Functional Skills
Vendor Management
Budgeting
Accounting
Business Operations
Project Management
Customer Service
Performance Management
Operational Efficiency
Employee Engagement
Financial Management
Innovation Management
Forecasting / Projections
Operations Management
Benefits Management
Supply Chain Optimization
Software Skills
Smartsheet
Shopify
Salesforce
Rippling
Quickbooks
Peoplesoft
Monday
Microsoft Office
Hubspot
G Suite
Dropbox
Confluence
Asana
Sector Experience
Business Services
Consumer Goods
Healthcare
Retail
Technology
Experience
Sequel
Operations
Head of Operations
1/2023 - 1/2025
Mission-driven startup providing a disruptive FDA-cleared, direct-to-consumer menstrual health product to an underserved market
Head of Operations
First operational leader brought on to establish business operations, enabling product launch and market entry. Partnered directly with CEO to develop and execute operational processes across manufacturing, fulfillment, HR, finance, IT, and customer service while navigating resource constraints. Delivered proactive financial management and strategic vendor partnerships.
• Built operational foundations, including setting up 3PL system, organizing sales tax registrations and collections, and creating responsive customer service structure to support initial sales and long-term scalability.
• Aligned fragmented C-Suite and cross-functional teams, fostering collaboration and driving execution on strategic priorities in absence of formal OKRs and metrics.
• Recruited Director of Quality to complete key projects and engaged advisor who became
Head of Operations
First operational leader brought on to establish business operations, enabling product launch and market entry. Partnered directly with CEO to develop and execute operational processes across manufacturing, fulfillment, HR, finance, IT, and customer service while navigating resource constraints. Delivered proactive financial management and strategic vendor partnerships.
• Built operational foundations, including setting up 3PL system, organizing sales tax registrations and collections, and creating responsive customer service structure to support initial sales and long-term scalability.
• Aligned fragmented C-Suite and cross-functional teams, fostering collaboration and driving execution on strategic priorities in absence of formal OKRs and metrics.
• Recruited Director of Quality to complete key projects and engaged advisor who became
STRONGSUIT
Operations
Head of Operations
1/2022 - 1/2023
Early growth stage startup providing tech-enabled personalized task management solutions for professionals and employer-sponsored programs
Head of Operations
Led all operational functions across HR, IT, Revenue, and Member Operations. Collaborated closely with founder to drive operational excellence and establish foundational processes for growth and sustainability. Recognized for creating high-performing culture and driving results that directly impacted company's financial health and customer loyalty.
• Developed and implemented performance management system, including 1:1s, performance improvement plans, and performance reviews, achieving consistent 100% employee engagement score monthly.
• Oversaw team of project managers, ensuring successful scoping and on-time completion of member projects while directly managing HR and operations initiatives.
● • Delivered financial turnaround by transforming project management team into Member Success Department, increasing gross margin fr
Head of Operations
Led all operational functions across HR, IT, Revenue, and Member Operations. Collaborated closely with founder to drive operational excellence and establish foundational processes for growth and sustainability. Recognized for creating high-performing culture and driving results that directly impacted company's financial health and customer loyalty.
• Developed and implemented performance management system, including 1:1s, performance improvement plans, and performance reviews, achieving consistent 100% employee engagement score monthly.
• Oversaw team of project managers, ensuring successful scoping and on-time completion of member projects while directly managing HR and operations initiatives.
● • Delivered financial turnaround by transforming project management team into Member Success Department, increasing gross margin fr
EMPORA TITLE
Start-Up
Client Success Manager
1/2021 - 1/2022
Digital-first title agency specializing in providing streamlined and efficient closing processes tailoredfor real estate investors
Client Success Manager
As first client success hire (employee #12), spearheaded end-to-end client management, building and scaling team to 7. Oversaw accounts from contract to settlement, with relentless focus on creating exceptional client experiences and driving loyalty. Managed client accounts, consistently exceeding churn rate, accuracy, customer satisfaction, and referral goals.
• Scoped, vetted, and secured vendor agreements for critical tech stack components including ticketing system, chatbot, live chat, eFax, and phone system, implementing solutions to enhance customer satisfaction and streamline communication.
• Trained and mentored newly hired CSMs, establishing systems and processes for escrow and settlement services and ensuring excellence in client interactions through rigorous tracking and monitoring.
Client Success Manager
As first client success hire (employee #12), spearheaded end-to-end client management, building and scaling team to 7. Oversaw accounts from contract to settlement, with relentless focus on creating exceptional client experiences and driving loyalty. Managed client accounts, consistently exceeding churn rate, accuracy, customer satisfaction, and referral goals.
• Scoped, vetted, and secured vendor agreements for critical tech stack components including ticketing system, chatbot, live chat, eFax, and phone system, implementing solutions to enhance customer satisfaction and streamline communication.
• Trained and mentored newly hired CSMs, establishing systems and processes for escrow and settlement services and ensuring excellence in client interactions through rigorous tracking and monitoring.
BEAM TECHNOLOGIES
Operations
Director of Customer Operations (Success
1/2019 - 1/2021
Innovative dental insurance startup leveraging smart technology to promote oral health; nowprovides digitally native employee benefits solutions
Director of Customer Operations (Success)
Reported to VP of Operations (founder and original COO). Brought in to scale and optimize operations, creating infrastructure that aligned with mission of providing accessible dental insurance to small businesses and individuals. Collaborated hands-on with cross-functional teams including Product, Legal, Marketing, Sales, Engineering, HR, Analytics, and Talent Acquisition.
• Consolidated 3 fragmented customer service departments into unified customer operations department, achieving 63% reduction in headcount budget while enhancing productivity and service quality.
• Transformed department into fully operational call center with cutting-edge technologies, driving substantial cost savings of $200,000–$1M annually by collaborating with product team to implement $50,000 software update.
• Improved cu
Director of Customer Operations (Success)
Reported to VP of Operations (founder and original COO). Brought in to scale and optimize operations, creating infrastructure that aligned with mission of providing accessible dental insurance to small businesses and individuals. Collaborated hands-on with cross-functional teams including Product, Legal, Marketing, Sales, Engineering, HR, Analytics, and Talent Acquisition.
• Consolidated 3 fragmented customer service departments into unified customer operations department, achieving 63% reduction in headcount budget while enhancing productivity and service quality.
• Transformed department into fully operational call center with cutting-edge technologies, driving substantial cost savings of $200,000–$1M annually by collaborating with product team to implement $50,000 software update.
• Improved cu