Karen Sergeant Email and Phone Number

Embedded Chief of Staff with significant operational and people responsibilities. Serve cross-functional teams of 20+ remote and contractor-based teams. Responsible for annual planning & OKR processes, unblocking priority work, creation of KPI dashboards, and data-driven decision making. It's high-touch, low-volume fractional support with an equity-lens.💥 KEY IMPACTS: • 6x “first in role” executive hired to evaluate and solve for gaps in leadership, planning, alignment and… Show more Embedded Chief of Staff with significant operational and people responsibilities. Serve cross-functional teams of 20+ remote and contractor-based teams. Responsible for annual planning & OKR processes, unblocking priority work, creation of KPI dashboards, and data-driven decision making. It's high-touch, low-volume fractional support with an equity-lens.💥 KEY IMPACTS: • 6x “first in role” executive hired to evaluate and solve for gaps in leadership, planning, alignment and execution. Generated 50% conversion from initial audit/strategy map to fractional status. Exited via strong internal hires and robust team training.• Significantly improved CEO satisfaction and leadership cohesion by re-scoping leadership roles, turning over GM role, building robust planning cadence and staffing roadmap based on newly achievable revenue growth goals. • Improved staff billing ratios by 60% and tripled department profitability (from 7% to 22%) by dashboarding KPIs and aligning operational priorities to success metrics.PAST ROLES HAVE INCLUDED: 1️⃣ fCoS + fCOO + hiring manager (2 years) for B2B early childhood leadership consulting firm (woman-owned) 2️⃣ fCoS (2 years + ongoing) for fintech consulting firm (woman-owned)3️⃣ fCoS + hiring manager (18 months) for B2C interior design firm + cannabis dispensary design firm (woman-owned) 4️⃣ fCoS + fCOO (18 months) for B2B business and leadership consulting firm (woman-owned) 5️⃣ Consultant CoS + COO (project work) for global e-comm business, establishing new team structure, staffing roadmap and clarifying leadership responsibilities*️⃣ Project work for multiple clients establishing long-cycle planning cadences, establishing OKRs, building KPI Dashboards, making data-driven decisions, architecting leadership + team reorgs, role re-scoping, hiring and mentoring. Show less

Fractional COO with significant operational, people and fulfillment responsibilities. Integrator and operational management of remote, contractor-based (and often global) Digital Marketing, Sales, Fulfillment, IT and HR teams. Often "first-in-role" and hired to solve pain-points caused by fast growth that over-extends current team capacity and systems.💥 KEY IMPACTS:• Enabled marketing service to 2x client load with existing staff by mapping and optimizing end-to-end workflows… Show more Fractional COO with significant operational, people and fulfillment responsibilities. Integrator and operational management of remote, contractor-based (and often global) Digital Marketing, Sales, Fulfillment, IT and HR teams. Often "first-in-role" and hired to solve pain-points caused by fast growth that over-extends current team capacity and systems.💥 KEY IMPACTS:• Enabled marketing service to 2x client load with existing staff by mapping and optimizing end-to-end workflows, clarifying murky responsibilities and eliminating redundant work. (Fintech firm.) • Improved team retention, satisfaction, and performance for 18+ clients through equity-centered leadership practices, developing clear systems for scoping work, establishing performance criteria grounded in data collection, and actively including employees in the process.PAST ROLES HAVE INCLUDED:1️⃣ Consultant COO + hiring manger (10 months + project work) for publishing and author-services company (woman-owned) 2️⃣ fCOO + hiring manager (15 months) for best-selling anti-racist author (woman-owned)3️⃣ Consultant COO (project work) for fintech firm, mapping and optimizing end-to-end workflows4️⃣ Consultant COO + hiring mgr (periodic project work) for best-selling author & coach certification business (woman-owned) 5️⃣ Consultant COO + hiring manager (1 year) for socially-conscious yarn-store with e-comm/brick and mortar hybrid, and B2C services (woman-owned) 6️⃣ Consultant COO (project work) for fast-growing B2C North American franchise*️⃣ Project work for multiple clients optimizing workflows and SOPs, establishing performance benchmarks, making data-driven decisions, architecting team reorgs, role re-scoping, hiring and mentoring. Show less

