Kayla Ortiz
@kaylaortiz
Client success and ops leader driving process improvements and scalable frameworks. Recent Master's in Social Innovation for Sustainable Development.
What I'm looking for
I am a client success and operations professional with 5+ years of experience driving strategic process improvements, cross-functional initiatives, and measurable impact in high-growth startup environments. I hold a Master’s in Social Innovation for Sustainable Development and specialize in building operational roadmaps, financial models, and scalable frameworks to advance mission-driven initiatives.
At joe Coffee I led strategic initiatives and partner growth efforts—launching a virtual community with 30%+ active engagement, managing a $3M+ portfolio with 90%+ retention, and developing SOPs and trainings that improved team efficiency. I combine CRM analytics, KPI tracking, and cross-functional collaboration to translate quantitative and qualitative insights into executive-ready recommendations that prioritize high-impact work.
Experience
Work history, roles, and key accomplishments
Senior Partner Growth Consultant
Joe Coffee
Dec 2024 - Feb 2026 (1 year 2 months)
Led virtual community launch and strategic initiatives, achieving 30%+ active engagement and building operational SOPs that improved team efficiency; produced executive-ready decks and KPI-driven recommendations to inform strategic roadmaps.
Partner Success Manager
Joe Coffee
May 2021 - Dec 2024 (3 years 7 months)
Redesigned onboarding workflows to increase first 30-day mobile order activation 3.35x and managed a $3M+ portfolio with 90%+ retention while leading a six-person team to improve ticket resolution and reduce escalations.
Analyst
Sandbox
Jul 2019 - Apr 2021 (1 year 9 months)
Provided operational and financial analysis for startup clients, creating budget-to-actuals models and forecasts for investors, and led talent acquisition efforts hiring 20 employees with 85%+ retention.
Education
Degrees, certifications, and relevant coursework
International Training Centre of the International Labour Organization
Master of Arts, Social Innovation for Sustainable Development
Master's in Social Innovation for Sustainable Development completed in November 2025, focused on strategies for mission-driven and sustainable initiatives.
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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