Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gary Garland Jr.

Grafton,OH

Summary

Enterprising Sales Operations Specialist with 8 years of experience. Supports sales operations team through sales training, product and service comprehension and order processing. Proven professional molding teams into strong groups of go-getters.

Overview

9
9
years of professional experience

Work History

Sales Operations Associate III

BrightEdge
06.2021 - 05.2024
  • Successfully led a team of 2 employees, ensuring optimal performance and team cohesion within the Sales Operations department
  • Streamlined sales processes, resulting in a 10% increase in overall sales performance and enhanced operational efficiency
  • Utilized Salesforce reports and dashboards to drive data-driven decision-making processes, leading to a 20% improvement in sales analytics and strategy execution
  • Evaluated and audited deal quality of strategic accounts, ensuring adherence to best practices and maximizing revenue potential
  • Provided coaching and support to sales teams, enabling them to maximize their potential, enhance performance, and achieve professional growth
  • Collaborated with cross-functional teams to develop and implement a new training program, resulting in a 25% increase in sales productivity and effectiveness
  • Worked closely with executives and teams to implement retention strategies, resulting in a 20% increase in customer retention rates and a 7% boost in overall sales
  • Optimized sales team efficiency through the implementation of initiatives, resulting in increased productivity and higher revenue generation
  • Implemented a resource planning process that increased team productivity by 20% for Sales Operations and Analytics functions
  • Successfully implemented an analytics dashboard, leading to a 50% increase in sales productivity and performance monitoring capabilities within the Sales Operations team
  • Managed and administered Salesforce.com, ensuring accurate data reporting and improved operational effectiveness
  • Completed ad hoc analysis requests for various business units, providing valuable insights and enhancing decision-making processes within the sales organization.

Senior Operations Analyst

PNC Investments
06.2018 - 06.2021
  • Facilitated optimal client-advisor connections by leveraging company data and client profiles to align annuity contract requirements with suitable financial advisors, enhancing client satisfaction and advisor effectiveness
  • Developed visually engaging reports utilizing pivot tables and v-lookup functions, effectively presenting complex data for informed decision-making
  • Spearheaded project initiatives focused on testing new systems and implementing system updates, ensuring seamless operational transitions
  • Played a key role in onboarding new team members, providing comprehensive training on existing systems and operational protocols
  • Led the Advisor Change project, ensuring accurate linkage of accounts with active advisors, enhancing client-advisor relationships
  • Designed and implemented streamlined processes and procedures within the department, driving operational efficiency and continuous improvement
  • Implemented quality control measures for new annuity purchases, ensuring compliance and accuracy in client transactions.
  • Analyzed and coordinated operations for 3 years with 10 employees.

