Paychex

District Business Manager, Retirement Sales

National Business Advisor & HCM/PEO Consultant

Business & Retirement Consultant

AvanzeCorp

Led teams in areas of Operations, Branding, Marketing and Business Development creating organizational blueprints, identifying new markets, optimizing value proposition and leading digital, traditional and new media market positioning strategies for corporate start-ups and mid-sized companies.

•	Increased revenue and client portfolio by >35% y-o-y
•	Cultivated alliances with F100 organizations and key leaders in government to include: Next Era/FPL, 
        BB&T, Publix, Ford, Allstate, American Airlines 
•	Developed branding and integrated marketing strategies for SMBs & franchise owners of AAA, 
         Quizno’s, Allstate, StateFarm, Blimpie, ChemDry, JiffyLube, Subway  
•	Client awards included top 250 in Inc5000 list for America’s Fastest Growing Companies.
•	Crafted an SMB economic development program & received County proclamation for job creation 
•	Mentored 250+ CEOs on the  implementation of operational, marketing and sales methodologies  
•	Managed global cross-functional team of 15+  and outsourced vendors in brand identity, key message development & journey mapping as well as website optimization, CRM & Automation, Email Marketing, Content Marketing, Demand and Lead Generation, Social Media, Paid Search & Advertising, Earned Media, SEO, Telemarketing, Tradeshows & Conferences, Direct Mail, Affiliate Marketing, Referral Marketing and KPIs. 	Recruited, trained and managed offshore teams and call centers in Philippines and Bangladesh

CEO and Head Consultant

Genesis Broadcasting Network

Led Operations, Marketing and Sales for a non-profit broadcasting station.

•	Managed all facets of marketing, programming and communication strategy 
•	Repositioned brand increasing online audience by >200% and revenues by double-digit growth
•	Identified new markets and launched 5 products yielding high returns and cash inflow
•	Developed the marketing campaigns of SMBs and F100 alike including American Airlines, Chic-Fil-A, Ford
•	Led a cross-functional 14-member team delivering revenue growth and new customer acquisition 
•	Constructed & implemented marketing dashboard and intranet real-time reporting system
•	Developed & led subscription magazine including design, content, distribution, sales & subscribers
•	Increased brand awareness with the use of traditional and digital media including content, print, email, social media, paid ads, earned media, direct mail, tradeshows, door to door campaigns and partnership based initiatives.

GM, Head of Operations, Marketing & Business Development

Department of Social and Family Affairs

•	Managed 100+ case work services for adults, children and youth 
•	Maintained medical, physical, social and psychological plans.  
•	Provided one-on-one and individual coaching  to families, children and youth 
•	Investigated &  evaluated any allegations of abuse &/or neglect
•	Made recommendation to state on petitions within workload and child custody hearings
•	Interviewed and assessed homes for placement of children.  
•	Developed treatment plans alongside mental health professionals and supportive services   
•	Provided appropriate referrals and community resources for case members.  
•	Supervised legal visitations and volunteer workers.  
•	Maintained extensive file records, notations and state mandated procedures.

Social Worker

20+ Years of Experience...... 
Entrepreneurial executive driving business growth leading cross-functional teams in marketing, sales and operations across successful B2B, B2C and B2B2C inbound and outbound strategies.

Business Development and Partnerships with Fortune 100 Companies....... 
Proven record at developing new business and alliances with key decision makers in government, SMB, F100 and Inc500 segments yielding high returns. Skilled at identifying new markets.

National Marketing Campaign Execution........ 
Proficient in developing national marketing strategies leveraging technology to fuel growth and double-digit results across all KPIs in digital, traditional and integrated multi-channel campaigns.  Strategies include CRM & Automation, Email Marketing, Content Marketing, Demand and Lead Generation, Social Media, Paid Search & Advertising, Earned Media, SEO, Telemarketing, Tradeshows & Conferences, Direct Mail, Affiliate Marketing and Referral Marketing.

Effective Brand Positioning.......  
Development of brand identity and compelling key messages communicating unique value proposition that resonates with target market segments across all touch points and journeys amplifying brand awareness, driving engagement and increasing ROI.

Thirteen Year Track - Business & Life Coaching.......  
Developed sustainable groups for the improvement of life skills and emotional intelligence.  Achieved 400+ members and expansion to LATAM.  Architected entrepreneurship program mentoring 200+ CEOs in starting, marketing and launching their ventures.

Specialties: 
• Pushing past revenue plateaus with actionable strategies for growth
• Combining digital and traditional programs with automation to build awareness & revenues
• Build and execute sustainable go-to-market strategies
• Implement, measure and monitor sales initiatives to achieve targeted goals

Yesenia Otero

Dream to Done Ops

You’ve built success.
But now it’s costing you.

You’re a visionary founder or high-achiever with a big mission.
Your business is thriving on the outside—but inside, something feels off.

