The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

WHY NOT Leadership

WHY Not Leadership is dedicated to helping leaders at all levels of organizations lead even better through the power of Self-Awareness.

Chief Executive Officer/Founder

WHY Institute

We've developed the world's first WHY Discovery Tool and we want to share it with the world.  We believe there are 9 WHY's and everybody has one, and when you know your WHY, life's challenging questions become easier.

Chief Growth Officer

Baxter International Inc.

Responsible for delivering sales results for Baxter Renal in the Western United States for Chronic, Acute, and Home Dialysis Therapies.

Area Sales Director, Western US

Responsible for delivering sales results for Baxter Healthcare's Acute Renal Division.

Acute National Sales Director

Led a team of Sales and Clinical Professionals in the states of Ohio, Michigan, Kentucky, West Virginia, and Pennsylvania to significantly grow Baxter's Peritoneal Dialysis market penetration and patient census.

Regional Manager

Consistently met and exceeded my sales objectives while building long lasting relationships in the Renal Dialysis market in the states of New Mexico, Utah, West Texas, and Southern Colorado.

Senior Account Executive

PENTAX Medical Americas

Independent Sales Representative

Astra Zeneca

Pharmaceutical Sales Specialist

US Army

Executive Officer

Platoon Leader

I believe that success happens when we make a positive impact on the lives of others.  WHY Not Leadership is a venture dedicated to working with leaders who are ready to say "WHY Not?" to becoming more self-aware, learning more about themselves, their teams, and the people with whom they interact on a daily basis in order to take their ventures to the next level.  

As the Chief Growth Officer at the WHY Institute, I spent 4 years contributing to the success and impact of coaches around the world by helping them and their clients Discover, Communicate, and Live their WHY.  Now I'm bringing that experience to WHY Not Leaders around the world through WHY Not Leadership.  

With over 30 years of experience in sales and leadership roles, I have a proven track record of exceeding sales goals, building and leading high-performing teams, and developing new business opportunities in the healthcare and renal sectors. I leverage my communication, individualization, and positivity strengths to connect with people and make a difference in their lives. I am passionate about learning and applying various personality and behavioral assessments to understand myself and others better. I am also fluent in Spanish and enjoy traveling and running.

WHY.os - Contribute - Challenge - Make Sense

Clifton Strengths: Woo - Communication - Individualization - Positivity - Arranger

Kolbe Score: 5 - 2 - 9 - 3

Myers Briggs - ENTJ

Enneagram - Achiever with a Helper Wing - 3/2

BANK - N A K B

CVI - Merchant Builder

DISC - Id

GIANT 5 Voices - Connector/Creative/Pioneer

Four Temperaments - Sanguine 54%/Choleric 46%

Working Genius - Galvanizing Enablement

taplio

The Battle

Rachel Marie

🎙️Dan Dominguez, MBA 🎙️

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