Sentences with phrase «executive vendor support»

Passionate business development strategist with 20 + years of experience across multiple disciplines in: • Strategy • Innovation • Business Development • Product Development • Service Delivery • Product Management • Engineering • Sales • Vendor Relations Highlights: • Providing direct executive vendor support to Wells Fargo Bank for 6 + years.

Not exact matches

«Most of our fully cooked protein portions are sous vide products, which help food service customers maximize their product yields for menu item profitability on vendor - supported items,» said Ron Jolicoeur, Corporate Executive Chef at Stampede Meat.

Her responsibilities encompass many aspects of our growing company, including space and facilities management, vendor relations, and providing administrative leadership and support for our key executives.

Extensive experience includes executive at a legal process outsourcing company; CIO at Mintz Levin; practice support head at Wilmer Cutler (now WilmerHale); consultant to law firms, law departments, and legal vendors; and marketing professional at two legal market software companies.

Tags: Agility Blue, analyst, ari kaplan, ari kaplan advisors, Ben Legatt, Brandon Ward, ceo, chief executive officer, chief operating officer, Chief Technology Officer, Chris Chalstrom, COO, CTO, e-discovery, efficiency, electronic discovery, founder, ghostwriter, Ghostwriting, law department, law firm, lawyers, legal, legal tech, legal technology, legaltech new york, litigation support, management, manager, project management, reinventing professional services, reinvention, Sadie Blue Software, service provider, vendor, writer, writing

Tags for this Online Resume: Sales, Business Development, Computer Industry, Customer Service, Pricing, Procurement, Benefits, Documentation, Logistics, Manufacturing, business development, technical sales, account executive, sales representative, outside sales, Product support Specialist, Vendor Management & Relationships, Operations Manager

Develop and maintain relationships across multiple teams including, Security, Executive Support, Mobility, Video Conferencing, HR, Desktop Support, and outside vendors.

Collaborated with businesses, vendors and company executives to develop, test and implement technologies and architecture necessary to deliver effective business solutions, enhancing procurement, network design, and installation / help desk support.

• Provide high level administrative support to managers and executives by determining their requirements and creating correlating programs • Make personal and business travel arrangements and confirm details before relaying them to executives • Create and maintain effective liaison between different departments in order to ensure smooth communication flow • Contact vendors and suppliers to order office equipment and supplies and follow up with them to ensure timely delivery

Highlights Able to provide support to high - level executives while simultaneously managing the office Act as gatekeeper Maintain the schedules of several executives Coordinate meetings, travel plans and appointments Excellent customer service skills Compose and send various documents and correspondent emails for executives Maintain large quantities of client files Research facts provided in documents for accuracy Proficient in Microsoft Office Strong communication skills Experience Executive Assistant 2/1/2011 — Present ABC Company — Augusta, GA Oversee the daily operations of the office while supporting three executives Update client files when needed and keep them filed properly Schedule various appointments, meetings and trips for executives Research information and compile data for various reports, documents and presentations Manage correspondence between clients and vendors Maintain the cleanliness and order of the office

Highlights Office Management Maverick: provide support to high level executives while simultaneously fulfilling all office management duties Arrange appointments and meetings Generate and maintain the schedules of several executives to ensure their workdays run smoothly Create and send various documents and correspondent emails for executives Compile research data for documents and presentations Collect information and update data for client files Proficient in Microsoft Office Superior communication and customer service skills Experience Executive Assistant 2/1/2011 — Present ABC Company — Augusta, GA Orchestrate all daily activities for the office while providing exceptional support to the two head executives Ensure proper scheduling of various appointments, meetings and trips for executives Utilize sleuthing skills to research information and compile data for various reports, documents and presentations Collaborate with other employees to complete various projects and presentations Conduct correspondence between clients and vendors Supervise the cleaning of the office to ensure order

So executive assistants handle more international travel arrangements, coordinate more global Web or video conferences, and in general need to be more «globally polished» and aware of cultural codes and differences in interacting with the executives» associates, assistants, clients and vendors; this is simply because there is more global business activity going on now in which that executive assistant is involved in coordinating or supporting, and also the global reach is easier thanks to technology too.

