Zachary Ogden

Productivity Strategy & Ops, Manager at Workstream
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City Metropolitan Area
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5.0

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Daniel Torres

I’ve had the pleasure of working with many professionals in our line of work, but Zach is someone who I will always remember fondly. Zach first showed me the ropes when I started at Workstream and helped me navigate the company’s internal processes. I learned a lot from Zach. He was always willing to lend a hand to anyone who needs it. Watching him adapt to our ever-changing business landscape was an inspiration. His ability to overcome challenges with a smile made him stand out.

Alan Thompson

Super organized and high attention to detail. I was definitely able to count on Zach in his role as TA for my Market Analysis course.

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Credentials

  • Hubspot Sales Enablement
    HubSpot
    Mar, 2020
    - Nov, 2024
  • Learn LinkedIn Sales Navigator (2019)
    LinkedIn
    Mar, 2020
    - Nov, 2024

Experience

  • Workstream
    • United States
    • Software Development
    • 100 - 200 Employee
    • Productivity Strategy & Ops, Manager
      • Oct 2022 - Present

      Responsibilities:- Operationalize our new products by developing the Sales and CS' Strategies and ensuring a smooth launch- Own the productivity of the GTM teams, and improve on productivity by building and improving processes and systems- Define requirements and work with our Biz Tech team to improve and implement tooling- Work with business stakeholders in GTM to audit existing processes and identify improvements and opportunities for scale- Design, implement, monitor, and document core GTM team processes and policies, such as AE/CS handoffs, retention and churn planning, and account planning- Act and be seen as a general problem solver able to break down the hardest problems and recommend prescriptive solutions from a central, unbiased point of view- Act as a trusted advisor and partner to GTM leaders - Develop and own reporting and dashboards that provide critical visibility for core processesAccomplishments:- Member of the leadership team in rolling out new products (Representative for CS and Operations)- Identify data flaws and work with the data and product team to fix them- Currently enhancing internal operations and CS processes to enable a multi-product approach- Built, tooled, and rolled-out Customer Lifecycle Cases- Built, tooled, and rolled-out COS -> CSM Handoff Cases- Tooled and improved AE -> COS Handoff Cases- Standardized and tooled upsell/expansion process- Standardized and rolled out tooling to drive more effective 1:1s- Standardized and tooled downsell/cancelation process- Help brainstorm, plan, and execute activities/ideas for our Lehi, UT office to drive culture (Culture Committee) Show less

    • Revenue Enablement & Operations Manager
      • Apr 2022 - Oct 2022

      Manager and founder of the Change Management and Collaboration Enablement team. Responsibilities below:• Cross Team Collaboration and Roll Outs: Clear POC to other departments that are needing to schedule a rollout• Process Improvements and Optimization: Work with GTM leaders on processes that need to be improvedAccomplished:• Rolled out CPQ to GTM• Currently enabling GTM org from targeting one vertical to four

    • Revenue Enablement and Ops Associate - Customer Success
      • Jul 2021 - May 2022

      Collaborate closely alongside leaders from across the organization to create and manage department materials, onboard new customer-facing team members, drive effectiveness and equip the team with all the support they need throughout the customer journey (onboarding and lifecycle). My responsibilities consist of:- Process Optimization for Customer Success- Documentation, and Collateral Creation/Management- Training, Onboarding, and CoachingAchievements:- 40% decrease in ramp time for customer-facing roles- Built the foundation for Customer-Facing Roles (processes, playbooks, training, etc)- Developed and rolled out company-wide initiative: Adopt A Customer program- Conduct weekly company-wide product updates and training meetings- Conduct and lead major roll-outs for all Customer Success Processes (EBR, Success Criteria, Cases, Renewals, CSQLs)- Manage a team to ensure alignment between Customer Success and Support as both teams scale- Initiated and conducted weekly company product training calls Show less

    • Customer Onboarding Specialist
      • Mar 2021 - Jul 2021

      • Train and educate new clients to ensure smooth and quick adoption of WorkStream. • Designated Customer Onboarding Specialist for the following brands: Firehouse Subs, Jersey Mikes, Chicken Salad Chick• Voted MVP within Success Department for Q2 2021. All of Customer Success and Sales (~60 people) participated in voting• Built and trained new sequences for the Customer Onboarding team within Outreach• Worked with and onboarded a book of customers worth over $600k ARR• Assigned project to identify and build out a successful customer’s onboarding life-cycle. Also identified how each department can work better together to drive revenue (upsell, referrals, and overall client happiness) Show less

  • Patch Customer Retention
    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Customer Success Manager
      • Sep 2020 - Mar 2021

      • Assist/Train my current Book of Business on current and new CityGro features as they are released • Onboarding specialist for all New Clients • In-charge of developing, optimizing, and streamlining our Onboarding procedures • Provide account and marketing analysis for clients on how to optimize services and drive results • Lead point of change for client’s account by proving technical and customer support during business hours and weekends (SMB and Enterprise Accounts). • In-charge of creating and updating the Help Center for CityGro (created 40+ articles and made existing ones more user friendly) Show less

