Social Venture Partners Charlotte

Social Venture Partners is an innovative nonprofit organization that provides a path for passionate and committed people to collectively invest their money, skills, and time in Charlotte's most promising nonprofit organizations.

Our mission is to invest in and strengthen innovative nonprofits who are tackling our community’s greatest challenges by leveraging a network of engaged philanthropists.

Executive Director

Pivot Point Professionals, LLC

Establish professional firm to coach executives and professionals seeking changes to find greater career success and fulfillment. Provide consulting services that include strength assessments, resume reviews, interview preparation, and networking skill development.
*	Career Coaching: Actively coaching professionals to navigate career transitions and new employment opportunities.
*     Executive/Entrepreneur  Coaching: Assisting senior leaders to craft strategies and execute plans to grow profitably, lead teams, and enhance performance.
*	Life Coaching: Empower and coach individuals to proactively manage and life transitions (retirement, job loss, work/life balance)
*	Business Development/Marketing: Create and maintain professional development blog, website, and social media platforms.
*     Workshop/Training Delivery:  Create and facilitate skill building workshops to enhance professional development (ex. Strategic Networking)

CEO and Executive Coach (Founder)

Bank of America Merchant Services

Led enterprise strategic relationships with payment networks (e.g. Visa, MC), along with the card brand compliance department of 25 people responsible for company's network compliance  in the United States, Canada, and Europe.
●	Organizational Leadership:  Appointed to company’s “Top Talent” leadership development program, comprised of executive nominated top 1% of employees. Re-organized department, upgrading existing positions to provide greater professional growth, employee job satisfaction, and company impact.
●	Mentorship: Collaborated to establish business unit and department mentorship programs and facilitated matching process. Researched and shared mentor resources with executive and peers. Selected to mentor 3 high performers in the business unit.
●	Networking Leader: Part of company’s inaugural Women’s Leadership Network committee focused on encouraging and facilitating networking events nationally and locally for company with over 2,300 employees.
●	Industry Networking: Selected to represent company on variety of industry councils (e.g. Mastercard) to advocate on behalf of company and clients to drive positive changes.  Sourced job candidates through extensive professional network. 
●	Training Creation & Delivery:  Routinely developed and facilitated training presentations internally and externally based on rapidly changing payment rules. Oversaw quarterly payment network compliance training for company and clients.

Senior Vice President, Card Brand Management

Led the strategic business relationships with 4 major credit card brands (Visa, MasterCard, American Express & Discover) and 12 debit networks on behalf a industry leading acquirer, focused on mitigating risk, generating revenue, reducing costs and resolving escalated issues.

• Relationship Management: Created relationship management tools, including executive reporting, relationship logs, and case management archives to ensure critical actions, decisions and initiatives were archived.
• Solution Oriented Negotiation: Instrumental member of team responsible for establishing all card network agreements, penalty fee waivers and incentive opportunities. Negotiated policy exceptions and deadline extensions on behalf of company with >75% success rate annually.
• Cost Savings: Improved compliance resulting in avoiding >$2.1 million in fines first year, total savings >$15 Million.

Vice President, Card Brand Relationship Manager

GE Capital

Established team in start-up department with $6.6 million budget to manage vendor relationships including contract negotiations, performance management, and program placement. 
•  Results Driven: Selected and managed vendors to meet/exceed all metrics resulting in over 210,000 applications and over $500 million in loan acquisitions annually. Manage vendors to meet or exceed metrics while increasing productivity by 33%
•  Cost-Savings: Created and executed the Request for Proposal (RFP) process, selecting a new international vendor and reduced hourly costs by 40% while meeting or exceeding all key performance metrics.
•  Strategy Development: Revised and led the telemarketing operational strategy to launch the new GE Money mortgage program, resulting in over $171 million in annual loan volume.

Senior Vendor Manager, Personal Finance

Bank of America

Led operational strategy in the telemarketing channel for credit card marketing programs with $55 million annually, including the team of 3 managers to drive sales, productivity and quality performance of vendors.
•  New Vendor Launch: Led project to launch two new telemarketing vendors in under 90 days.
•  Quality Assurance: Executed program to gather “Voice of the Customer” data to ensure standards were met.

Telemarketing Channel Manager

Capital One

Managed telemarketing vendors in US, Canada and India supporting credit card acquisition programs.  Led onsite evaluations to improve sales and quality performance by 6%, initiated operational enhancements and improved training effectiveness.

Senior Relationship Manager, Supply Chain Management

Prioritized and executed over 55 telemarketing programs in a proprietary outbound call center with an annual operating budget of $4.2 million.  Led three teams totaling up to 50 sales associates to exceed departmental sales and productivity objectives.

