Flor Isabel Serna Email & Phone Number

Ranchos De Taos, Nm, Us

Taos, New Mexico, United States

Taos, New Mexico, United States

- Manage 5-person delivery team and oversee 10-15 active projects at a time - average AppExchange CSAT rating of 4.9. Manage two direct reports and guide their learning & development in Salesforce and consulting.- Report directly to CEO & Head of Sales to facilitate sales -> delivery handoff as well as org-wide resource planning & forecasting- Continue to operate as Product Manager for 4-6 projects at a time.

- Co-facilitate discovery sessions with solution architect to gather client requirements and business context- Identify and communicate any risks, issues, or decisions to client, including budget and timeline constraints. - Design & Build Product Backlogs in the form of user stories with acceptance criteria, sprint points, subtasks, etc. - Use agile-like methodologies to ensure successful delivery of tasks from project team members - solution architects, consultants, developers, technical architects, and marketing cloud consultants- Quality Assurance & testing on completed tasks & filling in to act as consultant in building/hands-to-keyboard tasks where needed.

United States

Finances - oversee $4.2M operating budget including contingency planning and annual organizational planning. Build organizational budget for presentation to finance committee. Data - design and execute all data collection, storage, and reporting methods. Recommend software and solutions to CEO for approval. Serve as admin for the Salesforce.com environment. Streamline team's ability to report on KPIs to internal and external stakeholders. Research Partnerships & Strategy - Manage contracts with multiple universities to conduct studies on innovations in education, including one 3-year RPP. Design internal processes to vet entrepreneurs' ability to measure efficacy and demand for their pilot ventures. Management & Operations - Directly supervise 1-3 employees, 1-2 major contractors, 5 research assistants, and one consulting firm. Set org-wide calendar with leadership team and hold teams accountable to quarterly spending goals.

Finances - oversee $4.2M operating budget including contingency planning and annual organizational planning. Build organizational budget for presentation to finance committee. Data - design and execute all data collection, storage, and reporting methods. Recommend software and solutions to CEO for approval. Serve as admin for the Salesforce.com environment. Streamline team's ability to report on KPIs to internal and external stakeholders. Research Partnerships & Strategy - Manage contracts with multiple universities to conduct studies on innovations in education, including one 3-year RPP. Design internal processes to vet entrepreneurs' ability to measure efficacy and demand for their pilot ventures. Management & Operations - Directly supervise 1-3 employees, 1-2 major contractors, 5 research assistants, and one consulting firm. Set org-wide calendar with leadership team and hold teams accountable to quarterly spending goals.

Served as product owner in an agile team with Salesforce consultants to design and build 4.0's data model and Salesforce.com environment. Structured 7+ years' worth of data into functional applications for the organization. Additionally oversaw mobile device management (via Mosyle) & tech support for company-owned devices used by entrepreneurs across the country.

I coached dozens of early-stage education entrepreneurs in 4.0's Essentials Fellowship and Tiny Fellowship. I helped entrepreneurs identify their user, problem, and solution, and identify next steps for testing assumptions and piloting their programs to test for efficacy and demand. I coached entrepreneurs in how to collect and analyze data using pre/post measures.I also coached alumni of 4.0 to secure downstream funding opportunities (accelerators, incubators, and funding). This included in-person, oral, and written feedback on entrepreneurs' organizational assets, applications to other fellowships, and other business-development related material.

Managed 16 coaches across the US to work with early-stage education entrepreneurs. Developed 4.0's coaching philosophy, protocol, and processes, and designed a 2-day in person training for all coaches to prepare them to work with over 60 entrepreneurs. Led remote trainings and check-ins with coaches across the course of the fellowship once a month.

Greater New Orleans Area

STRATEGY & LEADERSHIP:-- Founded organization and program as a component of my undergraduate thesis.-- Secured multi-year sponsorships with Shell Oil & Gas, Capital One, Society for Science, Chevron, New Orleans City Council, etc to provide full scholarships to low-income families.-- Secured $150,000+ annually in earned revenue from tuition sales and direct sales to schools & districts.-- Secured in-kind space & equipment sponsorships (New Orleans K-12 schools, Tulane University, Loyola University, Hakko, VEX Robotics).-- Set strategic vision and led 12-month succession planning process in collaboration with Board of DirectorsFINANCE & OPERATIONS:-- Hired and led high performing staff of 15 to execute programming and operations for 1,000 girls annually.-- Managed all operational and legal issues, including employment matters, technology and web-based services, contracts and vendors, payroll, etc. Served as chief signatory for the organization. -- Managed organizational budget (From $0 to $500,000 since founding)-- Raised over $1.5M in philanthropic and earned revenue. Reached quarterly and annual fundraising targets set by Board of Directors by executing fundraising plans to write grants, engage donors (including acquisition and retention), engage corporate sponsors (including acquisition and retention), host fundraising events, and build and maintain Electric Girls’ earned revenue strategies.

Greater New Orleans Area

AUDIO & VIDEO STUDIO:-- Led the build-out of audio & video production studio inside the Center for Innovation & Design. Purchased & set up equipment for use by students & faculty.-- Led professional development for PK-12 teachers and school leaders to train them to use the studio to enhance student-centered learning.MOBILE IDEA LAB:-- Designed a custom-built truck to facilitate out-of-classroom learning experiences in the local community.-- Drove truck and conducted outdoor learning experiences for local New Orleans schools-- Ran a weekly extra-curricular electronics club with middle school students

Greater New Orleans Area

Taught middle school STEAM (Science, Technology, Engineering, Arts, and Mathematics) to 4th-7th graders. Subjects included simple machines, beginning robotics, intermediate robotics, electronics, design thinking, rocketry and propulsion, 3D design and 3D printing, and architecture. I also carried out numerous duties as a middle school advisor and faculty member.

Greater New Orleans Area

Scheduled & coordinated recording sessions with clients. Oversaw session design, layout, set-up, process, takedown, and relationships with clients.

Loyola University

I tutored students about their writing styles, techniques, and grammar.

Greater New Orleans Area

One student from each college was chosen to collaborate on research with a professor. I assisted Dr. Rian Thum with his ongoing research about the persecution of Western China's Uyghur population.

Greater New Orleans Area

I meet regularly with a tutee from a foreign country to develop inter-personal communication skills, to understand American culture, and to integrate into Loyola's community.

Albuquerque Academy

Teaching Assistant for Beginning and Intermediate Piano lessons, ages 5-10.

Bachelor’S Degree, Music Technology, Business Administration, Computer Science

Activities and Societies: Dean's Merit Scholar, Honors Student, Graduated Magna Cum Laude

Education record