Jeff Helfgott Email & Phone Number

Southlake, Texas, Us

Foxborough, Massachusetts, Us

Austin, Tx, Us

After a successful PE-backed exit, I proudly served in board member and advisor roles with Planet Fitness and European Wax Center franchisees

Austin, Texas, Us

• Responsible for developing the people, process and technology to support our value creation opportunities and rapid growth from 17 to 92 retail locations• Managed four mergers and integrations with acquired franchisees, as well as two acquisitions of competing brands’ locations• Led company-wide strategic initiatives, to include: o Built and staffed a 40 FTE call center to manage member experience and collections o Systems RFPs and implementations for accounting, HR and contact center o Targeted operations staff training, which led to 20% YoY improvement in retention• Elected to franchisor’s national marketing committee, influencing our annual pricing and promotional calendar, branding campaigns, and member acquisition strategies

Austin, Texas, Us

Austin, Texas, Us

Austin, Texas, Us

Refined a go to market strategy for a fast growth financial service start-up• Designed a training program to grow borrower acquisition revenue, contributing to increased sales productivity from $2.5MM/month to $2MM/day• Identified new customer revenue stream, providing access to an additional $30MM/year with no additional costs

Us

Provided hands-on implementation services to leaders within telecom, financial services, and service desk operations • Served as a standalone IT operations implementation coach for a client’s data security team, partnering with internal COE to deliver 28% efficiencies, 40% over target• Developed internal best practices and creative solutions to deliver 20% efficiencies for a service desk while decreasing AHT 18% and increasing Customer Satisfaction by 12% Defined and prioritized strategic growth initiatives for consumer and education clients• Devised implementation strategy and financial impact analysis for pilot states and districts’ adoption of a platform to enable lower cost technology usage in K-12 schools across the US• Created in-depth analysis of emerging technology trends within CPG to develop competitive analysis for incoming CIORestructured sales operations capabilities for high tech clients• Conducted end-to-end analysis sales teams’ Salesforce.com utilization compared to industry benchmarks; developed implementation roadmap to improve management insights• Launched worldwide review of partner sales channel program, from engagement model to incentive structure, resulting in channel revenue increase of >5%

Us

Summer Associate in McKinsey & Company's Palo Alto Business Technology Office

San Antonio, Texas, Us

Led an international team of 40 direct/indirect technical developers to achieve Best-In-Class results for the Investments, Life Insurance, and Financial Advice business units.- Awarded USAA IT Quality Cup on five occasions for having the highest quality operations out of 49 maintenance teams.- Developed a business case and supervised implementation of a strategic off-shore E-commerce monitoring cell in Chennai, India.- Received top ratings each year, with special recognition by CEO for contributions to company culture

Arlington, Virginia, Us

- Led and developed teams of 25 – 65 people in both combat and administrative roles- Recognized as top 10% of officer corps all four annual evaluations.

Mba, Strategy, Finance, Social Enterprise

B.B.A., Computer Information Systems, Leadership