Agile Implementation Manager practiced at tackling complex, multi-stakeholder projects by applying manageable,
attainable frameworks. Keen to dissect overwhelming tasks into digestible components through careful examination of
business goals and judicious implementation of available resources. Known for providing reliable, effective paths to reach
desired outcomes on time and under budget.
Project coordination Controls evaluations
Financial Technology Proficient in HubSpot, SalesForce
Risk management SaaS
Market trend expertise Account management
Financial planning Lead generation
Reporting requirements Team management
Led risk management efforts, gathering departments leads to collaboratively identify potential risks and brainstorm
Trained Financial Institutions on Risk Mitigation controls, Financial Modeling, Marketing Strategy, Operations
Model and Regulatory audits.
Updated Financial Institution's policies and procedures.
Facilitated integration of new technology into daily processes.
Cultivated relationships with senior executives, board member, and program partners to maintain stability in program support, funding and overall direction.
Coordinated departments in planning and executing interdepartmental integration of program plans and projects.
Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering
high-quality service and following up after sales close.
Received, responded to and resolved customer issues or complaints quickly, resulting in increased client
Addressed inquiries from clients and relationship management department team members.
Contacted customers via phone and email to explore connections, offer services and cement relationships.
Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and Referred major hardware or software problems or defective products to vendors or technicians for service. positive customer support.
Drove new business development and client acquisition through cold calling, lead generation and exceptional
Acquired 6 new businesses during my first month of employment and drove revenue streams by providing cutting
product demonstrations to clients.
Maintained updated knowledge of changing industry, standards and trends related to accounts.
Tracked sales and customer information and produced reports for upper management.
Cross-sold multiple products such as merchant processing and cash services.
Marketed via Yesware campaigns, as well as obtained leads from Cannabiz Media.
Gathered numerous fee schedules from competitors in order to pivot with the ever changing cannabis banking
Promotes and sells banking products and financial services
Opens new accounts and serves existing customers based on individual financial needs
Assisted in the development of JBT's Medical Marijuana and Industrial Hemp website
Vetted ten Industrial Hemp businesses and two Medical Marijuana businesses (Tier 1 and 3) within a 6 month time
Conducts on-site visits with each new Tier 1 business for compliance verification
Met or exceeded sales goals by promoting bank products and services in every interaction
Cultivated positive relationships with key stakeholders and decision-makers as part of successful business
Assisted area managers with proper staffing of facility
Ensured staff was properly trained for all aspects of their positions, including computer and production skills
Supervised and evaluated performance of propagation, production, packaging, and security personnel
Managed daily operations
Regulated building procedures in order to comply with all state and local ordinances
Ensured that production was compliant with regulations
Monitored production to resolve issues
Organized workflow to meet specifications and deadlines
Enforced health and safety precautions
Prepared production reports for upper management and dispensaries
All other duties and tasks as requested by management
Prepared departmental contracts for attorney approval
Increased wholesale total sales from $200,000 to a $500,000 profit over a one-year period
Successfully led key projects which resulted in an over-all increase in sales revenue
Proactively identified and solved complex problems impacting operations management and business direction
Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve
Managed a team of four regional managers who engaged in delivering assistance to customer service department on daily basis
Planned and executed the vetting of new CBD brands to add onto the existing line-up of quality products
Created communication strategies to meet client objectives.
Wrote and distributed executive meeting agendas and minutes to department heads and executive team members
Collaborated with senior leadership to support new projects including creation of new departments and on
boarding of new employees
Served as point of contact for data acquisition and research
Served as Executive Assistant to the Director of Distribution providing high-level support on broad range of business initiatives
Managed sensitive information with discretion while providing administrative support to executive teams
Coordinated logistics for conferences and seminars, including travel arrangements and venue reservations
Scheduled and planned meetings and conferences, including site-to-site video conferencing calls, which helped to streamline business operations
Liaised between regional managers and clients regarding client accounts and new business
Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities
Negotiated and closed deals with minimal oversight
Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions
Assisted customers during selection process and helped choose perfect products to meet individual needs
Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth
Planned and followed through with inventory management for each store
Reached out to customers to set up appointments, check on satisfaction and suggest additional offerings
Analyzed sales performance and service feedback to drive organizational and operational changes resulting in greater profitability