Benjamin Posl
Ramsey,MN
Summary
Results-oriented Senior Operations Manager with 8+ years of proven experience including matrixed leadership, change management and marketing/sales enablement in a fast-paced, regulatory environment. Proficiency in project management systems, analyzing trends and enhancing business processes.
Overview
5
5
years of professional experience
Work History
Senior Operations Manager
Ameriprise Financial Services Inc.
Minneapolis, MN
06.2023 - Current
- Lead multiple US and India operations teams tasked with supporting marketing/sales/training to drive growth, promote products & services and maintain a compliant & effective operating environment.
- Maintain regular engagement with senior leadership to prioritize and influence key projects.
- Analyze workload forecast data to identify capacity and trends for leadership resource management consideration.
- Completed internal Salesforce instance migration & email marketing tool migration from Eloqua to Salesforce Marketing Cloud.
Sales Operations Manager
Ameriprise Financial Services Inc.
Minneapolis, MN
09.2021 - 06.2023
- Established team in Ameriprise India responsible for investment proposal and report generation to assist with sales team opportunity/lead management.
- Owner of development, production support and break/fix casework including investment optimization, tool enhancements and reporting requests for sales team.
- Established monthly senior sales/marketing leader meetings to prioritize and align on development work.
Marketing Operations Manager
Ameriprise Financial Services Inc.
01.2021 - 09.2021
- Lead material management team to forecast and prioritize deliverables at least 3 months in advance with a consistent completion rate of 100%.
- Achieved independence in addressing people leadership activities such as leaves of absence, coaching and performance reviews.
- Coordinate agency back-up to manage business needs, including proactive and ongoing support during team member 6 month leave of absence.
- Host site upgrade testing, resulting in decisions to elimination of non-unique value added sites, resulting in annual savings of $95k.
- Conversion of 50 WMST materials (20%) to software providing better advisor experience and reduces support time for publishing/testing.
- Expanded audit support by 300% to include WMS Training and BCS MCSST.
Sr. Product Marketing Specialist
Ameriprise Financial Services Inc.
09.2019 - 01.2021
- Oversee annual compliance review of 1,300+ materials. In addition, oversee completion of 1,000+ changes to existing to existing materials annually.
- Responsible for distributing time sensitive, critical market information to a network of 10,000 advisors via Eloqua.
- Analyzed cross-departmental workload volumes and time-to-completion; resulting in workload diversification and review time reduction by 25%.
Education
BA in Communication Studies -
University of Minnesota - Duluth
05.2014
Skills
- Audit Research
- Creative Problem Solving
- Data Driven Strategic Planning
- Forecasting/Capacity Management
- Leadership
- Microsoft Excel
- Microsoft Office
- Operations Management
- Procedure Optimization
- Resilience/Adaptability
- WorkFront Administration
Timeline
Senior Operations Manager
Ameriprise Financial Services Inc.
06.2023 - Current
Sales Operations Manager
Ameriprise Financial Services Inc.
09.2021 - 06.2023
Marketing Operations Manager
Ameriprise Financial Services Inc.
01.2021 - 09.2021
Sr. Product Marketing Specialist
Ameriprise Financial Services Inc.
09.2019 - 01.2021
BA in Communication Studies -
University of Minnesota - Duluth
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