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Work Background
BZ Strategies, LLCFounder & CEO
Mar. 2023Ventura, California, United States• Spearheaded operations strategies encompassing team building, people management, process implementation, project management, and leadership coaching.
• Provided marketing expertise, including copywriting, email and social media strategy, course marketing, and graphic design for diverse clients. Key clients: Elings Park, Loretta Stagnitto Leadership Associates, LTHJ Global, Ojai Valley Athletic Club, Paris Healing Arts, Pacific StoneWorks, and Wells Marketing.
RISE Travel InstituteDiversity, Equity, and Inclusion Strategist
Jan. 2023A 501(c)3 nonprofit committed to inspiring responsible, impactful, sustainable, and ethical travel through education.
Fora TravelTravel Advisor
Dec. 2022I have taken my love of planning and travel to the next level as a Fora Advisor. I focus on sustainable travel and ecotourism. By booking your stay, I can help you plan a trip anywhere in the world at the best hotels with upgrades, perks, resort credit, complimentary breakfast & more. Pay the same, get more. I have access to a vast network of insider knowledge and personal travel recommendations. Contact me to book your next adventure barbara.zerbe@foratravel.com or https://www.foratravel.com/advisor/barbara-zerbe.
HealthMeansChief Operations Officer
Jul. 2021 - Jul. 2022Integral member of senior leadership team, progressed from Director of Operations to Chief Operating Officer, who architected the operational efficiency and growth of the organization from under 20 to over 50 employees. Established policies and standard operating procedures to increase productivity with project management, client vetting, and hiring. Worked cross-functionally to confirm new policies and SOPs made the desired impact. Account management of up to 40 accounts cultivated client relationships, troubleshot problems, and delivered high-quality support. Prominent executive presence while serving as brand representative for business development, partnerships, and industry conferences. • Oversaw daily operations through competent policies and procedures to aid in achieving goals and objectives. • Designed organizational charts and career growth plans for employees increasing retention and engagement. • Budget and finance advisement on prioritizing payments and balancing the budget. • Steered event planning lifecycle for weeklong summits, webinars, masterclasses, and docuseries, from client calls to selling events, scheduling of SOPs, copy and run of day. • Established HR 360 review performance process, scorecards and created job descriptions for every roles. Provided conflict management and de-escalated situations that arose. • Launched a $400k+ program for sponsor and advertising sales inclusive of a proprietary Wellspring Advertising platform implementation. • Shifted corporate culture to minimize 24/7 work availability expectations and encouraged work-life balance, open and safe learning spaces, and provided clearer processes.
HealthMeansDirector Of Operations
Sep. 2018 - Jul. 2021• Prioritized major projects and tactical requests based on business goals and user needs. Managed enterprise-wide projects through entire lifecycle providing resource allocation for technology and development teams.
• Supplied event management for over 40+ events yearly organized and coordinated logistics, speakers, clients, and internal teams.
• Developed internal project management system via Asana to accommodate 50+ projects simultaneously with 90% employee utilization.
• Initiated and oversaw application migration from Basecamp 2 to Basecamp 3; oversaw client relationship confirming adoption and alignment of migration. • Lead project manager for online health events, hosted a minimum of 3 per month, overseeing the entire process for each managing a team of 12.
• Hired, trained, and supervised the internal operations team of 6, oversaw tasks and collaborated cross-functionally.
The PCOS Solution and Paris Healing ArtsMarketing Consultant
Apr. 2018 - Dec. 2018• Responsible for creating a marketing plan based upon authentic, content marketing. Scheduling of course launch, marketing funnels, content and sales emails, blog posts, social media, and social media advertising.
• Copywriting, scheduling and list management for emails via MailChimp. Creating social media accounts, content, and posting.
Expert Internet MarketingProject Manager
Jan. 2018 - Nov. 2018• Project management for internet advertising projects including website construction, maintenance, and banner ads via Acello. Coordinating project team and overseeing designers, developers, and other contractors.
• Advertising reporting and data sheets. Setting up data queries via Supermetrics and Google Sheets and ongoing project tasks for advertising management.
Kresser InstituteProject Manager
Feb. 2017 - Dec. 2017• Project management for functional medicine and ancestral health programs: launch and maintenance of monthly membership ADAPT Academy site; content production for emails, blogs, podcasts, instructional videos, webinars, course materials; conventions and trade shows; Unconventional Medicine book launch, and other marketing projects.
• Creation of project plans, work breakdown structures and timelines for multiple projects.
• Overseeing daily workload and deadlines for 6—15 employees and contractors utilizing Asana, Basecamp, Instagantt, and Slack. • Event planner for the sold-out Rally to End Chronic Disease which included location rental, full catering, speaker talks, book launch, and film crew.
• Event planner for company retreat in Cabo San Lucas, budget, villa rental, on-site chef and menus, activities, local transportation.
• Various staff support as needed: proofreading and testing, set up and sending weekly emails in Klaviyo, and responding to customer support tickets.
Keith Rhys Strategic Media and Evergreen Authority Project Support
Jun. 2016 - Sep. 2018www.keithrhys.com www.evergreenaudience.com• Project management for Evergreen Audience, an online practice-building course for health practitioners: contractor search and management, creation of project plan for future courses, Facebook and email support, implementation of project management system via Basecamp, Trello, Slack and Evernote, resource management including Aweber, Rainmaker, and Stripe. • Keith Rhys client management, scheduling, and support.
Santa Barbara ZooGraphic Production Specialist
Jun. 2007 - Jun. 2017• Graphics Team Lead: facilitate cross-functional teams via monthly meetings, email, ProofHQ, funnel materials for review, and maintain procedures.
• Project Management Graphics Production: create timelines, maintain deadlines, monitor budgets, cultivate relationships with vendors, gather estimates and send files through production.
• Project Manager for Enterprise Event Calendar system: research software options and development, stakeholder assessment, development of project plan and current implementation process.
• Graphic design for marketing, education, development, retail, and executive projects, including: print promotions, digital materials, social media, wayfinding signage, interpretive displays, and event materials. • Administer graphics for major long-term capital projects from conception to installation. For example, the multi-million dollar California Trails exhibit involved a two-year long renovation to create five new exhibits, eco gift store, new restaurant, restrooms and bridal room. Responsibilities included project management, design of initial capital campaign materials, wayfinding graphics for construction areas and the entire Zoo, eco store design, exhibit identification graphics, and working with the education team to create interactive games and graphics. • Collaborate with Marketing, Education, Development, and all other departments to create full marketing campaigns and events – such as Zoo Brew, Princess Day, Boo at the Zoo – building attendance and overall revenue.
BZ Project & DesignPrincipal
Nov. 2000 - Nov. 2023360 Fraser Lane, Ventura, CA 93001• Operations & project management consultation, marketing consultation, copywriting, editing, budgeting, timelines, art direction, artist procurement, graphic design.
• Collaboration with a variety of businesses and professionals such as marketing departments, CEO's & directors, non-profits & development, health practitioners, and political strategists.
• Projects include advertising, websites, email, social media, editorial, event planning, public relations, media kits, wayfinding & interpretive signage, inserts and direct mail.
• Clients include The PCOS Solution, Paris Healing Arts, Expert Internet Marketing, Keith Rhys Strategic Marketing, Boys & Girls Club, California Athletic Clubs, Kinko’s Inc., Rincon Strategies, Patagonia, Pacific StoneWorks, S2K Graphics, Wells Marketing and others.
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