Ricardo Cortez Email & Phone Number

San Francisco, California, Us

New York, Ny, Us

- Build strong relationships with clients to understand their needs and ensure their success and maximize tool adoption- Serve as ongoing point of contact for all clients and liaise across internal departments on their behalf- Own new account onboarding and training- Facilitate virtual and live webinars, demo, and consultations - Support a book of business consisting of 100+ customers representing $15MM in company business- Serve as single point of accountability for Zendesk, Confluence knowledge base, and regional website maintenance

Cupertino, California, Us

- Engaged business customers (B2B) through briefings and workshops to showcase how Apple and other third-party solutions can enhance business productivity- Generated sales leads through in-person customer meetings, phone and email outreach- Maintained general knowledge of key small business industries, technology trends in communities, and business challenges- Mentored & coached large technical support team in partnership withmanagement- Addressed customer service escalations with an emphasis on exceptional customer satisfaction

North Liberty, Iowa, Us

- Supervise staff including day-to-day functions, hiring, performance appraisal and managing payroll and employee benefits.- Prepare and manage an annual operating budget of over $450,000; continuously achieving a positive net income and increasing organizational assets.- Maintain a collaborative and productive relationship with the Executive Board of Directors by engaging in critical thinking and decision making strategies.- Provide resources and training for board development to increase knowledge of trends and best practices in the fraternal and nonprofit market.- Establish office personnel policy, procedure, and protocol to ensure effective and efficient operations.- Foster positive relationships with national partners, fraternal organizations, and other stakeholders as a public figure of the fraternity.- Ensure the quality and effectiveness of fraternity programs by overseeing the development and implementation of educational resources, trainings, and programs to ensure alignment with fraternity’s mission and strategic objectives.- Serve as the legal agent of the fraternity regarding all contracts, agreements, and financial transactions.- Provide support as an ex-officio member of the Board of Trustees of the Sigma Lambda Beta Education Foundation. - Act as primary meeting planner for national events and regional conferences including contract negotiations, meeting planning, execution and evaluation.

North Liberty, Iowa, Us

- Manage the day-to-day operations of the national Executive Office by reviewing and approving necessary contracts and official documents required. - Administer the organization’s day-to-day finances and ensure proper fiscal management and reporting of the organization’s annual budget. - Responsible for managing a staff of 4 by evaluating performance through effective leadership and staff development.- Direct consistent reporting structure to key stakeholders including universities, fraternal associations, organization’s Board of Directors and volunteers. - Oversee the creation and management of partnerships with organizations that share the purpose and mission of the fraternity.- Review and implement projects and programs to further enhance the services provided to fraternity members.- Work with the organization’s Board of Directors and Education Foundation Board of Trustees to carry out implementation of strategic plans. - Constantly evaluate Information Technology needs to ensure highest efficiency while minimizing cost.

North Liberty, Iowa, Us

- Collaborate on the planning, execution and evaluation of major annual conferences.- Work alongside college and university administrators, students, and volunteer leaders to successfully execute expansion, and deliver resources and services for proper member development.- Serve as a small group facilitator for national annual leadership retreats.- Serve as a traveling consultant to various parts of the country in order to evaluate processes at the chapter and colony levels to better serve the membership.- Consistently evaluating current processes to develop or improve operational protocol of collegiate entities.- Develop new resources/workshops to enhance member development and entity operations.- Provide support to and collaborate with a team of at least 20 members across the country that makes up the volunteers leadership of the organization.- Create and improve protocols that enhance how our office functions with regards to communication, administration, and management of staff as well as our collegiate membership.- Oversee the development of up to 60 collegiate entities across the country.

North Liberty, Iowa, Us

- Coordinated the expansion process of one of the largest Latino-based fraternities in the US to ensure healthy growth that was both sustainable and effective.- Developed new resources/workshops to enhance member development and entity operations.- Assisted collegiate colonies in achieving sustainable chapter status by ensuring effective recruitment and retention.- Worked closely with a multitude of campus Fraternity|Sorority advisors, and other administration to help build collaborative relationships for current and future expansion efforts, as well as for the development of current and future collegiate colonies.- Provided support to and collaborated with a team of at least 20 members that make up the volunteers leadership of the organization.- Created, implemented and evaluated comprehensive development programs that enhance the quality of membership for collegiate members and associates pertaining to colony development. - Managed and served as a guide for at least 25 collegiate entities, as well as an average of 5 expansion groups per semester.

Gainesville, Florida, Us

- Managed a $32,000 budget to execute weekly late night programming at the Orange & Brew (on-campus restaurant/pub) including performer fees, marketing efforts and production supplies.- Assisted supervisor on performer contracts and riders.Executed various events ranging from comedians to small concerts.- Oversaw the marketing and advertisement of Orange & Brew events.- Coordinated event needs including AV needs, performer arrangements, and venue-specific set-ups.- Worked closely with student organization leaders to facilitate event programming, and scheduling of events.- Created a final report for technical suggestions on how to improve the venue's appeal and efficiency.