Executive Secretary / Administrative Assistant, Marketing August 1987 - September 1994 Assisted the Director of Marketing with the daily operations of the department and provided administrative support to Director and staff that include composing correspondence, office supplies, travel arrangements, technical support and vendor relations Coordinated logistics for executive committee meetings, calendars and travel arrangements Tracked departmental expenditures that include but not limited to purchase order management, petty cash and vendor payments Maintained specialized database system on workstation occupancy Supervised temporary employees on special projects and provided administrative and project management support to dExecutive Secretary / Administrative Assistant, Marketing August 1987 - September 1994 Assisted the Director of Marketing with the daily operations of the department and provided administrative support to Director and staff that include composing correspondence, office supplies, travel arrangements, technical support and vendor relations Coordinated logistics for executive committee meetings, calendars and travel arrangements Tracked departmental expenditures that include but not limited to purchase order management, petty cash and vendor payments Maintained specialized database system on workstation occupancy Supervised temporary employees on special projects and provided administrative and project management support to dexecutive committee meetings, calendars and travel arrangements Tracked departmental expenditures that include but not limited to purchase order management, petty cash and vendor payments Maintained specialized database system on workstation occupancy Supervised temporary employees on special projects and provided administrative and project management support to department

Operating under some ambiguity at times with Ad Hoc projects related to supporting our day - to - day facilities and operations support with shipping / receiving, events management, moving furniture, installing ad hoc projects and greeting guests, vendor relations, interacting with the landlord when facilities issues arise for repairs, along with supporting office events and Executive Briefings.

• Track record of creating office correspondence such as letter, memos and reports according to professional protocols • Skilled in handling incoming calls for information and providing concise info by remaining within company protocol limitations • Competent in maintaining records and filing systems according to set procedures • Known for maintaining the confidentiality of all information • Proficient in liaising with vendors and suppliers to ensure accurate and timely delivery of office equipment and supplies • Deep insight into operating and maintaining office equipment such as copiers, fax machines and scanners • Effectively able to work with technology to ensure smooth office practices and procedures • Demonstrated ability to perform scheduling and follow up duties • Well - versed in providing support to different departments with their projects, including marketing, sales and procurement • Able to arrange travel and accommodation for executives based on their specific requirements • Unmatched ability to take and type minutes of the meeting while maintaining accuracy and essence of each agenda • Competent at communicating verbally and in writing to answer queries or provide information in an accurate and professional manner • Efficiently coordinates the flow of information both internally and externally to ensure smooth work processes

Tags for this Online Resume: Telecommunications, Technical Support, Contact Center, Technical Training, Executive Escalations, Engineering, Operations, Contracts, Professional Services, Process Engineering, Vendor Management

Core Competencies Executive Calendar Management / Scheduling • Technology Savvy • Influential • Event Management • Exceptionally Detailed and Accurate • Project and Account Management • Streamline and Standardize Office Practices Organize Travel Arrangements • Exceptional Customer Service & Support • Vendor Relations

Previous experience includes running office operations, quality control, staff management, bookkeeping, collections, training, customer relations, vendor orders, sales support and executive assistance.

Develop, implement and execute quality campaign including email communications, vendor support, Partner feedback, analysis, and executive summary.

10 - Key, Account Management, Active Learning, Calendaring, Client Relations, Computer Proficiency, Coordination, Creative Problem Solving, Critical Thinking, Customer Needs Assessment, Customer Service, Data Collection, Data Entry, Documentation, Email, Executive Management Support, Filing, Grammar, Internet Research, Report Transcription, Research, Scheduling, Service Orientation, Speaking, Spreadsheets, Telephone Skills, Time Management, Travel Arrangements, Typing, Vendor Management, Writing, Letters and Memos, Lotus Notes, Microsoft Excel, Microsoft Office Suite, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multi-Task Management, Organizational Skills, Prioritization, Proofreading, Reading Comprehension, Vehicle Electrical Diagnosis, Interior / Exterior Trim, Suspension, Alignments, Brakes, Driveability, Some Heavy Line / Driveline work, A / C Systems, Computer Control Diagnosis

