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Work Background
PicassoMDChief of Staff / Business Manager
May. 2023Responsible for day-to-day operations across finance, HR, and customer success functions, driving seamless execution and alignment with company goals.
Key Achievements:
* Built and scaled core operational workflows across finance, HR, and customer success to support rapid growth and evolving business needs.
* Owned cross-functional initiatives from scoping to execution, translating leadership vision into operational results across teams.
* Led recruitment and onboarding, increasing talent retention and strengthening team culture.
* Spearheaded the design and implementation of a performance management system, resulting in clearer expectations and improved employee development.
* Executed financial and compliance processes to support operational growth.
* Developed presentations and materials to support communications with key stakeholders, ensuring deliverable accountability.
* Leveraged data insights to develop actionable strategies for goal setting, performance tracking, and driving results against KPIs.
* Documented and standardized critical workflows (e.g., onboarding, finance ops) to increase consistency, reduce training time, and support scalability.
* Designed lightweight internal systems and dashboards to improve project visibility and accountability across departments.
* Reduced new hire onboarding time by 30% through streamlined documentation and system standardization.
ZoomforthDirector of Operations
Aug. 2019 - May. 2023Developed and implemented operational strategies to drive scalability and efficiency. Led initiatives to improve internal processes and customer retention, contributing to company growth.
Key Achievements:
* Achieved 3 consecutive clean SOC2 audits by strengthening operational governance.
* Improved client onboarding experience, reducing product adoption time by 20% and increasing NPS by 35%.
* Led operational improvements, increasing productivity by eliminating process bottlenecks and enhancing cross-functional collaboration.
* Minimized staff turnover risk and boosted morale by leading in-person retreats and virtual team events.
* Built and maintained internal operational systems (Asana, Salesforce integrations, HRIS platforms) to streamline workflows and support scaling with limited resources.
* Built and maintained SOPs for critical processes to drive consistency, accountability, and efficiency across teams.
* Spearheaded cross-functional business transformation projects to enhance scalability and improve bottom-line results.
Conscious Connection PracticeCOO (freelance, part-time)
Feb. 2016Led operational strategy and business growth for a multi-therapist practice, ensuring efficiency, compliance, and scalable growth.
Key Achievements:
* Increased profitability by 20% through strategic financial oversight and service optimization.
* Streamlined therapist onboarding, increasing operational capacity while maintaining high-quality care delivery.
Freelance, self-employedFractional Business Manager
Jan. 2015 - Aug. 2019Directed all aspects of business management for various clients, acting as a strategic advisor and proxy CEO.
Key Achievements:
* Expanded business opportunities by building long-term relationships with clients and identifying new revenue streams.
* Optimized organizational processes, including OKRs and reporting systems, ensuring clarity and alignment with goals
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