Troi Helmer, CTS

Troi Helmer, CTS

Customer Service

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location of Troi Helmer, CTSFullerton, California, United States

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  • Timeline

  • About me

    Program Manager - Diversified PMO Passionate | Strategic Planning | Best-in-class process improvement approach | Project Management Professional

  • Education

    • California State University-Fullerton

      1991 - 1995
      Bachelor of Arts (B.A.) Speech Communication and Rhetoric 3.6

      Activities and Societies: NCAA Collegiate Athletic Scholarship- Gymnastics, 1991-93 Leadership Institute Member CSUF, 1994 After competing in collegiate gymnastics, 1994 I became a head coach of the junior team program at CSUF.

  • Experience

    • Comp View

      Jul 1998 - Jan 2004
      Customer Service

      Training Coordinator• Responsible for implementing training courses for all new hires (5 regional offices) in a support-service role • Created training material and established performance evaluation criteria for the sales/operational managers’ Service• Provided feedback from the support staff to the management hierarchy on policy changes as it related to service to drive a high-service standard within the company• Provide technical support on equipment sold to entire customer base in Washington State, approx. 1,500 clients.• Responsible for qualifying customer calls and building a strong customer rapport with new and existing client base. Show less

    • Compview

      Jan 2011 - Sept 2012

      Audio-Visual company headquartered in Oregon; thriving regional office focused on establishing a technology presence. • Performed all project scheduling functions for the regional office which included 8 technicians, 3 programmers, 4 engineers and a list of subcontractors to ensure smooth project implementation• Created annual performance review materials for 5 Administrative Coordinators which provided first time performance tracking and salary adjustment structure• Responsible for all office coordination duties and project coordination support for a $12M office Show less

      • Consultant

        Jul 2012 - Sept 2012
      • Project Administrator/Office Manager

        Apr 2008 - Jun 2012
      • Project Manager

        Jan 2011 - Jan 2012
    • SPINITAR

      Sept 2012 - Feb 2022

      • Led the Resource Department with 7 direct reports, 10 project managers, reported directly to the CEO which offered influence and quick swiftness in continuous process improvement accountability • Drove operational approach company-wide by overseeing customer design reviews, client kick off meetings; streamlining how forecasting would be tracked by project which in turn yielded 5-8% revenue gains monthly • Managed $5M+ of revenue annually equating to 15-24 project loads monthly, exceeding team incentive goal by 4-7 GP% points project average, while not sacrificing client needs and maximizing business objectives • Created a resource allocation strategy that was scaled across the 110-employee organization driving utilization visibility in all scheduling categories, yielding a 25% month over month gain Show less

      • Corporate Process & Resource Leader

        Jan 2019 - Feb 2022
      • Process and Resource Management Lead

        Jan 2018 - Feb 2022
      • Senior Project Manager

        Sept 2012 - Feb 2022
    • LightWerks Communication Systems

      Apr 2022 - Oct 2023

      Boutique Audio-Visual project management firm focused exclusively on client retention with $22M in revenue. • Created, operationalized and scaled first ever PMO department with 10 direct reports who implemented 200+ projects • Led the implementation of $20M of project revenue annually across education, government and corporate platforms through job cost analysis, implementing effective scheduling strategies and close rate procedures• Originated 20+ “How-To” training/process guides across 50+ person organization to improve the quality of project implementation by 10% and scaled cost saving measurements by implementing inventory tracking Show less

      • Director Project Management

        Jan 2023 - Oct 2023
      • Sr. Project Manager

        Apr 2022 - Jan 2023
    • Diversified

      May 2024 - now
      Program Manager
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Troi Helmer, CTS
      Coaching Recognition Award 2018 Spinitar Jan 2019 Hit operations bonus goal for 2018 as the Process & Resource Management Lead. Awarded a trip to “Chairman’s Club” in March of this year. They are sending us to Cabo. Feel incredibly blessed for the honor and ability to be recognized in this way!! Thank you Spinitar