Jarrett Sullivan

· First employee responsible for establishing, optimizing, and scaling new business across multiple locations. Projected revenue of $1.8 million for our first full fiscal year in 2024.

· Developed streamlined end-to-end operational processes that transformed our 8-person installation crew into two equally effective 4-person teams, facilitating expansion into new territories.

· Engineered and implemented Salesforce sales pipeline management and operational processes, utilizing automation, flows, and forms to enhance business organization and efficiency.

· Spearheaded business development initiatives, cultivating strategic partnerships with home sales centers, community developers, non-profit organizations, and manufacturers across the Southeast.

· Recruited, hired, and built teams of construction, sales, managerial, and administrative employees from scratch using unconventional methods, including government programs and local non-profit organizations.

· Developed centralized SOPs and job aids for the mortgage department, mapping workflows, creating training materials, and automating external communications using Salesforce email/SMS templates and notifications.

Managed mortgage operations teams, surpassing departmental production and quality OKRs, fostering transparency and collaboration, and promoting employees into leadership roles through hiring, training, and development.

Salesforce Administrator: Built flows, utilized Data Wizard for lead and contact imports, managed email/SMS campaigns, conducted Sandbox QA/release testing, implemented deduplication tools, configured user profiles/permissions, created custom fields and objects, and integrated APIs.

Collaborated with Engineering, IT, Product, and Development teams on operational improvements, bug fixes, hot fixes, and weekly product releases.

Proficient in generating comprehensive Salesforce and Looker reports and dashboards for operations, sales, and marketing teams, empowering managers and employees with tools for production monitoring, metrics analysis, forecasting, exception management, data analysis, and workflow visibility.

• Managed sales and business operations for 12 insurance agencies across 4 states, overseeing 12 direct reports and approximately 75 employees
• Agency revenues ranged from $1.2MM to $5MM annually
• Formulated business strategies and led relationship management initiatives for each agency, fostering growth in agency owners/partnerships, expanding into new markets, and enhancing existing relationships to optimize returns
• Successfully directed a significant software release project involving comprehensive system design, workflow and process development, training, collaborative efforts, and seamless implementation
• Achieved a remarkable reduction in annual turnover rates, decreasing from 35% to 5% in 2017 and maintaining low turnover in subsequent years for both employees and managed agencies
• Responsible for all aspects of operations, including revenue budgeting, annual reporting, and performance reporting for agencies under management.

• Led a team of 4 responsible for back office and middle office trade processing activities, handling trade initiation through settlement for an investment firm managing $30 billion in tradable assets
• Collaborated with the business systems engineer to design and implement an automated platform for trade processing
• This platform reconciled FX, managed daily futures and options positions, and oversaw collateral activities
• Introduced multiple operational trade processing systems and enhancements using SQL, improving efficiency and accuracy in trade operations.