Sales · Operations · Strategy

Driving growth,
building systems
that sustain it.

I help organizations grow revenue, align teams, and navigate complex change — whether that means managing key accounts, leading cross-functional initiatives, or building the operational frameworks that keep everything running.

Account Management Change Management Sales Operations Project Management Analytics AI Workflows
7+
Years across sales, finance & operations
$30M+
Commercial portfolio managed at FirstBank of Colorado
170%
Increase in portfolio loan volume through relationship-led growth
Selected Work
01
Enterprise CRM Rollout — Change & Operations Lead
Empower Personal Wealth
Served as internal strategy and operations partner for a company-wide CRM implementation. Owned cross-functional alignment across three service teams, built stakeholder communication plans, and audited workflow data to mitigate risk before go-live. Deep hands-on experience with Salesforce and enterprise CRM platforms throughout.
Eliminated recurring escalation meetings through process redesign
02
Global Quality Control Framework — Design & Rollout
Empower Personal Wealth
Co-designed a Global QC framework from scratch — operational standards, error taxonomy, training deliverables, and peer guidance systems. Built documentation and readiness materials that onboarded entire workstreams in a fast-moving environment. A textbook project management and organizational design initiative.
Scalable systems deployed across Finance & Operations
03
$30M+ Portfolio Growth — Sales & Account Management
FirstBank of Colorado
Managed a $30M+ commercial and consumer portfolio. Applied data analysis to surface growth opportunities, cultivated lasting relationships with key stakeholders, and drove measurable results through disciplined account management and cross-department coordination.
170% increase in portfolio loan volume
About

Background

7+ years spanning banking, financial services, and operational change management. B.S. in Finance from Colorado State University, with coursework in Change Management & Organizational Frameworks. Open to roles in San Diego or Denver.

Core Skills

  • Salesforce & enterprise CRM
  • Excel & advanced data modeling
  • Executive presentations
  • Generative AI & prompt engineering
  • Cross-functional facilitation
  • KPI development & reporting
Let's connect.
Open to sales, operations, and strategy roles.
San Diego · Denver
Get in touch → View LinkedIn Chantz.Schenbeck@gmail.com (303) 817-7021

Chantz Schenbeck · San Diego, CA