Erin Womack
Chamblee
Summary
Operations and business professional with 9 years of experience in system development and cross-functional management. Proven track record in supporting sales initiatives and enhancing client relations, leading to increased efficiency and satisfaction. Strong organizational leadership skills with adaptability and resilience in dynamic environments.
Overview
17
17
years of professional experience
Work History
Family Manager
Primary Caregiver
Chamblee
09.2017 - Current
- Complex scheduling, budgeting, and logistic for a family of 5
- Managed medical treatment coordination including oncology appointments, insurance navigation, specialist appointments and treatment plans.
- Advocate for children's educational support and IEP/504 coordination and implementation.
Director of Operations / Founding Team Member
DDS Financial
12.2012 - 09.2017
- Served as first employee and key operational partner, establishing foundational processes to support company growth.
- Directed CRM implementation and system buildout, optimizing sales tracking and client management.
- Created and managed HR functions, vendor relations, and internal operational infrastructure to enhance operational efficiency.
- Supported business development efforts, sales coordination, and client retention strategies.
- Planned and executed client and marketing events.
- Provided executive administrative support to owner
Field Sales Consultant
OneAmerica
08.2011 - 12.2012
- Coordinated sales communications and materials to support regional advisors' efforts.
- Developed new business opportunities while fostering relationships with financial professionals and vendors.
- Managed proposal process and addressed pricing requests to streamline client engagement.
Group Sales Coordinator
Sun Life Financial
11.2008 - 08.2011
- Collaborated with top sales reps to identify opportunities, strengthen customer relationships, and close complex sales.
- Drafted proposals, monitored sales pipelines, and facilitated cross-department documentation for enrollment.
- Developed broker and client relationships
- Participated in special projects, test environments and pilot groups to evaluate new policies & procedures
Education
Psychology -
University of Mississippi (Ole Miss)
Oxford, MS01-2008
Skills
- Client Relationship Management
- HR & Onboarding
- Event Coordination
- Operations Management
- Process Improvement
- Budget & Schedule Oversight
- Office Administration
- Sales Support
- Confidential Documentation
Timeline
Family Manager
Primary Caregiver
09.2017 - Current
Director of Operations / Founding Team Member
DDS Financial
12.2012 - 09.2017
Field Sales Consultant
OneAmerica
08.2011 - 12.2012
Group Sales Coordinator
Sun Life Financial
11.2008 - 08.2011
Psychology -
University of Mississippi (Ole Miss)