Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Jon Hartey

Jon Hartey

Scottsdale

Summary

Dynamic consultant with a proven track record at Legacy Vanguard, excelling in process optimization and client relationship management, 98.8% OSAT. Adept at leveraging data-driven forecasting to enhance operational efficiency and drive revenue growth. Recognized for leadership in cross-functional collaboration and implementing innovative solutions that elevate performance and customer satisfaction.

Overview

25
25
years of professional experience
3
3
Certification

Work History

Consultant

Legacy Vanguard
Salt Lake City
06.2024 - Current

•Developed a risk management framework to mitigate financial volatility and secure long-term profitability.
•Initiate strategies for small business owners in creating financial projections and developing strategies to increase revenue.
•Delivered actionable, data-driven insights and critical feedback to analysts, enabling strategic decisions for integrated research solutions across roofing, MedSpa, CRM, and retail sectors, driving measurable performance improvements for top global investors and business leaders.
•Drove 20% sales revenue growth by implementing strategic sales initiatives and incentive programs at a MedSpa, enhancing customer acquisition and retention within 12 months.
•Boosted customer engagement and upsell opportunities by introducing bundled service packages, new product assortments, and evening sales events, contributing to a 15% increase in average transaction value.

Strategy Consultant (COO)

Aesthtic Roofing
Salt Lake
01.2024 - 10.2024

•Developed and executed strategic initiatives that drove a 250% increase in revenue.
•Spearheaded the launch and integration of a sales software platform, enhancing sales productivity and team performance.
•Developed a training and certification framework, which drove increased sales and team member productivity.
•Renegotiated enterprise-wide supplier agreements, decreasing labor costs by 18%, and procurement budgets by 8%, while improving payment terms, boosting profitability, operational efficiency, and financial flexibility.
•Secured blended media partnerships (free and paid), leveraging digital platforms to boost social media traffic by 25%, extend dwell time by 10%, and increase content engagement by 15%, strengthening brand visibility, recall, and digital lead generation across key demographics.
•Introduced a new procurement software to enhance real time product costs and delivery timelines which resulted in increased profitability and efficiency.
•Product Innovation
Introduced FreshRoof, a proprietary product/service offering that targeted both retail and insurance customers, resulting in a 5% increase in top-line revenue and an 8% increase in bottom-line profit margins through product differentiation and market segmentation.

Owner Operator (Consultant)

HHI LLC
Salt Lake City
06.2021 - 01.2024
  • Developed and implemented business plans for small business owners to help them identify areas for improvement.
  • Trained small business owners on financial management, operations, and marketing techniques.
  • Researched new trends in the small business industry and presented various solutions to clients.
  • Boosted customer engagement and upsell opportunities by introducing bundled service packages, new product assortments, and evening sales events, contributing to a 15% increase in average transaction value.

Multi-Unit Manager | Store Leader

S&S Management
Salt Lake City
09.2022 - 08.2023
  • Led the top-performing stores and spearheaded successful new store openings in an emerging markets.
  • Developed and coached store managers on best practices in personnel management, customer relations, inventory control, merchandising techniques, and store operations.
    Achieved the highest EBITDA within the region and ranked in the top 10, company-wide.

Senior Marketing Manager | Store Manager

Sprouts Farmers Market Inc.
Salt Lake Cith
06.2016 - 09.2021
  • Increased sales by 5% and decreased shrink by 1.5% over 12 months by launching focused training initiative for store leaders, emphasizing improved inventory management and stock rotation in fresh sections, boosting product availability and customer satisfaction.

Store Manager

Walmart
Salt Lake City
07.2000 - 07.2016
  • Achieved highest team member involvement and retention rates in organization.
  • Recognized as top-performing store manager for $100 million operation.
  • Small Format Operations

Education

Some College (No Degree) - Online Coursework: Consulting Methodologies

Weber State University
Ogden, UT

Skills

Sales Strategy & Revenue Growth

Client Relationship Management (CRM)

Leadership Development & Team Management

Market Research & Consumer Trends Analysis

Data-Driven Forecasting & Budget Optimization

Customer Service Excellence

Process Optimization & Operational Efficiency

Stakeholder Engagement & Contract Negotiation

Microsoft Office (Excel, PowerPoint, Word, Teams)

Salesforce & CRM Systems

Certification

  • DDI Certified
  • Enterprise Wide Certified Store Manager Trainer
  • Completed 12 week Director of Operations program

References

References available upon request.

Timeline

Consultant

Legacy Vanguard
06.2024 - Current

Strategy Consultant (COO)

Aesthtic Roofing
01.2024 - 10.2024

Multi-Unit Manager | Store Leader

S&S Management
09.2022 - 08.2023

Owner Operator (Consultant)

HHI LLC
06.2021 - 01.2024

Senior Marketing Manager | Store Manager

Sprouts Farmers Market Inc.
06.2016 - 09.2021

Store Manager

Walmart
07.2000 - 07.2016

Some College (No Degree) - Online Coursework: Consulting Methodologies

Weber State University