Nick Poe

Nick Poe Email and Phone Number

Sr. Director of Technology and Product @ Keystone Advisors
Chicago, IL, US
Nick Poe's Location
Greater Chicago Area, United States, United States
Nick Poe's Contact Details

Nick Poe work email

Nick Poe personal email

About Nick Poe

Dynamic higher education leader with over 20 years of experience driving operational excellence, institutional growth, and student success. I specialize in rebuilding and optimizing departments across admissions, career services, and student success to create scalable, sustainable processes that align with institutional goals.Collaborating closely with C-suite executives, I’ve led multi-departmental teams in large-scale operations, leveraging CRM architecture, data analytics, and innovative workflows to achieve measurable outcomes. Highlights include:-Increasing enrollment by 30% and retention by over 50% through data-driven strategies.-Scaling admissions teams from 4 to 400 advisors while driving a 2,000% growth in student starts.-Developing career services models that exceed placement benchmarks by up to 25%.-Spearheading operational transformations that enhance profitability and institutional impact.With expertise in CRM platforms (Salesforce, Five9), business intelligence tools (Looker Studio, BigQuery), and AI applications, I bring a forward-thinking approach to institutional leadership. Passionate about empowering teams, optimizing workflows, and creating opportunities for student success.

Nick Poe's Current Company Details
Keystone Advisors

Keystone Advisors

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Sr. Director of Technology and Product
Chicago, IL, US
Nick Poe Work Experience Details
  • Keystone Advisors
    Sr. Director Of Technology And Product
    Keystone Advisors
    Chicago, Il, Us
  • Thrivedx
    Senior Director, Learner Services
    Thrivedx Jun 2023 - Present
    Miami, Fl, Us
    As the Senior Director of Learner Services at ThriveDX Global, I lead transformative strategies across six core departments: Student Services, Career Services, Accounts Receivable, Student Operations, Re-Entry, and the University Help Desk. My work focuses on aligning operational processes with organizational goals to drive student success, enhance scalability, and foster cross-functional collaboration.Key Achievements:1. Retention Excellence: Boosted student retention by 50% within 90 days through targeted learner support initiatives and redesigned engagement workflows informed by data analysis.2. Re-Engagement Innovation: Re-engaged 30% of withdrawn students by pioneering a personalized re-entry program that significantly improved completion rates.3. Career Placement Leadership: Surpassed industry benchmarks by 20% through scalable career services strategies tailored to student needs and market trends.4. Partnership Growth: Expanded employer partnerships by 40% within the technology and cybersecurity sectors via targeted outreach campaigns and sector-focused initiatives.5. Operational Efficiency: Improved student engagement by 30% through CRM integration (Salesforce), automated scheduling tools, and streamlined workflows.This role highlights my passion for operational innovation and strategic execution, enabling the growth of educational programs that transform lives in the rapidly evolving fields of cybersecurity, AI, and technology.
  • Thrivedx
    Director, Strategic Operations & Business Transformation (Office Of The Ceo)
    Thrivedx Mar 2021 - Jun 2023
    Miami, Fl, Us
    As Director of Strategic Operations, I partnered directly with the CEO to optimize operational processes and enhance the company’s profitability. My role focused on rebuilding departments across the student journey, designing scalable workflows, and aligning cross-functional teams to meet organizational goals.Key Achievements:1. Leadership & Strategy: Directed Business Intelligence, Data, and Product teams to deliver actionable insights, aligning strategic initiatives with executive priorities.2. Department Transformation: Conducted comprehensive evaluations of departmental processes and rebuilt operations from the ground up, driving scalability and long-term growth.3 Student Success: Improved the student lifecycle by increasing retention by 30% and program scalability by 25% through targeted interventions and streamlined workflows.4. Admissions Excellence: Authored admissions scripts, training programs, and operational processes that resulted in record enrollment metrics and sustained growth.5. Data-Driven Decision-Making: Designed and implemented advanced BI dashboards using Looker Studio and BigQuery to enhance transparency, reporting, and decision-making.6. Profitability Focus: Analyzed inefficiencies across departments and implemented cost-effective, scalable processes to improve overall profitability.This role emphasized my ability to evaluate and transform operational systems, ensuring sustainable growth and strategic alignment with executive objectives.
  • Benefytt Technologies
    Sales Training Consultant
    Benefytt Technologies Apr 2020 - Mar 2021
    Tampa, Florida, Us
    As a Sales & Training Consultant, I spearheaded the relaunch of Benefytt’s Medicare sales operations post-merger, focusing on scalable workflows, remote adaptability, and operational efficiency. My contributions drove record-breaking results during Medicare Open Enrollment and ensured strategic alignment with corporate objectives.Key Achievements:1. Operational Relaunch: Designed scalable workflows and transitioned sales operations to a fully remote model, ensuring seamless adaptation and performance post-merger.2. Technology Enablement: Built and implemented Salesforce and Five9 frameworks to enhance real-time analytics, compliance tracking, and reporting accuracy.3. Training Excellence: Onboarded and trained 50+ remote hires with customized training programs, increasing productivity and compliance readiness.4. Record Enrollment: Exceeded campaign targets with 5,000+ new Medicare sign-ups during Open Enrollment, surpassing performance expectations.5. Executive Collaboration: Partnered with C-suite executives to align operational strategies with organizational goals, driving profitability and post-merger integration success.This role highlighted my ability to drive operational transformations, leverage technology for performance improvement, and achieve measurable outcomes in a dynamic, remote environment.
