Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kyle Heather

Washington

Summary

Innovative and Versatile Senior Leader and Account Management/Sales professional specializing in leading Customer-facing and Operations teams of all sizes in the service-based real estate, mortgage, fin tech, and wine retail industries.


Servant leader dedicated to collaborating with coworkers to promote engaged, and empowered work culture. Strengths in building and maintaining relationships with diverse stakeholders across a range of roles and industries.



Overview

20
20
years of professional experience
1
1
Certification

Work History

Wine Consultant /Broker

Sokolin, LLC
01.2024 - Current
  • Maintain and manage extensive database of active and inactive clients.
  • Consult with clients on wine preferences and collecting goals, and match current/future inventory to enable targeted marketing campaigns.
  • Market, promote, and expand my customer panel.
  • Assisted management in inventory control, ensuring optimal stock levels for all featured wines.
  • Efficiently resolved any customer complaints or issues, maintaining high levels of satisfaction among patrons.
  • Educate customers on wine storage, characteristics and regions improving their overall experience with Sokolin.

Senior Manager, Account Management

Doma Title Insurance, Inc
09.2021 - 03.2023

Architecting the future of real estate transaction leveraging machine intelligence and patented technology solutions to revolutionize an age-old market.


Responsible for a team of senior ops-based client experts managing over 20 clients and revenues over $3.5m per month. My responsibilities quickly grew to include 7 operational teams through consistently proving flexible bandwidth and a knack for operationally assessing and streamlining processes. This includes:

  • Led 80+ member remote team with varying experience
  • Multiple direct-report managers, supervisors, and teams
  • Expansion into Concierge (call-center ops), Vendor Management, Quality Assurance, Scheduling, and Disbursement


Accomplishments include:

  • Project managed simultaneous large-scale projects spanning, account teams, sales, operations, learning and enablement, and senior leadership.
  • Developed associate scorecard that implemented 360-view of quality, output, and management assessment of associate attitudes/behaviors and their contribution to making tomorrow better.
  • Developed and implemented call-center metrics and dashboard to demonstrate group effectiveness and value in regards to relief provided to ops teams resulting in 85%+ First Touch Resolution.
  • Developed and implemented client escalation protocols and workflow to standardize intake and resolution requirements across numerous business units and executive leadership, and resulting in less than 1% escalation rate.

Director, Client Relations and SVP, Operations

SingleSource Property Solutions
07.2004 - 09.2021

Director, Client Relations (2019 – 2021)

Responsible for enterprise-wide Customer Experience and real estate sales operational unit.

  • Created client onboarding process streamlining Sales, Operations, and Client Relations responsibilities and resulting in higher first order(s) success rates.
  • Instituted extensive cross-product training for Client Relations to better serve our customers and capitalize on sales opportunities.
  • Developed escalation protocol to better manage high risk orders between Client Relations and Operations.


SVP, Operations (2016 – 2019)

Responsible for the overall development and management of 3 core business units (Property Preservation, REO Asset Management, Valuations)

  • Increased profitability of $23m/year product line by instituting production tracking metrics delivering a 20% increase in productivity.
  • Successfully managed a merger that generated over $54 million in incremental revenues – an increase of 81%
  • Served as the company's spokesperson, participating in industry panels, managing client audits and presentations, and lobbying state and federal government on behalf of our industry.


VP, Operations 2013 – 2016

  • Led a small team to re-launch our Property Preservation product and grow from $20k/month to $1.1m/month within one year, and eventually into the largest unit in the company at $1.9m/month in sales and over 45 employees.


Director-Valuations & Client and Support Services (‘06-‘13), Manager-Valuations & Client Services (‘05-‘06), Valuations Associate (‘04-‘05)

Education

BBA - Marketing

Waynesburg University
Waynesburg, PA
05.2004

Bachelor of Arts - International Business

Waynesburg University
Waynesburg, PA
05.2004

Skills

  • Extensive Customer Facing Experience
  • Strategic Account Planning
  • Business Process Optimization
  • Mortgage Field Services
  • Leader Development
  • Department/process merger experience
  • Project Management
  • Proposal Development
  • Collaboration with Business Unit leaders and Executive Leadership
  • Organizational Awareness
  • Call Center Leadership
  • Quality Assurance/Quality Control

Certification

Six Sigma Project Management

PA Licensed Realtor

PA Licensed Notary

Timeline

Wine Consultant /Broker

Sokolin, LLC
01.2024 - Current

Senior Manager, Account Management

Doma Title Insurance, Inc
09.2021 - 03.2023

Director, Client Relations and SVP, Operations

SingleSource Property Solutions
07.2004 - 09.2021

BBA - Marketing

Waynesburg University

Bachelor of Arts - International Business

Waynesburg University
Kyle Heather