Danielle Montgomery

Fractional COO at KDMC Marketing
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Location
West Linn, Oregon, United States, US

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5.0

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/ Based on 2 ratings
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Randy Duerre

Danielle is an amazing and talented Operations expert. Her attention to detail, ability to optimize processes, and understanding of the complexities of small businesses make her a wonderful partner. She's great at taking a complex manual process and automating it which has been a game-changer for us. I am grateful for her commitment to excellence and her commitment to her clients. Danielle is someone you can count on to be professional, creative, and focused on client success.

J. Webster

I have worked with Danielle for the better part of a decade and her graceful leadership is a gift she has given me every step of the way. Her heart-based approach to business ownership is evident through her passion for helping small business owners step into their power as they scale their operations. She has created a culture of humble service that fuels our team's commitment to the way we show up for our clients every single day. Danielle's true superpower is her ability to immediately connect to people and their businesses, identify the support gaps, and provide the resources to take their business operations & systems to the next level. She leads by example in providing a "holistic life support" approach that acknowledges the grey area between work/life balance in entrepreneurship and supports any need that might materialize in both business and in personal life. It is inspiring to lead together, create together, and watch the growth and success of the clients we serve. If you are looking for someone to help untangle the mess of cords that comes from business ownership and help you effectively scale your operations with sustainable process documentation and systems that work for your specific needs and working style, call Danielle. When it comes to finding a support partner to help scale your small business, you won't find anyone else in the industry with her powerful combination of talent, experience, and passion to get you where you want to be.

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Experience

    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Fractional COO
      • Mar 2022 - Present
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Chief of Staff
      • Jan 2022 - Present
    • United States
    • Construction
    • Founder, Fractional COO + Operations Systems Expert
      • Jun 2019 - Present
    • Founder + CEO
      • Aug 2016 - Aug 2018

      Cabinetry | Flooring | Design | Installation | Home Decor Remodeling can be one of the most stressful events you undertake willingly! It's disruptive to your home and family, and the horror stories from friends sometimes brace you to expect the worst. Arcadia was formed to provide high-integrity, customer-focused design and construction solutions. While remodeling is disruptive regardless, we will make the process more seamless and informative than it has ever been. It is our vision to offer a service that communicates with our clients every step of the way as your partners - not just as contractors. Show less

    • United States
    • Furniture and Home Furnishings Manufacturing
    • Franchise Owner + CEO
      • Jun 2013 - Aug 2016

      I purchased the Portland franchise in October 2013. Having been a member of DirectBuy for over eight years at that time, I came in with a very specific model of service for the Portland club that offers the same amazing value proposition in an incredibly member-centric model. As the CEO handling strategic vision and goals in service, sales, and marketing. In addition, I oversee operations for our team across four departments including a budget of over $500K per month, systems, customer experience, sales, performance management, human resources, and payroll. I also headed up the introduction and development of the new association and enterprise sales offering. Show less

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Operations Manager + Executive Assistant to Managing Member
      • Jul 2011 - Aug 2013

      TLP was a start-up, boutique telecommunications law practice in Washington, DC. I was thrilled to be brought into this group as their operations manager and executive support for the managing member. In this role, I worked to create and implement employee policies, implemented a performance evaluation system including metrics, goals, and objectives that deliver a weighted, comprehensive performance quotient, built strong working relationships with key vendors and consultants, and act as a liaison for management. I also worked to set up internal systems for the core operations of the practice in the areas of client invoicing processes and forms, bookkeeping, payroll, expense/income tracking, and reports, researched and implemented health insurance, 401(k)/profit-sharing plans, provided annual and ongoing strategic budget planning and forecasting. I also managed the other support team members. Show less

    • United States
    • Hospitality
    • 700 & Above Employee
    • Executive Assistant to Vice President
      • Aug 2010 - Jul 2011

      Relied upon to provide comprehensive and advanced support to high-level Executives. Initiative and time management are keys to success in my current role supporting a Vice President for Choice Hotels. Identifying and providing suggestions for process inefficiencies as well as area of increased strategic focus are some of the characteristics valued most by my current Executive. Additionally, I work closely on building and maintenance of the multi-million dollar annual budget for Application Development and Architecture. • Project management of the budget, performance review process as well as other high profile projects. • Actively work cross-departmentally to ensure strong partnerships. • Be the face and greeter of internal and external customers. • Gatekeeper and organizer of Executive’s calendar and office. • Manage and submit all expense reports and travel arrangements. Show less

    • Government Administration
    • 100 - 200 Employee
    • Special Project Coordinator to Executive Director of HHS
      • May 2008 - Jun 2010

      Strategically project manage a $10 million annual budget, with shared accountability for establishing and executing strategic planning processes. Support the Executive Director and Deputy Director with a broad range of key tasks, including preparing and delivering presentations to the Board of County Commissioners and Finance Department. Improve operational efficiency by developing templates and Excel spreadsheets for effective budget analysis. • Develop and maintain the HHS budget process, annual accomplishments report, and strategic goals and objectives document. • Spearhead all facets of the Community Service Grant process, including drafting grant applications and recipient agreements, determining ranking system and criteria, and planning and conducting the technical review committee. • Actively liaise between internal operations and the Board of County Commissioners to ensure the Executive Director and Deputy Director have the requisite background information prior to Board presentations. • Oversee the preparation and execution of event planning and special projects for the Executive Management Team, including the semi-annual retreat, and assist with special projects such as the agency-wide culture shift and video montage. Show less

Education

  • Arizona State University
    Bachelor of Science - BS, Criminology
  • Arizona State University
    Bachelor of Science - BS, Psychology

Community

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