Jason R. Burnett
The Woodlands
Summary
Dynamic and results-driven leader with a strong background in sales operations, process optimization, marketing funnel refinement and tech stack optimization. A strategic problem solver and resourceful leader with a proven track record of identifying inefficiencies, implementing scalable solutions, and driving revenue growth. Adept at developing go-to-market strategies, optimizing financial models, and integrating technology solutions to enhance business performance. Skilled in cross-functional collaboration, CRM optimization, and data-driven decision-making to streamline workflows and maximize profitability. Passionate about fostering innovation, building high-performing teams, and empowering organizations to achieve strategic business goals with creativity and efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Executive Vice President
Coach Financing
10.2024 - Current
- Assembled and led a team of vice president and director-level leaders to drive business growth, enhance strategic development, and strengthen organizational leadership.
- Led the development and launch of our new brand Inspire Financing, overseeing brand design, financial modeling, go-to-market strategy, marketing and sales funnels, and operational procedures to drive business growth and scalability—resulting in $8MM in loan volume within six months.
- Implemented a cost reduction strategy by optimizing digital marketing ad spend and streamlining operational expenses, maintaining profitability while aligning with the company’s growth strategy—resulting in $20K in monthly cost savings.
- Exceeded expectations by driving unprecedented growth in the first quarter of operation through strategic team building and data-driven decision-making, ensuring measurable and sustainable results.
- Directed and managed a six-member leadership team, providing strategic guidance to drive operational efficiency, growth initiatives, and cross-functional collaboration.
- Founded performance- and merit-based evaluation system to assess staff performance that was implemented Jan 2025.
- Founded and implemented an annual profit-sharing plan for the entire organization, fostering a culture of employee ownership, engagement, and long-term commitment beginning in 2025.
- Diversified lead generation by reducing reliance on digital marketing, launching a new outbound sales channel, and enhancing partnership programs to drive scalable growth.
- Directed technological improvements, reducing waste and business bottlenecks.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Oversaw divisional marketing, advertising and new product development.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Director of Sales Enablement
Coach Financing
09.2022 - 10.2024
- Set ambitious sales targets, implemented deployment strategies, and crafted go-to-market plans to maximize revenue opportunities and drive sustained business growth.
- Responsible for successfully deploying and designing a new partnership with an HVAC warranty company that resulted in onboarding over 1,100 dealers on our financing marketplace platform with over $18MM in loan volume over 1 year.
- Executed a tech stack audit that resulted in streamlining and reducing third-party technologies by 30% on total cost.
- Led the migration to a new payment processor and gateway, implementing automations to recapture updated credit card payment methods—resulting in a 15% increase in MRR.
- Created SOPs for all sales processes and procedures which resulted in the creation of our in-house knowledgebase.
- Led and collaborated with the development team to migrate the checkout process to the main web domain, enabling accurate ad conversion tracking and optimizing marketing performance.
- Managed team of customer success managers, providing guidance, coaching and support.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Achieved sales goals and service targets by cultivating and securing new third-party partner and affiliate relationships.
- Established pricing strategies to maintain competitive pricing and maximize profits.
- Worked closely with product teams to understand customer needs and requirements.
- Aligned company goals with customer outcomes and increased satisfaction by automating customer deployment strategy.
Senior Sales Enablement Analyst
Vistra Corp
03.2020 - 09.2022
- Collaborated with multiple departments to streamline over 20 SOPs, achieving a 25% reduction in click steps and improving operational efficiency.
- Enhanced sales operations processes and programs to improve organizational efficiency, effectiveness, and overall performance.
- Managed ad hoc reporting, Salesforce data cleanup, issue investigation, and pricing analysis to support data-driven decision-making and operational efficiency.
- Managed Salesforce reporting, dashboard development, and system enhancements to support the entire business market division and its sales channels, improving visibility and decision-making.
- Served as the business SME for all Crius brands and markets post-acquisition, ensuring seamless integration of processes, procedures, and systems into the Vistra ecosystem.
- Identified and addressed barriers to sales productivity, implementing solutions to optimize performance and drive revenue growth.
- Executed strategic, analytical, and process-driven initiatives with expertise in sales operations, competitive metrics, best practices, sales processes, content management, and training development.
- Enhanced the quality and effectiveness of sales team materials while ensuring the consistent execution of plans and messaging alignment.
