35% over one year
  • Managed executive calendars, travel arrangements, and meeting agendas
  • Recruited, trained, and developed high-performing teams, improving workplace collaboration and efficiency
  • Led event planning, vendor negotiations, and business strategies to drive growth
  • Enhanced operational efficiency by streamlining processes and implementing cost-saving measures.
  • Developed high-performing teams through effective training, coaching, and performance management.
  • Managed end-to-end supply chain operations, ensuring optimal inventory levels and timely order fulfillment.
  • Established strong relationships with key stakeholders to drive cross-functional collaboration and ensure alignment on strategic objectives.
  • Reduced overhead costs through meticulous contract negotiations and vendor management strategies.
  • Ensured compliance with industry regulations by conducting regular audits, updating policies, and providing guidance to staff members on best practices.

Languages

English
Native or Bilingual
Spanish
Elementary

Timeline

Financial Advisor/Case Manager - South Sound Outreach
10.2024 - 02.2025
Client Account Manager - Veterans Security Operation
01.2024 - 10.2024
Medical Billing Specialist - R1 RCM
02.2023 - 12.2024
Inside Sales Representative - Comcast
02.2020 - 03.2022
Marketing Consultant/Office Manager - Prime LLC
11.2018 - 01.2020
Freelance Event Planner - Self Employed
01.2017 - Current
Operations Director/Opear/Executive Operations Manager/Executive Assistant to the Chief Executive Officer - Dinners by Chef Berttron
06.2010 - 07.2018
Highline College - , Psychology
Inglemoor - High School Diploma,

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Tia RottachEvent Planner