Director of Operations, launch manager and project manager for small business clients. Often these clients (and their teams) were in multiple US and international time-zones. My work included full work-breakdown and daily management of product launches (marketing, product, sales, customer service) and the day-to-day running of service-based businesses. 💥 KEY IMPACTS:• Managed project for $1M product launch within a tight turnaround time. Coordinated all aspects of project including… Show more Director of Operations, launch manager and project manager for small business clients. Often these clients (and their teams) were in multiple US and international time-zones. My work included full work-breakdown and daily management of product launches (marketing, product, sales, customer service) and the day-to-day running of service-based businesses. 💥 KEY IMPACTS:• Managed project for $1M product launch within a tight turnaround time. Coordinated all aspects of project including copywriting, technical production, social media management, sales funnel creation, customer service, and technical support elements. Delivered on time, on budget, and hit all project success criteria. • Managed daily operations for multiple clients, including remote team management, marketing, fulfillment, and project management. Provided daily team management, KPI’s, escalation and issue resolution, and performance management.PAST ROLES HAVE INCLUDED: 1️⃣ Dir of Ops (2.5 years) for B2B business and publicity coach (woman-owned) 2️⃣ Dir of Ops + launch manager (18 months) for B2B business coach and performance coach to elite athletes3️⃣ Ops Mgr + project manager (4 years) for B2B marketing services provider (woman-owned)*️⃣ Project work for multiple clients Show less

This position merged my subject-matter expertise with my project management skills — as well as my team-management expertise as I coached a small cadre of students through their skills qualification course. I was on the team that formalized new career track for Counter Terrorism Center at the CIA, developed success metrics and training curriculum, managed high level stakeholders, and delivered program on time and on budget. I served as instructor and mentor for inaugural course… Show more This position merged my subject-matter expertise with my project management skills — as well as my team-management expertise as I coached a small cadre of students through their skills qualification course. I was on the team that formalized new career track for Counter Terrorism Center at the CIA, developed success metrics and training curriculum, managed high level stakeholders, and delivered program on time and on budget. I served as instructor and mentor for inaugural course cadre, spotting and fixing numerous logistical and implementation challenges. I mentored a small cadre of students to course graduation, holding frank performance conversations and offering daily skill-based feedback. Show less

I managed sensitive operations in warzone involving local and US personnel, multiple time-zones, delicate political constraints and shifting political headwinds. I managed and motivated blended teams in fast-paced operations under demanding workloads. I led and mentored a team of 12+ officers detecting threats to the homeland. I provided succinct, persuasive, fully-coordinated operatIonal guidance that maintained mission focus amidst shifting prioritIes.I provided short-fuse… Show more I managed sensitive operations in warzone involving local and US personnel, multiple time-zones, delicate political constraints and shifting political headwinds. I managed and motivated blended teams in fast-paced operations under demanding workloads. I led and mentored a team of 12+ officers detecting threats to the homeland. I provided succinct, persuasive, fully-coordinated operatIonal guidance that maintained mission focus amidst shifting prioritIes.I provided short-fuse high-profile briefings that offered clarity on developing situatIons. I served as SME of al-Qa’ida and affiliates in the AFPAK region and Central Asia. Show less

My time at Intuit spanned 3 locations (Tucson, Menlo Park, Mountain View), 3 departments (TurboTax, Quicken, QuickBooks) and 6+ years. I started as internal help-desk in a call center, quickly moved into supervision and then product management on the QB marketing team, managing revenue-generating projects peripheral to QuickBooks. It's where I learned team management, project management — and servant leadership. I worked with the best, some of whom are still mentoring me today. •… Show more My time at Intuit spanned 3 locations (Tucson, Menlo Park, Mountain View), 3 departments (TurboTax, Quicken, QuickBooks) and 6+ years. I started as internal help-desk in a call center, quickly moved into supervision and then product management on the QB marketing team, managing revenue-generating projects peripheral to QuickBooks. It's where I learned team management, project management — and servant leadership. I worked with the best, some of whom are still mentoring me today. • Product management for QuickBooks brand and peripheral products. Added $2M in revenue by introducing 3 new products over two years. Developed customer training business that became profitable in its first year.• Directed team responsible for implementIng major customer service initIatIve in software support call-center, including areas of budget, staffing, telecom and marketing. Show less