Senior leader of customer service and customer operations teams responsible for maintaining key customer relationships and driving financial growth through sales enablement. • Drives customer service and order management excellence for the company’s two manufacturing facilities by leading, supporting, and empowering our customer service representatives. • Focus on continued growth of Elevation Foods’ imported sous vide potato program by driving sales execution, new customer onboarding, and order fulfillment. Sales of $3.5M year-to-date through November 2023. • Directly supports our VP of Sales by analyzing sales data to provide clear and actionable insights and reporting to the sales team. • Creates and implements sales processes for planning and budgeting, sales goal development, forecasting, and tracking sales performance and variance analysis.

Leader of customer operations executing on opportunity development and financial growth.• Established weekly business review to highlight sales, operational metrics, and other KPIs with departmental heads and executive leadership.• Coordinated program launch and process flow for sales of imported sous vide potato products from the Netherlands. Initial sales $1.1M in 2022. • Developed framework for customer portfolio pricing review and implementation to maintain and grow margin during high inflationary period.• Lead weekly sales pipeline review to drive new and existing opportunities to commercialization.• Implemented customer relationship management system with HubSpot.

Key person connecting the sales team to all other cross functional teams within the company.• Liaised with directors and departmental heads to align operational and sales priorities with total company direction.• Identified, developed and launched innovative tools and systems to achieve sales strategies.• Generated reporting and analysis from market trend and sales data to support new business opportunities.

Leader of strategy and operations for the business.• Devised, deployed and monitored processes to boost long-term business success and increase profit levels.• Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.• Established, optimized and enforced business policies to maintain consistency and high-quality standards across foodservice operations.

Licensed broker, investment advisor, and Certified Financial Planner in charge of client support.• Communicated market developments, portfolio changes and annual performance information to clients.• Managed trades using quantitative and technological techniques.

Researcher supporting professor of marketing.• Conducted literary reviews of various marketing publications and journal articles to provide insights on future avenues of research.

Licensed broker, investment advisor, and Certified Financial Planner responsible for building Fidelity's advisory business.• Developed summaries to assess each client's participation level and determine targets for follow-up plans.• Built and maintained relationships with new and existing clients while providing high level of expertise.

Licensed broker and investment advisor supporting Fidelity's wealthiest clients.• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Licensed broker responsible for client support.• Increased customer service rates by working closely with clients to resolve issues quickly and accurately.

Researched marketing opportunitiesUpdated website events calendarAssisted the Marketing Director with daily activitiesAttended meetings to discuss corporate sponsorship, summer survey results, and reforming programs