• Act as the business leader of FinDox post-acquisition (FinDox was acquired in Dec 2022)• Drive integration efforts by collaborating with other Reorg leaders to identify synergies • Boost cross-selling efforts by providing training/knowledge to the commercial team • Improve end user experience and internal team productivity by working with the tech team and product strategy team to create more sustainable and dynamic systems

• Head of core operations team - 20+ account managers and operations personnel (growing rapidly)• Participate regularly in senior leadership strategy meetings• Work with other department heads and executives to identify present and future client needs as well as potential upselling/cross-selling opportunities• Led implementation of CRM software to improve company-wide visibility and tracking of the sales/client success funnel; also set up integrations with other programs such as Salesforce• Formalized team structure to increase specialization and to create leadership opportunities for team members

• Assisted in interviewing, onboarding, and mentoring new hires• Continued to manage key client accounts while also managing a team of other Client Success Managers• Analyzed client health and overall system performance• Collaborated closely with development team to improve system customization and limit critical issues

• Oversaw daily operations and implementation of new processes• Developed strong long-term relationships with key clients• Led client onboarding and system optimization• Liaised with bankers and investors regarding financial transactions• Facilitated software training sessions for clients

• Expedited product launch by testing system features and providing feedback• Created and implemented business processes to improve client experience and increase efficiency• Maintained client data and conducted weekly reconnaissance on system

• Led team of 12 agents responsible for growing supply in Northern California. Organized team meetings, assigned leads and acted as point of contact• Expanded team by interviewing applicants and assisting in training new hires• Established metrics for tracking our interview team's performance based on the success of our hires

• Increased driver supply by helping drivers with account issues and proactively coming up with solutions to onboarding problems - helped achieve a lift of up to 20% in major markets including San Francisco and Washington, D.C.• Worked directly with different departments including the marketing, product, and engineering teams to help implement improved growth strategies and CRM tools

• Grew business by prospecting for new clients after becoming licensed• Negotiated lease agreements and oversaw relevant documentation and procedures• Assisted in daily operations including handling calls, helping with social media marketing and CRM

• Assisted accountants with filing, data entry, payroll and optimizing their online data system for Sony films• Gained an understanding of basic accounting procedures for motion pictures

• Worked at front desk and assisted in the general day-to-day operations of the museum, including setting up for events, greeting visitors and answering calls• Created PowerPoint presentations for guest speakers to utilize