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Patty Scanlon, CPTM — Senior Director of Advisor Learning & Development · Kitces · Leland, North Carolina, United States.
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About
My purpose is to help individuals & organizations continuously exceed client expectations.
I thrive in a world creative collaboration. I am passionate about helping others develop. I am ardent about guiding change when driven by a purpose. I love to lead individuals & innovative process to drive improvements. I use these passionate attributes to achieve my purpose in all things I do.
When faced with a challenging strategic initiative, I immediately begin the process of performance consulting. I love to collaborate with business partners, peers, leaders, and clients to understand their goals and the purpose & drive behind them. I feel that it is critical to keep their overarching objective & insight front and center throughout the creative process. Once I clearly identify the desired outcomes, I focus my attention on the current state. Through the process of targeted questioning, observation, and collaboration, I can quickly and effectively identify performance gaps.
Through my experience with innovation, technology, blended learning, and overall ‘outside-of-the-box’ approach, I design a plan which I deliver to others to test the concepts & identify obstacles I might not have previously recognized. Most frequently, everyone involved will grow & ideate through this process. I then take key learnings to integrate as I prepare for full development & execution. This approach has yet to fail me in achieving results and realizing great success. While timeframes will often depend on the scope & scale of the project, utilizing design thinking & learning technology, I am able to execute swiftly.
If you are looking for someone with whom to share ideas or discuss innovation concepts, let’s connect!
Experience
Senior Director of Advisor Learning & DevelopmentCurrent
Kitces.com
Jan 2025 – Present
Director of Learning & Development
SumUp · Berlin, Germany
Nov 2021 – Feb 2023
Responsible for the overall design and execution of strategy and team management for Learning & Development of SumUp North America. Designed and managed organization infrastructure including budget, team capacity plan, OKRs, workflow process, and project prioritization. Present weekly scorecards and qualitative feedback to CEO & COO that demonstrate Level 1 - 4 results of the sales and operations organizations training for onboarding and ramping programs. Hired, managed, and developed a team of 8 learning specialists which include the roles of Sales, Sales Development Reps, Operations, and Product Trainers, Instructional Design, and Knowledge Managers. Developed and facilitated multi-day, blended learning Trainer Certification Program for new Trainers within the organization; on-going development covered advanced learning theory and practices, performance consulting, and basic design using Google Suite, Microsoft Suite, SnagIt, Camtasia, and Canva. Supported the design, development, and facilitation of onboarding and ramping training for 100+ Outside Sales Representatives within 11 months, Inside Sales, SDR’s, Customer Care, Advanced Technical Support and Retention. Drove sales enablement efforts via development and maintenance of Sales Playbook, quick reference guides, product alpha and GA launches, process updates, and training & support of tools including Salesforce, Salesforce Maps and Gong. Directed the overall launch, from gap analysis to evaluation, of a major product launch for the entire sales organization and operations; rollout included in-person facilitation in 6 locations across the U.S. Oversaw the reconstruction and continued maintenance of internal Knowledge Management System (KMS) for Operations, Inside Sales, and SDR teams inclusive of new taxonomy, template, and brand.