TRACIE PATTERSON

Using customer-first sales approaches to offer creation and targeted audience curation for corporate clients and digital creator entrepreneurs. Leading them through business realignment, profit increase, better margins, and ways of working they enjoy

Leveraging AI & ethical sales practices I've coached hundreds of clients and students through a 360 product journey creating lasting results for their customers

• Evaluated current processes to develop improvement plans.
• Targeted both offline and online consumers by designing multi-pronged, comprehensive marketing strategy.
• Conducted thorough reviews of operations to devise and deploy improvement strategies.
• Self-motivated, with a strong sense of personal responsibility.
• Proven ability to learn quickly and adapt to new situations.
• Excellent communication skills, both verbal and written.

Through their own action-taking and my guidance, clients have achieved:

• 30% increase in profits
• 20% increase to audience engagement
• 0-$1.5MM product growth in 2 years
• 45% customer retention
• 147% increase in audience size
• 15-63% customer growth
• Increased enjoyment of the business they created

Startup marketplace that used technology to match employers and short-term labor

• Enhanced operational efficiency by analyzing data and implementing automation.
• Managed client accounts across all levels, providing coaching and fostering relationships.
• Led productive meetings to elevate team's business acumen and streamline trend analysis reporting.
• Achieved 70% increase in client usage through targeted coaching and reminders, boosting revenue.
• Successfully reactivated 30% of churned accounts via HubSpot CRM campaigns, information calls, and benefit reminders.
• Authored client-specific portal tips for automated coaching, optimizing user experiences.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
• Built relationships with customers and community to establish long-term business growth.
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.

This position was taken upon moving to Dallas while seeking a position in my field

Brought in to run store operations during a pool delivery test to ensure customer experience & store needs were not interrupted during the trial

• Asked to take on the Assistant Store Manager position as well to support the Store Manager in overall management helping to create the business plans, training programs, & hiring plans for the store
• Liaise with outside vendors to manage deliveries, building maintenance, satisfaction of customer issues
• Handle customer orders, front & back of store inventory; Perform initial screening & interviews of candidates
• Coordinated with General Manager in different operational issues and promotional activities.
• Supervised operations team to support operational excellence and excellent customer service.
• Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.
• Developed and maintain operational guidelines for staff

Specializes in management consulting for small & medium businesses in North America 100% travel

• Manage business improvements, profitability, & projects for multiple companies with annual revenues ranging from $1m to $10m
• Formed, trained, & supervised executive leadership teams in accomplishing strategic goals
• Designed, implemented, & monitored systems in the three (3) critical areas of sales, operations, & finance
• Focused on leading indicators that flow into goal key performance indicators (KPIs)
• Created cash management systems to provide positive cash flow & necessary liquidity
• Worked as a bridge between companies & financing entities to meet the capital needs of the business
• Certified financial reporting systems & information was accurate, appropriately interpreted, & utilized to grow the company
• Lead multiple projects simultaneously to bring companies into competitive advantage stage
• Grew sales $300k increasing year-end projections by $1.6M, recovered $500k in receivables, increased billable to paid rate from 35% to 87%, grew each client by at least 20% while on site
• Discovered root causes of issues & corrected negative behavior to ignite company growth
• Enhanced hiring skills & focused every position gaining efficiency, streamlining, leadership, & ownership
• Tracked project progress and updates and monitored deliverables, milestones and issues for accurate reporting.

Continuing the reputation gained as a consultant for GSA, private industry clients are guided into the correction & mediation phase, beyond advisement, to correct issues & obtain a sustainable path

• Build & ensure lasting company strategy through the combination of finance, marketing, operations, & goal definition
• Help new businesses stabilize & grow through corporate entrepreneurship, strategy & marketing tactics including 360 plans & cost analysis & management
• Guide & help companies through financial & business decisions using financial models & stability assessments including creating or updating financial business plans, finding & creating growth opportunities, facilitating idea generation & connections
• Advise potential entrepreneurs & facilitate corporate entrepreneurship from inside companies including new company expansion & acquisition
• Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.

Nationwide firm based out of Virginia specializing in government agency consulting

Brought into GSA to create & execute a better vendor vetting system within contracting for DHS price analysis

• Sole financial analyst on a project worth approximately $800M per annum; Identified shortfalls in preceding financial analysis process & implemented both short & long-term action plans to fill capability gaps
• Authored a model for assessing financial stability, forecast future stability, & permit streamlined financial planning & reporting
• Identified early issues with potential vendors, developed & implemented short & long-term plans for recovery
• Assessed the financial viability of up to 184 companies annually through the application of the newly created process, built & maintained effective relationships with each vendor's financial representative(s) & built a database to communicate results
• Trimmed the vendor pool by 39% strengthening the overall faith in the viability of the program including authoring new section of the FAR & working closely with Small/ Disadvantaged/ Minority/ Women owned businesses
• Created a system able to handle rolling analysis of vendors & support high priority projects providing analysis & advisement
• Results include quicker contract award turnaround, quicker cost analysis & leverage for negotiations, & influence in decision making and relationship maintenance
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Initially began as an individual contributor, making a mark in cost savings, account saving, vendor relations, & process improvement, was asked to lead a newly formed team of 14 covering three countries, 15 regions, & four software platforms. Left to move countries

• Maintained successful completion of KPIs and out ranked other teams
• Led a large team in the successful management and coordination of business accounts ranging from £100k to over £1.5M with a focus on client relationships & was single point of contact for major customers
• Successfully negotiated with clients & internal management groups to identify efficient solutions, including the resolution of a greater than £10k dispute which once satisfied lead to a greater than £11M new contract
• Identified & implemented process improvements while managing a cross function team assessing & solving customer issues, producing internal & manual bills, identifying misallocation, & reducing workload
• Successfully negotiated with clients & management groups to identify the most efficient solution by identifying & solving customer issues, organize and prioritize tasks and train/maintain employees
• Provide excellent communication & organizational skills, liaise with immediate team members, inter-department teams, account/service managers, and customers
• Coordinated team collaboration to share ideas and build best practices.
• Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.