Karen Welsh

Director, Operations at The Trium Group
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Location
San Francisco, California, United States, US
Languages
  • English -

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Elizabeth Montgomery

Karen has the rare ability to see the whole picture and how the pieces of a project fit together. Her ability to manage during times of stress is noteworthy. Karen is one of the few people I know whose desire to find solutions is paramount, and she is incredibly effective. When projects go awry, Karen stays calm, thinks of solutions, and gets it done. Karen is also incredibly personable. She comfortably interacts on a professional, friendly basis with CEOs, CFOs, VPs, Directors and Admins, and she treats everyone with equal respect. Karen's talents at effectively piecing together our various functions helped our company exceed client expectations. We consistently got client feedback that Karen was exceptional to work with, and earned repeat business in large part due to Karen's quality execution and pleasant collaboration as a project manager.

Joan Willat

Karen is a proven self-starter who always acts with the stores’ best interest and provides a consistent level of professionalism, organization and motivation to her work. She has received accolades from field management, peers and corporate partners regarding her ability to approach every issue in a positive and professional manner. She aspires to achieve excellence in her work and it is demonstrated consistently. It is always evident that Karen takes pride in her work and looks for ways to excel. Karen has the ability to dissect a project into parts, conduct research by interviewing and asking the right questions to a wide range of corporate and field partners to put together the best strategic plan possible. She is always willing to help others and takes time to truly dive in and research to understand her projects. By demonstrating her organizational skills she has assisted others in developing similar capabilities to assist them in their work; there is a healthy multiplier effect from working with Karen. She is friendly, solution-oriented and people love to work with her.

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Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Director, Operations
      • 2021 - Present

      Responsible for ensuring delivery of operational aspects of complex client projects from start to finish in order to help the world’s leading organizations plan and execute their most complex transformations involving strategy, leadership, and culture. This work often involves developing and driving large-scale change, new business and/or operating model launches, restructuring and turnarounds, and the capability-building and organizational culture change that enable these efforts to be successful. Since it was founded in 1998, Trium has served more than 150 leading companies from scrappy start-ups to Fortune 50 companies, including Barclays Global Investors, Cisco, eBay, GE, Gap, Genentech, McKesson, NetApp, Nokia, VMware, Affirm, Carta, Dropbox, Flextronics, Instacart, Kaiser Permanente, Levi's, LinkedIn, New Relic, Nuro and Nerdwallet. Show less

    • Manager, Operations
      • 2019 - 2021

    • Senior Consultant
      • 2018 - 2019

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Student - Master of Science in Organization Development, 4.0 GPA
      • 2014 - 2016

      Practical experience gained through several client facing consulting projects: Tides Foundation Organization Effectiveness Change Consultant Partnered with leadership to assess how the Vision, Mission and Approach (VMA) of the company was being actualized by employees. VMA alignment was measured through surveys and interviews. After data analysis, provided evidence-based recommendations for how Tides can work to align strategy, work, people, structure, and culture and ensure that measurement systems are in place to regularly identify gaps and quantify organizational successes. BUILD Organization Effectiveness Research Analytics Consultant Partnered with the Senior Director of National Evaluation to evaluate the effectiveness of an existing cross-location cohort model used to knowledge share and communicate best practices. United States Marine Corps Individual and Team Intervention Consultant Consulted with the 23rd Marine Regiment Equipment Redistribution Project Team to strengthen team effectiveness. Employed results from a team diagnostic survey and the MBTI to implement a team training workshop. Courses completed: Leadership and organizations Leading organizational change and development Finance and accounting fundamentals Negotiation and bargaining strategy Individual and team interventions Large scale systems transformation Advanced leadership Power and Influence Research and analysis for organization development Consulting practices Culminating project Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Project Manager - Store Operations
      • 2006 - 2012

      Managed and facilitated more than 90 new store projects including relocations, expansions, refreshes and remodels having updated nearly 1/3 of the Williams-Sonoma store fleet. Managed the field support for the expansion into Quebec, Kuwait and Dubai and the first experience with language translation requirements for a Williams-Sonoma store by creating process and support to meet the needs of the market and setup a new store for success. These new processes were used as a foundation for additional international store openings. Creation of project plans, communication to key stakeholders, development of operations procedures, assessment and recommendations to leadership. Supported the pilot launch of the Clienteling CRM system built specifically for WSI stores in order to deliver an elevated client experience and revenue draw. Wrote the Holiday Planning Guide every year to support the WS stores with the information and tools they need to execute smartly during a time of year where customer traffic is 3 times the norm. Partnered with cross brand Store Operations teams to plan and execute the yearly General Manager’s Conference for Williams-Sonoma, Williams-Sonoma Home, Pottery Barn, Pottery Barn Kids and West Elm. Created and launched the new Merchandise Management Manual and General Operations Manual with relevant updates, enhancements and a new user-friendly format that posts to the field web tool, StoreWideWeb. Show less

    • Project Manager - Office Design
      • 2005 - 2006

      Balanced client relationship management and execution of office design & installation projects at this full-service contract furniture firm. Responsible for every aspect of the project cycle, including customer satisfaction, maintenance of profitability and adherence to schedule. Once a contract has been secured by business development team, managed project as the primary client contact. Balanced client relationship management and execution of office design & installation projects at this full-service contract furniture firm. Responsible for every aspect of the project cycle, including customer satisfaction, maintenance of profitability and adherence to schedule. Once a contract has been secured by business development team, managed project as the primary client contact.

    • Project Manager/ Writer
      • 2003 - 2004

      Wrote and produced a monthly newsletter for Minnesota Bride magazine that is distributed to 1500 brides. Generated article topics on fashion, planning, etiquette, resources and local wedding stories. Teamed in coordinating the Minnesota Meetings & Events Award Show, the Minnesota Corporate Gift & Holiday Event Show and the Group Tour Expo. Wrote and produced a monthly newsletter for Minnesota Bride magazine that is distributed to 1500 brides. Generated article topics on fashion, planning, etiquette, resources and local wedding stories. Teamed in coordinating the Minnesota Meetings & Events Award Show, the Minnesota Corporate Gift & Holiday Event Show and the Group Tour Expo.

    • Founder/ Wedding Planner
      • 1998 - 2003

      Established and grew enterprise into the largest wedding planning business in Minneapolis-St. Paul metropolitan area (population 3 million). Built reputation for excellence in wedding planning, logistics, trouble-shooting and creative distinction leading to a referral-only business. Maintained a 98% close rate after initial client meetings. Directed more than ten weddings annually with up to 450 attendees. Managed budgets ranging from $20k to $180k. Built trusted communications with the couple and extended family. Consistently provided a calm, well-organized process along with behind-the-scenes trouble-shooting. Show less

Education

  • University of San Francisco
    Master’s Degree, Master of Science in Organization Development
    2014 - 2016
  • University of Minnesota-Twin Cities
    Bachelor of Science, Education
    1993 - 1997

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