William Bailey Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

- Built the Customer Success department from scratch and implemented the Customer Success Operations playbook. - Lead all client retention and upsell opportunities resulting in a 4x ARR increase YoY. - Maintained a 139% NRR rate (above industry average).- Successfully Onboarded 50M square feet of Class A Office, Industrial and Retail assets across all major U.S. and Canadian markets. - Managed the sales to service handoff, providing a seamless customer experience.- Lead product demos, user training, education, customer support tickets and ongoing CS projects while managing the CS team. - Implemented best of breed Customer Success tech stack by implementing and leveraging off-the-shelf solutions such as PlanHat, Zendesk, HubSpot, Calendly and Intercom - Lead the Digital Transformation for all key clients accounts by leading QBRs, EBRs and routine touchpoints with key clients. - Facilitated Product Feedback calls, representing the Voice of the Customers to achieve positive business outcomes.- Partnered with our Marketing Team to develop compelling Client Case Studies, insightful White Papers and relevant CRE social media content.- Participated in Advisory Board meetings to provide accurate reporting on client implementation, user adoption metrics, and CS strategic vision.

Dallas

C/O RED DEVELOPMENT C/O JLL AMERICASC/O PELOTON CRE Managed all aspects of transitioning a raw construction site to a stabilized operating environmentbeginning with the cultivation of a one-hundred-person team of specialized services.• Defined the operating processes and procedures for each function of the building including on-site andremote security protocols, loading dock management, utility sub-metering, energy managementprogramming, irrigation design and functionality as well as physical building access controls.• Assisted with the formation of the Condominium Association Documents to define the commonelements of the physical property and advised on the financial accounting structure to effectivelyallocate multi-million dollar annual operating expenses to each individual unit owner for office, retail, grocery.and residential.• Built and procured the building network infrastructure to successfully connect the access control,building energy management system, destination dispatch elevators, cameras, parking equipment andlighting controls.• Slashed the 2019 property taxes for the office tower by 19% reduction on the appraised value.• Stabilized the asset within 12 months from the Grand Opening date and assisted the capital marketsteam with placing the property on the market for sale in September.

Dallas

- Aligned with Investment Management platform and supported Asset Management teams through acquisitions, divestitures and lease negotiations on office, industrial and retail assets valued at $360,000,000. - Cultivated master insurance policies for a billion-dollar real estate portfolio of owned and non-owned assets; achieved premium savings of 30% or $500,000 in 2016. - Analyzed 2017 insurance market conditions amid the uncertainty of Hurricanes Harvey, Irma, Maria and Nate; identified an inflection point in the market and traveled to Lloyds of London to secure the most advantageous policies available. Achieved $200,000 savings over the originally quoted bid and restructured the term to avoid the unstable market conditions of the wind season going forward. - Enhanced national vendor insurance compliance tracking program by leveraging the software and improving the user interface by adding more efficient administration features which resulted in reduced headcount saving $50,000 annually. - Reviewed an average of 1,100 contracts annually for all lines of business including property management, leasing and exclusive listings, investment sales, development management and third-party vendor services saving an estimated $100,000 annually in legal fees.- Oversaw litigation with the assistance of outside counsel and participated as corporate representative in depositions and mediation to settle matters quickly, effectively and in the best interest of the business. - Orchestrated the startup of new regional offices through the budgeting, procurement and platform integration phase by creating standardized processes which created a more efficient environment geared towards profitability. - Launched new entity formation and secretary of state filings for the operational entities in each market.- Standardized Real Estate Licensing tracking and compliance to insulate risk and minimize the potential for business interruptions.

Dallas

- Implemented Salesforce Contact Management Database for national brokerage platform by selecting an off the shelf solution that was tailored to the Commercial Real Estate industry effectively saving $80,000 annually on licensing fees and $120,000 in implementation costs.- Spearheaded renegotiation of REApplications commission tracking software agreement saving $40,000 annually and reduced headcount saving an additional $140,000 payroll annually. - Implemented Ultimate Software application for payroll processing and human resources administration which created efficient workflows and reduced headcount saving $100,000 payroll annually. - Maximized fully-funded health benefits program through comprehensive contract negotiation which resulted in negative renewals in 2015 and 2016 saving $60,000 collectively. - Initiated self-insured health benefits program in 2017 which will result in an estimated $3,000,000 savings over next ten years. - Analyzed employee benefits including profit sharing distribution and the potential for matching 401K contributions. Initiated mid-year profit sharing distributions to isolate and highlight the benefit which resulted in more appreciation from all employees.

5000 Quorum

- Produced annual capital and operating budgets as well as assist in the preparation of monthly financial reports for distribution to multiple institutional owners, partnerships and asset managers.- Coordinated all facilities maintenance, manage vendor relationships and routinely inspect properties for damage. - Established professional relationships with all tenants and conducted semi-annual meetings to ensure tenant’s satisfaction which effectively increased overall tenant retention. - Facilitated capital improvement and tenant improvement projects with a proven track record of completing projects on-time and under budget. - Initiated and completed the capital draw requests per lender’s requirements. - Slashed property tax appraisal values through successful protests on each commercial asset which resulted in meaningful annual savings for the owner and tenants. - Abstracted all tenant leases to maintain record of critical dates, expansion and first right of refusal options as well as operating expense base year amounts. - Drafted and distributed tenant estoppels during the sale of the Quorum assets.

Dallas/Fort Worth Area

- Responsible for accounting and financial reporting 1,200,000 Square Feet of commercial office. - Conducted budget analysis of operating and capital expenditures for multiple properties on a monthly, quarterly and yearly basis. - Prepared financial reports for distribution to multiple owners, partnerships and developers. Financial reports include the preparation of profit and loss statements, balance sheets and well-organized general ledgers.

Dallas/Fort Worth Area

Dallas

Dallas/Fort Worth Area