Joel L. Email & Phone Number

Dallas, TX, US

Zug, CH

• Utilize analytical tools and techniques to generate complex data models used in the deployment and tracking of quarterly sales incentive compensation plans, including attainments and payouts for commissions, contests.
• Collaborate with governance teams to develop sales compensation plans and contests each quarter, produce legal documents to outline all aspects of the incentive compensation plan and gather approvals from governance.
• Coordinate with finance and accounting teams to produce monthly and quarterly accruals, utilizing current sales performance and trends/projections. Proactively identify patterns and trends throughout the quarter and.
• Execute payouts for quarterly sales incentive compensation plan for roughly 550 members of the sales teams, totaling a budget in excess of $50 million annually through various payout methods.
• Manage rosters of sales teams across various business units, including hires, terminations, and any temporary absences.

Irving, TX, US

• Utilize a diverse range of analytical tools and techniques to generate comprehensive reports and interactive dashboards, uncovering valuable insights related to customer sentiment, predicted effort, agent behaviors.
• Present complex data sets in a clear and impactful manner to senior leadership and stakeholders, transforming them into actionable insights and data-backed solutions that drive improved customer outcomes, enhance sales.
• Collaborate with cross-functional teams to integrate data-driven insights into various aspects of the organization, including sales strategies and customer experience initiatives, driving a customer-centric approach.
• Apply strong organizational skills to manage and prioritize multiple projects and deliverables simultaneously, ensuring timely completion of projects and meeting critical deadlines.
• Proactively identify patterns, trends, and opportunities within the data, providing recommendations and implementing data-driven strategies to maximize customer satisfaction, increase sales effectiveness, and optimize.
• Collaborate with IT and data partners to ensure data quality, accuracy, and accessibility, optimizing the data infrastructure and contributing to the development of advanced analytics capabilities.

Lanham, Maryland, US

• Consultative sales and service to prospective students. Review range of classes and technical boot camps along with student goals and needs. Analyze best fit and assist with admissions process.
• Manage and maintain a CRM database (Salesforce) of up to 80 students in various stages of process.

Charlotte, NC, US

• Consultative sales to existing, new, or potential bank clients. Analyze potential qualifications of the client against bank requirements and review best options to fit the goals of the customer and bank guidelines.

Riverwoods, IL, US

• Used speech analytics tools to identify trends or patterns among front line customer service interactions. Visualized data for presentations of insights and solutions to leadership.
• Employed various analytics tools to collect and analyze real-time data from Customer Service and Collections lines of business, evaluating agent behaviors and efficiencies, KPIs, and overall effectiveness to driving.
• Developed and presented data-driven dashboards to convey insights, targets, and actionable solutions to leadership and stakeholders.
• Collaborated with IT partners to maintain data integrity, improve infrastructure, and develop new tools and best practices to improve the analytics capabilities.

Riverwoods, IL, US

• Clean and organize real-time reporting data from core customer service software regarding agent usage. Analyze usage trends and present insights and solutions to leadership.
• Received ad-hoc project requests along with long-term analyses. Manage and complete projects in requested timetables.

Riverwoods, IL, US

• Manage a team of 13-20 call center agents. Lead one-on-one and team call listening sessions. Provide coaching and guidance to agents.

Certificate, Data Analytics

Associate'S Degree, Business Administration And Management, General

Bachelor'S Degree, Small Business Administration