senior regional director resume example with 17 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Forward thinking Business Unit Director with over two decades of proven results in domestic and international leadership experience in generating new business, financial management, marketing, operational oversight and consumer success.


  • Achieving Results: Internationally recognized top performer in driving revenue $100 mil, client growth, and profit margin. Lean Six Sigma: saved $5 mil in labor over a 3-year period while increasing new client growth by 10%.
  • Change agent for growth: Opened 25 new retail locations, promoted new product offerings and launched new direct-to-consumer e-commerce platforms. Challenging the status quo, explaining the “Why”, and accepting calculated risks has led to a reputation of being collaborative and decisive.
  • Consumer Success: Improved overall client retention by 5% an over 3-year period, addressed needs of prior clients and new client segmentation. Improved NPS on client satisfaction 5 pts each year.
  • Building High Performance, Focused Teams: Launched a new brand, hired, and trained a new field leadership team ranked number 3 out of 32 regions in year 1 and number 2 in year 2.
  • International: Led 300 locations in British Columbia and Alberta Canada of H&R Block and supported the franchise owned locations. Responsible for field operations, real estate, marketing, client retention, and acquisition.
  • Corporate and Franchise Strategic Development
  • Large Scale P&L Management
  • Staff Management
  • Business Planning
  • Multi-Unit Retail Leadership over 300 locations
  • Relationship Management
  • Change Management
  • Business to Consumer Experience
Work History
01/2017 to 01/2019
Senior Regional Director Hcl Technologies Ltd. Grundy, IL,

Reporting to the Market Vice President, led the launch of a new brand across 20 States in the Western and Central regions of the United States. Hired and led 9 district managers and 1,500 tax associates. Contributed to the 3 year strategic plan, new business development opportunities and operational execution of H&R Block’s high-net worth individuals, corporate and partnership tax and small business consulting.

Accomplishment highlights:

  • The 2018 National Top Performer in leading teams to deliver client growth, revenue, and earnings profitability nationally.
  • Exceeded $75 mil in sales revenue growth target by 4% and $1.4 mil in sales through new client growth of 3%.
  • Developed and implemented new client acquisition approach targeting high-net worth clients and small businesses.
  • Piloted and led team of 300 advisors offering a digital product solution resulting incremental new client growth of 40%.
  • Customized and implemented marketing strategies and B2B strategic partnership at district and local store level.
  • Trained, directed, and implemented new standard operating procedures across network of 200 offices.
  • Improved client experience and satisfaction scores year-over-year for 3 consecutive years to above 90% serving over 200,000 clients.
01/2014 to 01/2016
Global Regional Director Caravel Autism Health Brillion, WI, Canada

Directly reported to the President of Tax Operations, accountable for the company and franchise retail network of 300 locations and over 693,000 clients. Led district management staff of 13 and 2,000 tax associates.

Accomplishment highlights:

  • The 2014 National Top Performer in leading team to deliver quality client service and profitability.
  • Exceeded $50 mil in company sales revenue growth by 3% and $1.4 mil through new client growth 4.2% by opening 12 new retail locations in the first year.
  • Advisor to Franchisees: developed strategies to grow revenue, improve cashflow, profits, and innovation recommendations to enhance operations.
  • Developed and implemented new B2B and B2C strategies to acquire new clients: Strategic relationships with Loblaws & Mall locations.
  • Achieved Tax Season Net Promoter Score of 45; 15-point improvement from 2013 through increased client and associate consulting and training on a new client relationship platform, GREAT.
01/2005 to 01/2013
Regional Director Amazon.Com, Inc. New Century, KS,

Spearheaded retail network of tax services in San Diego, Los Angeles and Hawaii for client experience across 270 company-owned locations and over 360,000 clients. Led District Management staff of 14 and 2,400 tax associates.

Accomplishment highlights:

  • Managed the annual tax season and off-season budget of $75 mil in sales revenue.
  • Coordinated through Department of Revenue the RFP process to secure a retail location on San Diego military base Camp Pendleton that provided access to over 30,000 potential new clients.
  • Delivered net earnings profitability of 35.7% by improving revenues and controlling expenses.
  • Led retail store foot print expansion by opening 24 locations across SoCal over 3 year period delivering over 40,000 new clients and $10 mil in sales revenue.
  • Executed in office strategies to increase overall client retention to 70.7%, achieved a score of 86.7% clients’ willingness to return through consistent execution of client service initiatives.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
01/1999 to 01/2004
Senior Product Manager H&R Block Financial Advisors, Inc City, STATE,

Accomplishment highlights:

  • Increased revenues year 1 and 2 by $7 mil and $12 mil dollars, respectively.
  • Launched the commission schedule redesign and delivered $10 mil in revenue.
  • Led annuity and insurance product launch and staff across 50 states involving 800 advisors.
  • Developed and managed strategies and staff to support fee based and wrap product launches.
Expected in
MBA: Business Administration
University of Minnesota - Twin Cities - Minneapolis, MN
Expected in
Bachelor of Arts: Business Administration/Accounting
Morehouse College - Atlanta, GA,
  • Graduated cum laude

TUM Lean Six Sigma - Yellow Belt

Securities licenses held Series 7, 24, 66, life insurance, and variable annuities

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Resume Overview

School Attended

  • University of Minnesota - Twin Cities
  • Morehouse College

Job Titles Held:

  • Senior Regional Director
  • Global Regional Director
  • Regional Director
  • Senior Product Manager


  • MBA
  • Bachelor of Arts

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