Jason Cole Email and Phone Number
With a Master of Science in Finance from the University of Oregon, I am a passionate and driven finance professional with expertise in data analytics, CRM administration, and strategy development. As an Associate at Goldman Sachs, I manage the data within the IT tech stack for the Greensky sales teams, which includes a Salesforce database of over 150,000 records, Snowflake, and Tableau. I also lead the computation of sales reps performance measurement and merchant portfolios, which have experienced a growth rate of over 20%+ year over year. Additionally, I am responsible for the sales organization’s entire commission process, where I have enhanced statement design and delivery, revised commission plans to reduce employee turnover, and transitioned goal setting to a quarterly schedule to cope with interest rate uncertainty.Prior to joining Goldman Sachs, I was a Project Manager and CRM Administrator at Alacrity Solutions, where I led the implementation of the company’s first CRM system, trained over 80 users, integrated client M&A data, and enhanced automation capabilities. I also worked as a Business Analyst, Strategy & Innovation at the same company, where I provided analysis and input into new opportunities for growth, influenced strategy and innovation through competitive research, produced financial models that benchmarked internal software against potential vendor opportunities, and automated and created key processes across the organization.My core competencies include data analysis, data manipulation, internal rate of return, Python, SQL, Salesforce, HubSpot, Power BI, and Microsoft Office. I am always eager to learn new skills and technologies, and to collaborate with diverse and talented teams. My goal is to leverage my skills and experience to deliver value and impact to the clients and stakeholders of Goldman Sachs.
Ocean Park Asset Management
View- Website:
- oceanparkam.com
- Employees:
- 49
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Sales Operations ManagerOcean Park Asset ManagementEugene, Or, Us -
Senior Business AnalystGreensky® Oct 2022 - PresentAtlanta, Georgia, United States• Data manager for the Greensky sales teams IT tech stack which includes a Salesforce database of 150k+ records, Snowflake, and Tableau. • Key leader in the computation of sales reps performance measurement and merchant portfolios which have experienced a growth rate of 20+% YOY. • Responsible for the sales organization’s entire commission process. Key achievements are enhancing statement design and delivery, revision of commission plans to reduce employee turnover, and transitioned goal setting to a quarterly schedule to help cope with interest rate uncertainty.• Modernized company reporting to include engaging visualizations, provided reports to the board of directors of Goldman Sachs and the chief executive officer of Greensky, received merit recognition in annual reviews. -
AssociateGoldman Sachs Oct 2022 - Apr 2024Atlanta, Georgia, United States• Data manager for the Greensky sales teams IT tech stack which includes a Salesforce database of 150k+ records, Snowflake, and Tableau. • Key leader in the computation of sales reps performance measurement and merchant portfolios which have experienced a growth rate of 20+% YOY. • Responsible for the sales organization’s entire commission process. Key achievements are enhancing statement design and delivery, revision of commission plans to reduce employee turnover, and transitioned goal setting to a quarterly schedule to help cope with interest rate uncertainty.• Modernized company reporting to include engaging visualizations, provided reports to the board of directors of Goldman Sachs and the chief executive officer of Greensky, received merit recognition in annual reviews. -
Project Manager & Crm AdministratorAlacrity Solutions Apr 2021 - Oct 2022Eugene, Oregon, United States• Lead implementation for company’s first CRM, responsible for training 80+ users, client M&A integrations, and data management of 7000+ records.• Developed a precise fuzzy matching process to integrate newly acquired businesses, successfully uniting four different organizations across 2000+ accounts.• Enhanced automation capabilities, which include sending reminders, sales reporting, and general workflow processes.• Ensured a variety of projects are meeting objectives across multiple stakeholders and departments. -
Business Analyst, Strategy & InnovationAlacrity Solutions Nov 2020 - Oct 2022Eugene, Oregon, United States• Provided analysis and input into determining new opportunities for growth; managing internal and external resources needed to make informed decisions which may include key stakeholder interviews, data analysis, surveys, academic sources, etc.• Influenced strategy & innovation through competitive research of 20+ companies, technology implementations, and strategic partnership development.• Produced financial models (DCF, NPV, ROI, etc.) that benchmark internal software against potential vendor opportunities, which resulted in $5M+ in cost savings.• Automated & created key processes across the organization (account management, finance, operations), including KPI reporting for top clients worth $40B+ in annual revenue, and first claims triaging index (generated from machine learning probabilities). • Created presentation materials used by executive officers in preparation for industry conferences, and board meetings. -
Executive Compensation AnalystAdp Jun 2017 - Aug 2018Seattle, Washington, United States• Managed $2.5B+ in retirement plan liabilities and cultivated relationships with clients worth up to $10B in annual revenue.• Provided 15+ clients with timely account information on participant website, preparing daily, monthly, and annual reports with accurate and up-to-date data.• Collaborated with executives to deliver solutions to client issues and built meaningful relationships with clients, earning 93%+ client satisfaction score.• Monitored nationwide divisions as first ever analyst to earn dual responsibilities in both deferred compensation and 401k divisions.• Maintained sensitive and confidential financial information for 150K+ participants at Fortune 500 company, obtaining high-level security clearance as well as recognition for absolute reliability.• Performed administrative tasks and conducted critical analysis of designs to maintain operational compliance. -
Plan AnalystFiduciary Benchmarks Aug 2015 - May 2017Portland, Oregon Area• Analyzed data from retirement plan documents such as 408b2s and adoption agreements to create 1000+ benchmarking reports while simultaneously improving processes and reducing errors.• Conducted research of investment options and asset classes as well as developed separate mutual fund records to be added to firm database of 5000+ records total.• Assisted in creation of client training portal and gathering of client-provided data, displaying high attention-to-detail and maintaining 99%+ accuracy rate.
Jason Cole Education Details
Frequently Asked Questions about Jason Cole
What company does Jason Cole work for?
Jason Cole works for Ocean Park Asset Management
What is Jason Cole's role at the current company?
Jason Cole's current role is Sales Operations Manager.
What schools did Jason Cole attend?
Jason Cole attended University Of Oregon - Charles H. Lundquist College Of Business, University Of Oregon.
Who are Jason Cole's colleagues?
Jason Cole's colleagues are Cory Christiana, Cfp®, Brittany Hiett, Will Farr, Gabriel Bernardi, Samar Nasiri Cfp®, Bill Edmunds, Ethan Spross.
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