Rachel Garcia James

Rachel Garcia James Email and Phone Number

Revenue Enablement and Operations Director @ Envestnet, Inc
Seattle, WA, US
Rachel Garcia James's Location
Seattle, Washington, United States, United States
Rachel Garcia James's Contact Details

Rachel Garcia James work email

Rachel Garcia James personal email

n/a
About Rachel Garcia James

20 years of experience in diverse fields in all things operations. Skilled in Operations Management, CRMs, new Online Platform Adoption and Training, Microsoft suit, Management, Event Planning, and Executive Administrative Assistance. Strong program and project management professional with the ability to see ahead to potential roadblocks and create contingency plans while executing strategy and game plan.

Rachel Garcia James's Current Company Details
Envestnet, Inc

Envestnet, Inc

View
Revenue Enablement and Operations Director
Seattle, WA, US
Website:
envestnet.com
Employees:
2715
Rachel Garcia James Work Experience Details
  • Envestnet, Inc
    Revenue Enablement And Operations Director
    Envestnet, Inc
    Seattle, Wa, Us
  • Envestnet, Inc
    Director, Sales Operations Program Management
    Envestnet, Inc Jul 2021 - Present
    Berwyn, Pennsylvania, Us
    Support the Sales Organization to achieve their goals by developing structures, processes, and procedures to increase sales productivity. The Director, Sales Operations Program Management is focused on initiating and managing projects across tools, data, and processes, facilitating incremental sales efficiency and effectiveness.
  • 213Linden Advisors
    Co-Founder & Chief Operating Officer
    213Linden Advisors Apr 2021 - Present
    Seattle, Wa, Us
    Strategic Operations Development for non-profit and for-profit small businesses
  • Lead Liberated
    Director Of Finance And Operations
    Lead Liberated Jul 2021 - May 2024
    * Budget planning & forecasting for ~$1.5M annual budget* Manage organization operations and finance in year-1 spin merger. * Refine and build processes for lean start up focused on anti-racist professional development to support education leaders.
  • Educate78
    Chief Operating Officer & Founding Team Member (Remote Employee)
    Educate78 Jul 2020 - Jun 2021
    Responsible for designing and implementing the business operations of a 501(c)3 non-profit educational focused startup. Managed and supported the strategic objectives through overseeing daily operations of the company and work of the executives.• Founding team member recruited by the former President/COO of NewSchools Venture Fund• Owner of an $2.5M budget and financial systems and annual audits across all initiatives• Lead financial presentations to the Board of Directors• Oversee financial management for ~$1M for 2 fiscally sponsored organizations & provide professional coaching and support to operations for 2 additional organizations• Lead project and change management initiatives including establishing communication plans and ensuring alignment across the organization• Managed project intake, risks, and prioritization supporting fundraising initiatives, organizational alignment, and grant management.• Create, build, and manage organization business practices and operations protocols• Coordinated and support CEO in Fundraising & Development Strategies; Lead in grant Reporting; Coordinate Data Collection for Impact Tracking• Recruitment and management of five resources focused on account management, grant development, and human resources• Full cycle release, development, and management of Educate 78 Salesforce implementation• Promoted from Operations Manager to Director of Operations & Special Projects (2017); Promoted to Chief Operating Officer (2020)
  • Educate78
    Director Of Operations & Special Projects & Founding Team Member (Remote Employee)
    Educate78 Jul 2017 - Jul 2020
    Promoted to COO
  • Educate78
    Operations Manager & Founding Team Member (Remote Employee)
    Educate78 Jul 2015 - Jul 2017
    Promoted to Director of Operations & Special Projects
  • Newschools Venture Fund
    Senior Executive Assistant To President/Coo & Office Manager (Remote Employee)
    Newschools Venture Fund Jul 2013 - Jun 2015
    Oakland, Ca, Us
    Directed and managed daily operational functions ensuring alignment across the organization and focus on key initiatives and goals.• Established best practices and protocols for finance, communication, and operations.• Coordinated and reported on highly impactful projects and programs across the organization• Lead for organization’s high-profile board members for meetings and daily business interactions• Designed and managed business practices throughout the organization including managing vendors and software and equipment lifecycle.• Managed project scope and reported status to project stakeholders• Managed vendors and equipment lifecycle• Organized all aspects of quarterly corporate meetings and events
  • University Of San Francisco
    Operations Manager
    University Of San Francisco Jun 2010 - Sep 2011
    San Francisco, Ca, Us
    • Managed a team of 11 program leads across the Division of Student Life• Coordinated large project to move of team members across seven departments into shared space and systematize organizational operations across teams• Cross-functional lead for seven departments to establish daily visitor protocols for students, faculty, families, community members, and vendors • Developed protocols and maintained standards across multiple program leads• Recruited, built, and managed a reception team of six student employees and five professional Administrative Assistants
  • University Of San Francisco
    Executive Assistant To The Dean Of Student Affairs
    University Of San Francisco Jan 2010 - Jul 2010
    San Francisco, Ca, Us
    • High profile role with management of sensitive matters (e.g. gathering reporting on student related emergencies to the Dean of student affairs). Included coordinating and maintaining daily calendar and travel for busy, high profile executives• Promoted from Sr. EA to the Office of the Dean of Student Affairs to Operations Manager for Division of Student Life (2010)
  • Community Coalition
    Various Leadership Roles With Increasing Responsibilities
    Community Coalition Sep 2001 - Aug 2009
    Los Angeles, Ca, Us
    Eight years working as a community organizer and operations leader with South Central Youth Empowered thru Action (SC-YEA) and as the Special Projects Manager, Organizational Growth & Development. Responsibilities included overseeing operations, team management, curriculum and campaign creation towards a vision of educational equity created with and for students. Grant reporting and interfacing with foundations such as the Casey Foundation, California Endowment, The United Way of Greater L.A., and others. In final year with organization, work focused on supporting launch phase of Capital Campaign to raise $7 million over three years for new headquarters.

