Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Lee A. Calo

Kingston,PA

Summary

Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Skillful at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.

Overview

23
23
years of professional experience

Work History

Channel Enablement & Training Manager

Dun & Bradstreet
06.2023 - 07.2024
  • Communicated clearly with 80+ employees and stakeholders to keep everyone on same page and working toward established business goals in support of post-sales activities for Client Success.
  • Streamlined workflows by identifying opportunities to improve processes and implementing appropriate resolutions for Inside Sales teams.
  • Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
  • Leveraged data and analytics to make informed decisions and drive business improvements to reduce inefficiencies and pursue revenue strategies to keep department aligned with sales and profit targets.
  • Followed all company policies and procedures to deliver quality work.

New Hire Onboarding and Training Consultant

Dun & Bradstreet
04.2018 - 06.2023
  • Streamlined onboarding processes for 250+ new hires, reducing time-to-productivity and improving employee retention rates.
  • Assessed the effectiveness of training initiatives through regular monitoring and evaluation, refining content as needed to maximize impact and increase participant satisfaction.
  • Delivered engaging presentations in-person and virtual classrooms, ensuring participants gained practical knowledge and hands-on experience.
  • Partnered with management teams to align training initiatives with business objectives, supporting strategic goals through workforce development efforts.

Sales Operations Manager

Dun & Bradstreet
02.2017 - 04.2018
  • Analyzed sales metrics to identify trends, opportunities, and areas for improvement in the overall operations strategy.
  • Collaborated with cross-functional teams for more effective communication and coordination of sales initiatives.
  • Created comprehensive reports on sales performance metrics for senior leadership review, enabling informed decision-making processes.
  • Development of annual sales targets and implemented territory realignment plans to optimize resource allocation across regions, improving overall coverage effectiveness.

Customer Care Leader

Dun & Bradstreet
03.2015 - 02.2017
  • Led cross-functional team of 13 Customer Care Consultants to achieve company-wide goals, fostering a culture of collaboration and innovation.
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
  • Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.

Customer Care Consultant

Dun & Bradstreet
12.2011 - 03.2015
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement to optimize customer experience by delivering superior services and effectively troubleshooting issues.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed 1,300+ client relationships through regular check-ins. Supported clients with business analysis, documentation, and data modeling.
  • Analyzed data sets to identify trends and opportunities for process improvements within client organizations.

Relationship Manager

Dun & Bradstreet
01.2005 - 12.2011
  • Built and maintained relationships with over 150 new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.

Telecenter Manager

Dun & Bradstreet
02.2001 - 10.2004
  • Developed strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Led change management initiatives to drive organizational transformation without compromising employee morale or productivity levels.

Education

Bachelor of Science - Business Administration, Finance & Banking

Wilkes University
Wilkes Barre, PA

Skills

  • Expert Problem Solving
  • Relationship Building
  • Training & Onboarding Content Expert
  • Data Analysis
  • Effective Communication
  • Idea Development & Brainstorming
  • Cross Function Collaboration
  • Multitasking Abilities
  • Customer Success Professional

Timeline

Channel Enablement & Training Manager

Dun & Bradstreet
06.2023 - 07.2024

New Hire Onboarding and Training Consultant

Dun & Bradstreet
04.2018 - 06.2023

Sales Operations Manager

Dun & Bradstreet
02.2017 - 04.2018

Customer Care Leader

Dun & Bradstreet
03.2015 - 02.2017

Customer Care Consultant

Dun & Bradstreet
12.2011 - 03.2015

Relationship Manager

Dun & Bradstreet
01.2005 - 12.2011

Telecenter Manager

Dun & Bradstreet
02.2001 - 10.2004

Bachelor of Science - Business Administration, Finance & Banking

Wilkes University

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Lee A. Calo