Gretchen is a versatile Project Manager who streamlines operations, improves cost-efficiency, and optimizes client servicing.
A curious and inquisitive leader, Gretchen excels as both a Program and Project Manager. In both roles, she leverages her ability to quickly identify untapped opportunities to analyze and transform workflows, processes, and procedures to foster collaboration, streamline operations, and increase efficiency.
She has earned praise from senior management and contemporaries for her smart team leadership, calm demeanor under pressure, commitment to accountability, and practical approach to problem-solving, all of which have allowed her to deliver transformative results across complex projects and initiatives.
— CLEAResult Consulting
October 2015 – Present
At CLEAResult, we make energy efficiency smarter, faster and more accessible for everyone. We work with utilities, businesses and consumers to improve the energy experience on a local and global level.
Project manage two active client programs totaling $4M+ in annual revenue on behalf of the largest energy efficiency company in the United States
Direct cross-functional teams of 30+ to plan and implement greening and rebate initiatives for high-profile clients, establishing and maintaining a workplace culture defined by efficiency and accountability
Leverage strategic approach and diligent work ethic to coordinate key client and contract management, forecasting, invoicing, marketing, and reporting activities
Generated $11M+ in customer and contractor incentives and increased project revenue by 21% in 2017
Prepare extensive revenue, incentive, and savings forecasts, achieving accuracy within 0.7% for quarterly forecasts during the 2017 fiscal year
Review KPIs and historical program data to track program performance, identify areas for cost-effective improvements, and adjust team focus to produce high-priority project deliverables
Analyzed key financial and operational processes to strategically reduce T&M costs by $450K+ per month over a two-year period without sacrificing quality or stakeholder satisfaction levels
Overhauled reporting and invoicing processes to address frequent operational pain points, analyzing data on operational hurdles and implementing a corrective plan to achieve a full year without complaints
Guide marketing team to develop results-driven messaging and visual branding, including e-newsletters, client presentations, and case studies, tracking performance to inform future marketing strategies and initiatives
Draft and coordinate multiple client proposals to maintain cost-effectiveness, monitor need for program policy changes, and assess anticipated project risks
Promoted into role specifically created to maximize operational impact, earning praise from senior leadership for proven leadership, client management, effective communication, and strategic business insights
— CLEAResult Consulting
January 2015 – October 2015
Supervised team of four and collaborated cross-functionally to manage intensive rebate initiatives
Coordinated resources, evaluated and tracked marketing efforts, and directly supported 650+ customer accounts and 80+ contractors
Optimized critical weekly KPI dashboard, streamlining and automating a 42-page document that took a full workday and 1 FTE to create into a concise, four-page dashboard that was generated in under two hours
Coordinated planning, marketing, and execution of “Rooftop of Champions” competition that generated $2.9M+ in incentives paid, saved 4.1M+ kWh, and improved long-term contractor program performance
Improved communications and troubleshooting efforts between technical and non-technical stakeholders as the chief conduit between contractors, technicians, clients, and customers
SENIOR PROJECT COORDINATOR
— CLEAResult Consulting
October 2012 – January 2015
Processed $3M in rebates/incentives (14K+ individual rebate packets) with 100% accuracy for the Southern California HVAC Optimization program, using expert attention-to-detail and organization skills to maintain continuous alignment of program scope with strategic business objectives
Provided critical support to 58 contractors, 220 technicians, 225 customers, and internal team of 40
Defined and reengineered strategic incentive procurement plan, transforming rebate issuance time from 63 to 4 days by automating, systematizing and streamlining documentation process, while maintaining 100% accuracy
Organized and executed trade events for 100+ senior decision makers from 45+ HVAC contractors
General Manager/ Production Manager
— Vanport Warehousing
July 2005 – October 2012
Vanport Warehousing, Inc. is an independently owned and operated third-party warehousing, distribution and manufacturing company.
Acted as sole manager for all aspects of production at full-service paper manufacturing and distributing company, including inventory management, quality improvement, safety, human resources, marketing and branding, scheduling and maintenance.
Successfully oversaw and monitored 100,000 unit inventory, maintaining a 99.98% inventory accuracy rate over 7 years
Decreased office expenditures 15% by identifying and implementing cost-saving controls on stock/supplies and standardizing ordering procedures to maximize efficiency
Created master schedule by analyzing production specs, establishing sequencing and setting lead-times to meet strict shipping dates, seamlessly applying sales forecasts and production requirements for up to 20 orders at once
Served as company Safety Coordinator, conducting audits of Cal/OSHA safety processes, identifying critical gaps in existing protocol and designing and implementing new corrective strategies
Researched, authored and implemented employee handbook, documenting all standard operating procedures
Strengthened leadership and interpersonal skills while overseeing daily operations of 40-50 employees and all Human Resources responsibilities including payroll and employee record issues
Initiated and took lead on overhaul of company's website, including performing all design and programming work in order to improve readability, user-friendliness, functionality and branding
Pitched and implemented company's first digital marketing plan, launching accounts on social media platforms to maximize online presence, and created stationery system, brochures, posters, flyers and marketing kits
Honed problem-solving skills by developing workflow improvements to increase efficiency following staff reductions
Served as point of contact for clients and vendors, with responsibilities including troubleshooting, explaining delays, proposing alternatives and fine-tuning processes to suit complex requirements
Increased communication, both vertically and horizontally, across the company, implementing open door policies and one-on-one meetings to effectively boost morale and maintain low employee turnover rate
Developed strong legal and problem-solving skills while acting as point person in all contract negotiations between vendors and landlord, as well as on workers compensation claims and OSHA regulations
Recruited to manage California location based on superior performance as company's Inventory Controller in 2000-2001.
— Susan G. Komen for the Cure
December 2004 – July 2005
Susan G. Komen for the Cure is the world's largest grassroots network of breast cancer survivors and activists fighting to save lives, empower people, ensure quality care for all and energize science to find the cures. Their Race for the Cure is the world's largest fundraising event for breast cancer.
Played key role in planning, direction and implementation of the Puget Sound Komen Race for the Cure, gaining strong leadership capabilities and organizational skills while working effectively with a small team.
Demonstrated strong marketing skills while managing all web content updates, including e-marketing blasts, social media, and Race website, and supervising production of awards, signs, T-Shirts and event posters
Effectively trained, managed and coordinated workflow of all Race volunteers, strengthening interpersonal capabilities and ensuring effective execution of tasks before, during and after event
Processed donations, managed vendor payments and created sponsor invoices, showcasing accounting skills
Wrote and presented briefings to Race Chair and Affiliate Executive Director in order to ensure event preparations were consistent with the affiliate's goals and objectives
Developed writing skills by preparing content and layout for monthly newsletter and editing grant applications
Assisted the Development Director in facilitating event setup logistics, including securing parking, placing advertisements, securing permits from local government and fostering relationships with sponsors
Responsible for coordinating all sources of race revenue and programs including sponsorship, pledge program, teams program and registration
Promoted from intern to full-time employee after exhibiting strong leadership and post-event skills.
BA, University of Washington, Comparative Literature
Project Management Institute (PMI), Project Management Professional (PMP)
Comprehensive coursework in Project Management, Team Leadership and Business Communications