Sara Smith is the Director of Operations for ESOP Services at Blue Ridge, where she plays a crucial role in ensuring that day-to-day activities related to ESOP plan administration are executed effectively and efficiently. Her commitment to delivering high-quality work aligns with the company’s mission to meet and exceed client needs and expectations.
In her role, Sara is responsible for overseeing the daily operations of ESOP delivery fulfillment, managing the customer service center, and processing benefit payments. Her leadership ensures that all processes run smoothly, enabling the team to provide exceptional service to clients.
Before joining Blue Ridge, Sara worked in marketing data analytics within the software industry, bringing a unique perspective to her role in the retirement sector. She has over 7 years of experience in the retirement industry, where she has excelled as both an ESOP and 401(k) Plan Administrator. In these positions, she managed training and career development for entry-level ESOP plan administration hires, fostering growth and excellence within her team.
Sara holds a Bachelor of Arts in Economics (2004) and a Bachelor of Arts in Music (2003) from the University of North Carolina at Greensboro. Her diverse educational background compliments her analytical skills and passion for operational excellence.