Business Development and Sales Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing sales and marketing presentations, overseeing business development functions, and managing / leveraging key business relationships Perform needs - based analyses and situational assessments for clients to position most appropriate product / service, generating increased revenue through improved close ratios as well as referral / repeat customer business Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products / services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Utilize knowledge of various technology - based applications, including ACT, Genesis, Calyx Point, Encompass, DU / LP, and Assetwise Act as a liaison between clients, vendors, sales and support staff, and other members of the executive management team

Developed an overall IT Strategy that lined up with business goals as outlined and approved by Senior Management Partnered with Department Supervisors to support their technology needs Managed all aspects of Information Technology systems Managed all IT employees Responsible for delivering customer satisfaction from the IT department Project Manager of all Information Technology related projects Managed and coordinated all IT Vendors Coordinated all clinic setups and relocation of all computer, telephony and network infrastructure Reviewed and approved all IT expenditures Recommendation for technology solutions by assessing needs and providing justification for equipment and service purchase and updates Created and maintained IT Policies and Procedures Maintained working knowledge of all applicable policies and procedures Created and presented to executive staff future network upgrades including MPLS, VOIP, and centralized data solution within an offsite data center.

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Brand Marketing and Promotional Design — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing brand promotion strategies through the tactical assessment and analysis of target markets, clients, and consumers Manage all aspects of publication and promotional media design, including content development, pre-promotional material utilization, budgetary considerations, and deadline adherence Monitor all campaigns from initiation to completion, executing changes and modifications as needed to ensure program success Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, theme development, and process optimization Measure the success of marketing initiatives using data and related key metrics, ROI considerations, and related data, ensuring the maximization of competitive abilities while providing regular and ad - hoc reporting to both and clients Partner with advertising operations and other teams as needed to troubleshoot delivery issues and optimize campaign performance within the limits of available material and resource inventories as well as related logistical concerns Utilize talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit, soliciting creative materials from internal teams and external agencies per established specifications Screen and test submitted materials to ensure compliance with technical considerations and client specifications Address key client queries and resolve them in an expedited manner while communicating status updates across all teams, promoting sustained revenue growth through client retention, relationship development, and program success Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, and the respective marketplace, including pricing and regulatory trends, client requirements, competitor strategies, and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to ensure client satisfaction, timely implementation, and operational efficiency

Web Marketing and Analytics Consulting — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing marketing strategies through strategic target audience assessment and analysis Collaborate in all phases of strategic project planning and automation with senior - level management, including dashboard development, tracking code implementation, campaign execution, and report scheduling Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, and process optimization Measure the success of website and online marketing initiatives using data and related key metrics and evaluating the digital marketing maturity level, ensuring highest competitive abilities versus industry competitors Validate all data capturing processes and report populations with respective web analytics tools, ensuring the quality and integrity of all data within system as well as all generated reports Utilize experience in BFS, consumer goods, high - tech products / services, media, and digital marketing tools, along with related talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit Perform A / B and multivariate testing as well as behavior and outcome metrics analyses, reporting results in a clear, accurate, and meaningful manner to clients and management Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and relationship development Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends, client requirements, competitor strategies, and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

Executive Management Duties & Responsibilities Provide effective solutions to complex issues such as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales presentations, overseeing market operation and business development, creating new revenue channels and managing key vendor and client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the products, services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act as a liaison between staff, clients, and other management members to resolve issues in a timely manner

