Garrett Wertz Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

• Executed a re-engagement campaign for dormant leads, recapturing $50K in sales opportunities since February of 2024.
• Introduced pre- and post-training surveys, identifying webinar topics that generated over $10K in sign-ups and achieving full booking for two live sessions.
• Analyzed sales trends, services, and industry insights to guide executive decision-making. Developed customer personas that enhanced marketing strategies, boosting engagement and conversions.
• Managed CRM… Show more
• Managed CRM system to streamline lead qualification, supporting sales team in converting leads and enhancing operational efficiency. Show less

Boise, Idaho, United States

Boise, Idaho, United States

• Developed the standard for internal notes that all Insurance Processors will be using in 2022
• Exceeded 2021 Q1 sales quota by 14 percent
• Maintained an active pipeline of 200 patients by requesting medical documentation from doctor’s offices, submitting authorization requests, and accurately notating patient’s file

3760 W. Smart Pack Way Salt Lake City, UT 84104 USA

• Overhauled customer persona for over 20 different market segments. Then created internal training and marketing material for Lead Gen and Sales Team to use
• Led marketing campaign execution, including setting up campaigns, email delivery, list segmentation, lead workflow, data management, personalization, A/B testing, tracking, and reporting
• Implemented content calendar and managed conception, creation, and writing of social media content and asset sourcing
• Increased LinkedIn… Show more
• Increased LinkedIn social media presence by over 100% in 3 months.
• Built a total addressable market vs market size report by looking at over 14 thousand companies and comparing them to current customers. The report was used by the Board of Executives to create a company 5-year plan.

310 N. 2nd E. Suite 145 Rexburg, Idaho 83440

• Managed two separate research teams
• Conducted a marketing research project to determine what print marketing would be best for finding potential franchise owners for client
• Delivered a competitive analysis, based on the findings outlined marketing strategies for each market segment

Rexburg, Idaho

• Hired on as part of a team of 12 to market and sale tickets to the Power to Become conference
• Participated in the marketing brainstorming, and finalizing process
• Implemented marketing strategies

West Valley City, Utah

• Created excel document to track teams daily/weekly/ and monthly work load
• Worked FINCEN and Treasury reports with in guidelines outlined by the U.S. Treasury Department
• Discovered and determined system errors and notified correct personal regarding issue
• Determined documents borrower was missing and contacted them to resolve issue

Logan, Utah

• Started as a temp then hired on by company due to work effort
• Performed 13 percentage points above company average with a collection rate of 53 percent
• Used various different negotiation techniques to recover past due loan or settle debt
• Communicated effectively during escalated situations

Provo, Utah Area

• Responsible for 8-14 male youth each week
• Ensure participants were daily accounted for
• Provided an environment where participants could learn, grow and have fun
• Leaded in group games, one-on-one, and lessons.
• Worked in a team with one to three other Co-counselor
• Ensure youth followed rules established by EFY

Logan Utah

• Trained to de-escalate situations with frustrated customer
• Taught myself short cuts to provide customers accurate information and to take more calls
• Consistently up sold customer’s products and warranties

Everywhere

• Quickly and accurately processed transactions
• Communicated effectively with customers face-to-face
• Ability to handle large complicated cash transactions with confidence
• Profiled customers to cross sale them offers and products

Midvale, Utah

• Managed Cash Register
• Maintained clean dining area
• Interacted with customers on a one-on-one situation, to make sure they have the best experience possible
• Received, stocked product shipment
• Learned seven stations where as most only learn three

Sandy, Utah

• Up-sold products
• Managed Cash register
• Worked in a team environment to ensure customers get their orders quickly and correct

Rexburg, Idaho

• Worked as a team and as individual
• Stocker: rotated beverages, in four different areas
• Unloaded beverages from truck
• DRA: maintained and cleaned dining area
• Grill: took orders, and cooked food simultaneously
• Ensured orders were accurate and food properly cooked.

Sandy Utah

• Started as personal assistant to owner, worked my way up to trade show product manager
• Developed and implemented a spreadsheet for tracking product going to and from trade shows, which helped maximized profits and cut costs
• Developed and implemented a system for unpacking and repacking product going to trade, which opened up the ability for the company to do two trade shows at once
• Managed inventory and kept it stocked
• Managed company’s website and posted new content… Show more
• Managed company’s website and posted new content daily Show less

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Activities and Societies: entrepreneur society ACCTG201 Financial Accounting, B 211 Business Fundamentals, ACCTG202 Managerial Accounting.

Business/Managerial Economics

Activities and Societies: entrepreneur society ECN 3400 INTRO GLOBAL ECON , MGT 2050 LEGAL/ETHICAL, PHYS 3150 ENERGY 21ST CENTURY, Math.

Associate Of Science (As), General Studies, 3.2

Activities and Societies: Competitive Sports Teams- Wrestling, Soccer, Lacrosse, Basketball TA for Beginner Social Dance Class for two.