Experience

ReferralExchange

• United States
• Real Estate
• 1 - 100 Employee

• Project Manager

  • Jul 2021 - Present

  Focused on strategic partnerships between parent company and related companies. Projects focused on combining resources from both parties in order to delve into new ventures.• Maintained relationships between parent company and partner companies• Utilized Looker to create data reports to maintain transparency in the partner projects •Provide inputs to support process improvement, help develop analyses and dashboards for reporting on processes•Leveraged intake data to act on trends, provide detailed recommendations to the broader team and partners and developed the creation of scaled guidance to help streamline related questions. • Organized and communicated responses according to increase in traffic as partners trialed different traffic methods (ex. TV ads, influencer content, online marketing, etc.)•Maintain communication between internal and external stakeholders•Developed and delivered strategic communications plans and programs that advance business priorities•Acts as the point of first contact for internal teams and external partners and teams within partner organizations•Leverage change management methodologies to create a strategy to support adoption of the changes required by a project or initiative Show less

• Strategic Operations AccountManager

  • Oct 2019 - Jul 2021

  Delivered on strategic initiatives both internally and externally to aid in bolstering the company. Includes exploring and promoting partnerships between Referral Exchange and other companies/entities, maintaining relationships, implementing solutions, and ensuring smooth progress towards goals.• Conducted comparison testing on a call, text, and email regime to determine efficacy• Collaborated on training of our additonal support team• Piloted a new mortgage partnership to determine opportunities to diversify our revenue streams• Worked closely with Data Science and Operations Team to collect data and delve in the process of language feature additions, with a preliminary focus on Spanish• Deliver continuous monitoring of 70+ agent slots across 12 partnerships, brought on 5 new partnerships with a total potential for upwards of $70k+ additional yearly revenue• Collaborated with leaders from Product Management, Operations Trainer, and Recruit to expand “2min stretch @ 2pm” into a “Wellness @ Work” program which resulted in a 290+ participation experiences in the first two month. The short term goal is to improve productivity and increase workplace satisfaction. Long term goal is to acquire the “Healthiest Place to Work” award• Selected to join Referral Exchange's "Impact" Leadership Program Show less

• Business Development

  • May 2018 - Oct 2019

  • Recruited U.S. agents to cover our niche markets. Closings of these agents totaled $120k • Piloted an efficiency training plan focusing on utilizing a time savings app - trained 35 users in the initial project. Positive results led to permanent addition of this training to all new hires• Administered new hire efficiency training and made myself available to all new hires for all efficiency-focused mentoring needs • Led expansion into the Canadian market with a projection of $3M in revenue • Onboarded and trained ~ 4 new hires for the Canada Expansion Initiative• Collaborated with team on scriptwriting and in bringing over 1700 new agent partners• Promoted Productivity through health initiative ~ “2min stretch @ 2 pm”• Conducted interviews on our top-performing users over the last 15 years. Compiled interviews into a newsletter that was distributed and utilized by our Chief Strategy Officer for Real Estate Conferences• Delved into feature and process change with the Product Team to aid the Strategic Operations Department in their main revenue stream• Consolidated bug examples in the channels and wrote GitHub tickets to address issues• Assisted in Researching and obtaining buy in from key stake holders to implement a CRM walkthrough to improve user experience. Show less



FightPandemics

• Volunteer | Product Management

  • Jul 2020 - Sep 2020

  FightPandemics is an altruistic platform created in the wake of COVID-19 that connects people and organizations in need of help with those that can provide it. In fostering these vital connections, we empower communities to respond more quickly and effectively to the crisis. Our vision is to create a world where humans are more resilient to emergencies. FightPandemics is an altruistic platform created in the wake of COVID-19 that connects people and organizations in need of help with those that can provide it. In fostering these vital connections, we empower communities to respond more quickly and effectively to the crisis. Our vision is to create a world where humans are more resilient to emergencies.



Toastmasters "Leaders In Action"

• Professional Training and Coaching
• 1 - 100 Employee

• VP Membership

  • Jun 2017 - Jun 2018

  As VP Membership, my duties included: post-meeting discussions with visitors, following up with email communication, "closing" by signing up visitors as members, completing the documentation process as well as to discuss goals of visitors and how Toastmasters will aide in reaching their goals. As VP Membership, my duties included: post-meeting discussions with visitors, following up with email communication, "closing" by signing up visitors as members, completing the documentation process as well as to discuss goals of visitors and how Toastmasters will aide in reaching their goals.



L'Occitane en Provence

• United States
• Financial Services
• 1 - 100 Employee

• Sales Associate

  • Apr 2013 - Sep 2014

  As a sales associate at L'Occitane my duties entailed: meeting target quotes, assessment of customer needs and advising suitable products, assisting in gift shopping, customer service, and follow-up of customer experience As a sales associate at L'Occitane my duties entailed: meeting target quotes, assessment of customer needs and advising suitable products, assisting in gift shopping, customer service, and follow-up of customer experience



Venezuelan Consulate in San Francisco

• Office Clerk

  • Mar 2013 - Sep 2013

  As office clerk at the Consulate of Venezuela in SF I was in charge of processing a variety of financial applications from Venezuelan citizens including, but not limited to, Proof of Life, Retirement, Student Financial Requests, etc. The work was primarily done in Spanish. As office clerk at the Consulate of Venezuela in SF I was in charge of processing a variety of financial applications from Venezuelan citizens including, but not limited to, Proof of Life, Retirement, Student Financial Requests, etc. The work was primarily done in Spanish.



Black Caucus - Berkeley City College Representative

• Student Representative

  • Nov 2012 - Nov 2012

  Represented Berkeley City College at the 2012 Black Caucus Conference, at negotiations for school funding, and on Peralta TV. Communicated important issues between the Caucus and the School. Represented Berkeley City College at the 2012 Black Caucus Conference, at negotiations for school funding, and on Peralta TV. Communicated important issues between the Caucus and the School.



Venezuelan Consulate

• United States
• Civic and Social Organizations

• Intern

  • Apr 2012 - Sep 2012

  When interning at the Consulate of Venezuela in SF, I was in charge of filing and adapted to a variety of small tasks. When interning at the Consulate of Venezuela in SF, I was in charge of filing and adapted to a variety of small tasks.



The Fulbright Program

• United States
• International Affairs
• 700 & Above Employee

• Group leader

  • Aug 2012 - Aug 2012

  Summer group leader job: served as point-of-contact for international scholars, lead their introduction to the program, and assisted in culture questions. Summer group leader job: served as point-of-contact for international scholars, lead their introduction to the program, and assisted in culture questions.