Bree Bales
Cx Expert @Primary Venture Partners
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WORK HISTORY
Cx Expert @Primary Venture Partners
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
San Francisco State University
Bachelor of Business Administration - BBA, Marketing
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
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