Investment Processor

Equity Trust Company
07.2015 - 06.2018
  • Provided exemplary customer service by offering comprehensive explanations of processes and company protocols, ensuring client satisfaction and clarity
  • Executed purchase and sale trades of Mutual Funds in response to client requests, demonstrating proficiency in financial transactions and market operations
  • Facilitated clients in achieving their long-term financial objectives by acquiring non-traditional assets for their IRA accounts, offering personalized investment solutions
  • Played a pivotal role in training new staff members, delivering thorough instruction on assigned tasks and operational procedures to ensure seamless integration into the team
  • Processed transactions for the acquisition and sale of non-traditional assets, maintaining accuracy and efficiency in client account management
  • Demonstrated expertise in IRA guidelines, ensuring compliance with regulatory requirements and safeguarding the integrity of client accounts.
  • Interacted regularly with peers and management to pursue continuous improvement of facility operations and promote teamwork-focused environment.
  • Increased productivity by effectively managing workload and prioritizing tasks.
  • Maintained accurate records and ensured timely completion of all necessary paperwork.
  • Enhanced team collaboration, sharing best practices for efficient processing techniques.
  • Entered data into computer tracking system and filed paperwork according to procedures.
  • Received and reviewed incoming documents and materials.
  • Participated in continuous training initiatives, staying up-to-date on relevant regulations, policies, and best practices within the processing field.
  • Assisted colleagues as needed, fostering a positive work environment based on teamwork and mutual supportiveness.
  • Provided outstanding customer service by promptly addressing inquiries and resolving issues.
  • Adhered to strict deadlines for processing applications, ensuring timely approvals and client satisfaction.
  • Demonstrated flexibility when adapting to new processes or guidelines while maintaining consistently high levels of productivity.
  • Reduced errors with meticulous attention to detail and thorough review of documentation.
  • Developed expertise in various processing systems for increased efficiency and accuracy.
  • Consistently exceeded performance expectations with a focus on delivering top-notch results.
  • Operated and serviced processor equipment to maintain production output.
  • Collaborated with cross-functional teams to ensure smooth handoffs and timely completion of projects.
  • Analyzed processor data and developed insight reports for management review.
  • Maintained accurate records to enable processor activity and performance monitoring.
  • Contributed to the achievement of department goals through consistent high-quality work.
  • Utilized strong analytical skills to identify potential risks or discrepancies within processed documents quickly.
  • Led routine maintenance and troubleshooting tasks for reduced downtime.
  • Prepared, boxed, and staged outgoing shipments.
  • Updated processor systems with current software and hardware upgrades for optimized performance.
  • Managed multiple priorities simultaneously, maintaining organization even during peak periods.
  • Streamlined processing procedures by identifying inefficiencies and implementing improvements.
  • Improved function and performance by adopting suitable processor software applications.
  • Mastered industry-specific software tools to expedite data entry tasks and reduce manual input errors.

Education

Masters of Business Administration - Healthcare Administration

Colorado Technical University
Colorado Springs, CO
01.2019

Bachelors of Business Administration - Healthcare Administration & Finance

Colorado Technical University
Colorado Springs, CO
01.2017

Skills

  • Communication
  • Interpersonal skills
  • Customer service
  • Organization
  • Conflict resolution
  • Microsoft Office (Excel, Word, PowerPoint, Outlook)
  • Salesforce
  • Business Process Manager
  • Annuity Net
  • Gong
  • Team leadership
  • Process optimization
  • Data-driven decision-making
  • Deal quality assurance
  • Coaching and development
  • Training program development
  • Retention strategy implementation
  • Efficiency enhancement
  • Resource planning
  • Analytics dashboard deployment
  • Salesforce administration
  • Ad hoc analysis
  • Financial transactions
  • Market operations
  • IRA guidelines compliance
  • Customer Relationship Building
  • Forecasting Accuracy
  • CRM Management
  • Sales process optimization
  • Sales strategy development
  • Sales Reporting
  • Salesforce proficiency
  • Sales Training
  • Relationship Management
  • Pipeline Management
  • Influencing skills
  • Competitive Analysis
  • Performance Metrics Tracking
  • Stakeholder Management
  • Deal support
  • Pricing strategy
  • Order Management
  • Quote Preparation
  • Customer Segmentation
  • Friendly and Helpful
  • Customer Service
  • Honest and Dependable
  • Reliable and Responsible
  • Attention to Detail
  • Customer Assistance
  • Strong Communication and Interpersonal Skills
  • Adaptable and Flexible
  • Team Cooperation
  • Team Leadership
  • Decision-Making
  • Positive Customer Engagement
  • Product Knowledge
  • Basic Mathematics
  • Team Supervision
  • Meeting Sales Goals
  • Customer Needs Assessment
  • Microsoft applications proficiency

Timeline

Sales Operations Associate III

BrightEdge
06.2021 - 05.2024

Senior Operations Analyst

PNC Investments
06.2018 - 06.2021

Investment Processor

Equity Trust Company
07.2015 - 06.2018

Masters of Business Administration - Healthcare Administration

Colorado Technical University

Bachelors of Business Administration - Healthcare Administration & Finance

Colorado Technical University

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Gary Garland Jr.