• Reporting to the VP Business Development, maintained accountability for driving business activity growth for a custom home provider through the identification of and engagement with potential clients across Calgary and surrounding areas; contributions to effective product promotion and navigation of the custom home purchase lifecycle resulted in the co-securement of clients • Served as an intermediary between leads, clients, and various internal departments/ teams to support the development and ongoing management of strong client relationships in accordance with ensuring the provision of exceptional client experience• Supported clients through the sales lifecycle and design process, acting as a primary point of contact responding to all questions, concerns, change orders, meeting scheduling, and ensuring positive client experience; recognized for incorporating gifts / tokens of appreciation to acknowledge milestones within the sales lifecycle• Maintained strong knowledge of construction, real estate, and design trends and incorporated findings into engaging presentations to support client securement and assist in the subsequent design process• Drafted and managed contracts and purchase agreements and ensured ongoing contractual compliance• Developed, managed, and leveraged strong network with realtors, mortgage brokers, and lawyers to support a seamless client experience• Designed and executed marketing, sales, and customer appreciation events; oversaw invitation generation, vendor selection/ negotiation/ management, event day coordination, and custom gifting

• Retained to acquire, onboard, and subsequently manage individual client relationships (including 50+ high net worth contributors); recognized for consistently exceeding new client acquisition targets (onboarding <15 new clients/ month) and providing exceptional client service to existing clients to ensure retention and satisfaction• Acted as a primary point of contact processing movement of funds (including contributions, withdrawals, transfers) and ensuring diligent data entry/ management/ and reporting of funds and client activity• Maintained Client Management System database, ensuring reporting and compliance standards were met• Managed a cross-promotional network of 8 key partners (including accounting firms, law firms, and financial institutions) which drove lead generation and new client acquisition• Acted as a key contributor supporting the development and enhancement of standardized training manuals and policies/ procedures to optimize internal workflows, streamline operations, and enhance employee onboarding and subsequent retention/ satisfaction• Provided training to new hires and junior team members

• Provided executive level administrative assistance to ~8 Directors, Managers, and Leaders and their respective teams (ranging ≤15 employees/ team); contributions included calendar management, meeting coordination (agenda development and distribution, catering, minutes, action item management), international travel booking/ accommodations, conference registration, and monthly expense reporting• Maintained strong relationships with external vendors/ partners including invoice generation (AP/AR) and ensuring ongoing compliance with vendor contracts/ agreements• In partnership with HR, developed templates and managed employee timesheet submissions (vacation, sick leave, STD/ LTD) and supported recruitment efforts by coordinating job postings, screening, and interviewing processes

• Oversaw a portfolio of small to medium sized existing business clients, initiating contact to ensure satisfaction and expand service offerings; effective identification of additional needs and recommended product solutions resulted in achieving ~$5K in new business revenue generated / month• Assisted in training and mentoring new hires, including creating training manuals, guiding customer conversations, and providing sales support