Jake Lippert
Lakeville,USA
Summary
Accomplished Project and Business Operations Manager with 2+ years in overall company management including (but not limited to) selling revenue acceleration programs, streamlining company daily operations to increase sales revenue, managing multiple large corporate projects, and overseeing company accounts receivables. Skilled in managing cross functional teams to successfully achieve our desired goals and drive company growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Manager of Business Operations
sales empowerment group / Action Selling
01.2023 - Current
- Co-managed the launch of AI roleplay programming to modernize sales training, integrating cutting-edge technology into client engagement programs and enhancing learner outcomes
- Analyzed market trends to identify new business opportunities.
- Oversaw complete facility management, including budget oversight and P&L accountability, ensuring operational efficiency and cost control
- Managed end-to-end shipping and coordination of training materials for every client engagement, guaranteeing timely delivery, accurate inventory tracking, and seamless program execution
- Directed accounts receivable (AR) management, improving cash flow by ensuring timely collections and accurate invoicing
- Produced comprehensive financial and sales pipeline reports for executive leadership, driving data-informed strategy and revenue forecasting
- Streamlined sales and training processes, eliminating inefficiencies and driving an additional $300K in annual revenue
- Partnered with CFO and CRO on budget planning, aligning financial resources with revenue goals to ensure achievement of company targets
- Led major corporate initiatives, including multi-company integrations, relocations, and client retention programs, aligning operational improvements with business strategy
- Defined and tracked KPIs in collaboration with leadership, ensuring measurable performance and accountability across sales teams
- Managed vendor relationships and negotiated contracts to ensure cost-effective, high-quality service delivery.
- Utilized Smartsheet and other project management tools to oversee workflows, milestones, and cross-functional alignment
KEY ACCOUNT MANAGER
ACTION SELLING
06.2022 - 01.2023
- Developed and built out account management role in company
- Initially worked directly with top performing Business Development Managers to increase revenue amongst top 15 clients by 45%
- Main point of contact for client contacts to aid in training logistics, LMS management, and shipping coordination
BUSINESS DEVELOPMENT MANAGER
ACTION SELLING
11.2021 - 06.2022
- Generated new business opportunities by prospecting, qualifying leads, and conducting consultative sales conversations with executives across diverse industries
- Built and managed a robust sales pipeline, achieving 15% quarter-over-quarter growth and consistently advancing opportunities through the funnel to support revenue goals
- Collaborated with cross-functional teams to tailor sales training solutions to client needs, strengthening long-term relationships and driving repeat business
Inside Sales Representative
Torque Fitness
07.2021 - 11.2021
- Partnered directly with outside sales directors to sell Torque Fitness equipment and solutions to existing and prospective customers ranging in size from $15,000-$100,000 sales
- Manage and oversee delivery and installation of equipment into fitness facilities nationwide from corporate headquarters
- Worked directly with shipping coordinators and freight companies for timely delivery of equipment under budget that align with installer timing
Web Sales Specialist
Life Time Fitness Corporate
04.2017 - 07.2021
- Worked directly with shipping coordinators and freight companies for timely delivery of equipment under budget that align with installer timing
- Assists management with managing the team’s daily business and setting team goals to achieve monthly membership quotas
- Acts as first point of contact for customer inquiries while building value in Life Time offerings via live chat, inbound/outbound phone call, and email
- Consistently upselling promotional joining packages and in club services
- Acts in a Business Development aspect connecting leads within club sales team for tours and in person meetings
- Assists in monthly training at corporate offices of new sales team members across the country in Life Time best practices and entire web sales processes
- Builds and maintains relationships with internal and external team members, regional leadership, and in club sales teams
Inside Sales Representative
Uponor North America
11.2015 - 03.2017
- Responsible for discovery and qualifying $4m in new construction projects for Southwest US region (Arizona, California, Nevada, Hawaii) selling Pex plumbing materials
- Support region with communication, product launches, marketing support (programs, promotions, product samples, literature, and merchandising), regional market events, regional tradeshows, and conventions
- Manage Salesforce.com Campaign leads within dedicated region. Examples include sales lead and campaign lead tracking and calling to follow-up after events. Provide monthly progress reports
- Pass qualified leads to Sales to create as Opportunities and Close/Provide monthly progress reports
- Cross-sell to existing and prospective customers: designs, training, promotions, webinars, local tradeshows, and other product applications (E.g. distribution piping)
- Travel for regional market events, regional tradeshows, and Rep on-boarding
Benefits System Administrator
Willis Towers Watson
03.2014 - 10.2015
- Manage successful operations of up to 6 client accounts in Web Admin systems
- Receive and import data files containing new hires, changes and terminations
- Develop strong partnerships with team members
- Identify potential out of scope work and new opportunities to client teams
- Process system data updates such as indicative data, election data, dependent and beneficiary data.
- Learn and master multiple system interfaces with HRIS, payroll, and insurance carriers
Manufacture Sales Representative
JMA & Associates
05.2013 - 03.2014
- Works with, as well as attend sales meeting with Corporate Buyers in gaining product penetration and upselling product lines
- Proactively communicate with Corporate Buyers and Manufactures about new product lines currently being implemented, including: pricing, packaging, overall merchandising, and shipping logistics
- Oversee warehouse personnel and day to day operations
- Participate in trade shows with vendors and possible manufacture clients to drive sales while building professional relationships through networking
- Creates, reviews, and edits product information spreadsheets using Microsoft Excel, Word and Outlook
Education
Bachelor of Arts - Marketing Management
University of St. Thomas
St. Paul, MNSkills
- Operational efficiency
- Project management
- Customer relationship management
- Financial analysis
- KPI tracking
- Vendor negotiation
- Sales pipeline management
Certification
Google Project Management, Coursera
References
References available upon request.
Website Portfolio Profiles - Linkedin
www.linkedin.com/in/jake-lippert-68332077
Timeline
Senior Manager of Business Operations
sales empowerment group / Action Selling
01.2023 - Current
KEY ACCOUNT MANAGER
ACTION SELLING
06.2022 - 01.2023
BUSINESS DEVELOPMENT MANAGER
ACTION SELLING
11.2021 - 06.2022
Inside Sales Representative
Torque Fitness
07.2021 - 11.2021
Web Sales Specialist
Life Time Fitness Corporate
04.2017 - 07.2021
Inside Sales Representative
Uponor North America
11.2015 - 03.2017
Benefits System Administrator
Willis Towers Watson
03.2014 - 10.2015
Manufacture Sales Representative
JMA & Associates
05.2013 - 03.2014
Bachelor of Arts - Marketing Management
University of St. Thomas
Similar Profiles
JAMES HAYESJAMES HAYES
SVP, Revenue Operations at Sales Empowerment GroupSVP, Revenue Operations at Sales Empowerment Group
Benjamin GastonBenjamin Gaston
Client Success Manager at SEG (Sales Empowerment Group)Client Success Manager at SEG (Sales Empowerment Group)
Hayden PanagosHayden Panagos
Business Development Representative at Sales Empowerment GroupBusiness Development Representative at Sales Empowerment Group
GUERLY E LAROCHEGUERLY E LAROCHE
Insurance Support Nurse at Brigham and Women's HospitalInsurance Support Nurse at Brigham and Women's Hospital
Requran BrownRequran Brown
Sales Assistant at HOM FurnitureSales Assistant at HOM Furniture