Rachel Garcia James Skills

Operations Management Executive Administrative Assistance Executive Support Resourceful Problem Solving Troubleshooting Public Speaking Written And Oral Presentation Skills Adaptability Learning Quickly Team Oriented Organization And Prioritization Skills Nonprofits Event Management Event Planning Time Management Teamwork Leadership Research Microsoft Word Community Outreach Social Media Strategic Planning Fundraising Writing Microsoft Office Editing Customer Service Nonprofit Organizations Management Salesforce Salesforce.com Administration Salesforce Training Salesforce.com Implementation

Rachel Garcia James Education Details

  • Loyola Marymount University
    Loyola Marymount University
    Chicana/O Studies And Spanish Language Literature
  • University Of Washington
    University Of Washington
    General
  • Augsburg University
    Augsburg University
    Mx
  • Trailhead By Salesforce
    Trailhead By Salesforce

Frequently Asked Questions about Rachel Garcia James

What company does Rachel Garcia James work for?

Rachel Garcia James works for Envestnet, Inc

What is Rachel Garcia James's role at the current company?

Rachel Garcia James's current role is Revenue Enablement and Operations Director.

What is Rachel Garcia James's email address?

Rachel Garcia James's email address is ra****@****net.com

What schools did Rachel Garcia James attend?

Rachel Garcia James attended Loyola Marymount University, University Of Washington, Augsburg University, Trailhead By Salesforce.

What are some of Rachel Garcia James's interests?

Rachel Garcia James has interest in Children.

What skills is Rachel Garcia James known for?

Rachel Garcia James has skills like Operations Management, Executive Administrative Assistance, Executive Support, Resourceful Problem Solving, Troubleshooting, Public Speaking, Written And Oral Presentation Skills, Adaptability, Learning Quickly, Team Oriented, Organization And Prioritization Skills, Nonprofits.

Who are Rachel Garcia James's colleagues?

Rachel Garcia James's colleagues are Lijeesh Mathew, Steven Dorney, Arun Aravindakshan, Charles Gaudreau, Cfa, Sarah Daly, Salvarajan Sankarankutty, Scott Rossick.

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