Matt West, Mba Email & Phone Number

Portland, Or, Us

Portland, Oregon Metropolitan Area

Promoted to Senior Director to oversee all Planning Center OperationsYTD 2024: 43,290 appointments, leading to $62.13M in sales

Portland, Oregon Metropolitan Area

Promoted to Director to oversee Planning Center Operations in Oregon & Utah.Key contributions: • 2023: 77,491 appointments, leading to $127.47M in sales• 2022: 68,514 appointments, leading to $110.92M in sales• 2021: 69,101 appointments, leading to $99.94M in sales• Served as member of the Business Management Council, implementing key projects and strategies across the organization• Led project team as owner for our custom-built inside sales application, continually improving functionality based on feedback• Developed new lead processes to drive incremental sales and streamline the sales pipeline

Portland, Oregon Metropolitan Area

Key contributions:• 2020: 80,484 appointments, leading to $93.13M in sales• 2019: 80,017 appointments, leading to $103.35M in sales• Transitioned hiring from on-site to remote strategy, accessing high performers nationwide• Facilitated remote work transition for 50+ outbound sales team members, maintaining performance targets• Developed processes to create and scale virtual appointments as a result of the pandemic• Acted as key member of the Business Council, enhancing lead pipeline efficiency through strategic projects

Portland, Oregon Metropolitan Area

Promoted to Planning Center Manager to oversee our Oregon Funeral Planning Center team of 5 direct reports and 50+ indirect reports.Key contributions:• Implemented best practices and KPIs for consistent performance• Restructured the inside sales teams and revamped the bonus program to align with long-term sales goals• Strengthened operational processes to accelerate the lead pipeline and improve performance• Interviewed, onboarded, and coached team members through monthly performance check-ins, weekly leadership meetings, and 1-on-1 sessions.

Portland, Oregon Metropolitan Area

• Established lasting relationships with accounts, field management, and sales force• Implemented and monitored marketing programs for accounts to increase and diversify revenue streams• Analyzed monthly and ad hoc reporting with field management to continually improve financial performance and strengthen partnerships with accounts• Addressed and resolved various issues regarding leads, appointments, sales, and commissions

Seattle, Wa

• Prepared and distributed weekly sales, inventory summary, and ad hoc reports to drive sales, discover trends, and manage current inventory.• Created and distributed a weekly production schedule to manufacturing plants to ensure that resources are allocated efficiently, existing orders are covered to meet the needs of the customer, and safety stock inventories are maintained for the future.• Completed quarterly reconciliations of inventory held in third-party warehouses

Bellevue, Wa

• Managed multi-million dollar pipeline by removing ineligible loans and problem-solving toincrease speed and efficiency in funding eligible loans• Provided outstanding customer service to help our business partners understand ourprocesses and regulations to create a mutually financial beneficial relationship• Calculated income, liabilities, and all necessary financial ratios to paint a picture of theborrower to assess the risk involved with granting a loan

Bellevue, Wa

• Learned to excel in high pressure, time-sensitive environment• Constant troubleshooting and improvement of loan processes• Marketed to business partners and new prospects to increase business

Master Of Business Administration (Mba)

Activities and Societies: Member of Beta Gamma Sigma National Honor SocietyDegree Completion Date: Fall 2013 Part-time student with 3.88 GPA

Bba, Business Administration

Activities and Societies: Financial Chairperson for April's Angels Service Organization 2008, Member of Beta Gamma Sigma, Member.