Karen Harriss MBA,GMA,MA

Strategic Leadership & Community Building:

• Leading the launch of AI4ALL’s community, establishing the foundational vision, mission, and strategic direction.
• Developing and executing long-term strategies to drive community growth, engagement, and impact.
• Building the initial operational framework, including policies, procedures, and organizational structures to support future expansion.
• Recruiting and developing a diverse team to drive key initiatives and foster a culture of innovation and collaboration.

Partnership Development & Business Growth:

• Identifying and securing early-stage partnerships with corporate sponsors, academic institutions, and industry leaders to support AI initiatives.
• Creating and implementing sponsorship and fundraising strategies to establish financial stability and growth potential.
• Prospecting, pitching, and negotiating strategic collaborations to enhance brand visibility and build credibility within the AI ecosystem.

Financial Oversight & Compliance:

• Establishing financial systems, budgeting structures, and revenue models to ensure long-term sustainability.
• Managing early-stage financial operations, including budgeting, financial planning, and securing funding.
• Ensuring compliance with legal, financial, and tax obligations while building a foundation for future financial governance.

Marketing & Brand Development:

• Developing AI4ALL’s brand identity and positioning within the AI and Technology sectors. Growing following by
• Overseeing the creation of marketing materials, sponsorship decks, and digital outreach strategies to engage early adopters and stakeholders.
• Laying the groundwork for a strong online and offline presence, fostering awareness and community participation.

Future Growth & Scalability:

• Establishing a roadmap for expansion, including program development, talent acquisition, and scaling operations.
• Continuously assessing market trends and opportunities to position AI4ALL as a leader in AI education and community building

• Prospect, farm, and negotiate contracts and sales terms.
• Devise processes to boost long-term business success and increase profit levels.
• Develop business plans and operational strategies for new and existing business.
• Consultant for medtech startup in areas of sales and business strategies.
• As sales manager increased referral retention by 15%.
• Collaborated in creation of marketing materials for sales and project managers.
• Created sales strategies for new market and new acquisitions.

• Build cross cultural communication and sales skills.
• Use online platforms to build client base.
• Increased students by 70% with 94% retention.
• Promote interactions to meet students needs & goals.
• Created teaching content and videos for online company.

Partnerships

• Achieved goals of 55K in 2025, 50k in 2024, and 25k in 2023 for funding.
• Promote, strategize, and sell sponsorship opportunities.
• Assembled and trained team of 1 commercial lead, and 7 partnerships managers.
• Prospect, pitch, and close partners for events, programs, and strategic purposes.
• Network & prospect to build brand recognition, foster funding opportunities, and collaborate to build network contacts.
• Work with team to develop program strategies and create CRM to increase network and community outreach.

Operations

• Facilitated growth of organization from 1 to 5 programs, & 3 organizational events in 3 years.
• Expanded operations team from 1 to 8 people, delegate roles, oversee organizational events, coach and train new team.
• Strategize with program leads to problem solve on their budgets, funding, or team dynamics.
• Create operations team's strategies, policies, and procedures.
• Collaborate with marketing on sponsorship decks, marketing materials, marketing operations, and marketing product offers.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Financial Operations

• Collaborate & develop financial strategies for programs, partnerships, teams, and events.
• Supervise all organizational finances, budgets, and event operations.
• Manage all invoicing and payments going in or out.
• Train finance lead and manager, and delegating financial reporting and roles to team.
• Collaborate with finance team on financial structures for reporting and future growth.

• Managed pipeline process, closed sales, and provided customer service.
• Met/Exceeded monthly branch goals on 57% of assignments.
• Conducted SEC regulated financial and personnel audits.
• Completed 98% of audits with high accuracy, to check branch accounting accuracy, loan processing, expenses, and budgets.
• Interviewed candidates and assisted in hiring and training staff.
• Trained staff on SEC regulated transactions, cold calls, and loan processes.
• Delegated tasks and duties to senior staff and facilitated meetings for team building.

• Prospected B2B sales; networking, referrals, & cold calls.
• Presented at conferences and organizational meetings.
• Provided certified training to Healthcare Professionals & Executives.
• Moved CRM to Salesforce, and set up reporting systems.
• Reported monthly territory stats and year-end financials.
• Analyzed performance data to improve efficiency & productivity.
• Audited referral business origination and sales cycle status.
• Achieved annual territory goal 2 years.
• Implemented systems and procedures to increase sales.

• Maintained and extended relationships for future business
• Provided outstanding service and 68% customer retention.
• Evaluated trends to assess current strategies.

• Organized & facilitated educational networking events.
• Designed & managed marketing for Department.
• Increased attendance & engagement by 20%.

• Developed pilot program for B2C referral call process.
• Created scripts content for B2C referral calls, and developed updates for internal procedures.
• Increased Customer Service referrals by 57%.
• Tested pilot program, streamlined and measured data results.
• Provided customer and liaison services; i.e. finding solutions for medical claims.
• Provided problem solving assistance on government regulated claims.

• Increased office pipeline for B2C financial loans.
• Met monthly individual 255K quota, 75% of each year.
• Exceeded monthly goal by 30% or more, 20% of each year.
• Upsold loan products, insurance, & credit cards.
• Provided F2F sales meetings, pipeline management, loan processing, & closings.
• Contributed to monthly and annual team goals.
• Managed payments, transactions, and deposits.