Nikki Yamat

Worked with management to set individual monthly income targets and developed strategic plans to achieve and exceed those objectives. Developed and maintained a strong pipeline of leads through referrals, repeat customers, and CRM-driven follow-ups.

Managed the budget and analyzed business data and metrics to inform planning processes and drive results. Monitored progress against financial goals to evaluate sales and collect information to support with strategy.

Spearheaded the successful launch of a Lululemon pop-up store, overseeing all aspects of setup, including team onboarding, inventory management, and processing 9000 product units for visual merchandising. Managed the store’s hiring process, including recruitment, selection, and onboarding, to build a strong and diverse team.

Oversaw all aspects of event execution from contract signing through to the successful delivery of conferences, festivals, reunions, and social functions. Targeted and captured new catering sales, developed new accounts, and maximized revenue through proactive sales efforts and upselling opportunities.

Coordinated amongst multi-asset, equities, product management, marketing, and distribution team to effectively communicate Research Affiliates’ insights, products, and brand to the global investment community. Led relationship management efforts between internal sales teams and key partners such as Charles Schwab, LGIM, PIMCO, and Annexus.

Successfully managed a portfolio of 150 Virgo client accounts, serving as the primary point of contact. Proactively identified opportunities for upselling and cross-selling digital services to existing clients, resulting in increased account value and revenue growth.

Architected a highly successful customer success program, resulting in an 98% renewal success rate and a strong focus on customer relationship management. Managed financial projections in Salesforce, effectively maintaining a robust sales pipeline of $5 million in new business opportunities.

Successfully managed all finance and accounting activities across multiple offices, including Washington, D.C., Newport Beach, Sacramento, Oakland, and Fresno, CA. Developed and implemented business planning strategies to achieve a revenue goal exceeding $4 million while effectively controlling a $3.6 million expense budget.

Majored in Political Science, gaining a comprehensive understanding of political systems, theories, and public policy. Developed strong analytical and critical thinking skills through coursework and research.