Operations Strategist

Working jointly with a $140 million National Real Estate Title Insurance Underwriter and their Private Equity investor, responsibilities included developing the planning and execution of the strategies of the holding company to meet near term and long-term organizational objectives. This included M&A, strategic partnerships, top line growth and sales and marketing. • Captured fast growth in customer satisfaction scores with YoY revenue upturn of 19% by building a comprehensive customer experience program. Leveraged lead generation, pipeline management tools, customer journey touch points, training, customer survey and loyalty data. Phase 2 roll-out across national platform completed in Q4 2017 with YOY revenues in excess of $40 million. Headed 2000+ user CRM platform implementation and adoption initiative while successfully developing and testing predictive analytics, artificial intelligence and machine learning tools to provide additional insights. Spearheaded 500% growth leading 14 offices across the Southeast and Southwest regions from $31M annual revenues to $200M to become the second largest region. Retained to expand and improve global performance. Relocated overseas to open, build and execute Asian market strategy. Participated in Deloitte management spinoff and initial public offering [IPO]. Implemented new data management structure to enable monthly standardized management reporting, identification of key performance indicators, territory management and strategic accounts program.