Todd Koenig

Todd Koenig Email and Phone Number

Head of Operations and Wealth Manager @ Elemental Wealth Group LLC
Austin, TX, US
Todd Koenig's Location
Austin, Texas, United States, United States
Todd Koenig's Contact Details

Todd Koenig personal email

Todd Koenig phone numbers

About Todd Koenig

I am a versatile and driven multi-channel leader who guides change and challenges to profitable growth. A strategist with a passion for solving problems with creative solutions within a team environment. Well-known for delivering the processes and controls required to drive success. Collaborates strategically in a team environment and is obsessed with driving efficiencies, standards, and policy, facilitating business growth, and driving towards company initiatives. Excels in developing high-performance cultures with a demonstrable capacity in navigating positive change management while addressing mission-critical business needs. Core competencies include:Local and Remote Leadership | Strategic Planning | Business Operations | Change Management | Process Improvement | Problem Solving | Program Management | Critical Thinking | Customer Relationship Management | Lean Methodologies | Team Developer | High-Performance Culture | Data Analysis | Integrity | Performance Management

Todd Koenig's Current Company Details
Elemental Wealth Group LLC

Elemental Wealth Group Llc

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Head of Operations and Wealth Manager
Austin, TX, US
Website:
ewealthgroup.com
Employees:
4
Todd Koenig Work Experience Details
  • Elemental Wealth Group Llc
    Head Of Operations And Wealth Manager
    Elemental Wealth Group Llc
    Austin, Tx, Us
  • Alertmedia
    Sales Operations Manager
    Alertmedia Aug 2021 - Mar 2023
    Austin, Texas, Us
    •Supporting and optimizing a maturing GTM Strategy for the enterprise and expand sales motion. With a focus on sales methodology via Force management, new sales staging and the utilization of our tech stack(SFDC, Outreach, Gong, Tableau, ZoomInfo, LinkedIn Navigator, Opp Manager)•Providing and creating data analysis, reporting and insights of our KPIs to senior sales leadership. Including dashboard creation, QBR slide decks, TAM analysis and AOP guidance•Managed territory alignment and creation for sales reps focused on equability of accounts utilizing a CapDB scoring methodology•Implemented sales scorecards for easy stack ranking, identifying weaknesses and strengths within the core group of sellers•Lead systems training for sellers on new functionality of our tech stack•Continued focus on scalability and process as we see continued growth of 40% YoY and company size double in the past 1.5 years• Helped develop teammates across multiple functions of business accumen
  • Vmware
    Sr. Manager Coe Deployments
    Vmware Oct 2017 - Apr 2020
    Palo Alto, Ca, Us
     Diligently drove systematic and automated approaches to provide scalability of current procedures over multiple lines of business. Produced a multi-tier reporting structure and data collection to provide quick key business insights for business units, assisted in achieving overall deployment goals of 110% and 101% for the past 2 years. Reduced the manual effort of collecting data via non-systems of record with no integration in reporting tools; effectively lowered the manual effort from ~40 hours weekly to ~4 hours weekly for multiple individuals across departments equaling a 90% decrease in level of effort Created a standard global approach to capturing deployment data, reporting data and utilization of data by establishing sales and operations enablement across all GEOs; allowed a global forecast and QBR that reported a valid comparison across all GEOs and segments which led to a 25% increase in deployment year over year. Designed Tableau dashboards for business insights and compliance reporting; identified sales opportunities and strategic marketing plays via data and collaborated with system engineers, delivery teams, and Customer Success to drive all deployment interaction into systems of record.
  • Vmware
    Manager Of World Wide Professional Service Operations
    Vmware Feb 2013 - Oct 2017
    Palo Alto, Ca, Us
     Successfully established policies, streamlining, and processing documentation while driving business initiatives for key partnerships and supporting their common business objectives.  Efficiently updated a backlog of 18K customer service inquiries that were tied to the certification process, treated the main issues by hiring, and training 22 contractors who reduced volumes of backlog; cut response time from weeks to same day within a month and decreased training times from 1 ½ week to 2 days with new documents and a shadowing technique. Moved data for all education and certifications from the 17 manually maintained Excel documents, each with 20K lines, to the Learning Management Systems by creating universal IDs per individual with assigned numbers on account creation; reduced case creation from 39K to 16K, a reduction of 59%. Established a self-help portal and guidance for end users by implementing a knowledge base with the documentation for each of the issues customers needed to solve Discovered a $50M delta between the system of record when auditing the credit backlog, partnered with finance and IT closing the loop between the systems, verified all affected accounts manually to ensure correct reporting. This action and prevention eliminated a repetition of issues, and auditing was changed to a monthly audit policy to verify that there were no repeated issues.
  • Vmware
    Supervisor Of Education Operations Ww Pso Ops
    Vmware Sep 2012 - Feb 2013
    Palo Alto, Ca, Us
    Manage our customer service department for Global Certification Operations. Project manage automations, Responsible for reporting and metrics to upper management. Business leader for cross departmental meetings and collaborations.
  • Rti Biologics
    Senior Sales Operation Analyst
    Rti Biologics Jan 2010 - Aug 2012
    Alachua, Fl, Us
     Drove internal efficiency projects by overhauling processes, automating reporting, and streamlining communication to the field to improve workflows across departments. Reduced workload by 90% of manual tasks after allowing all sales support operations to allocate tissue.  Solved a need for reporting availability for inventory management and production by working with IT, supply chain, and procurement teams to build out reporting to allow seeing donors, processing sales and upcoming surgeries; resulted in increasing compatibility and surgery requests to the ever-changing supply which increased profit and decreased lead times.
  • Cdw
    Account Manager
    Cdw Mar 2008 - Jan 2010
    Vernon Hills, Il, Us
    • Managed and sold IT solutions to 246 medium/large corporate accounts • Consulted with clients on all business IT implementations from planning and installation to maintenance • Researched and presented information on economic status of sales territory to regional and territory managers • Facilitated customer-facing red carpet events to develop and maintain long lasting client relationships • Trained in multiple technology fields and sales strategies through CDW’s rigorous training academy

Todd Koenig Skills

Crm Sales Operations Salesforce.com Management Training Sales Program Management Strategy Marketing Marketing Strategy Customer Service Microsoft Excel Project Planning Account Management Competitive Analysis Sales Process Selling Business Development Cross Functional Team Leadership Sales Management Process Improvement New Business Development Leadership Business Process Improvement

Todd Koenig Education Details

  • Southern Illinois University Edwardsville
    Southern Illinois University Edwardsville
    Art
  • Lutheran High School North
    Lutheran High School North

Frequently Asked Questions about Todd Koenig

What company does Todd Koenig work for?

Todd Koenig works for Elemental Wealth Group Llc

What is Todd Koenig's role at the current company?

Todd Koenig's current role is Head of Operations and Wealth Manager.

What is Todd Koenig's email address?

Todd Koenig's email address is to****@****dia.com

What is Todd Koenig's direct phone number?

Todd Koenig's direct phone number is +165042*****

What schools did Todd Koenig attend?

Todd Koenig attended Southern Illinois University Edwardsville, Lutheran High School North.

What are some of Todd Koenig's interests?

Todd Koenig has interest in Cooking, Yoga, Soccer, Reading, Running, Sculpture, Golf, Warrior Dash, Video Games.

What skills is Todd Koenig known for?

Todd Koenig has skills like Crm, Sales Operations, Salesforce.com, Management, Training, Sales, Program Management, Strategy, Marketing, Marketing Strategy, Customer Service, Microsoft Excel.

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