Derek Bristow
Rome,GA
Summary
Revenue Operations and Financial Operations professional experienced in data analysis, pricing and billing operations, CRM-driven sales and support, and process improvement. Delivered operational insights and enhanced customer satisfaction by addressing client needs and recommending tailored solutions while maintaining compliance with privacy protocols. Improved workflows and operational effectiveness through collaboration with cross-functional teams, ensuring timely resolutions to complex issues.
Overview
11
11
years of professional experience
Work History
Agent Team Member
Reggie Perkins State Farm
Rome, GA
03.2026 - Current
- Delivered exceptional customer service by assisting clients with insurance products and policy needs, enhancing client satisfaction.
- Evaluated customer needs, explained coverage options, and recommended tailored solutions to meet client requirements.
- Resolved client concerns through effective communication and sound judgment, ensuring timely solutions.
- Cultivated lasting client relationships through honest and dependable service, enhancing client trust and loyalty.
- Safeguarded customer information by adhering to privacy protocols, ensuring compliance and maintaining client confidentiality.
Financial Operations Analyst
InComm Payments
Atlanta, GA
09.2021 - 01.2026
- Investigated financial transactions and account activity to identify discrepancies, ensuring compliance with company policies and regulations while mitigating potential risks.
- Analyzed large volumes of data while maintaining exceptional accuracy and attention to detail.
- Documented investigative findings while maintaining complete, confidential records to support decision-making and regulatory requirements.
- Collaborated with cross-functional teams to resolve complex issues, improving operational effectiveness and strengthening professional relationships.
- Managed sensitive financial information with integrity, discretion, and accountability.
- Prioritized multiple investigations in a fast-paced environment, consistently meeting deadlines to support operational needs.
Sales Development Representative
Vonage Business
Atlanta, GA
01.2020 - 09.2021
- Established trust and rapport with prospective clients, enhancing engagement and fostering lasting relationships.
- Identified customer needs and crafted tailored solutions, aligning offerings with client objectives to drive satisfaction.
- Achieved performance goals consistently, demonstrating discipline and accountability in meeting targets.
- Maintained accurate documentation and records in CRM software, ensuring efficient access to customer information.
Lead Server / Assistant Manager
NOCA
Roswell, GA
11.2016 - 01.2020
- Led daily restaurant operations, improving service delivery by supporting front-of-house staff.
- Trained and mentored new employees, establishing high service standards and strengthening team cohesion.
- Resolved customer concerns calmly and professionally in a fast-paced environment.
- Managed cash handling, ensuring accuracy and security by adhering to company procedures.
- Showcased leadership skills to motivate team members, teamwork, and sound decision-making under pressure.
Technician / Customer Service Representative
Atlanta Specialty Vehicles
Woodstock, GA
05.2015 - 11.2016
- Interpreted technical requirements to complete fabrication and installation projects that met customer specifications with precision and quality.
- Collaborated with customers to clarify project requirements and ensure satisfaction throughout the process.
- Interpreted technical requirements, completing fabrication and installation projects to meet customer specifications with precision.
- Collaborated with customers to clarify project requirements, enhancing satisfaction and ensuring alignment with expectations.
- Ensured safety and organization in the work environment while delivering consistently high-quality workmanship.
Education
High School Diploma -
Kell High School
Marietta, GASome College (No Degree) -
University of Alabama
Tuscaloosa, ALSkills
- Insurance products
- Insurance quoting
- Customer onboarding
- Customer support
- Client relationship management
- Regulatory compliance
- Regulatory analysis
- Data analysis
- Cross-functional collaboration
- Deadline management
- Detail orientation
- Problem resolution
- Communication skills
Timeline
Agent Team Member
Reggie Perkins State Farm
03.2026 - Current
Financial Operations Analyst
InComm Payments
09.2021 - 01.2026
Sales Development Representative
Vonage Business
01.2020 - 09.2021
Lead Server / Assistant Manager
NOCA
11.2016 - 01.2020
Technician / Customer Service Representative
Atlanta Specialty Vehicles
05.2015 - 11.2016
High School Diploma -
Kell High School
Some College (No Degree) -
University of Alabama