Jeff Poole Email and Phone Number

- Initial core member of team that launched a new department in a startup-like environment within an established company.- Creation of business processes which are executed throughout the department to conduct tax credit analysis projects for a high volume of small and medium-sized businesses.- Direct oversight of a team of up to 40 staff who manage the entire life cycle of projects.- Identification of roles, functions, and staffing requirements.- Recruiting.- Product Owner… Show more - Initial core member of team that launched a new department in a startup-like environment within an established company.- Creation of business processes which are executed throughout the department to conduct tax credit analysis projects for a high volume of small and medium-sized businesses.- Direct oversight of a team of up to 40 staff who manage the entire life cycle of projects.- Identification of roles, functions, and staffing requirements.- Recruiting.- Product Owner and Manager of the department's Salesforce-based project management system.- Creator of accurate, live, real-time reporting on project progress, specific business processes, and departmental revenue, with corresponding reference dashboards.- Iterative development of the project management system, adding automation wherever feasible and creating a corresponding client-facing portal.- Implemented revenue process rules into operations and enabled real-time tracking of revenue progress from within the project management system.- Creation of onboarding and initial training program for incoming staff.- Development of career growth pathways.- Employee development and training.- Change management through acquisition of Tax Credit Co. by Experian, shifting client needs, and personnel changes.- Heavy ongoing involvement in overall department operations and people operations. Show less

- Managed all initial formation activities.- Obtained federal 501(c)(3) non-profit status.- Ran accounting and payroll for the first several years.- Original IT guy.- Marketing.- Real estate acquisition.- Strategic planning.- Moved furniture.