Wendy L. Roe, Phr Email & Phone Number

Cultivate and strengthen relationships with business owners and key executives to enhance business development and capitalize on opportunities to create deeper team and cross-solution sales engagements resulting in long-term client relationships, referrals, referenceable clients and repeat customers (i.e. client loyalty).Meet regularly with key decision makers within client base to acquire thorough understanding of key customer needs and requirements. Gain insights into strategic goals, changes, and what course(s) of action we may need to take/adjust in order to ensure that we are assisting to align their human capital goals to positively impact their business goals, industry landscape, and/or overcome challenges that are preventing attainment.Exhibit strong leadership and facilitation skills to effectively leverage the efficiency of the service team and other internal departments in order to create a “WOW” experience for assigned clients while ensuring successful delivery of solutions according to customer needs and objectives. Troubleshoot challenging client situations and ensure escalations are addressed expediently. Provide ongoing client education of services, increase client utilization of technology-based solutions, and continue focus on internal process improvements and enhancements.Engages in peer-to-peer training and mentoring regularly and is sought out as an SME for Insperity People Analytics, renewal, and general role specific and company navigation items.

San Francisco Bay Area

Sales and Marketing – responsible for direct sales; partnered with insurance brokers and associations to sell products and services to their brokerages and their clients; introduced corporate “branding”; developed and upgraded products and services as needed. Provided research and development tools based on labor law practices and issues for all 50 states.Performed HR functions on an outsourced basis for small to medium-sized companies in all 50 states. From start-up of an HR function and/or conducting audits; handbook development; administering various training programs; benefits procurement and administration; HRIS selection and implementation; policy and procedure development and implementation; management coaching and mentoring; employee relations; employee surveys and communication meetings; wage and salary surveys; compensation plan, bonus plan and performance evaluation systems development; intranet development; recruiting; and miscellaneous compliance and crisis consulting. Web Development – lead relationship with web development vendor to produce both a brochure website and an e-commerce site; responsible for all site content, initial launch and ongoing development and maintenance.

San Francisco Bay Area

Performed as full-business partner to a multi-location operating unit in a self-directed-work-team environment to provide leadership to the San Francisco, Denver and Salt Lake City production and sales facilities. Provided generalist support in employee relations, staffing, training, compensation, salary planning, strategic initiatives, and benefits coordination. Coordinated and executed all salary planning and recruitment of all sales, exempt and non-exempt level positions.Introduced innovation in the strategic design and implementation of national employment initiatives, which included the introduction of new skill-based compensation systems, HRIS integration, work teams, training and certification programs. Lead the organizational drive towards contingent staffing and new staffing partners. Personified the “Change Agent” image through facilitation and re-skilling of associates to embrace new technology and team-based productivity.Lead culture change process throughout Northwest Region by executing key training initiatives in the areas of: Quality Management, leadership, interaction management, change management, process facilitation, team building and cross-functional measures and applications. Utilized TQM tools to develop management and associate teams focused on continuous improvement and other training programs to coach and develop interaction management and supervisory skills throughout the organization. Ongoing focus and utilization of “Round Table Meetings” with associates to foster a positive environment, while encouraging open communication and feedback.