Information Technology (IT) Director — Duties & Responsibilities Manage IT department, customer service technicians, client / staff training, and a multimillion dollar budget Set and strictly adhere to departmental budgets and timelines ensuring timely and cost effective operations Responsible for 150 servers in a VM / SAN environment, Cisco network, and MAN connection between offices Maintain 4 9's uptime on all IT services and attain 100 % SLA compliance with clarification of SOW terms Successfully manage multiple building moves and build outs with zero IT downtime Oversee PBX to Cisco Unified Communications change, VMWare / SAN implementation, and hosting of 20 ASP clients Create and implement complete helpdesk department and remote resolution of client issues Negotiate and administer contracts and partnerships with vendors, service providers, and other parties Configure, troubleshoot, and support 300 + corporate workstations ensuring efficient, effective, and secure operations Oversee remote network access, VPN support, and phone support for remote executives Install, configure, troubleshoot, and support multiple Windows and SQL servers Design and implement enterprise disaster recovery systems, processes, and policies Plan and develop of LAN / WAN hardware and software requirements, updates, and related equipment Facilitate customer contracts / billing, technical support, and end - user training Train large staffs ensuring they understand the brand and adhere to corporate policies and procedures Collaborate with department managers to identify and address security concerns through IT Security policies Author reports concerning IT department operations, suggested hardware / software updates, and other pertinent data Perform all duties with positivity, professionalism, and integrity Consistently recognized and promoted for excellence in team leadership, customer service, and technical skills

Sales and Business Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while assisting in and performing sales presentations, collaborating in business development functions, and both managing and leveraging key business relationships Perform and aid in the execution of needs - based analyses and situational assessments for clients to position most appropriate products and services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with management and other sales professionals, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Apply talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize and work closely with support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation and cost control Develop and maintain a strong working knowledge of respective products, services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions, and guidance Act as a liaison between clients, vendors, sales and support staff, and executive management

Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment of key considerations, potential issues, and the utilization of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevansupport staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevanSupport the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevant tools

Event Planning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevant tools

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gexecutive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gexecutive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gExecutive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Sales, Marketing and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while aiding and performing sales and marketing presentations, overseeing business development functions, and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments for clients to position most appropriate products and services, generating increased revenue through improved close ratios Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused product and service training along with the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Utilize support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key customer and vendor queries while resolving them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of cross-sales opportunities Create, implement and achieve marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products / services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance as well as adhering to all related laws, policies, procedures and guidelines Act as a liaison between clients, vendors, sales and support staff, and executive management

Business Development Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing technical marketing presentations, overseeing business development functions and both managing and leveraging key business relationships Perform needs - based analyses and situational assessments to position and implement most appropriate services Collaborate in all phases of strategic planning with senior - level management and clients, including budgeting, service strategies, technical considerations, insurance vendor negotiations, revenue projections and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, technical assistance, project management, pricing and industry trends Utilize talent among team members with focused communications and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing and technical client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral marketing and the leveraging of cross-sales opportunities Execute marketing and sales strategies and related promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control and product success Develop and maintain a strong working knowledge of respective products and services and related marketplaces, including regulatory trends, customer demands, home care and infusion considerations, product advances and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively to critical input, critiques, suggestions and guidance Act as a liaison between clients, vendors, sales and support staff, and executive management

Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and positivity

Sales Management and Business Operations — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing branch operations / development, and the management of vendor relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries, including contractor and inventory issues, and resolve them in an expedited manner, promoting sustained revenue growth through client retention Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

Sales Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing district operations / development, and the management of strategic business relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working technical knowledge of the products / services and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency

Sales Management and Business Development — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while overseeing sales and marketing operations, executing critical business development functions, and both managing and leveraging key business, client, and vendor relationships Perform needs - based analyses and situational assessments to develop, market, and improve products and services, generating increased revenue through improved close ratios with customer - focused and consultative sales strategies Collaborate in all phases of strategic business planning with other senior - level management personnel, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques, client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install sales, marketing, and support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation and cost control Develop and maintain a strong working knowledge of respective products, services, and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Utilize familiarity with various marketing media, technology applications and software, compensation arrangements, budget operations, quality assurance processes, and territory management Act as a liaison between clients, vendors, sales and support staff, and other members of the executive management team

Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive effsupport and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive effsupport, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive effsupport staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive effSupport the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive effsupport staff, and other management partners to facilitate information flow and drive efficiency