Ron Walker Email & Phone Number

Columbus, Ohio Metropolitan Area

Our mission is to help small and medium-sized businesses on their climb to sustainable, transferrable business value. FocusCFO empowers business owners with sound financial management, forward-thinking insights and tools, and proactive financial strategies so businesses and organizations can improve internal cash flow, reduce business risk and increase the.

Columbus, Ohio Metropolitan Area

Columbus, Ohio

• I joined the company to restructure and modernize the sales organization in alignment with industry standards. In this role, I developed and executed the Distribution Enablement function across the sales organization..
• Navigated the sales organization through the implementation of a new CRM (SalesForce) that substantially improved efficiencies and achieved 100% user adoption.
• Established and implemented standard sales reporting processes to keep senior leadership apprised of field activity.
• Introduced key metrics to measure team performance and increase accountability.
• Implemented a new framework for segmenting clients within each territory enabling sales team members to focus their time on the best and most impactful opportunities and achieved a meaningful increase in the amount of.
• Developed a process for pre-qualifying sales leads saving time spent on “cold” prospects and focusing on those leads most likely to drive new sales.

• I was recruited to identify efficiencies in the sales organization and optimize the sales structure. I provided executive leadership and a fresh perspective to sales operations. I organized a disparate sales.
• Introduced key metrics across all sales teams with a renewed sense of accountability.
• Initiated efforts to implement a CRM tool (SalesForce) for the sales team.
• Streamlined the sales reporting process by consolidating 15 reports into a single dashboard enabling leaders to manage the business more effectively with data-driven decisions.
• Led a major initiative that uncovered $6M in potential cost savings by restructuring the sales organization and introducing tools to allow for a more efficient selling process. Nationwide ultimately implemented this.

Columbus, Ohio Area

• I was promoted to a newly created role and hand-selected by the new CEO to provide thought leadership and industry expertise. I led a team of 2 and guided the sales organization in the execution and delivery of key.
• United the organization and introduced consistent business practices and compensation plans.
• Forged trusted relationships across the organization and quickly gained buy-in from key stakeholders.
• Identified risks and recommended solutions for mitigation by creating a new risk control self-assessment process from the ground up.
• Played a key role in determining a strategic approach for the Dept. of Labor Fiduciary Standard (2017 & 2018).
• Collaborated with the Head of Business Intelligence to create a new sales channel, a virtual sales desk. Team ultimately expanded from 3 to 19 employees with $5BN in annual sales and lowered the cost of acquisition by.

Columbus, Ohio Area

• I was selected to expand my leadership role after Bank One merged with JPMorgan Chase. I brought stability and structure to the organization post-merger. I built a cohesive unit and established standardized policies.
• Steered a seamless integration of the mutual fund complex and retail distribution network post-merger.
• Developed and implemented new compensation plans for the newly combined sales organization which better aligned sales commissions with the organization's overall success.
• Led negotiations for revenue share agreements with multiple internal legal entities allowing transparency in measuring the financial results of all business units.
• Realigned goals and objectives between product teams and distribution channels.
• Established the gold standard for consistent reporting by developing a monthly executive reporting package measuring financial results for all sales channels and support units.