Rachel Garcia James
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Rachel Garcia James Email & Phone Number

Revenue Enablement and Operations Director at Envestnet, Inc
Location: Seattle, Washington, United States 11 work roles 4 schools
1 work email found @envestnet.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@envestnet.com
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Current company
Role
Revenue Enablement and Operations Director
Location
Seattle, Washington, United States
Company size

Who is Rachel Garcia James? Overview

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Quick answer

Rachel Garcia James is listed as Revenue Enablement and Operations Director at Envestnet, Inc, a with 2715 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at envestnet.com and a matched LinkedIn profile for Rachel Garcia James.

Rachel Garcia James previously worked as Director, Sales Operations Program Management at Envestnet, Inc and Co-Founder & Chief Operating Officer at 213Linden Advisors. Rachel Garcia James holds Bachelor Of Arts - Ba, Chicana/O Studies And Spanish Language Literature from Loyola Marymount University.

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Email format at Envestnet, Inc

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*@envestnet.com
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Profile bio

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.

Listed skills include Operations Management, Executive Administrative Assistance, Executive Support, Resourceful Problem Solving, and 29 others.

Current workplace

Rachel Garcia James's current company

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Envestnet, Inc
Envestnet, Inc
Revenue Enablement and Operations Director
Seattle, WA, US
Website
Employees
2715
AeroLeads page
11 roles

Rachel Garcia James work experience

A career timeline built from the work history available for this profile.

Revenue Enablement And Operations Director

Seattle, Wa, Us

Director, Sales Operations Program Management

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.

Co-Founder & Chief Operating Officer

Seattle, Wa, Us

Strategic Operations Development for non-profit and for-profit small businesses

Director Of Finance And Operations

* 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.

Jul 2021 - May 2024

Chief Operating Officer & Founding Team Member (Remote Employee)

Educate78

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)

Jul 2020 - Jun 2021

Director Of Operations & Special Projects & Founding Team Member (Remote Employee)

Educate78

Promoted to COO

Jul 2017 - Jul 2020

Operations Manager & Founding Team Member (Remote Employee)

Educate78

Promoted to Director of Operations & Special Projects

Jul 2015 - Jul 2017

Senior Executive Assistant To President/Coo & Office Manager (Remote Employee)

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

Jul 2013 - Jun 2015

Operations Manager

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

Jun 2010 - Sep 2011

Executive Assistant To The Dean Of Student Affairs

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)

Jan 2010 - Jul 2010

Various Leadership Roles With Increasing Responsibilities

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.

Sep 2001 - Aug 2009
Team & coworkers

Colleagues at Envestnet, Inc

Other employees you can reach at envestnet.com. View company contacts for 2715 employees →

4 education records

Rachel Garcia James education

Bachelor Of Arts - Ba, Chicana/O Studies And Spanish Language Literature

Loyola Marymount University

Certificate In Business Administration, Business Administration And Management, General

University Of Washington

Center For Global Education- Cuernavaca, Mx

Augsburg University

Education record

Trailhead By Salesforce
FAQ

Frequently asked questions about Rachel Garcia James

Quick answers generated from the profile data available on this page.

What company does Rachel Garcia James work for?

Rachel Garcia James works for Envestnet, Inc.

What is Rachel Garcia James's role at Envestnet, Inc?

Rachel Garcia James is listed as Revenue Enablement and Operations Director at Envestnet, Inc.

What is Rachel Garcia James's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Rachel Garcia James at Envestnet, Inc.

Where is Rachel Garcia James based?

Rachel Garcia James is based in Seattle, Washington, United States while working with Envestnet, Inc.

What companies has Rachel Garcia James worked for?

Rachel Garcia James has worked for Envestnet, Inc, 213Linden Advisors, Lead Liberated, Educate78, and Newschools Venture Fund.

Who are Rachel Garcia James's colleagues at Envestnet, Inc?

Rachel Garcia James's colleagues at Envestnet, Inc include Anderson Antony, Nevin Joshy, Arun M P, Alex Simson, and Manish Shrestha.

How can I contact Rachel Garcia James?

You can use AeroLeads to view verified contact signals for Rachel Garcia James at Envestnet, Inc, including work email, phone, and LinkedIn data when available.

What schools did Rachel Garcia James attend?

Rachel Garcia James holds Bachelor Of Arts - Ba, Chicana/O Studies And Spanish Language Literature from Loyola Marymount University.

What skills is Rachel Garcia James known for?

Rachel Garcia James is listed with skills including Operations Management, Executive Administrative Assistance, Executive Support, Resourceful Problem Solving, Troubleshooting, Public Speaking, Written And Oral Presentation Skills, and Adaptability.

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