David Ortman Email & Phone Number

Milwaukee, Wisconsin, US

Omaha, Nebraska, US

• Introduce comprehensive customer satisfaction metrics by implementing new customer surveys to achieve a 92% satisfaction rating from largest clients
• Shepherd team through migration of primary treasury platform including 3,000+ customers and 17,000 accounts utilizing extensive strategic planning experience, boosting operational efficiency by 30%
• Maintain accurate and comprehensive documentation of procedures and processes to achieve 2 straight years of 0 compliance and regulatory issues
• Promote a culture of excellence and continuous improvement by answering all calls within 15 seconds or less while increasing overall volume by 36% YOY, to achieve a service grade of 90%+
• Implement process efficiencies across 8 states within footprint by thinking critically and analytically to ensure a consistent customer experience and reduce resolution turn times by 11% while increasing first call.
• Establish an automation initiative utilizing excellent problem-solving skills to reduce ACH and Wire products onboarding time by 60% and reducing time to revenue by 50%+.

Omaha, Nebraska, US

• Oversaw 2 call centers in Omaha and Colorado with a team of 8 managers and 160+ Senior Customer Care agents while fostering collaboration and knowledge sharing to augment organizational agility
• Collaborated with multiple internal and external departments as an engaging leader to ensure stellar execution of projects including resource optimization and recruitment and training programs
• Planned and executed opening and daily operations of new Colorado call center housing 45+ customer care representatives utilizing exceptional organizational skills.

Omaha, Nebraska, US

• Led Campaign Planning Study while identifying decision-makers and maintaining relationships with prospects to exceed campaign goal by 46%
• Converted 100% of initial Campaign Planning Studies into full capital campaigns by thriving in an environment that values entrepreneurial thinking, resulting in $100,000+ in revenue
• Developed all aspects of campaign strategy including goal setting, collateral development, and solicitation requests while employing solid project management skills to achieve meaningful results

Omaha, Nebraska, US

• Grew $62M portfolio by 24% using superior business acumen to generate $2.1 million in revenue
• Conducted strategic planning sessions with clients while translating client needs into meaningful opportunities, resulting in a 20% increase in acquisition strategies and 10% balance growth
• Renegotiated client contracts successfully by employing excellent written and verbal communication, retaining a $30M portfolio

Omaha, Nebraska, US

• Completed all aspects of an organizational restructuring including role development and talent placement for a 500 employee division.
• Developed strategy to reduce turnover of Sales Representatives resulting in a 10% improvement.
• Conducted the first Employee Workforce Planning sessions.
• Facilitated all levels of recruiting including front line through Executive positions.
• Coordinated cross divisional HR Advisor meetings leading to increased collaboration with all Human Resource teams.

Columbus, GA, US

• Improved efficiencies in contract review process decreasing processing times by 15%.
• Developed and led a team of six sales support representatives supporting a nationwide sales team of over 150 sales executives.
• Developed and implemented an on-boarding process for new sales support representative to cross train in all functional areas of the organization.
• Implemented peer review feedback process for annual reviews.
• Developed company wide sales reporting to track sales productivity, contract tracking and distribution of sales leads allowing for better visibility and proactive decision making.

Columbus, GA, US

• Developed and led a team of five sales training consultants performing needs assessments, created and implemented training for a national sales team.
• Led a team to design and implement core business skills training including business writing, email etiquette and business acumen.
• Assisted in the writing and implementation of core competency skills training for all management and individual contributors.
• Implemented remote web training for over 80 national sales reps.

Columbus, GA, US

Developed Goldmine reporting through a third party application, Business Objects, in first 3 months of employment.Defined requirements and implemented upgrade of Mobile Goldmine product to over 150 users.Coordinated with sales managers to establish, document and implement sales processes to redistribute over 400,000 prospect records within Goldmine to both.

Omaha, NE, US

Implemented, trained and administrated SalesLogix, a customer relations management tool, for 5 divisions consisting of over 70 people nationwideDeveloped and implemented procedures improving the prioritization, processing, completion and follow up of pricing requests/business opportunities from new and existing customers.Created reporting for the results.

Developed and coordinated fundraising efforts including direct mail, volunteer coordination and event planning.Designed and distributed 1999 annual report for all patrons and potential donors

Bachelor Of Arts - Ba, English Language And Literature, General

Bachelor Of Arts (Ba), English Literature

Diploma, General