Joe Kessler
Director Of Operations at Coach Financing- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Ordained Wedding Officiant
American Marriage Ministries (The AMM)Jul, 2014- Nov, 2024
Experience
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Coach Financing
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United States
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Financial Services
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1 - 100 Employee
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Director Of Operations
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May 2020 - Present
- Developed product and organization strategies to target financing demand in our space and focus customer journeys on training and approval rates, increasing monthly financing volume from $350,000 to $6,000,000 within one year of implementation. - Implemented new CRM software for pre and post sales pipelines, drafted and designed client communications across the supply chain, and built in workflow automations throughout, using Hubspot, Zapier, Stripe, Quickbooks, Zendesk, PipeDrive, Jotform, and other applications. - Analyzed risk factors and compliance standards for the industry to implement quality control and security measures that protect Personal Identifiable Data (PII) of clients and customers and meet regulations across all our platforms and technologies . - Recruited, trained and managed a team of account managers, underwriters, and data entry professionals to provide financing solutions and support for clients and their customers during a period of exponential growth. - Organized data reporting across dozens of platforms into actionable information and data visualizations to streamline billing and collections, provide targeting and additional value for our client success team, and document KPIs across departments and time to help guide our company to long-term success. - Constructed an exciting and fun workplace with KPI focused commissions, practical and adaptable schedules, and long overdue employee benefits (401k and health, dental, and vision insurance). - Simultaneously manage hundreds of our most valuable clients personally, record and process payroll and commissions for operations, provide continued learning opportunities for staff, and manage IT and HR functions. Show less
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ASAP
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United States
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Software Development
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1 - 100 Employee
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Regional Operations Manager
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Feb 2017 - May 2020
- Analyzed seasonal and weekly data reports of order volume, order velocity compared to delivery rates, and labor expectations to forecast and fill schedules that decreased late deliveries and refunds in all Greater Houston markets by 25% and 8%, respectively. - Prepared monthly income statements and P&Ls for each market, and presented timeline of cumulative results to leadership. - Managed 5 corporate team members responsible for restaurant sales & support and local marketing efforts to increase order volume by over 15% and personally hired and managed 250+ drivers to ensure we efficiently delivered as order volume increased. - Developed and implemented a procedure for new restaurant partners which decreased the signed contract to live period from 30 days to 1 week. Integrated key sales, tech support, photography, quality control roles, and streamlined the processes. - Identified minimum wage compliance concerns stemming from tip shortages versus driving expense and developed a method for managers to efficiently calculate shortages and provide to payroll for the mandatory adjustment to driver pay required. - Responsible for daily management of net profit, company property, merchandising, inventory, personnel, payroll, safety, customer service, and DOT and HOS compliance. Show less
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Uber
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United States
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Internet Marketplace Platforms
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700 & Above Employee
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Account Manager
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Dec 2013 - Feb 2017
- Managed a 6-person data entry team responsible for compiling restaurant ownership data and converting leads into new partners in preparation for the UberEATS initial launch in Houston. - Trained a 12-person team on Salesforce, Zendesk, Calendly, and Google apps to provide scalable live partner support, as we expanded our partnerships from 100+ in the first 3 months to over 300 partners in delivery zones that spanned all of greater Houston just 6 months later. - Organized all contract photography including scheduling, uploads, and quality control. - Analyzed data trends for restaurant acceptance and preparation, driver times, and unfulfilled or refunded orders to develop restaurant support plans and driver promotional schedules. - Mentored new hires to improve their effectiveness and hosted new hire trainings and breakout sessions. - Proficient in Salesforce reporting, Tableau, and Excel to analyze operations data. Show less
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Danziger and De Llano, LLP
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United States
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Legal Services
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1 - 100 Employee
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Analyst
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Nov 2010 - Dec 2013
- Analyzed the Deepwater Horizon Economic Settlement and the parameters it set for successful claims in order to develop our claims strategy and fulfillment process. - Negotiated claims presented to the Deepwater Horizon Economic Claims Center. Drafted legal briefs, answered accounting inquiries, and subpoenaed all evidence required. - Trained and managed an evidence acquisition and client management team. - Prepared Profit and Loss statements for clients with QuickBooks from general ledgers, receipts, bills, and any evidence they could provide. - Presented weekly reports for 3 divisions’ marketing budgets, indicating lead conversion data from paid marketing, social media, and SEO through web content contribution. Show less
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Education
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2020 - 2022
University of Houston, C.T. Bauer College of Business
Master of Business Administration - MBA, Data Analytics, Logistics, Materials, and Supply Chain Management -
2008 - 2010
Texas A&M University
Bachelor of Science - BS, Agricultural Economics -
2006 - 2008
Blinn College
Business Administration & Management AAS Degree, 3.6
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