Heather Dawes

Heather Dawes

Account Executive

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location of Heather DawesSan Francisco Bay Area

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  • Timeline

  • About me

    Account Manager @ Fooda | Onboarding & Implementation

  • Education

    • The University of Texas at Austin

      2022 - 2023
      Postgraduate Degree Data Science & Business Analytics
    • San Diego State University

      2004 - 2009
      Bachelor of Science - BS Business and Personal/Financial Services Marketing Operations

      Activities and Societies: Financial Planning Association

  • Experience

    • AXA Advisors, LLC

      Sept 2009 - Jan 2010
      Account Executive

      Collected and analyzed financial information of clients to evaluate wealth portfolios and make product suggestions, which resulted in acquiring 15 personal clients to sign up for 403(b) retirement investment services. Presented each with accurate and meaningful financial planning options for specific family needs. Recommended and presented options for long term financial planning to ensure longevity of client’s financial stability, which resulted in clients growing their average wealth.

    • Pizza Antica (Bacchus Management Group)

      May 2010 - Oct 2017

      Managed, delegated, and oversaw tasks for team of 80-100 employees in fast-paced, high-volume $3.5M restaurant. Employed cohesive leadership style with focus on customer satisfaction, staff development, and long-lasting relationships with 50 employees and 25 vendors.• Analyzed, updated, and presented recommendations for annual operations budget to Director of Operations and CFO based off past and future predictions and other controllable costs; collaborated to finalize annual overall budget.• Oversaw variable costs, invoices, and collaborated on general ledger accounting with CPA to control profit and loss goals.• Reported weekly financials to owners with CTUIT to monitor accurate budgeting, growth, and positive profit and loss review; oversaw daily inventory, procedures, and reporting.• Directed internal marketing strategy to build strong community relations through local networking, social media, and advertising; partnered with local organizations to attract new guests.• Organized and executed 10-15 annual onsite events and banquets for large groups of 20-50 including contract creation, thorough event and menu planning, event execution, and invoicing, all based on their requests.• Partnered with 12 local organizations per year to hold monthly fundraisers and build community rapport; donated up to $600 each month as a result of 30-50% increases in revenue generated via fundraisers.• Mainntained education program for 50 staff to enhance product understanding and adapt “story-telling” sales approach through hands-on experiences to increase retention of knowledge for seasonal menu changes and overall service standards.• Coordinated 3-month long “Summer of Rose” fundraiser and sold most goods among 7 participating restaurants to collectively raise $17K; created friendly contests for 50 employees and utilized CTUIT to track increased sales numbers for each employee. Show less • Selected for exclusive trip to Italy to gain expertise on 10 producers wine portfolios; applied learnings to host 5 course VIP dinners to groups of 40.• Addressed critical online reviews with solutions-oriented mindset to successfully repair altered relationships.• Spearheaded all HR initiatives, including hiring, training, and safety processes for 80-100 staff.• Ordered and supervised all incoming deliveries for supplies, wine, beer, and non-alcoholic beverages; checked for accuracy, spoilage, quality, proper pricing, and rotation of inventory.• Managed and controlled inventory through BinWise; trained management team of 7 on standards of operations and protocol.• Programmed and supported Aloha POS software for menu, pricing, credit card charges, and troubleshot and resolved system issues. Show less

      • General Manager

        Sept 2016 - Oct 2017
      • Assistant General Manager

        Aug 2010 - Sept 2016
      • Server

        May 2010 - Aug 2010
    • Just Be Yoga LLC

      Sept 2015 - Oct 2016
      Yoga Teacher / Studio Associate

      200-hour RYT certification from https://www.myjustbeyoga.comJust Be Yoga was founded in 2012 with the intention to create a warm and welcoming space for the community and to draw in masterful teachers collectively working together to share the transformational and supportive practices of yoga, meditation and ThetaHealing®. Overtime, Just Be Yoga hasbecome a beloved sanctuary, a home away from home committed to offerings that honor the practice - on and beyond the yoga mat.

    • Va De Vi Bistro & Wine Bar

      Jul 2018 - Jan 2022
      • Customer Service Experience

        Feb 2018 - Jan 2022
      • Supervisor

        Jul 2018 - Oct 2020
    • NCR Corporation

      Feb 2022 - Oct 2022
      Territory Sales Executive
    • Fooda

      Nov 2022 - now
      Account Manager | Onboarding & Implementation
  • Licenses & Certifications

    • Series 7

      FINRA
      Aug 2009
    • Series 66

      FINRA
      Aug 2009