- Collaborated directly with leadership and technology teams on product development and testing to drive innovation and ensure successful implementation.
Sales Executive, Third Party Channel Sales
Vistra Corp
07.2019 - 03.2020
- Responsible for company sales and customer service objectives including: margin/cost benefit, broker relationships.
- Managed over 30 active broker relationships.
- Close supply transactions with retail electric and gas commercial customers.
- Develop strong, loyal, customer and broker relationships.
- Serve as a single point of contact and resolution for broker issues.
- Maintain accurate and timely customer information with sales operations and middle office groups.
- Recommend strategy improvements to management to optimize efficiency and results.
- Prepare and deliver proposals and presentations to brokers.
- Work with organizations throughout Vistra to ensure customer accounts are handled efficiently and accurately, and customer issues are resolved in a timely manner.
- Responsible for maintaining current on competitive intelligence and energy industry trends.
- Negotiate credit and contract provisions with brokers.
- Partner with other Sales Executives and Sales Manager to close deals and serve customers as needed.
- Increased revenue by implementing effective sales strategies in all aspects of sales cycle process from prospecting leads through close.
Senior Analyst
Crius Energy
12.2016 - 07.2019
- Partnered with the VP to design, develop, and launch a new indirect commercial sales channel in April 2016, generating an estimated $5MM in revenue within its first 12 months.
- Managed and scaled a portfolio exceeding $10 million in revenue within the first year and a half of launching the new sales channel.
- Led the creation and implementation of the channel’s sales tracking database, providing strategic metrics and reporting capabilities to support data-driven decision-making for the leadership team.
- Acted as the SME while collaborating with IT, development, and leadership teams to define business user needs for the channel partners' web service portal, successfully launching in August 2016.
- Developed comprehensive training materials for the new web service portal and successfully trained and onboarded over 50 brokers, ensuring effective platform adoption and deployment.
- Managed a book of business comprising 50+ broker relationships while overseeing all day-to-day operations of the sales channel to drive efficiency and growth.
- Designed and implemented the channel’s upfront commission program for broker partners, serving as the certified financial process owner to ensure accuracy and compliance.
- Partnered with the VP to oversee daily operations, including sales initiatives, tactical project development, and the execution of overall sales goals to drive business growth.
- Collaborated closely with internal departments, including Legal, Customer Care, IT, and Operations, to ensure partner projects, materials, and initiatives remained on track from initial concept to successful implementation and completion.
Channel Sales Analyst
Crius Energy
09.2015 - 12.2016
- Manage existing book of business.
- Ongoing Account Management.
- Provide solutions to meet customers’ expectations.
- Maintaining a high level of knowledge about the electricity markets we operate.
- Process and execute contracts.
- Perform customer research; manage transaction opportunities, account analysis, pricing activities and close business.
- Gather data and key market insight to create a market summary and distribute to customers and brokers weekly.
Education
Bachelor of Science - Business Marketing
Louisiana State University
Baton Rouge, LA05-2015
Skills
- Ability to work-in and lead a team, strong leadership/delegating skills
- Excellent communicator with superior problem solving and analytical competencies
- Proficient Query writing, VBA code, and Excel formulas/expression
- Advanced in Sales Force, Jira, Excel, Access, Microsoft SQL Server Management Studio, Visio, Adobe, and Power BI
- Strong knowledge of energy deregulation (ERCOT, PJM, NYISO, ISO-NE, MISO)
- Energy Regulatory Processes and Practices (ISO, RTO, FERC)
- Tech Stack Optimization & System Integration
- Sales and marketing funnel optimization
- Standard Operating Procedures (SOPs) Development
- Cost Reduction & Profitability Optimization
- Project Management
- Strategic partnerships
Certification
SQL Querying – Level I Fundamentals
Additional Information
References available upon request.
Timeline
Executive Vice President
Coach Financing
10.2024 - Current
Director of Sales Enablement
Coach Financing
09.2022 - 10.2024
Senior Sales Enablement Analyst
Vistra Corp
03.2020 - 09.2022
Sales Executive, Third Party Channel Sales
Vistra Corp
07.2019 - 03.2020
Senior Analyst
Crius Energy
12.2016 - 07.2019
Channel Sales Analyst
Crius Energy
09.2015 - 12.2016
Bachelor of Science - Business Marketing
Louisiana State University
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