CAREER

GOLDSTEIN MEDIA, LLC, Doylestown, PA

Business Operations Manager (Contractor), 2007 – Present

Researched, developed, structured, and built an interactive marketing agency.

Achievements include:

Collaborate closely with the Creative Director on strategic planning, to build and grow this digital marketing agency offering web design, search engine optimization, and social media marketing.
Increased revenue by 20% by implementing reporting & detailed analytics processes.
Decreased project completion time by 30% through improving processes and procedures and rolling out the use of Basecamp project management software.

JLFRANKLIN WEALTH PLANNING, San Rafael, CA (Remote)

Business Operations Manager, 2020 – 2022

Managed process evaluation, development, and implementation, as well as prospect tracking, client service, and onboarding. Supported Chief Compliance Officer with SEC compliance responsibilities. Assisted with business development including executing social media and email marketing strategy, promoting the Startup Wealth podcast, and other special projects.

Achievements include:

Increased financial investment client base resulting in an additional $2M in assets under management by prioritizing and reorganizing prospects within the Customer Relationship Management (CRM).
Surpassed quarterly strategic goals (production, marketing, software implementation, client satisfaction, and process improvement) by 25% through researching and implementing Entrepreneurial Operating System (EOS) Traction best practices.
Reduced financial services processing times and errors 20% by reassessing business strategy, creating roadmaps, and improving processes, which enhanced the client experience.
Increased workload capacity 10% and decreased errors 15% by spearheading all aspects of process evaluation, development, and implementation and maintaining a continuous improvement mindset.
Streamlined remote client onboarding process, improving client satisfaction by 25%.

BULLPEN BOYS, INC., Southampton, PA

Business Operations Manager (March 2009 – September 2020)

Inventory Manager (August 2008 – March 2009)

Oversaw process and procedures development, employee onboarding and development, inventory management, vendor relations, and financial reporting. Worked in tandem with principal to develop functional business strategies.

Achievements include:

Increased ecommerce sales 25% within first five years as Business Operations Manager, for this sports ticket broker on the resale ticket market, via development of pricing strategy and process improvement.
Decreased fulfillment operations errors 30% through gap identification, technology improvement, Standard Operating Procedure (SOP) creation, and workforce management.
Increased funding 400% by researching and valuing assets, tracking this data using Excel over the course of several years, to show the company’s value.
Increased employee retention 50% by properly training, motivating, and encouraging staff.