Experience

• 

  Burn Boot Camp

  • Owner / Franchise Partner

• 

  Dodds Wealth Advisors

  • Bellefontaine, Ohio

  • Director Of Operations

    • Feb 2020 - Present
    • Bellefontaine, Ohio

    My role is to serve as the lynchpin between sales, marketing, and administrative roles, ensuring efficient completion of all business initiatives. I am responsible for running the business operations of a top-performing Financial Planning firm. This includes tracking key business metrics, team leadership, meeting facilitation, strategic planning, payroll, expense reporting, Customer Relationship Management (CRM) optimization, and hiring & training.

• 

  Ramsey Solutions, A Dave Ramsey Company

  • United States
  • Financial Services
  • 700 & Above Employee

  • Associate Director of Coaching - Real Estate Services

    • May 2019 - Jan 2020

    Key Results Areas:• Drove Business Strategy and Vision for the Coaching team.• Monitored and led Coaching & Coaching Team Leaders’ activities. • Hired and trained new team members. • Created coaching content and coaching methods to improve the performance and engagement of our Business Partners.• Improved Coaching through new ideas, technology improvement, and process efficiencies.• Conducted regular and on-going team meetings for the ELP Sales and Coaching teams.• Held team members accountable to implement best practices and achieve monthly goals based on performance metrics.• Improved retention, revenue growth, and engagement of our Business Partners through the Coaching team. • Developed and helped grow team members through individual training, call shadowing, roleplaying, and teamwide sales training.

  • Associate Director Of Sales - Real Estate ELP Services

    • Mar 2017 - May 2019

    Key Results Areas:• Drove Strategy and Vision for the Client Relationship Advisor (CRA) team.• Helped develop, roll out, and complete a multi-million business model iteration with all our Endorsed Local Providers. • Monitored and led Client Relationship Advisor & Sales Team Leaders Sales/Coaching activities. • Hired and trained new team members. • Improved team sales processes through new ideas, procedures, and efficiencies.• Led regular and on-going team meetings for the Sales team.• Held team members accountable to implement best practices and achieve monthly goals based on performance metrics.• Responsible for improving retention, revenue growth, and engagement of our ELPs through the Client Relationship team. • Developed and helped grow team members through individual training and teamwide sales training.

  • Sales Team Leader - Real Estate ELP Services

    • Aug 2016 - Mar 2017

    Daily Team Leader Key Results Areas:• Monitored and lead Client Relationship Advisor (CRA) sales/coaching activities. • Improved the CRA processes through new ideas, procedures, and efficiencies.• Held team members accountable to implement best practices and achieve monthly goals based on performance metrics.• Responsible for improving retention, revenue growth, and engagement of our ELPs through the CRA team. • Conducted individual training for team members and facilitated teamwide sales training.• Led daily Stand-ups for the Sales team.Daily Coach Key Results Areas:• Coached 150 Endorsed Local Providers (ELPs) on how to close more business through regular 30-minute Coaching calls and accountability with each provider.• Responsible for improving retention, revenue growth, and engagement of our ELPs. • Sold a variety of training products designed to improve our ELPs’ performance. • Handled ELP complaints and compliments.• Responsible for daily administrative tasks.• Improved the program through innovation and new ideas.• Traveled to ELP-related relationship and recruiting events as needed.

  • Client Relationship Advisor - Real Estate ELP Services

    • Feb 2013 - Aug 2016

    Key Results Areas:• Worked with existing Endorsed Local Providers (ELPs) on general customer service and on how to close more business through our referral network. This consisted of Coaching calls, sharing success principles, goal setting, and accountability with each ELP.• Responsible for improving retention, revenue growth, and engagement of our ELPs. • Sold a variety of training products designed to improve our ELPs’ performance. • Handled ELP complaints and compliments.• Responsible for administrative tasks such as tracking ELPs currently assigned and preparation for weekly meetings with leader.• Improved the program through innovation and new ideas.

• 

  Frito Lay

  • Columbus, OH

  • Sales District Leader

    • Jun 2009 - Feb 2013
    • Columbus, OH

    Sales District Leader for a large-format grocery district in Columbus, OH. My responsibilities included, but were not limited to: Selling – Lead a multi-million dollar sales district; Work with store management to secure display space and capitalize on promotional opportunitiesPeople Leadership – Lead nine Route Sales Representatives within district, as well as four full-time merchandisers; DOT Subject Matter ExpertHiring – Responsible for screening and interviewing new applicants for both full-time and part-time positionsCoaching - Coach Route Sales Representatives on safety, selling skills, Plan-o-gram integrity, & merchandising opportunitiesStore development – Complete store plan-o-gram resets; Ensure consistent execution throughout marketPlanning – Plan-to-Make-Plan & VIP Planning, Zone/District Sales InitiativesFinance management – Control payroll, expense reports, and district finances

• 

  Speedway SuperAmerica LLC

  • Operations Intern

    • May 2008 - May 2009

    While at Speedway SuperAmerica, I was in store management and was responsible for inventory management, daily sales reporting, auditing, human resources, and marketing plan-o-grams.

• 

  Mount Vernon Nazarene University

  • Mail Clerk

    • Aug 2005 - May 2009

    I worked in the on-campus Post Office as a mail clerk, assisting customers with Postal Services including Priority Mail, Express Mail, and Airmail. I was also in charge of maintenance of post office mail boxes and metering individual pieces of mail through the metering machine.

• 

  Lima Locos Inc.

  • Game Operations Intern

    • Apr 2007 - Aug 2007

    Performed game-day activities for a summer collegiate baseball organization, including merchandising team apparel, team promotions, and field/ballpark set-up