Carolyn Matesen Email & Phone Number

Salt Lake City, Ut, Us

San Francisco, Ca, Us

As the Executive Business Partner to the CEO at Talkdesk, I play a crucial role in streamlining both the CEO's professional and personal life, ensuring efficiency and discretion in a high-tech, fast-paced environment. My role is characterized by a diverse set of responsibilities that span executive assistance, strategic scheduling, and sophisticated lifestyle management, all aimed at optimizing day-to-day operations and enabling the CEO to prioritize strategic business initiatives.Key Achievements:Strategic Efficiency: Developed and implemented innovative strategies to enhance operational efficiency, empowering the CEO to allocate more time to pivotal business decisions and leadership.Advanced Coordination: Managed intricate schedules, communications, and global travel logistics with a blend of precision and flexibility, adapting to the dynamic demands of a tech-driven workspace.Stakeholder Engagement: Served as the primary liaison between the CEO and key stakeholders, ensuring a seamless flow of information and maintaining high-level professional relationships.Personalized Service: Leveraged my extensive background in catering to high net worth individuals, providing personalized, premium service that enhances the CEO's professional image and personal satisfaction.In this pivotal role, my goal is to not only ensure the seamless management of the CEO’s professional and personal agendas but also to contribute significantly to the operational excellence and strategic growth of Talkdesk

As the founder of Trusted Ally, I'm dedicated to providing exceptional personal and business support services to our clients. With a focus on reliability, discretion, and attention to detail, I deliver customized solutions to simplify the lives of our clients and help them achieve their goals. I currently support all of our clients' personal assistant/executive assistant needs, in addition to managing the day-to-day operations of the business. With a passion for delivering exceptional service, I strive to exceed our clients' expectations and build lasting relationships based on trust and reliability.

San Francisco, California, Us

San Francisco, Ca, Us

Maximizing Executive Effectiveness​Working closely with CEO to support the strategic goals of the organization, objectives and priorities. Always aware of the strategic needs of the business and how my Exec fits into that framework.​Conducting research so that CEO is fully prepared for meetings, reading reports and complex documents, briefing stakeholders and liaising with clients.​Preparing slide decks and reports, reading and disseminating the information to stakeholders. Formatting and preparing reports including Board Meeting deck and Pitch Decks.Managing complex calendars and scheduling requests. Full access and accountability for every detail in CEO's schedule including attending meetings with my Exec.Making It Happen​Experience working on complex projects and in project teams, managing projects from start to finish and supporting strategic initiatives with organization-wide projects. The first point of contact for all Business Partners, VC, board members, and the company. Includes attending business meetings and representing my Exec in all aspects of business relations with confidentiality, independent judgment and acumen.​Managing the flow of information across the company to make sure that CEO has everything they need for their work while ensuring that everyone who needs to be in the loop is aware and has what they need.Organizational Excellence​Managing all aspects of my team including career development, delegation, task management and guidance, training, providing feedback and solving any issues that may arise. ​Supporting all aspects of a recruitment drive from working with HR and recruitment agencies to drafting job descriptions and participating in the interview process.​Manage the onboarding process from beginning to end for new members of staff. Liaising with HR, IT and key contacts to make sure the new member of staff has everything they need.​

Park City, Ut, Us

Provide administrative support to CFO & 3 other members of the Executive TeamResponsible for heavy calendar management to include managing conflicts, coordinating complex executive meetings, and managing personal schedulesIncreased employee retention by leaning in to Finance organization and developed programs to increase executive transparency and internal career developmentResponsible for scheduling on and offsite meetings to include reservations, transportation, travel arrangements, site selection, menu development, material creation and distribution, and resolving any issues prior to or during the meetingMake independent decisions and manage the office assertively. Identify situations that require immediate escalation and exercise precise judgment on when to locate the Executive Team.Efficiently managed telephone calls, emails and collected/ sort mailExpense Reporting for all ExecutivesParticipate in meetings and take notes as required.

Managed and scheduled complex calendar for businesses, non-profit, and householdCommunicated with all agents, producers, CPA's, attorney's, on his behalfConsistently maintained high-levels of confidentiality, independent judgment and acumenPlanned and supervised extensive international and domestic travel arrangements including: air travel (private and commercial), ground transportation, and accommodationsResponsible for payment, tracking and reporting of all household and business expensesIndependently managed large estates(15,000+Sq ft.), including all internal and external maintenance, maintaining staffing, hands-on repairs and troubleshooting.Provided technical support for computers, cell phones, audio/video distribution system, phone systems, security systems, and water purification systems.Developed security procedures and worked independently with local officials, private security and private investigators to maintain executive safety during times of crisis.

Responsible for the day to day education of the family’s childrenIdentified and implemented a new curriculum that allowed students to more closely mirror classic education and maintain high school accreditation, enabling students to graduate with a diploma.Implemented and executed STEM programs including computer programming, chemistry, architecture, psychics, engineering. As a PSIA certified ski instructor taught children bi-weekly ski lessons and led them on ski adventures.

Atlanta, Georgia, Us

Responsible for managing the post-sale implementation of new multisite wide area networks using a variety of access technologies. Ensured correct and timely delivery of service to customers. Served as the primary contact for customers and agents during the network implementation process. Interface with all operational groups to ensure on-time delivery of network components. Represent our division on internal projects to streamline procedures and eliminate redundant processes

Worldwide, Oo

Primary liaison between 13 regional firms and their project and graphic design resourcesWorked directly with Partners to document deliverables and establish project timelinesResponsible for establishing and maintaining internal deadlines for all time-sensitive documentsManaged all workflow in and out of documentation and graphics design groups while maintaining document version control

Atlanta, Georgia, Us

Managed premium service division that provided internet access to businessesResearched, conducted market opportunity analysis and financial analysis of the competitive landscape for next-generation productsDrove customer-facing products and back end applications through complete product life cycle including concept, definition, market validation, and launchLed collaborative, cross-functional teams composed of multiple engineering teams, operations, customer care, marketing, finance, design, and legal toward identified objectivesNegotiated all Pricing and Service Level agreements for enterprise access with internal and external vendorsResponsible for development and implementation of all cross-functional procedures for product installation and billing, customer service and ongoing support

Atlanta, Georgia, Us

Google Data Analytics Certificate, Data Analytics

Education record