Travis Rickert
Madison,WI
Summary
With a proven track record at CDW, I've spearheaded initiatives that significantly enhanced operational efficiency and employee loyalty, achieving a notable increase in profits. My expertise in analytical thinking and complex problem-solving, coupled with strategic planning, has driven successful business outcomes. Skilled in Salesforce, I excel in transforming data into actionable insights, fostering growth and operational excellence.
Overview
14
14
years of professional experience
3
3
Certification
Work History
Manager, Services Operations
CDW
03.2022 - Current
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Increased profit by streamlining operations.
- Analyzed and reported on key performance metrics to senior management.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
- Foster and expand relationships with prospects and clients
- Build data-driven methodologies and KPIs
- Play a key role in complex Professional Services transactions
- Contribute to fast-paced due diligence engagements
- Developed complex dashboard and reporting tools to track business performance metrics.
- Collaborated with stakeholders to identify business needs and data sources.
- Created dashboards to monitor and track key performance indicators.
- Identified patterns and trends in large data sets and provided actionable insights.
- Developed and implemented data governance policies and procedures.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Client Engagement Supervisor
CDW
03.2020 - 03.2022
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Drove sales by developing and advising multi-million dollar Professional Services contracts.
Sales Operations Manager
CDW
04.2016 - 03.2020
- Utilized cross-functional strategies between seven divisions to ensure top quality support for Sales VPs and Directors to track and meet sales quotas.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Coached and mentored high-achieving sales operations employees to fill leadership positions with qualified staff and boost company growth.
- Implemented systems and procedures to increase operational efficiencies.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Business Analyst
CDW
04.2015 - 04.2016
- Generated standard and custom reports to provide insights into business performance.
- Implemented business intelligence solutions to increase operational efficiency.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
- Utilized data visualization techniques to present and explain complex data sets.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Created data models to support decision-making processes.
- Deployed predictive analytics models to forecast future trends.
- Provided technical support for troubleshooting analytics and reporting issues.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Assisted with creating data cubes and OLAP models to improve data analysis.
- Generated ad-hoc reports to evaluate specific business requirements.
- Created dashboards to monitor and track key performance indicators.
Supervisor, Services Operations
CDW
08.2011 - 04.2015
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Educated staff on organizational mission and goals to help employees achieve success.
- Conducted regular reviews of operations and identified areas for improvement.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Developed effective improvement plans in alignment with goals and specifications.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Generated standard and custom reports to provide insights into business performance.
- Implemented business intelligence solutions to increase operational efficiency.
- Created dashboards to monitor and track key performance indicators.
- Collaborated with stakeholders to identify business needs and data sources.
Education
Ph.D. - Organizational Leadership
Edgewood College
Madison, WI05-2027
MBA - Organizational Leadership
Edgewood College
Madison, WIBBA - Business Management
Edgewood College
Madison, WISkills
- Complex Problem-solving
- Strategic planning and execution
- Process improvement
- Operational efficiency
- Forecasting and planning
- Analytical thinking
- Salesforce software
Accomplishments
- 2024 CEO Award
- 2020 January Coworker of the Month Award
Certification
- ITIL Foundation Certificate in IT Service Management – AXELOS.
- Change Management Certificate in IT Service Management
- Lean Six Sigma Yellow Belt Certification
Timeline
Manager, Services Operations
CDW
03.2022 - Current
Client Engagement Supervisor
CDW
03.2020 - 03.2022
Sales Operations Manager
CDW
04.2016 - 03.2020
Business Analyst
CDW
04.2015 - 04.2016
Supervisor, Services Operations
CDW
08.2011 - 04.2015
Ph.D. - Organizational Leadership
Edgewood College
MBA - Organizational Leadership
Edgewood College
BBA - Business Management
Edgewood College
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