  • Real Step Investments
    Chief Operating Officer
    Real Step Investments Apr 2018 - Mar 2021
    As Chief Operating Officer at Real Step Investments, I oversaw all facets of business operations, combining strategic leadership with innovative business modeling to drive growth and diversification. My role required managing cross-functional teams, scaling operations, and mentoring entrepreneurs nationwide, establishing a sustainable foundation for long-term success.Key Achievements:1. Cross-Functional Leadership: Directed operations across Acquisitions, Sales, Marketing, HR, and Operations, streamlining processes and aligning departments with strategic objectives.2. Operational Scaling: Increased annual acquisitions to $10.4M and sales to $7.8M by implementing efficient workflows, enhancing team productivity, and optimizing resource use.3. Entrepreneurial Mentorship: Designed and executed educational programs, mentoring 4,000+ entrepreneurs nationwide, fostering leadership and market readiness.4. Business Model Innovation: Integrated real estate acquisitions with entrepreneurial training programs, diversifying revenue streams and expanding market influence.This role underscored my ability to balance operational leadership with strategic growth, delivering measurable results across diverse business functions.
  • Ultimate Medical Academy
    Vice President Of Admissions
    Ultimate Medical Academy Nov 2016 - Apr 2018
    Tampa, Florida, Us
    As Vice President of Admissions at Ultimate Medical Academy, I led a 500+ member team in a high-volume call center environment, driving student enrollment growth and optimizing operational performance. My role required overseeing multiple verticals, implementing strategic initiatives, and aligning departmental functions with organizational goals to achieve record-breaking results.Key Achievements:1. Team Leadership: Directed a 500+ member admissions team, achieving a record 2,500 student starts every five weeks through robust operational strategies and performance optimization.2. Conversion Improvements: Increased conversion rates by 15% through the integration of automation tools and data-driven decision-making processes.3. Specialized Teams Creation: Established and managed specialized units, including Military, Inbound, and Dual Degree teams, enhancing efficiency by 20% and improving service delivery.4. Performance & Training: Elevated team performance through targeted training initiatives and the implementation of clear performance metrics, fostering a culture of accountability and excellence.5. Strategic Alignment: Partnered with executive leadership to scale operations and align departmental goals with institutional objectives, driving enrollment growth and operational scalability.This role highlighted my ability to lead large, multi-functional teams, optimize processes, and deliver measurable results in a high-pressure, results-driven environment.
  • Ultimate Medical Academy
    Associate Vice President, Learner & Career Services
    Ultimate Medical Academy Jul 2014 - Nov 2016
    Tampa, Florida, Us
    As Associate Vice President of Career & Learner Services, I led four key departments—Learner Services, Career Services, Learner Operations, and Verification—managing large-scale operations and aligning cross-functional teams to achieve institutional goals. My work focused on enhancing learner outcomes, developing strategic partnerships, and optimizing processes for scalability and retention.Key Achievements:1. Departmental Leadership: Directed a multi-departmental workforce, ensuring seamless collaboration and efficient operations across learner services, career placement, and verification teams.2. Student Success: Increased key conversion metrics by 15% through the implementation of automation tools and data-driven strategies to improve efficiency and satisfaction.3. Employer Partnerships: Exceeded placement benchmarks by 25% through strategic collaboration with employers, creating expanded opportunities for learners in healthcare and related fields.4. Institutional Engagement: Organized graduation events for 4,000+ students annually, fostering institutional pride and strengthening alumni relationships.5. Strategic Initiatives: Designed scalable support models and retention strategies that improved student satisfaction and ensured long-term institutional success.6. Executive Collaboration: Partnered with senior leadership to align operational strategies with institutional objectives, focusing on retention, scalability, and career outcomes.This role demonstrated my ability to lead large-scale, multi-departmental initiatives while driving measurable improvements in learner success and operational efficiency.
  • Ultimate Medical Academy
    Senior Director Of Student Management
    Ultimate Medical Academy Mar 2012 - Jul 2014
    Tampa, Florida, Us
    Perfect LinkedIn Job Description: Sr. Director of Student Management (Ultimate Medical Academy)Sr. Director of Student ManagementUltimate Medical Academy | Tampa, FL | Mar 2012 – Jul 2014As Sr. Director of Student Management, I played a pivotal role in scaling UMA’s admissions operations and launching the institution’s online platform. My work focused on developing scalable workflows, enhancing productivity, and aligning enrollment processes with institutional goals to support rapid growth and operational excellence.Key Achievements:1 Platform Launch: Key contributor to the successful launch of UMA’s online platform, creating foundational workflows and scalable processes to support growth in online education.2. Team Expansion: Scaled admissions operations from 4 to 400 advisors, driving a remarkable increase in student starts from 84 to 2,000 per enrollment cycle.3. Productivity Gains: Increased advisor productivity by 30% through the integration of automation tools, data-driven strategies, and streamlined workflows.4. Performance Excellence: Directed a team of 40 Admissions Advisors and management staff in a large-scale call center environment, consistently surpassing enrollment targets.5. Training Innovation: Designed and delivered data-driven training programs to equip staff with the skills needed to achieve record-breaking performance metrics.6. Strategic Collaboration: Partnered with leadership to ensure enrollment operations aligned with broader institutional goals, prioritizing scalability and operational efficiency.This role underscored my ability to lead large-scale teams, optimize processes, and drive exceptional outcomes in a fast-paced, high-growth environment.