👉 You’re stuck in the hustle, even though the money’s flowing.
👉 You’re the bottleneck, and the business depends too much on you.
👉 You crave freedom, but feel trapped by what you've built.

Here’s the truth: You don’t need to work harder. You need to realign.

When your nervous system, business model, and leadership identity work with you—not against you—you stop surviving and start soaring.

That’s where I come in.
I’m Cassie Shea, Somatic Business Coach + Identity Strategist.
I help high-performing leaders unlock their personal magic and systemize their inner genius—so they can share their gifts with the world, without sacrificing their time, energy, or freedom.

Together, we’ll unlock the next chapter of your leadership: one where ease, alignment, and expansion are the norm.

🚀 Choose Your Path 🚀 

1️⃣ Private Coaching
“I need deep, high-touch support to shift FAST.”
If you're ready for a personal, high-level container to make quantum leaps in identity, income, and leadership, this is for you.

✅ Shift who you are as a leader
✅ Design a business that doesn’t burn you out
✅ Step fully into your next level of power
💼 1:1 Coaching + Unlimited Voxer + Weekly Check-ins

2️⃣ The Kingmaker Foundry (90-Day Group Accelerator)
“I want structure, momentum, and support to scale without the burnout.”

For high-achievers ready to lead with clarity, scale with systems, and grow with ease—inside a powerful group container.

🔥 Regulate your nervous system for calm, confident leadership
⚙️ Build scalable systems so the business runs without you
📈 Grow your revenue while working way less
💼 12 Weeks of Live Coaching + Elite Peer Community

You don’t have to choose between success and sanity.
Let’s build a business—and a life—that feels as good as it looks.

Somatic Business Coach | Radical Alignment of Identity, Nervous System, and Revenue 

Agency Builders

At Agency Builders, I’m the Coach-in-Residence for founders and operators who are done playing small. We’re building more than agencies—we’re building lives that win at home and at work.

Inside our community, we trade ego for collaboration, hustle for harmony, and empty metrics for real momentum.

We believe in:

✨ Collaboration Over Competition – We grow faster when we grow together.
🤝 Rich in People, Not Just Pixels – Because real success is built on trust, not transactions.
⚖️ Healthy Work-Life Blender – We blend ambition with alignment, so your work fuels—not fights—your life.
💰 Profit with Purpose – We’re here to make money and a meaningful difference.

This is where agency leaders come to build businesses they actually want to run—with a tribe that’s in their corner for every messy, magical step.

Coach-in-Residence | Collaboration Over Competition Champion 

Interactive Education Concepts, Inc. dba IMPROVLearning 

CXO leading Biz Dev and Product Ops for an $8MM / year company in the eLearning industry. 
☑️ Exceeded June 2021 business development goal by 30% through relationship-building partnerships. 
☑️ Spearheaded new brand, website, and marketing launch to activate a new 1M/year audience online. 
☑️ Achieved a 4.0 internal eNPS rating with internal communications and benefits program analysis.
☑️ Communications officer in charge of all corporate and external communications including website copy, marketing / sales collateral, email marketing programs, and internal communications.

Chief Experience Officer

Brainjolt

COO for a $30MM / year media company doing 5B ad impressions monthly. 
☑️ Saved 32% on operating overhead by migrating the team fully remote in 2019. 
☑️ Built HR program from scratch and deployed full-stack people operations programs + engagement plan to global workforce. 
☑️ Coached 7 employees in 12-months, or 28% of the company. 57% of the coaching clients were promoted within 12-months of coaching, receiving an average 10% raise to accompany an enhanced job title and set of responsibilities.

Managing Director

Vendo

Led Operations, HR, Customer Delivery and Product Teams for a $14M / year company. 
☑️ Built end-to-end operations, and a full-cycle talent strategy, including an internship program for a team doing $14MM yearly in product sales on Amazon.
☑️ Launched CRM, onboarding checklists, reduced project kickoff time from 2+ weeks to 48 hours.
☑️ Introduced team to Asana, increasing task visibility and reducing reporting time by 20%.
☑️ Sales Operations - built Salesforce, implemented Yesware for automated email marketing and launched DocuSign
☑️ Sales Enablement - developed sales KPIs, and created reporting for activities/pipeline

Director Of Operations

☑️ Sourced 500+ leads and trained 2 new sales hires

Business Development Associate

StackCommerce

Led strategic direction for channel expansion and championed go-to-market strategies for eCommerce content marketing company. 
☑️ $6mm book of business built, enabling the company to acquire new JV & distribution outlets
☑️ 75% increase in leads generated and 15% lift in leads converted QoQ, 115% to goal on $1.3mm+ quota for Q4
☑️ 40% MoM revenue growth for new vertical, increasing vendor earnings by 6x in the women's vertical
☑️ Developed the sales operations playbook from scratch including: creating process, adopting new tools (Salesforce, Looker, DocuSign), and streamlining reporting to the executive team. Designed training programs and scripts.

