Nicholas Sterner
Tonawanda,NY
Summary
Passionate, goal driven professional with 10 years of experience in the financial services industry. Highly motivated individual looking to take on new challenges and drive productivity by exceeding personal expectations. Ability to grow and develop in new roles and utilize resources given to maximize productivity.
Overview
15
15
years of professional experience
Work History
Sales Operations Manager
Strategic Financial Solutions
10.2021 - Current
- Led project to reorganize sales operations team structure for entire organization.
- Increased sales revenue by streamlining the sales operations process and implementing effective strategies.
- Manage team consisting of multiple operations specialists and operations processors.
- Led all teams in KPI’s finishing over 100% for 2023. First in enrolled debt and payment conversion.
- Implemented new post-sale strategies to increase signed deal conversion by more than 3%.
- Partnered with various company stakeholders to discuss performance and areas of improvement.
- Reviewed cost analysis of notary partners, allocated orders to various states by performance.
- Managed team to numerous months of 100% SLA completion for incoming tickets.
- Partnered with Sales Ops counterparts to review and re-write SOP’s as business evolved.
Enrollments Manager
Strategic Financial Solutions
12.2020 - 10.2021
- Monitored enrollment metrics to assess program effectiveness, making adjustments as needed to meet organizational goals.
- Managed team of 6 enrollment representatives and 1 team lead.
- Oversaw document processing for 200+ sales reps.
- Maintained current vendor relations while onboarding new partners.
- Provided administrative support to production managers and teams.
- Enhanced HappyFox ticketing system to better meet organizational needs.
Senior Financial Consultant
Strategic Financial Solutions
09.2018 - 12.2020
- Promoted to Senior Financial Consultant in March 2020.
- Analyze financial situations for clients in order to present personalized solutions based on needs.
- Strategically placed next to newer reps to provide development of pipeline management and control of lead flow.
- Active member of Sales Advisory Council contributing towards the streamlining of sales processes.
- Enrolled 195 clients totaling over 4.6 million in debt in 2019.
- Maintained 16% lead conversion YTD in 2019 and over 17% conversion throughout 2020.
Personal Banker
KeyBank
04.2017 - 09.2018
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Directly refer clients to business partners such as mortgage and investments.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Universal Banker
Citizens Bank
07.2014 - 04.2017
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Assisted customers with banking needs and inquiries.
Store Manager
Little Caesars
04.2009 - 08.2016
- Earned promotions leading to store manager within 2 years of tenure
- Received opportunity to open and manage new location - top grossing store in WNY over the next 5 years
- Lead staff of 20+ employees, including assistant managers
- Study projections to manage day to day operations as well as manage food/beverage ordering
- Conducted weekly store inventory to manage P+L for business.
Education
Regents Diploma -
Depew High School
Depew, NY06.2009
Skills
- Data-Driven Decision-Making
- Coaching Abilities
- Collaborative Mindset
- Time management
- Interpersonal skills
Timeline
Sales Operations Manager
Strategic Financial Solutions
10.2021 - Current
Enrollments Manager
Strategic Financial Solutions
12.2020 - 10.2021
Senior Financial Consultant
Strategic Financial Solutions
09.2018 - 12.2020
Personal Banker
KeyBank
04.2017 - 09.2018
Universal Banker
Citizens Bank
07.2014 - 04.2017
Store Manager
Little Caesars
04.2009 - 08.2016
Regents Diploma -
Depew High School
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