• Manage the end-to-end onboarding process for new and existing clients adopting PropTech solutions, including property management software, tenant engagement platforms, and building automation systems.• Manage project timelines, set milestones, and coordinate resources to ensure seamless onboarding, achieving a 96% client satisfaction rate.• Develop customized onboarding plans to align with client objectives, reducing onboarding time by 17% and achieving a 9% user adoption rate within three months of implementation.• Serve as the primary client liaison, gathering requirements, providing product training, and coordinating cross-functional teams (product, IT, support) to resolve issues and enhance user satisfaction.• Produce and maintain comprehensive onboarding documentation and client training materials, contributing to scalable, high-quality onboarding experiences.• Act as the primary client point of contact during onboarding, addressing client inquiries, gathering feedback, and proactively resolving any issues.• Develop reports on onboarding progress and user adoption metrics, contributing insights that help refine product features and training content.• Assist clients throughout their initial months post-onboarding by handling inquiries, troubleshooting product usage issues, and providing best practices to enhance user engagement.• Monitor user adoption and flag potential risks, collaborating with the project team to adjust onboarding processes based on client feedback.• Conduct follow-up sessions with clients post-implementation to gather insights and assess areas for additional training, ensuring constant improvements towards client retention.

Referral Agent of Residential Real Estate Sales, Property Management, Leasing, & Investment Properties

Residential Real Estate Sales, Property Management, Leasing, & Investment Properties• Founded and operated a residential property management and real estate sales brokerage, managing a portfolio of 200+ properties and overseeing the entire tenant lifecycle from leasing and renewals to issue resolution.• Grew the brokerage to include 6 licensed agents and achieved an average annual sales volume of $38.5 million through targeted marketing, client relationship management, and strong local market insights.• Negotiated leases, handled tenant inquiries, and coordinated property maintenance to achieve high tenant satisfaction and an occupancy rate of 97% across the portfolio.• Streamlined operations by implementing property management software, reducing vacancy times and improving financial tracking and reporting accuracy.• Cultivated a network of reliable vendors and contractors, ensuring high-quality and cost-effective property maintenance and renovations that contributed to an 8% increase in property value.• Analyzed financial statements such as Profit & Loss, Cash Flow Statement, Balance Sheet and implemented cost-saving strategies, budgets, processes, and procedures to reduce overall costs, increase profits, and exceed sales goals.• Actively negotiated and managed sales contracts, leases, management agreements, and vendor agreements with new and existing customers, investors, and vendors.• Developed, created, and published high-quality, targeted marketing and advertising campaigns to generate new customers, and sell/lease single-family residential homes.• Maintained Customer Relationship Management (CRM) program to interact, correspond, and stay connected with current customer base driving repeat sales and generating referrals.• Networked regularly with other industry professionals to keep abreast of the latest industry trends, rules, laws, and technological changes.

Retailer of Consumer Electronic Products• Led, trained, coached, motivated, and managed a team of 20-25 employees to generate annual revenue of over $1 million• Analyzed monthly and annual financial statements such as budgets, sales quotas, sales performance reports, P&L, Cash Flow Statement, Balance Sheet and implemented cost-saving strategies, processes, and procedures to reduce overall costs and increase profits across company• Maintained accurate inventory of multiple product lines throughout store• Consistently exceeded sales quotas of products and services by providing outstanding customer service to a vast customer base• Handled and negotiated credit submissions for multiple dealers, as well as service contracts

Retailer Providing Technology Products, Services, & Solutions• Simultaneously led, trained, coached, motivated, and managed multiple departments with 10-15 employees per department generating annual revenue of over $5 million per department• Maintained accurate inventory of multiple sales areas throughout store• Provided on-going outstanding customer service and communication of product knowledge to customers• Improved the overall quality of sales across multiple departments by improving the ratio of premium product placement by identifying client needs• Repeatedly exceeded sales goals for sales of products and services• Routinely handled credit submissions for multiple vendors, as well as service contracts and financing agreements