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Professional Summary
Dedicated Operations Manager demonstrating effective leadership in all aspects of the job. Excels at leading, training and streamlining operations.
  • Operations management
  • Analytical problem solving
  • Customer service-oriented
  • Self-motivated nature
  • Staff training
  • Self-directed mindset
  • Sales proficiency
  • Forward-thinking
  • Professional demeanor
  • Verbal and written communication
  • Strategic planning
  • Business Development
  • Long term business planning and execution
  • Research and analysis
  • Exceptionally organized
  • Highly detail oriented
  • Complex problem solving
  • Quantitative and qualitative analysis
  • Contract negotiations
  • Motivating teams
  • Analytical thinkingInterpersonal skills
Work History
October 2018-Current Engineer, Consultant, Sales And Operations Manager | Blue Cotton Tech Services LLC | Alexandria, VA
  • Executed on-time, under-budget project management on complex financial issues for senior leadership.
  • Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
  • Implemented processes and procedures to improve overall efficiency in operations.
  • Delivered business strategy and developed systems and procedures to improve quality and efficiency of operations.
2015-Current Creative Content Consultant | Operation Water | Cape Town, South Africa
  • Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
  • Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic, and donations.
  • Increased credibility and client awareness by developing technical /non-technical marketing collateral and presentations, public relations campaigns, articles and newsletters.
  • Overseeing development of creative materials in all forms of media, ensuring brand consistency across all touch points; supervising primary logo and brand design, graphic design, writing, editing, photography, illustration, web site development and trafficking, production, delivery, and identifying talent.
2017-May 2019 Sales Operations Manager | Triad Service Solutions | Littleton, CO

  • Managed creative projects from concept to completion while managing outside vendors.
  • Streamlined and enhanced the sales process through proposing, implementing and operating a CRM solution.
  • Assessed engineering documentation to determine order of construction operations.
  • Assured that sites were compliant with OSHA, federal, state and local regulations.
  • Ensured projects were completed according to approved time, quality and cost estimates.
  • Identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with a 85% success rate.
  • Did ride alongs with my team to help them with client relationship cultivating and cold calling.
2014-2016 Regional Vice President | Gen-Arc | Snoqualmie, WA
  • Financial modeling and revenue forecasting.
  • Sales and distribution planning.
  • Marketing, design, logo design, website design.
  • CRM system implementation, administrator, and trainer.
  • Created regionalized sales plan.
  • Managed regional sales team.
  • Implemented sales and marketing strategies to identify verticals to immediately create revenue.
2013-2014 US Sales Operations/Senior Sales Analyst/SFDC | Houghton Mifflin Harcourt Publishing | Boston, MA
  • Acted as a team with EVP, SVP and SFDC team to develop detailed territory and regional plans aimed at allocating resources and developing sales plans to maximize company revenue and EBITDA targets.
  • Teamed up with EVP, SVP, Sales Managers, SFDC, and Sales Enablement teams to ensure that SFDC data accurately reflects pipeline.
  • Identified revenue gaps and developed remedial strategies.
  • Ensured all processes were followed and provided area VP's with analytics and insights around resource utilization, performance gaps and revenue opportunities. 
  • Maintained an extensive knowledge of competitors, their offerings and their presence in various US territories.
  • Bridged the gap between Operations and Sales through translating and improving communication breakdowns.
2008-2013 Wirehouse Investment Advisor Consultant | Jackson National Life Insurance Company | Denver, CO
  • Tripled my first territory numbers in 2009 in the bank channel in a $70 million dollar territory equaling over $210 million dollars, in a geographically small region, with under 300 total advisors.
  • Became the “go to” guy for SFDC, including putting together training packets and reference sheets with ‘how to' instructions to train and capitalize on the tools CRM software offers.
  • 2010 I was promoted to a test territory in Chicago through the wirehouse channel when we first brought on Merrill Lynch. During that time, I doubled my goal in less than three months, quadrupled my goal in less than six months and built a relationship with the number one advisor in the country. Past monetary reward I was also rewarded with a $500 million dollar territory, much of this had to do with my ability to manage territories and sales more efficiently. I completed the year at just over $900 million dollars.
  • Traveled to each territory many times to deliver presentations to and for advisors, develop face-to-face relationships and uncover additional sales opportunities. I tracked and managed sales margins by broker dealer, bank rep, and brand on a daily basis to become efficient in my sales process.
  • Implemented the use of presentations and won multiple awards for presentation skills.
  • Awarded Wholesaler of the quarter multiple times in 2008, 2009, 2010, and 2011.
  • Awarded Top Wholesaler club trip in 2009 for bringing in the most new business with the most new advisors, this equaled 60 new advisors and $50 million in premium in a six-week period. 
2005-2008 Investment Advisor Representative | Country Financial | Centennial, CO
  • Responsible for selling and servicing all insurance and financial service products offered through Country Insurance starting from a scratch book of business.
  • Awarded the exclusive Country Club award and placed first among hundreds of new advisors for bringing in over $200K in revenue in a ten-week period.
  • Generated multiple referral sources by becoming a trusted advisor.
  • Top life production agent, averaging over $12K in life premium per month.
2003-2005 Director of Auxilliary Products Division (APD) | Siegel Oil Co | Denver, CO
  • Responsible for all aspects of sales/sales management and operations.
  • Doubled the division's highest month in my second month with the company, I received a promotion based on performance.
  • Managed the territory to generate sales by maximizing existing accounts and establishing new accounts.
  • Designed, implemented and responded to RFP's.
  • Managed APD and its employees, inventory, marketing, sales and processes.
  • Developed a new branding method, which significantly increased our sales and is still used today by Valvoline.
  • Advised on new ideas, products and pricing on mergers.
  • Successfully closed over $100K per month, up from under $20K from when I started with the division. 
Architecture and Environmental Design University of Colorado Boulder, Boulder, CO
Business and Marketing University of Phoenix, Phoenix, AZ
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Executive Profile
Experienced and accomplished Director of Sales Operations with over 20 years of sales & marketing experience looking to leverage extensive background in senior executive collaboration, department leadership, analytics and driving efficiency into the xx position with xx.
Skill Highlights
  • Business operations organization
  • Leadership/communication skills
  • Staff Development
  • Organizational Restructure and Change
  • International Sales Analytics
  • Extensive Market/Industry Knowledge
  • Strategic Planning
Core Accomplishments
Operations Management:
  • Led the transformation of an international sales organization.
  • Implemented
  • Launched new sales incentive system & compensation plans.
  • Rolled out a recruitment profiling program.
  • Oversaw new training and coaching programs that delivered significant increases in revenues. 
Professional Experience
January 2012
Bupa Global Miami, FL Director Sales Operations

