photo de profil d'un membre

Erin

Situation professionnelle

En recherche active

Souhait professionnel

Poste
Sales Operations Manager
Experience
De 6 à 10 ans
Rémuneration
Non renseigné
Type de contrat
CDI
Mobilité
04 Alpes-de-Haute-Provence, 06 Alpes-Maritimes, 13 Bouches-du-Rhône, 75 Paris, 92 Hauts-de-Seine - Royaume-Uni
Fonctions
- Gérant / Co-gérant
- Chef de groupe
- Chef de projet
Secteurs
- Banque / Assurance
- Services aux particuliers
- Informatique (éditeur, constructeur, ESN)

Résumé

I am passionate about solving problems, acting as a bridge between departments to get things done, and would love to bring my drive and excitement for new challenges and innovative strategic projects to a new role in financial services.

During my 7+ years as Operations Manager at Reston Wealth Management (a boutique investment management firm in the USA), I was a transversal business leader who built or rebuilt many company operations from scratch around the goal of maximizing sales team performance (the financial advisors) and led a dynamic operations team. In this role, I took on technical challenges like analyzing and upgrading 30+ backend Salesforce processes to improve efficiency and providing training to all employees as part of the transition to new technology, as well as non-technical ones like mentoring less experienced staff.

Being that Reston Wealth is a small but growing business, my responsibilities were broad and the skills required quite extensive, which helped me develop the ability to learn quickly and work across all facets of the business, including HR, marketing, finance, client service, etc. I understand working in regulated environments, enjoy people management and taking care of my team, and want to evolve my career in Europe going forward.

Open to roles in France, Luxembourg, the UK or Switzerland

Expériences professionnelles

Business process architect, vp

ALLIANZ GLOBAL INVESTORS , Paris

Depuis le 01 août 2025

Business manager, vice president in the coo office

ALLIANZ GLOBAL INVESTORS , Paris

De Janvier 2025 à Août 2025

Business manager

ALLIANZ GLOBAL INVESTORS , Frankfurt am main - CDI

De Mars 2023 à Juillet 2025

Formation complémentaire

Bachelor of Arts

Patrick Henry College - History

2006 à 2010

Associations

Search Angels

http://searchangels.org

Volunteer

Parcours officiels

ESSEC – Global MBA – Strategy & Digital Leadership – 2022 – Cergy

Langues

Anglais - Langue maternelle

Français - Courant

Compétences

Salesforce
Excel
Excellence opérationnelle
experience client
Tableau
Microsoft Power BI
Maîtrise d'Excel, Word, PowerPoint
People management
Analyse de Processus

Centres d'intérêt

  • Salesforce CRM Administration
  • Power BI
  • Tableau
  • Trello
  • Jira
  • Google Workspace
  • Microsoft Office (advanced Excel)
  • Genealogy
  • languages
  • dance
  • yoga
  • French
  • travel