  • Ultimate Medical Academy
    Director Of Student Services
    Ultimate Medical Academy Sep 2009 - Mar 2012
    Tampa, Florida, Us
    As Director of Student Services, I led initiatives to enhance student success, retention, and engagement at UMA’s ground campus. My work focused on creating scalable frameworks, personalized support systems, and cross-departmental collaboration to deliver measurable improvements in student outcomes.Key Achievements:1. Team Leadership: Managed a Student Services team, delivering tailored support that fostered a culture of engagement and success for students.2. Retention Success: Reduced drop rates to 2% through the development of personalized student plans and proactive retention strategies.3. Operational Collaboration: Partnered with financial aid and academic teams to streamline processes, enhancing student satisfaction and resource accessibility.4. Scalable Frameworks: Built scalable engagement and retention models that were later implemented across multiple UMA campuses.5. Data-Driven Strategies: Designed early intervention strategies informed by data analytics to identify and support at-risk students, driving higher retention and success rates.This role highlighted my ability to implement impactful retention strategies, support cross-functional collaboration, and contribute to institutional success.
  • Ultimate Medical Academy
    Director Of Admissions
    Ultimate Medical Academy Mar 2008 - Sep 2009
    Tampa, Florida, Us
    As Director of Admissions I played a pivotal role in shaping UMA’s operational frameworks during its startup phase. My work centered on developing scalable workflows, driving enrollment growth, and fostering a high-performance culture within the admissions team.Key Achievements:1. Team Leadership: Led a team of 7 Admissions Advisors, ensuring alignment with enrollment targets and cultivating a results-driven culture.2. Enrollment Growth: Increased enrollment rates by 40% through the development and implementation of foundational workflows tailored to UMA’s rapid growth needs.3. Scalable Processes: Partnered with executive leadership to design scalable operational frameworks, establishing the foundation for UMA’s long-term success.4. Process Optimization: Identified inefficiencies within enrollment processes and implemented streamlined solutions, enhancing team productivity and operational efficiency.5. Training Programs: Designed and delivered comprehensive training programs for new advisors, equipping them to meet and exceed enrollment targets.This role emphasized my ability to lead during critical growth phases, optimize processes, and align operations with strategic goals.
  • Career Education Corporation
    Director Of Admissions
    Career Education Corporation Mar 2005 - Mar 2008
    Schaumburg, Il, Us
    As Director of Admissions for the prestigious Cooking and Hospitality Institute of Chicago, Le Cordon Bleu, I led a high-performing team to drive enrollment growth and improve student retention. My role involved managing large-scale operations, developing scalable workflows, and aligning processes with institutional goals to ensure sustained success.Key Achievements:1. Team Leadership: Directed a 20-member team, including 16 Admissions Advisors and 4 managers, fostering a high-performance culture and meeting aggressive enrollment targets.2. Enrollment Success: Increased enrollment by 30% and improved retention rates by 20% through innovative strategies and data-driven decision-making. Earned High Achiever recognition in both 2007 and 2008.3. Operational Excellence: Designed and implemented scalable workflows to support growing enrollment demands while maintaining high retention and satisfaction rates.4. Productivity Metrics: Established performance metrics and accountability frameworks that enhanced advisor productivity and operational transparency.5. Executive Collaboration: Partnered with senior leadership to align admissions strategies with the institution's reputation for excellence in culinary and hospitality education.This role highlighted my ability to lead large teams, optimize processes, and deliver outstanding results in a competitive and prestigious academic environment.
  • Career Education Corporation
    Student Manager & Admissions Advisor
    Career Education Corporation Mar 2003 - Mar 2005
    Schaumburg, Il, Us
    As an Admissions Advisor and Student Manager at American InterContinental University Online, I played a pivotal role in driving enrollment growth and providing a high-quality admissions experience. My responsibilities included engaging with prospective students, supporting team performance, and implementing strategies that contributed to sustained success.Key Achievements:1. Enrollment Growth: Achieved a record-breaking 71% show rate and drove a 25% increase in enrollment by employing personalized engagement strategies and effective follow-up techniques.2. Award-Winning Performance: Recognized with High Achiever Awards in 2003 and 2005 for consistently surpassing enrollment targets and demonstrating outstanding performance.3. Training & Development: Played a key role in onboarding and training new admissions advisors, sharing best practices to improve team productivity and student outcomes.4. Student Engagement: Established strong connections with prospective students, guiding them through the admissions process and delivering an exceptional experience that drove high conversion rates.This role demonstrated my ability to excel in a fast-paced, results-driven environment while maintaining a strong focus on student engagement and team development.
  • Greater Media
    Associate Producer
    Greater Media Feb 2001 - Mar 2003
    Braintree, Ma, Us
    Supported production for Detroit’s #1 morning show, coordinating daily scripts, segment content, and guest bookings. Conducted research on current events to create engaging, relevant content, and collaborated closely with on-air talent. Managed social media engagement to enhance audience interaction and increase digital reach, while maintaining high technical production quality during live broadcasts.

