Senior Manager, Client Services | Front Office Operations
Longmont, Co
Stepped in to run the family business during a time of crisis, immediately taking over direct responsibility and management of all client services and front office operations. Regularly collaborated with business partner to keep alignment of work efforts between the front office and production.• Led and facilitated an All Hands Meeting with long-term clients providing reassurance that client obligations would continue to be met and business would continue as normal. Retained 100% of clients through the temporary transition.• Successfully negotiated a $100K deal with the builder of the manufacturing site to fix an incorrectly installed roof, covering all materials, supplies, labor, and associated legal fees.• Managed a team of 7 employees implementing a performance management system creating a regular cadence to discuss performance successes and concerns 1:1 with each employee. Retained 100% of staff during tenure.• Worked directly with the accountant and bank to manage cash flow and tax preparation.• Hired an estate attorney and facilitated the steps between them and the company owner to properly set up a trust and will to take care of the business then and in the future, if needed.• Led negotiations with the company’s largest client to drastically increase the volume of work they could support, securing a deal that covered the $20K cost of new equipment plus the requirement of new supply purchases.• Enhanced quality control processes and improved quality documentation records and retention to meet regulation requirements.• Liquidated the business and negotiated a commercial lease to create an ongoing revenue stream for the owner(s) that could not return to the business. Supported all 7 employees in securing new employment prior to their separation at Wellborn.