Sales Operations | Account Executive, Partnerships

☑️ 147% to Q3 goal for deals closed 
☑️ 168% QoQ growth for deal size (revenue generated per deal)
☑️ 193% QoQ growth for deals closed

Digital Account Manager

CS Management Service

Business management firm provided bookkeeping, HR, and CFO services.
☑️ Added 25% recurring monthly revenue through referrals & onboarding new clients 
☑️ Streamlined reporting led to closing EOM books on avg. 5 days sooner, allowing for more analysis time
☑️ Trusted advisor to executives on HR best practices, compliance, and performance management tools

Redgate Software

Account-based selling for technology change management and data base administration. 
☑️ Generated over $2m revenue from existing accounts and signed new accounts from M&As
☑️ Launched a new sales playbook that started with emails, which increased close rate by 300% month over month. 
☑️ Continually exceeded monthly $300k+ sales targets at 105-158% 
☑️  Set a global customer retention record in October 2014, with the best close rate for 3-year agreements out of 13 person team 
☑️ Influenced performance of team having led skill labs, mock demos, training bootcamps, and a team book club.

AMER Account Manager

Azusa Pacific University

Recruited top-tier candidates for nationally-recognized health and science graduate degrees. 
☑️ Achieved 95% retention from Fall '13 - Spring '14 and exceeded 80% enrollment goal per semester
☑️ Maintained top application volume by program out of a team of 8 recruiters in Q3 & Q4 2011
☑️ Increased matriculated students by 20% in 2012 for key graduate program 
☑️ Conducted market research reports that were used by the board of the university to set tuition rates

// Titles Held // 
Student Services Coordinator  |  Sept 2013 - June 2014 
Recruiter & Program Representative | June 2011 - Sept 2013

Recruiting & Operations 

Code To The Future

☑️ Composed storytelling and marketing materials to promote the after-school program
☑️ Represented the brand by hosting a presentation at the ACI Chess Conference 
☑️ Market research included phone surveys, in-person interviews, and collecting testimonials 
☑️ Organized a free, family-friendly event for the City of Azusa to come and play chess

Marketing Operations Specialist 

Helping online founders overcome the trap of over-working + under-earning | 4 Day Work Week + Resource Optimization to help founders buy back time ⏰ and increase their revenue 💰 | Revenue Accelerator + Fractional COO

You Built the Business. But Are You Thriving?
👉 From proving your worth → to leading in full alignment.

You did it. 📌 Built the business. 📌 Created security. 📌 Hit the milestones. 📌 Checked every damn box.

By all accounts, you should feel fulfilled. At peace. Enough.

But in the quiet moments, you feel it. That subtle ache that whispers:
"This isn’t it. Not all of it."

Maybe you’re stuck in the success you built—so much so that stepping into what’s next feels impossible.
Maybe the business relies too much on you, and no matter how much you delegate, it’s still in your orbit.
Maybe you’re realizing that more achievement ≠ more freedom.

👉 The version of you that got you here won’t be the one that takes you where you want to go.
📌 You don’t need a strategy.
📌 You don’t need a productivity hack.
📌 You need an identity shift.

This is where I come in.

I Don’t Do “Coaching.” I Do Magic.

(Not sleight of hand magic. The kind that shatters what’s keeping you small and shifts you into expansion.)

💡 I see what’s keeping you stuck before you do.
💡 I ask the exact questions that unlock what’s next.
💡 I help you remove every single thing standing between you and aligned success.

The Truth About Me (That I Used to Be Embarrassed to Say Out Loud)

I spent my life chasing gold stars, thinking if I just achieved enough, I’d finally feel safe.

I was the overachiever. The “figure-it-out girl.” And for a long time, that worked.

Until it didn’t.
💡 My second marriage ended.
💡 My “dream job” turned into a gilded cage.
💡 My body started keeping score.

I had built an identity around achievement, not alignment.

So, I walked away. From the penthouse. The titles. The “shoulds.”

And that’s when I finally found it—the thing I’d been looking for my whole life.
👉 Not another job.
👉 Not another strategy.
👉 Not another achievement.
✨ It was ME. Fully expressed. Fully aligned. Fully free.

Now, I work with ridiculously talented people who were already successful—we just unlocked a version of success that felt effortless.

✅ Dustin → From $50K to a $1M run rate in 2 years. Biz now runs without him.
✅ Jordan → Went from stressed and stuck to $100K months—with ease.
✅ Natalie → Built a 5X more profitable biz and took paid maternity leave.
✅ Clay → Closed $2M in new business within 60 days.
✅ Christine → Launched her financial community after 10 years of “sitting on the idea.”
✅ Michelle → Went from drowning in work to working 75% less—and making 66% more.

💡 Their businesses didn’t just grow. They did.

So, what’s the story we’re going to write about you?

taplio

The Battle

Yesenia Otero

Cassie Shea ✨

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