Managing Director, Program Operations And Client Solutions
Current
Nov 2024 - Present
AeroLeads people directory · profile
Sarah Auerbach Email & Phone Number
Managing Director, Program Operations & Client Solutions at CAIA Association
at
CAIA Association
1 work email found
@caia.org
10 phones found area 413, 508, and 805
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Program Operations & Client Solutions at CAIA Association
Location
Amherst, Massachusetts, United States
Who is Sarah Auerbach? Overview
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Quick answer
Sarah Auerbach is listed as Managing Director, Program Operations & Client Solutions at CAIA Association at CAIA Association, based in Amherst, Massachusetts, United States. AeroLeads shows a work email signal at caia.org, phone signal with area code 413, 508, 805, and a matched LinkedIn profile for Sarah Auerbach.
Sarah Auerbach previously worked as Managing Director, Program Operations and Client Solutions at Caia Association and Managing Director, UniFi by CAIA™ Operations at Caia Association. Sarah Auerbach holds Ba, History With Honors from Georgetown University.
Company email context
Email format at CAIA Association
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{first_initial}{last}@caia.org
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AeroLeads found 1 current-domain work email signal for Sarah Auerbach. Compare company email patterns before reaching out.
Profile bio
About Sarah Auerbach
Sarah, who joined CAIA in 2015, serves as the Managing Director of Program Operations & Client Solutions, providing operational leadership and strategic input for charter, certificate, and other professional programs offered by the CAIA Association. In this role, Sarah ensures that process, technology, infrastructure, and other resources are aligned to achieve long-term growth and brand resiliency while maintaining best practices and industry leadership. Sarah also drives and innovates B2B client solutions development and implementation, key client account management, and collaboration with internal & external stakeholders and executive leadership.Prior Sarah led project management, operations, and client solutions for the founding of UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments and functioned as Director of Candidate & Member Relations, managing the team that provides global support for CAIA Candidates and over 13,000 Members located in almost one hundred countries as well as leading global candidate and member relations strategies including defining goals for membership acquisition, recruitment, retention, optimizing customer journey as well as executing various business driven technical projects and exam administration operations. A results-oriented, data-driven professional, Sarah began her career in technical sales at IBM, enabling Fortune 50 financial services firms to meet their strategic business objectives through process and technology optimization. Following her time at IBM, Sarah’s enterprising spirit and passion for business development and interior design led her to launch and run her own residential real estate development firm. Sarah earned a B.A. in Honors History, cum laude, from Georgetown University.
Listed skills include Solution Selling, Strategic Partnerships, Strategic Planning, Strategy, and 31 others.
Current workplace
Sarah Auerbach's current company
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6 roles · 18 years
Sarah Auerbach work experience
A career timeline built from the work history available for this profile.
Managing Director, Unifi By Caia™ Operations
Current
Jan 2022 - Present
Director - Candidate & Member Relations
- Provides leadership in creating an outstanding experience for CAIA Charter Members, over 12,000 Members globally across 90+ countries, and Level I and Level II candidates, defining the course for communicating with.
- Spearhead and track programming for Member recruitment, retention, and recovery efforts
- Collaborate across the organization to implement outreach strategies to engage and grow Membership and support brand awareness efforts
- Personalize the Membership experience, focusing on building long-term relationships with Candidates and Members
- Develop, expand and track success of Member engagement outreach
- Develop and expand Candidate programming to improve Candidate success and progression
Jan 2015 - Dec 2021
Chief Member
Current
Jul 2022 - Present
Founder
Bumps River Businesses, Llc
Residential Real Estate DevelopmentLaunched and ran residential real-estate development business focusing on purchasing, renovating, and reselling distressed real estate in Cape Cod, MA.Managed all aspects of the business, including identifying and evaluating high-potential real estate opportunities, negotiating vendor contracts and financing, managing.
2008 - 2016
~8 yrs
Consulting Sales Specialist
Direct sales responsibility of complex information technology design, implementation, and services to large Fortune 50 financial services clients in California, New England, and New York.Responsible for (i) developing and maintaining client relationships, (ii) understanding their business requirements, and (iii) all aspects of sales cycles including.
Jan 1989 - Jul 2004
2 education records
Sarah Auerbach education
Ba, History With Honors
Georgetown University
High School
Noble And Greenough School
FAQ
Frequently asked questions about Sarah Auerbach
Quick answers generated from the profile data available on this page.
What company does Sarah Auerbach work for?
Sarah Auerbach works for CAIA Association.
What is Sarah Auerbach's role at CAIA Association?
Sarah Auerbach is listed as Managing Director, Program Operations & Client Solutions at CAIA Association at CAIA Association.
What is Sarah Auerbach's email address?
AeroLeads has found 1 work email signal at @caia.org for Sarah Auerbach at CAIA Association.
What is Sarah Auerbach's phone number?
AeroLeads has found 10 phone signal(s) with area code 413, 508, 805 for Sarah Auerbach at CAIA Association.
Where is Sarah Auerbach based?
Sarah Auerbach is based in Amherst, Massachusetts, United States while working with CAIA Association.
What companies has Sarah Auerbach worked for?
Sarah Auerbach has worked for Caia Association, Chief, Bumps River Businesses, Llc, and Ibm.
How can I contact Sarah Auerbach?
You can use AeroLeads to view verified contact signals for Sarah Auerbach at CAIA Association, including work email, phone, and LinkedIn data when available.
What schools did Sarah Auerbach attend?
Sarah Auerbach holds Ba, History With Honors from Georgetown University.
What skills is Sarah Auerbach known for?
Sarah Auerbach is listed with skills including Solution Selling, Strategic Partnerships, Strategic Planning, Strategy, Entrepreneurship, Public Speaking, Sales, and Management.
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