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

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

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.
• 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 of.