  • Limble CMMS
    • United States
    • Information Technology & Services
    • 100 - 200 Employee
    • Sales Development Representative
      • Jun 2020 - Aug 2020

      • In-charge of business development in 12 states and 3 international countries • Performed 130% of my activity quota to ensure success • Created a companywide social group that resulted in 9 more group creations • In-charge of business development in 12 states and 3 international countries • Performed 130% of my activity quota to ensure success • Created a companywide social group that resulted in 9 more group creations

  • Real Salt Lake
    • United States
    • Spectator Sports
    • 100 - 200 Employee
    • Partnership Marketing Internship
      • Mar 2020 - Aug 2020

      Helping with the planning, organizing, and execution of most Real Salt Lake, Utah Royals FC, & Real Monarchs partner activations. My responsibilities include: • Working with senior management to structure and ensure that sponsors’ activations are meet with contract requirements • Helping ensure that multi-million-dollar contracts are met and that sponsors are happy with their ROI and fan engagement Helping with the planning, organizing, and execution of most Real Salt Lake, Utah Royals FC, & Real Monarchs partner activations. My responsibilities include: • Working with senior management to structure and ensure that sponsors’ activations are meet with contract requirements • Helping ensure that multi-million-dollar contracts are met and that sponsors are happy with their ROI and fan engagement

  • Brigham Young University - Idaho
    • United States
    • Higher Education
    • 700 & Above Employee
    • Undergraduate Teaching Assistant
      • Apr 2020 - Jul 2020

      Teachers: Alan Thompson and Dave Rowe Class: Market Analysis (MKT 320) •In-charge of grading for 50+ students •Providing continual feedback to Professors to help continue class development •Provide valuable feedback to students to assist in a deeper understanding of the following topics: -Aggregate, Correlation, Trend, Predictive, Segmentation, and Customer Life Cycle Analysis -Identify organizational or consumer opportunities -Forming a hypothesis of the problem/opportunity -Identify best data sources to understand the problem -Make logical decisions based on data -Present findings and proposals effectively -Facing Ambiguous and Quantitatively challenging marketing situations Show less

  • Lendio
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Offer Administrator
      • Apr 2020 - Jun 2020

      Helping save the American dream during Covid-19 by: •Managing 100+ applications every day for small to medium size businesses to receive financial aid •Working with 25+ Funding Managers to process their accounts when ready •Process over $10,000,000 worth of loans every week •Working with over 200 banks nationwide (Legacy Union, Citizens One, etc) •Continually assisting in development of the account management process Helping save the American dream during Covid-19 by: •Managing 100+ applications every day for small to medium size businesses to receive financial aid •Working with 25+ Funding Managers to process their accounts when ready •Process over $10,000,000 worth of loans every week •Working with over 200 banks nationwide (Legacy Union, Citizens One, etc) •Continually assisting in development of the account management process

  • Melaleuca:The Wellness Company
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Customer Service Specialist
      • Nov 2019 - Mar 2020

      •#1 rookie for best evaluations for answering calls in a professional and courteous manner with a goal to provide effective world-class customer service. • Increased the average order size by 19% of 60% of customers by using effective-cross selling techniques • Analyze customer situations and determine which department the customer needs to speak with in order to serve them best •#1 rookie for best evaluations for answering calls in a professional and courteous manner with a goal to provide effective world-class customer service. • Increased the average order size by 19% of 60% of customers by using effective-cross selling techniques • Analyze customer situations and determine which department the customer needs to speak with in order to serve them best

  • Boujee
    • Rexburg, Idaho
    • Student Founder
      • Aug 2019 - Dec 2019

      Was selected by my team of 18 students to be in charge of the creation and development of our student company, Boujee. My responsibilities and accomplishments included: • In 2 weeks, lead the development of an on-campus brand and opened with 18 products • Oversaw the development and integration of internal systems for every department • Became profitable after 3 weeks of operations, brought in over $2,400 dollars in the first month of operations Was selected by my team of 18 students to be in charge of the creation and development of our student company, Boujee. My responsibilities and accomplishments included: • In 2 weeks, lead the development of an on-campus brand and opened with 18 products • Oversaw the development and integration of internal systems for every department • Became profitable after 3 weeks of operations, brought in over $2,400 dollars in the first month of operations

  • Madison Dragons S.C.
    • United States
    • Spectator Sports
    • Head Soccer Coach and Team Manager
      • May 2019 - Dec 2019

      Head Coach for the BYU-I University soccer team consisting of 22 players and coaching staff of 4. My responsibilities included: • Selected and developed a new team out of the 50 players that tried out (a lot of players graduated) • Strategically planned and ran practices • Organized and planned the logistics for home and away games The Madison Dragons S.C. is a BYU-I student ran non-profit organization where we compete at a collegiate level against other local universities (including BYU, Boise State, University of Utah, Utah State, Weber State, etc). Show less

Education

  • Brigham Young University - Idaho
    Bachelor of Business Administration - BBA, Marketing/Marketing Management, General
    2014 - 2020

Community

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