Brian Bush
Summary
Performance-focused Business Intelligence and Sales Operations Analyst eager to contribute 10+ years of experience in Sales and Revenue Operations, data analysis and project management to a dynamic organization by leading business strategy based on analytics and innovative solutions, optimizing efficiency and performance of Sales and related business units
Overview
20
20
years of professional experience
Work History
Business Intelligence Analyst
Fisher Investments - 401k Solutions Group
02.2022 - 08.2023
- Developed and maintained intelligence-sharing dashboards, providing insightful visualizations of KPI trends and analysis for Sales/Service management of 401k business operation producing annual sales of over $1B
- Regular collaboration directly with Executive and Senior management to identify business needs, analyze solutions, provide data visualizations and formal presentation of analysis to drive key business results
- Implemented business intelligence solutions (e.g. predictive lead scoring) to increase efficiency and efficacy of Sales team's outbound dialing operation resulting in higher prospect contact and appointment set rates
Revenue Operations Sales Analyst
Fisher Investments - 401k Solutions Group
01.2020 - 02.2022
- Gathered and cleansed data from multiple sources, analyzing trends and providing actionable insights insight to Sales leaders of 401k sales team producing over $1B in new sales annually
- Developed and maintained national sales territories, responsible for efficiently allocating new lead assignments on a meritocracy-based system to sales teams
- Produced quarterly in-depth analysis summaries of each salesperson's performance metrics to Senior Sales Management to provide opportunities for improvement via coaching or training processes
Operations Specialist
TouchPoint Games
07.2017 - 01.2020
- Directed strategy mission and lead generation campaign resulting in 11,000+ new contacts and referral sources amongst national manufacturers and distributors
- Generated and monitored feedback surveys with clients which delivered an average customer engagement rate of 70% (industry average is ~10%)
- Created and analyzed mass email marketing campaigns and various AB email tests to determine most efficient reply rate practices
- Designed new merit-based point system for Sales Operations team to fairly evaluate team metrics across their assigned duties and tasks
Senior Sales Operations Analyst
Fisher Investments - International Expansion Group
10.2013 - 09.2016
- Lead analyst for newly established international business unit, responsible for creating and monitoring all key sales metrics, reporting, process development and trend analysis for new expansion markets in Europe and Canada, producing over $150M in sales in first year of operation
- Advised Managing Directors in Canada, France, Spain, Netherlands and Nordic regions on designing efficient sales territories, lead assignment/base management strategies and regional hiring opportunities
- Main liaison with Marketing, Finance and Business Information teams, responsible for strategizing and streamlining cross-functional department processes, including geo-targeting lead generation initiatives and analysis, ramp rate incentives/referral processes and development of KPI metric dashboards
- Wrote and produced an monthly International Sales Update, distributed to entire sales force, as well as all levels of Executive and Senior management
Senior Sales Operations Analyst
Fisher Investments - Private Client Group
08.2010 - 10.2013
- Presented results of proactive and ad hoc trend analysis to Director of Sales as well as Senior Sales Management, relating to key performance metrics for national sales force (100+ salespeople), producing $2-5B in annual sales
- Revamped existing lead allocation system for Director of Sales, based on sales person efficiency and lead valuation components, to more effectively distribute resources in a merit-based system
- Managed large-scale cross-functional department projects (Marketing, Client Services, Projects/IT, UK Sales) and critical processes relating to technological improvements in sales and business efficiency - resulted in developing a system to maximize cool lead base dialing (accounting for 50% of all lead flow annually) and 10% increase in sales person head count through proven capacity model
- Created interactive data models, performance metric dashboards and new reporting, used by Senior Management for trend analysis, forecasting, hiring initiatives and sales compensation structuring
- Drafted proposal and implemented business plan for UK Sales Analytics & Operations team - resulted in establishment of Sales Support/Analyst team in 2011. Advised UK Sales Management on business and sales operations, and mentored new Analysts after team was created
Sales Operations Associate
Fisher Investments - Private Client Group
04.2007 - 08.2010
- Analyzed and monitored distribution of sales resources nationally, advising Sales Management on strategic allocation to sales force to maximize business efficiency and increase sales (avg $3.9B annually)
- Evaluated internal operations structure and reporting, providing recommendations to Management to facilitate more efficient multi-department business practices - resulted in creation of Client Services referral reporting (3x close rate of standard leads) and discover of 40,000 unutilized UK prospect leads
Regional Sales Associate
Fisher Investments - Private Client Group
05.2006 - 04.2007
- Provided direct logistical and operational support to a team of East Coast sales professionals by facilitating new client account processing, advising on marketing strategies in sales presentations, and providing basic portfolio analysis on prospects via Morningstar software
- Main sales training coordinator for incoming new sales person hires, facilitating logistics and organizational structure of all courses and presentations with Sales Management and the Office of the President
Credit Analyst I / II
Montecito Bank & Trust
03.2003 - 04.2006
- Underwrote large commercial and consumer credit facilities, analyzing financial data, determining potential risks and recommending action to Senior Management
- Assisted Commercial Credit Officers on-site at business opportunities with high net worth clients
Education
Bachelor of Arts - Global Studies
UC Santa Barbara
Santa Barbara, CA03.2003
Skills
- Data analysis and data modeling
- Sales Operations and project management
- Professional and business proposal writing capabilities
- Presentations to Executive and Senior management
- Credit analysis and underwriting
- Mentorship and cross-training
- Business Intelligence software (Domo)
- Salesforcecom reporting and functionality
- Microsoft Office Suite (Excel, Access, PowerPoint, Word)
- Working knowledge of SQL and data querying structure
- Spanish: Intermediate (speaking, reading, writing)
Timeline
Business Intelligence Analyst
Fisher Investments - 401k Solutions Group
02.2022 - 08.2023
Revenue Operations Sales Analyst
Fisher Investments - 401k Solutions Group
01.2020 - 02.2022
Operations Specialist
TouchPoint Games
07.2017 - 01.2020
Senior Sales Operations Analyst
Fisher Investments - International Expansion Group
10.2013 - 09.2016
Senior Sales Operations Analyst
Fisher Investments - Private Client Group
08.2010 - 10.2013
Sales Operations Associate
Fisher Investments - Private Client Group
04.2007 - 08.2010
Regional Sales Associate
Fisher Investments - Private Client Group
05.2006 - 04.2007
Credit Analyst I / II
Montecito Bank & Trust
03.2003 - 04.2006
Bachelor of Arts - Global Studies
UC Santa Barbara