From Coordination to Scaling Operations & Marketing Technology  

In 2018, I moved from Southern California and joined Red Oak Realty in the San Francisco Bay Area. My role started with producing marketing materials for an average of 10-25 listings weekly, including flyers, postcards, luxury property brochures and custom websites. After learning more about Red Oak, the real estate market, and the needs of our agents, I piloted a client retention program which got very positive feedback within months of launching. Years later, this program has been scaled by over 200% while cutting costs and maintaining product quality. 

In mid-2019, Red Oak Realty acquired another brokerage, and my role shifted toward custom design work, ad campaigns, and agent recruitment strategy. One success during this time revolved around growing our agent base; this required more sophisticated design work, custom postcard campaigns and brochures as well as mocked up visualizations to help the prospective agents see their move to our brokerage more clearly. The visualization strategy led to a 90% close rate on proactive inquiries of high-performing agents from competing brokerages. Other notable achievements included establishing a strong brand compliance framework to allow for more flexibility in personal branding and training agents on legal marketing standards to minimize legal incidents due to misleading advertising which was reduced to 0 related cases over a course of 4 years. 

With my proven record of success and natural leadership skills, I became responsible for managing a small team of marketers and accessing our martech stack, where I not only learned to hone my leadership skills but also delved further into the different platforms we used for evaluation and optimization. This led to rolling out a new CRM (Cloze), project management tools (Hive), industry-specific platforms (Zillow Workspace, MAXA, Luxury Presence), and updating our file management systems; each reaching over 80% team adoption within 3 months of launch. I also optimized our intranet to improve internal usage and oversaw the creation and implementation of an internal AI tool that helped the team quickly find answers to commonly asked questions. The deployment of these platforms cut turnaround time by 55%.

Recently, I redesigned core operational workflows and trained other departments on new procedures - cutting review cycles and enabling the team to support a higher client volume without adding headcount. My role at Red Oak has taught me the power of a martech stack and how the right platforms can reduce time and establish cleaner workflows that allow a team to operate at a higher capacity.