Aaron Sappé, Csm®, Cc® Email & Phone Number

Atlanta, Georgia, United States

Autonomously oversees business operations within the brokerage utilizing exceptional communication and customer centric skillsets to build trust with internal partners and clients. Functioning in a dual role as a realtor and security operations consultant, I am tasked with executing cross-functional organizational objectives while ensuring robust security measures to protect sensitive information and maintain operational integrity. - Manages client integration, on-boarding, and off-boarding using secure proprietary and third-party applications, ensuring compliance with data protection standards. - Collaborates with business stakeholders to source clients and develop marketing opportunities, leveraging secure CRM tools while mitigating data privacy and cybersecurity risks.- Manages operational projects and initiatives using waterfall & agile techniques , integrating security and risk management strategies to align with new business opportunities and industry standards.- Facilitates weekly scrum/stand-up calls, client engagement meetings, and round table strategy planning sessions.- Maintains internal and external business partner relationships, ensuring secure collaboration while mitigating risk to safeguard information across the network of business. (i.e. internal agents, partner brokerages, mortgage loan officers, sales executives, and third-party vendors). - Drafts, reviews, and executes contracts in compliance with legal, regulatory, and information security standards.- Develops cross-functional reports and metrics that highlight business performance according to KPIs and KGIs. - Promotes data security and risk management measures to protect sensitive information and ensure business continuity.

Atlanta, Georgia, United States

Leads district operational strategy, business continuity efforts, and technology initiatives to ensure alignment and resilience across the business. Collaborates directly with front-line staff and independent management teams to demonstrate high-performance capabilities, mitigate potential risk, and continuously drive enterprise operational excellence. - Works cross-functionally with GMs and franchise owners to develop and implement operational processes, procedural guides, and basic IT security measures to enhance efficiency and ensure smooth, secure operations in high-volume dining environments.- Oversees customer engagement across the business (e.g., online reservations, in-person interactions, and phone communications), ensuring secure handling of customer information and maintaining a consistent, positive guest experience). - Implements strategic planning, inventory management, and cost control processes, ensuring compliance with health and safety regulations, and integrating basic security practices to safeguard restaurant data.- Leverages industry-leading CRM tools to monitor franchise performance, improve customer service, streamline restaurant operations, and introduce entry-level security measures to protect customer and business information. - Analyzes large data sets, including sales and inventory, using PowerBI and other business insight tools, while applying basic data security principles to protect sensitive information.- Manages, and customizes a network of TOAST point-of-sale (POS) systems across multiple restaurant locations, integrating basic IT and security features to ensure the safe processing of transactions and efficient service for both customers and staff.

Supported franchise management in day-to-day operations by utilizing expert communication, customer service, and basic IT skills to contribute to the strategic operational goals of the business. - Led internal process and policy refinement efforts, including the integration of basic IT security measures, critical to the growth and development of the business based on strategic goals & roadmaps.- Executed customer engagement requests through various channels of communication, ensuring the secure handling of customer data in alignment with customer retention and data protection policies.- Drove the curation and implementation of lean staff operational policies during the COVID-19 pandemic, incorporating IT solutions to enable the business to maintain sales while navigating uncertainty and minimizing physical security risks.- Assisted in the creation of an operational ROTA schedule that aligned with week-over-week volume projections, utilizing data analysis through a trusted CRM vendor (Salesforce) while ensuring data integrity.- Integrated and implemented new product offerings across the business according to organizational strategy, ensuring that POS systems were updated and aligned with business needs.

Mechanicsburg, Pennsylvania, United States

Worked with a small group of channel managers focused on executing all on-boarding, off-boarding, and client support objectives within the north-eastern region. Keen on building great client relationships and supporting the implementation of new product offerings aligning with the business strategy. - Collaborated directly with channel managers to address client-specific operational needs, integrating basic IT support and security measures such as user access management and systems vulnerability management. - Managed scaled projects related to the implementation of new and existing products/services, working with independent and commercial clients to support both business and technical needs, including advising the application of security patches and software updates.- Utilized an internal contract management system to track upcoming renewals, service agreements, and product/service upgrade opportunities within the network, ensuring business resilience.- Led internal team learning/training exercises, creating role-specific operational runbooks, process flows, and procedural guides that included basic IT and security protocols, ensuring continuity and consistency across the business.- Facilitated client training, troubleshooting, and inbound service requests according to a tactical client engagement model, while ensuring secure data processing in compliance with organizational policies.

Championed new client integrations into the Keystone Bin Cleaners network while simultaneously demonstrating optimal customer/client support. - Led, tracked, and managed new client integration and onboarding efforts, utilizing project management methodologies while providing basic IT support based on service requests and business priorities.- Applied business acumen and IT support skills to navigate and address complex client requests, including hardware and software installations, software troubleshooting, billing and contract inquiries, and third-party commercial service requests.- Liaised with technology teams to ensure proprietary application installations, basic IT maintenance, and security patch updates were executed according to SLAs and internal policies. - Created and managed large spreadsheets and data sets, incorporating business analysis tools, to serve as reference points for analytic reports and business engagement models.- Acted as first line of IT support for direct and third-party clients, resolving issues based on the severity, including basic troubleshooting and system checks.

Mechanicsburg, Pennsylvania, United States

Collaborated with enterprise business units to initiate, plan, and execute key initiatives identified by the organization. Participated in the project lifecycle by identifying stakeholder needs, researching solutions, and assisting in securing alignment on priorities from sponsors.- Gathered and documented business requirements using standard templates and processes, contributing to project scope definition and alignment with organizational goals.- Supported project teams by assisting in the creation of detailed project plans, timelines, and product roll-out strategies, applying basic project management principles.- Identified, analyzed, and determined the root causes of issues, contributing to project risk assessments and mitigation strategies.- Proposed and documented opportunities for process improvements that could be achieved through the implementation of new workflows or technologies, aligning with project objectives.- Developed and created user guides and training materials, supporting change management efforts and ensuring smooth transitions for end-users.- Analyzed and evaluated key data points essential to business leaders, contributing to decision-making processes and strategic planning.