TaxRisePerformance Manager
Sep. 2023 - Oct. 2024Irvine, California, United States• Team Management: Managed 50-person team across four departments, improving case processing efficiency by 68% and reducing compliance errors by 90% within the first year. Developed and executed employment engagement strategies such as contest and monthly cadence to increase productivity and culture. • Process Evaluation: Regularly assessing the effectiveness of existing procedures and systems for developing and implementing strategies that improve organizational effectiveness, enhance employee engagement, and support leadership & employee development. • Reporting and Metrics: Preparing comprehensive reports and dashboards that track case processing metrics, team performance, and individual contributions, as well as overall key performance indicators (KPIs). Successfully developed a dashboard that streamlined pipeline management and increased touchpoints within 15-30 days within first 45 days • Data Analysis: Analyzing data to uncover trends, instances of non-compliance, and opportunities for process optimization, thereby driving informed decision-making. • Performance Evaluation: Utilizing data-driven evaluations to assess departmental performance and the efficiency of the case management pipeline. • Coaching and Development: Establishing systems to identify underperforming team members and providing necessary coaching, training, or other interventions to enhance their performance. Increased volume by 20% per case manager. Created individual career growth plans successfully promoted 10 entry level employees to case managers and successfully promoted 6 Team leads to Supervisors. • Technology Integration: Leveraging and introducing new technologies to streamline operations and achieve company objectives effectively.