Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jonathan Garwood

Dallas,,TX

Summary

Results-driven operations professional with a strong foundation in sales strategy, data analysis, and client lifecycle management. Proven ability to drive revenue, streamline processes, and collaborate cross-functionally in fast-paced environments. Adept at blending analytical thinking with relationship management to improve team performance and customer experience.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Analyst, Transaction Banking Operations

Goldman Sachs
Dallas, TX
02.2025 - Current
  • Optimized cross-functional execution, partnering with internal teams (Legal, Compliance, Product, Technology, and Risk) to coordinate complex onboarding processes and resolve operational bottlenecks.
  • Identified and improved inefficiencies in onboarding and client lifecycle processes using data tracking and operational KPIs, contributing to scalable and repeatable workflows.
  • Engaged directly with clients as their operational point of contact during onboarding, ensuring clear communication, proactive issue resolution, and a seamless customer experience.
  • Executed risk-managed workflows aligned with internal controls and regulatory frameworks (KYC, AML), demonstrating a high attention to detail, process compliance, and reliable execution under pressure.

Account Executive

Zip HQ
Dallas, TX
08.2024 - 01.2025
  • Developed strategic account plans to drive growth and reduce churn risks.
  • Led sales presentations and product demos, showcasing value to C-level stakeholders.
  • Built strong relationships with decision-makers through client visits and follow-ups.
  • Negotiated contracts, securing revenue-exceeding deals while protecting profit margins.

Sales Enablement & Operations Manager

Zip HQ
Dallas, TX
01.2024 - 08.2024
  • Developed and delivered comprehensive onboarding and training programs for a team of 22 BDRs, contributing to 90% of the team consistently achieving or exceeding their quotas.
  • Partnered with Sales leadership to identify skill gaps and implement tailored training solutions, resulting in a 20% reduction in ramp-up time for new hires.
  • Facilitated workshops and one-on-one coaching sessions, reinforcing best practices and contributing to continuous month-over-month performance improvement.

Business Development Representative

Zip HQ
Dallas, TX
03.2023 - 01.2024
  • Exceeded sales targets by 30%, generating $900K in pipeline revenue through strategic outreach and follow-up.
  • Implemented a new CRM strategy, boosting lead conversion rates by 40%.
  • Used LinkedIn social selling to grow following by 200% and drive a 25% increase in referral business.

Education

Bachelor of Science - Kinesiology

Texas A&M University
College Station, TX
05.2022

Skills

  • Project Management
  • Communication and Interpersonal Skills
  • Technical Problem Solving and Analytical Thinking
  • Data Analysis
  • SQL Queries
  • Data manipulation and cleansing
  • Process Improvement
  • CRM strategy
  • Sales strategy

Certification

  • Salesforce Sales Operations Specialization (July 2025)
  • Google Data Analytics Professional Certificate (Dec 2023)

Timeline

Senior Analyst, Transaction Banking Operations

Goldman Sachs
02.2025 - Current

Account Executive

Zip HQ
08.2024 - 01.2025

Sales Enablement & Operations Manager

Zip HQ
01.2024 - 08.2024

Business Development Representative

Zip HQ
03.2023 - 01.2024

Bachelor of Science - Kinesiology

Texas A&M University

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