Senior Operations/Senior Process Manager, Outbound Call Center

Selected as operational expert to develop departmental policies and operational procedures during the creation of Capital One’s first outbound telemarketing call center.  Built call center operations from concept to execution.

Front Line Manager/Project Manager, Outbound Call Center

Coached and developed teams of 15-30 sales agents to consistently meet and exceed standards. Led sales training program and three trainers for a department of 80 sales agents, including development of training and communication of new retention strategies.

Front Line Sales Manager/Manager Trainee, Retention Department

I am an encouraging coach, servant leader and optimistic problem solver. I have led business units, nonprofits, and enterprise business relationships with expertise in strategy development, executive communication, project management, operations, relationship management, organizational design, and marketing to help organizations grow rapidly and optimize performance. I have skillfully led teams, supplier relationships, and cross-functional projects across multiple companies and international locations, often in startup divisions.

I'm comfortable with ambiguity, empower teams to solve complex problems, and tactfully challenge the status quo. I consistently bring energy, collaboration, and perseverance to my work, and thrive on building relationships, tackling new challenges, and delivering exceptional results. 

My own "Great Resignation" in 2017 led to a sabbatical to recharge and refocus my career. I embraced "pivoting" before it was cool. In 2018, I started my coaching & consulting firm, Pivot Point Professionals.  I am certified to coach individuals and groups and am pursuing my ACC accreditation from the International Coaching Federation (ICF). As an empowering coach and consultant, I work with successful executives, entrepreneurs, and professionals who are frustrated with their career, performance, corporate culture, or lifestyle. I help them leverage their strengths/priorities to create actionable change management plans to bring personal and professional success.

In addition, I am honored to be the Executive Director for Social Venture Partners Charlotte, a nonprofit that has invested >$1.8 million dollars and thousands of skilled-volunteer hours locally into high-potential nonprofits serving the Charlotte region.  We coordinate opportunities for our Partners to collectively invest their time, talent, and money in strategic volunteer engagements. 

Building relationships, enhancing results and connecting others through collaborative engagements are my passion. I thrive in dynamic, rapid growth environments, collaborating with others to lean into their strengths and skills to achieve stellar results. I serve in the community with energy, commitment, and compassion both domestically and abroad.

Specialties include: 
Enterprise Relationship Management
Management Consulting
Strategy Development
Executive Communications
Operations Management
Vendor Management 
Budget management/P&L responsibility 
Career coaching & consulting
Executive and Team Coaching
Leadership Development
Project Management
Program Management 
Training Development & Facilitation

THANK YOU Apparo - Business and Tech Solutions for Nonprofits for hosting an incredible AI in Action worshop at AvidXchange, Inc. yesterday!  Heather-Camille Hewett and I were grateful to have the chance to work through some real life scenarios we wanted to leverage AI to help us save time. Our amazing volunteers Caleb Whitaker and Sadhana Ramesh helped us with new ideas for AI platforms and to refine our prompts.

I’m delighted to report that Social Venture Partners Charlotte won the Volunteer Vitality award for our use case and prompts to help us streamline some of our volunteer scheduling processes related to our #SEED20 program!  Our team is pictured here holding our Liquid IV prizes. We also learned so much from the other nonprofit use cases and appreciate all the time and energy that went into holding such an engaging event.

Also shout out to Manolo's Bakery for overcoming so many obstacles to deliver and serve a yummy breakfast and tasty lunch for participants!

I learned about some new AI platforms and tools. What is your favorite?

taplio

Kristin Winkle Beck, CPLC's Linkedin Analytics

Kristin Winkle Beck, CPLC

Performance ScoreKristin Winkle Beck, CPLC's LinkedIn Performance

Kristin Winkle Beck, CPLC's Best Posts (last 30 days)

Ready to grow your LinkedIn presence?

taplio

.css-6ytdur{background-image:linear-gradient(284deg, rgba(39, 43, 72, 1) 0%, rgba(33, 47, 183, 1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Kristin Winkle Beck, CPLC's Linkedin Analytics

Kristin Winkle Beck, CPLC

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Kristin Winkle Beck, CPLC's LinkedIn Performance

Kristin Winkle Beck, CPLC's Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

Ready to grow your LinkedIn presence?

Kristin Winkle Beck, CPLC's Linkedin Analytics

Performance ScoreKristin Winkle Beck, CPLC's LinkedIn Performance

Kristin Winkle Beck, CPLC's Best Posts (last 30 days)