Rick Smith Email & Phone Number

Reno, Nevada, US

As CEO & Integrator, I am accountable to ensure each core function of the business is integrated and executing in a cohesive manner in order to deliver on our target outcomes and P&L results. Additionally, I ensure we have the right people in the right seat and champion our mission and core values.Cedar and Sage Development is an investment real estate.

Lewisville, Texas, US

As Chief Operating Officer & Client Success Leader I'm responsible for designing and implementing business operations, driving operational excellence, supporting a strong company culture and ensuring our clients achieve their desired business outcomes.

Dallas, TX, US

As CEO, establish and promote the vision/purpose of Axiom. Ensure we have the right people in the right seats and create an environment in which our team optimizes their talents, owns the purpose/mission and the output of the team exceeds the talent and capacity of its individual members. Serve as the Integrator and keep us focused on meeting our most.

Dallas, TX, US

As COO & Integrator, I'm responsible for ensuring all parts of the business are aligned in order to execute & achieve our most critical business goals. Utilizing the EOS model to maintain focus on the six key components of the business, we advanced multiple areas including client success, revenue retention, lowering our annual operating costs and.

New York, NY, US

• Manage entire Client Success program within 3 business units (Talent Science, LMS, HR Service Delivery) including Client Success Managers, Implementation Services, Support and Training for $75M in recurring SaaS revenue
• PMO, People and Culture functions are direct reports departments and manage operational integration/alignment with sales, science, product management and development
• Identify, maintain, track and report key performance business metrics
• Monitor, consult and ensure timely resolution of client escalations
• Established HCM's first cross functional operations meeting and HCM Headline News, a monthly HCM All-Hands meeting for purpose of creating alignment and engagement in BU
• Consulted on rollout of Gainsight Client 360 software

Dallas, TX, US

• Manage Client Relations staff (30 employees) that is responsible for PeopleAnswers client base
• Full responsibility for the client experience, including implementation, go-live, SaaS license renewal and revenue retention
• Responsible for hiring, onboarding, training and developing Client Relations staff
• Worked across teams to create efficiencies and quality outcomes both internally and externally
• Developed a culture of World Class Client Service based on a high-touch, proactive, strategic, relationship approach in order to maximize client value, the client experience and client’s ROI
• As Director, exceeded goal and achieved the highest revenue retention % in our history at 97%

Dallas, TX, US

• Promoted to Manager and responsible for approximately half our customer base, the customer experience and our revenue retention rate
• Responsible for recruitment, hiring, training and long term development of our staff members
• Successfully managed a large team of Client Account Managers, Associate Client Account Managers and Support staff and only lost one team member in a two year period
• Planned, lead and executed our semi-annual Client Advisory Council
• Developed and implemented Client Account Management Scorecard Review process to support the continued development of our Client Relations staff members
• Increased interdepartmental coordination and efficiencies by establishing and owning multiple processes to integrate departmental activities/interactions (e.g. system issue discovery process, system issue.

Dallas, TX, US

• Managed a client book of business that included up to 20 clients
• Managed all aspects of the client experience from sales hand-off to implementation to post-go live
• Promoted to a Team Lead position in 2009, began assisting in the hiring process of new Client Account Managers and also mentoring/training them.
• Overseeing a team of Client Account Managers, their accounts, account strategy and execution
• Averaged a personal revenue retention rate of 97%
• Owned many of our largest and most complex accounts

Waxahachie, TX, US

• Managed Program Management Office, scoping, planning and resourcing efforts for projects
• Managed 6 project managers (hiring, onboarding, development, performance reviews)
• Developed company’s first Project Management SOP & Project reporting structure
• Developed project documentation used for scoping, planning and resourcing efforts
• Tracked budget, project activities and burn rate against project timelines and project deliverables

Austin, TX, US

As Director, establish the organization's new training and recruitment department to include is vision, mission, core values and key deliverables. Ensure we hire the most talented individuals available for our organizational roles and provide high-quality training content & delivery for employees in order to support our organizational mission and outcomes.

Master Of Science, Human Resources

Bachelor Of Science (B.S.), Counseling Psychology