Resume of Jodi Bepler
Client Obsessed | Process Builder | Consultant
9810 Coleman Rd | Haslett MI 48840
- |-https://www.linkedin.com/in/jodi-bepler/
Skills
Consulting - Business Operations - SAAS Administration and Implementation
People Management - Communication - Corporate Strategy - Project Management Expert - Sales Operations - Data driven Decision Making - Accounts Receivable Accounts Payable Management - Cash Flow Forecasting - Project Budget Management and Reporting - Human Resources - Client Relationship Management Change Management - Process Improvement - Marketing Plans - Wordpress Website Management - Procurement - Vendor Negotiation - Event Production
Experience
April 2001 - Present
Bepler Solutions, LLC - Founder
Small Business Consultant specializing in optimizing small businesses to achieve peak performance
Financial Audit (AR, AP, P&L)
Develop and execute on key business strategies, KPI’s
Develop business intelligence tracking and dashboards
Outsourced Human Resource Management
Hiring
Contracting
Payroll
Employee Onboarding Programs
HR Handbooks
Systems administration
SaaS review and recommendations
Website, email, domain management
Program/Project Management
Co-Facilitation of programs/courses
Meeting Facilitation
Event Production
Business Development Strategy & Implementation
April 2023 - Present
Storied Inc. - Marketing & Operations
Leads Marketing & Business Operations
Co-facilitator for virtual courses
CRM & Sales Oversight
Project Management
KPI Development and Reporting
Strategy
Systems Administrator
April 2023 - August 2023
The URL Dr. Remote - Chief of Staff
Lead project manager
Sales and Business Development
Client services
Finance (AR, Cash Forecasting)
Responsible for team KPI’s
Owns production schedule
December 2022 - March 2023
Dear World, Remote - Interim Chief of Staff ,
Director of Sales Operations, Executive Team
Led transition team and company reorganization
Ran $2million product line end to end (sales through client delivery)
Client contracting, negotiations, and accounts receivable
Built CRM from the ground up, including full integration stack
Championed weekly finance meetings, creation of budget, and project cost analysis
Analyzed P&L to determine strategies and to exceed goals
Developed KPI’s and tracked metrics across the organization
Head of Project Management
System administrator for Google, Asana, Slack, Quickbooks, Workforce, Bill.com, Vimeo, YouTube, Mailchimp, Quip, Workable, LinkedIn Sales Navigator, Waalaxy, Pipedrive, Proposify, Upwork
MAY 2021 - PRESENT
Dear World, Remote - Senior Sales Operations Manager
Managed all SAAS systems, including training team members
Increased sales by 65% over annual goal in 2022
Trained team and contractors on CRM use
Led hiring efforts, onboarded new staff, and directly managed sales team members
Developed Customer Journey Maps and trained team
Provided weekly, monthly and quarterly reports to all stakeholders
Created end to end outreach campaigns to targeted customer avatars.
Evaluated and Implemented SAAS tools to improve workflows
Client contracting, negotiations, and accounts receivable
Account Manager for all product line customers
Product Design - Professional Learning and Development Programs
Client Services Program Lead for Accenture, Verizon, Kraft Heinz, Salesforce, PwC, Johnson & Johnson, and more.
System administrator for Google, Asana, Slack, Quickbooks, Workforce, Bill.com, Vimeo, YouTube, Mailchimp, Quip, Workable, LinkedIn Sales Navigator, Waalaxy, Pipedrive, Proposify, Upwork
OCTOBER 2020 - MARCH 2021
Danette May (Mindful Health LLC), Remote - Head of Brand and Program Manager
Right hand to Founder, CCO and Principal
Developed a new online learning programs, tied to the founder’s new book
Managed cross functional teams and stakeholders
Contracted and managed additional marketing, PR, and strategy consultants
Doubled team size in 3 months
Transformed the Danette May brand into personal brand, thought leadership brand
Developed PR Strategy for Podcast Tour
Works closely with Mindful Health COO on strategy
Responsible for developing and maintaining budget, OKR’s, and key initiatives
MAY 2010 - OCTOBER 2020
Storied, Remote - VP | Chief of Staff
Direct manager of all employees and contractors
Interviewed, hired, contracted, onboarded all new team members
Partnered with CEO to develop, refine and deploy annual corporate strategy
Responsible for managing Accountant and fractional CFO, including monthly reconciliation reviews, sales forecasting, P&L analysis, and project budgeting
Managed Payroll and benefits for all employees and contractors
Client contracting, negotiations, and accounts receivable
Served as Account Manager for all clients, providing white glove service
Built and maintained CRM, including lead and sales pipelines, and reporting metrics
System administrator for Google, Asana, Slack, AWS, Kajabi, Xero, Gusto, Vimeo, YouTube, InfusionSoft, Quip, Workable, LinkedIn Sales Navigator
Additional work history available upon request
Education
SEPTEMBER 1990 - MAY 1995
Michigan State University, East Lansing Michigan - BA
