Bree Bales
Head of Operations & Customer Experience
- Role
- Cx Expert at Primary Venture Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Bree Bales
Builder of Scalable Operating Models, Customer Onboarding Playbooks, and Learning & Development FunctionsI am a driven Business & CX Operations Leader who specializes in building and optimizing customer-centric processes, KPI-driven operating models, and reimagining the customer journey by capitalizing on key touchpoints and mutual OKRs.Throughout my 10+ year career in SaaS start-ups and franchising, I have had the incredibly rewarding opportunity to help entrepreneurs run their small business operations more efficiently. I do this by imparting streamlined business processes, targeted tech stacks, and tools they didn\'t know they needed, to help them get up to speed faster.Capabilities- Create scalable Customer Support processes using AI, smart knowledge bases, and chatbots- Develop eLearning programs and content- Build functional customer-centric processes and SOPs- Establish mutually beneficial vendor relationships and negotiated contracts- Strong accounting skills, proficiency in P&L preparation and budget analysis- Implement initiatives to enhance customer satisfaction and drive revenue growth- Lead remote, international, and domestic CX teams with outstanding NPS and CSAT scores- Manage data and strategically report voice-of-customer feedback- Maintain harmonious relationships with cross-functional teams to refine strategy and implementation
Experience
Cx Expert
Jan 2025 — Present
As an Expert, I provide strategic advice and guidance to the investment team and founders within the Primary portfolio and broader network. Experts enjoy access to early-stage businesses, emerging trends and technology, and an expanded network of exceptional leaders and resources through a top-tier seed-stage firm.Primary is New York City’s premier early-stage venture firm working alongside founders to build unicorns like Alloy, Alma, Chief, Dandy Electric, Latch, K Health, Stellar Health, Slice, and many more.
Education
Napa Valley College
A.A, Mathematics and Natural Sciences, General Education, and Social Sciences
2006 — 2009
San Francisco State University
Bachelor of Business Administration - BBA, Marketing
2009 — 2011
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.