Sarah Israel Email and Phone Number

Enterprise Transformation and Global Services Delivery sits within the LivCor Technology Team. We focus on the most strategically important projects for LivCor. Our Global Services Delivery function is new and is responsible for partnering with offshore vendors to ensure our technology team has the resources they need to deliver value to the business.

The Enterprise Transformation Team is a new team within LivCor. We are responsible for creating a center of excellence that facilitates the execution of strategically important cross-functional initiatives at LivCor.

*Personally asked by our Chief Business Officer to create and run a Continuous Improvement team to ensure successful management and execution of our national process improvement initiatives*Developed full-scale roadmap of initiatives to tackle the most complex issues of the company, while partnering with all relevant stakeholders*Determined OCRs and KPIs to drive forward momentum and alignment success measurements*Created a team of project managers from the ground up, including creating job descriptions, hiring, developing an org. chart, creating a team mission, training, and allocating projects*Produce and execute on a tailored communications and alignment plan including: presentations to Executive Team, customer-facing staff members, and customers*All projects are rooted in driving customer satisfaction while improving staff experience through creating efficient processes, workflows, automation and developing in-house products to solve the toughest issues in the company*Hands-on partner to the Product and Engineering Teams in aiding the design and deployment of in-house technology (including but not limited to requirements gathering, product specs, user testing, alpha/beta testing, full scale Go-To-Market plan for MVP and future product iterations)*Revamped national customer-facing operating model directly impacting over 900 employees*Implemented shift of almost 40% of support tasks from one role to another to reduce cost-to-serve, including: outlining end to end process changes, creating clear swim lanes for each role, developing a knowledge base, creating and hosting 40+ training modules and knowledge checks, change management, quality assurance testing, and KPI development*Performance metrics: 78% reduction of deals stuck in workflow 73% reduction in customer payment delays Exceeded target by 12% for efficacy of training for operating model changes Exceeded target by 17% for employee sentiment on training for operating model changes

• Develop, refine, and implement regional and national strategies focused on achieving company goals around market share growth, customer service, financial performance, technology adoption, and People & Culture initiatives• Responsible for the real estate agent's experience with Compass and removing obstacles so they can grow their business easily and effectively• Oversee three client service focused operations teams - Agent Success, Product Experts and Transactions & Listing Coordination • Analyze data and agent sentiment to drive decision-making and process improvement• Create scale, workflows and efficiencies in a newer market experiencing hyper-growth

• Work as part of the Chicago Private Wealth Management (PWM) Regional Management Team to develop and implement business strategies, improve the client experience, and manage 100+ sales professionals and support staff who supervise over $35Bn in client assets• Advise, support and collaborate with the Partner in charge of the Chicago office to develop strategic and tactical initiatives for local and national rollout • Manage 25 direct reports, including Financial Analysts and Financial Investment Professionals of varying tenures from Analyst to Vice President• Design and implement office-wide initiatives to improve new business growth• Created and executed over 50 high profile PWM client events, including multiple client events featuring the CEO of Goldman Sachs• Developed and implemented two national conferences for over 80 Private Wealth Advisors from across the country. The conferences featured senior speakers, product updates and best practices for winning new business