Summary
Overview
Work History
Education
Skills
KEY ACHIEVEMENTS
Community Service
Interests
Timeline
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JOHN WILLIAMS

JOHN WILLIAMS

Saline,MI

Summary

Qualified professional that thrives at the intersection of sales, operations, and marketing. Collaborative team player poised to bring value with proven ability to streamline workflows, enhance efficiency, and increase the bottom line. Passionate problem-solver that constantly seeks ways to optimize key processes and deliver results that exceed expectations. Highly adaptable and able to quickly learn and execute new systems at a top level.


Overview

14
14
years of professional experience

Work History

Technical, Sales, and Operations Support Specialist

GLP Financial Group
01.2021 - Current
  • Cited as key to 39% boost in annual production after delivering outstanding sales, marketing, and operations support and enablement for 130 financial advisors
  • Built out specialized production reports, enhanced tracking for all sales performance data and KPIs, and provided valued strategic insights to C-level executives and ownership
  • Reduced report production times after redesigning the reporting system, achieving critical efficiencies and eliminating recurring problems with data retrieval
  • Earned commendations for communication skills throughout presentation writing and development for owners and agents, ensuring alignment with company policies and standards
  • Increased workflow through a reworked approach to software and hardware management, including developing new procedures for tech support, troubleshooting, installation, purchasing, and training
  • Selected as administrator for e-signature, CRM, and proprietary sales presentation systems; created and delivered in-person and remote session training classes
  • Designated as the main contact with the CTO to help transition existing data and implement new cloud-based data warehousing
  • Created custom sales activity/commission calculators factoring daily call activity, closing rates, and numerous financial product variations unique to GLP's niche market
  • Oversaw and continuously improved proprietary sales and marketing software in coordination with key stakeholders
  • Reduced times for the sales reporting verification process for agents by 99.99%+ (24 hours to instantaneous)

Marketing & Sales Lead

Cost Oversight, Inc.
01.2018 - 01.2021
  • Incorporated best practices in offering cost-saving auditing services, formalizing all aspects of Proposal creation, order entry, and closeout operations
  • Created robust and scalable outreach and marketing strategies, conducted in-person sales presentations with prospects
  • Increased revenue by 15% YoY via constant innovations to sales and marketing methodologies
  • Created a complete prospect database through data mining and developed unique compelling sales/marketing materials
  • Handled tough contract negotiations and used consultative methods to maximize satisfaction

Computer Tech Specialist

Eastern Michigan University
01.2011 - 01.2018
  • Selected to design, develop, and implement technologies and efficiencies for a university department
  • Maintained subject matter expertise with modern systems and tools while handling time-sensitive tech support
  • Established and enhanced departmental IT policies, increasing end-user satisfaction scores
  • Architected and launched a customized shared reporting system, saving the university $250K through optimized design
  • Designed and launched a notification app for students, significantly increasing engagement
  • Exceeded expectations as Chief Administrator for department website and multiple SaaS systems
  • Created and distributed newsletters, manuals, web pages, and other materials that became communications standards

Education

Master of Science - Aviation Safety

University of Central Missouri
Warrensburg, MO

Bachelor of Science - Safety Management

University of Central Missouri
Warrensburg, MO

Skills

  • Microsoft Office Suite (Advanced Excel)
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Admin Center
  • DocuSign
  • Ebix SmartOffice
  • NinjaOne Endpoint Management
  • Sharefile
  • Trello
  • Zoom
  • Calendly
  • WordPress
  • Elementor
  • Hootsuite

KEY ACHIEVEMENTS

  • Provided outstanding sales, marketing, and operations support and enablement for 130 financial advisors at GLP Financial Group realizing a 39% increase over the previous year and record production in company’s 50 year history


  • Redesigned sales production reporting system, achieving critical efficiencies and improved accuracy


  • Brought down times for the sales reporting verification process for agents by 99.99%+ (24 hours to instantaneous), earning the best possible performance reviews annually


  • Developed and managed automated student attendance tracking system at Eastern Michigan University saving nearly $1M in cost vs all other vendor proposals

Community Service

Saint Andrews Catholic Church/Hope Clinic, Saline Area Youth Baseball and Softball, Smile Train (financially support)

Interests

Guitar, Jiu-Jitsu, Reading, American Football, Baseball, Travel, Canoeing

Timeline

Technical, Sales, and Operations Support Specialist

GLP Financial Group
01.2021 - Current

Marketing & Sales Lead

Cost Oversight, Inc.
01.2018 - 01.2021

Computer Tech Specialist

Eastern Michigan University
01.2011 - 01.2018

Master of Science - Aviation Safety

University of Central Missouri

Bachelor of Science - Safety Management

University of Central Missouri

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JOHN WILLIAMS