Senior Sales Operations Advisor

• Mar 2022 - Present

Senior Manager, Sales Operations

• Jul 2021 - Feb 2022

• Raised $3.6m of booked revenue by guiding 17 opportunities to closing. Sourced $758k of revenue directly.• Achieved cold email open rates over 60% and reply rates over 25% by employing thoughtful CQI optimizations.• Established a new sales channel that returned 117 times the cost of establishment in booked revenue.• Designed COVID-era sales strategy emphasizing remote collaboration with external teams and outbound sales.• Created and published A-Z sales playbook through collaboration with sales teams and other Clara stakeholders.• Streamlined contract pricing, revamped sales pipeline, and automated deal value calculations as CRM manager.• Wrote training plan and organized onboarding for new staff member.

Sales Development Representative

• Jun 2020 - Jun 2021

Assistant Site Manager

• Jan 2019 - Jun 2020

• Returned $600k in tax refunds to 300 local families, saving $50k in tax preparation fees. • Mentored and provided Quality Assurance to over 20 volunteer tax preparers and intake staff. • Piloted remote tax prep program with 50 families after COVID-19 halted in-person appointments. • Returned $600k in tax refunds to 300 local families, saving $50k in tax preparation fees. • Mentored and provided Quality Assurance to over 20 volunteer tax preparers and intake staff. • Piloted remote tax prep program with 50 families after COVID-19 halted in-person appointments.

Independent Contractor

• 2018 - Jun 2020

• Created quantitative success metrics to evaluate contract workshop facilitators. • Developed fundraising strategy with executive director and wrote grant proposals. • Resolved performance issue with staff person though counsel and mentorship of organization leader. • Prepared executive director for board meeting by drafting Power Point presentations and strategic communication plan. • Designed Common Core-aligned curriculum for 700+ teachers at two charter school networks (K-8) serving 15,000+ students.

Director Of Services

• Jan 2016 - Dec 2017

• Transformed services delivery by leading pilot project combining coaching, staff training, and advocacy to integrate financial security with workforce development at eight NYC organizations, serving 1,300 clients and inspiring national replication.• Mentored and supervised a team of 10 financial coaches to advise over 5,000 clients, profiting $16m to clients in the form of higher savings, lower debt, etc.• Recruited 14 new staff, coordinated their orientation to financial coaching and the Clinic, and facilitated ongoing professional development. Six staff promoted to manager and one to assistant director.• Led 30 seasonal staff to file 10,758 tax returns and issued over $15m in refunds through Volunteer Income Tax Assistance.• Received Partner Innovation Award from the IRS for improvements in virtual tax preparation.• Identified bugs, edited content, and led a QA team for Change Machine, an online SaaS social enterprise.• Sold 9 new Change Machine licenses and 4 trainings to existing partners, resulting in a $31,586 increase revenue in 2017.• Led financial coaching and financial education trainings on over 20 occasions to groups of up to 100 audience members.• Designed five free and open-source guides for IDEO’s Steps program as a member of its advisory group.• Built relationships with powerful stakeholders such as board members and industry consultants.• Wrote and managed service contracts and grants, engaging funders from industry, government, and the not-for-profit sector.

Assistant Director of Services

• Oct 2013 - Dec 2015

• Doubled team’s client outcomes by systematizing financial coaches’ supervision (through weekly one-on-one meetings) and performance management (through automated dashboards).• Fundraised $140k / year to start two new coaching projects; supervised department budget of $1.3m.

Senior Financial Coach

• May 2012 - Sep 2013

• Supervised a three-person coaching team and ~ $300,000/year contract with NYC’s Office of Financial Empowerment, while maintaining a full coaching workload.• Saw my clients have the most financial improvements from over 20 coaches in a multi-organization NYC-wide financial coaching project in the first six months of 2013, and supervised the coach who saw his clients have the most improvements in all of 2013. Led the team to achieve 132% of its goal in 2013.

Financial Coach

• Sep 2010 - May 2012

Provided Financial Coaching to over 600 lower-income New Yorkers in over 1800 coaching sessions.

Group Leader and Guide

• Jun 2009 - Sep 2010

• Led over 100 guests on long-distance camping tours, driving and maintaining the company van and planning all trip logistics. • Kept all trip expenses under budget and maintained records in regard to trip finances and driving, complying with federal law. • Average trip rating: 4.5 (of 5). • Led over 100 guests on long-distance camping tours, driving and maintaining the company van and planning all trip logistics. • Kept all trip expenses under budget and maintained records in regard to trip finances and driving, complying with federal law. • Average trip rating: 4.5 (of 5).

Student/Alumnus Bus Driver

• Jan 2005 - Dec 2009

• Served on the UTS Safety Committee (Jul. 2006-Jul. 2007) evaluating and assisting younger drivers and suggesting ways to improve service and safety. • Trained seven new bus drivers using one-on-one training and group instruction. • Earned a Commonwealth of Virginia Commercial Driver's License. • Safely operated a 40-foot long transit bus around the University of Virginia campus for 2000 consecutive accident-free hours. • Served on the UTS Safety Committee (Jul. 2006-Jul. 2007) evaluating and assisting younger drivers and suggesting ways to improve service and safety. • Trained seven new bus drivers using one-on-one training and group instruction. • Earned a Commonwealth of Virginia Commercial Driver's License. • Safely operated a 40-foot long transit bus around the University of Virginia campus for 2000 consecutive accident-free hours.

English Teacher

• Aug 2007 - Jun 2008

• Taught English to 16 classes of 40-60 Chinese secondary school students, emphasizing social and emotional learning. • Crafted lesson plans, differentiated for grade level, and altered based on real-time feedback and formative assessment. • Among the top 10% of teachers placed at a Key School (among best public schools in Shenzhen). • Earned TEFL (Teaching English as a Foreign Language) certificate. • Taught English to 16 classes of 40-60 Chinese secondary school students, emphasizing social and emotional learning. • Crafted lesson plans, differentiated for grade level, and altered based on real-time feedback and formative assessment. • Among the top 10% of teachers placed at a Key School (among best public schools in Shenzhen). • Earned TEFL (Teaching English as a Foreign Language) certificate.