Provides strategic leadership & direction to the sales operations teams throughout Latin America. Executed a transformation strategy of the sales organisation.  

  • Implemented a new inside sales team and CRM platform.
  • Increased productivity and performance with new sales compensation programs and digital sales analytics (Qlikview).
  • Increased new business with a sales incentive platform that won a Gold Stevie Award.
  • Launched an e-learning platform for internal employee and external broker sales training.
  • Oversees the event planning for the annual sales kick-off and conventions.
  • Strengthened the sales processes and risk management controls for the Latin American sales function.
November 2009
January 2012
Bupa Global Miami, FL Analytics Manager

Led Bupa Global's analytics team that developed a highly skilled group of analysts by creating a highly innovative and collaborative work environment;

  • Spearheaded the creation of over 600 new reports leveraging SQL Server, Sharepoint & Microsoft Business Intelligence tools.
April 2008
November 2009
Bupa Global Brighton, UK Claims Analytics Manager
Created new visual analytics, geographical and trend analysis and claims analysis.
  • Reduced claims spend by $4.5m. Developed & conducted claims fraud analyses using data mining models in SAS.
September 2000
April 2008
Bupa Manchester & London, UK Marketing Analytics Manager
Managed the marketing analytics teams responsible for the development of insights and analytics.
  • Increased new business with over 1,000 marketing campaigns.
  • Implemented a campaign tracking system (Experian) that increased sales revenues by $7m.
October 1996
September 2000
Bupa Manchester, UK Sales Operations Manager
September 1994
October 1996
Bupa Manchester, UK Sales Consultant
University of Roehampton Online London, UK MBA: Business Adminstration
Florida International University Miami, FL, USA Leadership development
Cranfield School of Management Bedford, UK Project Management