Nick Poe Skills

Leadership Customer Experience Team Building Public Speaking Admissions General Management Human Resources Customer Service And Satisfaction Employee Learning And Development Process Improvement Initiatives Diverse Products And Services Customer Retention Data Analysis Enrollment Management Mentoring Mission Higher Education Turnaround Strategic Planning And Implementation Team Leadership Career Development Sales And Marketing Operations Recruiting And Staffing Initiatives Student Affairs Strategy Sales Management Vision Operations Management Negotiations Acquisitions Program Management Market Research And Analysis Crisis Management Administration Leadership Development Training Product Management Employee Training Customer Service Distance Learning Project Planning Issue Resolution Management Staff Development Coaching Team Building And Leadership Business Development And Growth Problem Solving Staff Training And Development Student Engagement Internal Systems And Controls Recruiting Contract Development Performance Management

Nick Poe Education Details

  • Southern New Hampshire University
    Southern New Hampshire University
    Bachelors Of Science In Marketing
  • Specs@Ltu
    Specs@Ltu
    Digital Communication And Media/Multimedia
  • New York Film Academy
    New York Film Academy
    Cinematography And Film/Video Production

Frequently Asked Questions about Nick Poe

What company does Nick Poe work for?

Nick Poe works for Keystone Advisors

What is Nick Poe's role at the current company?

Nick Poe's current role is Sr. Director of Technology and Product.

What is Nick Poe's email address?

Nick Poe's email address is np****@****cal.edu

What schools did Nick Poe attend?

Nick Poe attended Southern New Hampshire University, Specs@ltu, New York Film Academy.

What skills is Nick Poe known for?

Nick Poe has skills like Leadership, Customer Experience, Team Building, Public Speaking, Admissions, General Management, Human Resources, Customer Service And Satisfaction, Employee Learning And Development, Process Improvement Initiatives, Diverse Products And Services, Customer Retention.

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