Zachary W. Peña-Watkins Email & Phone Number

Hartford, Connecticut, United States

• Conduct data analysis and reporting daily to identify trends and insights in sales operations• Partner with Sales, Compliance, Tax, and Product to implement business development initiatives; suggest 5-10 ideas a month for process improvement and customer retention• Resolve 15-20 sales inquiries and issues daily in a timely and professional manner• Interface with 5+ wholesalers daily to ensure high-quality operational support and service; answer inbound calls in support of sales and client needs• Train and mentor 10-20 new support analysts annually on sales support processes and procedures• Commit to daily team meetings to ensure alignment of Sales and Operations strategy; define company broad processes for sales team

• Manage strategic direction of the organization and communicate the long-term vision• Manage yearly goals of each department - setting check-ins with departments to set and track• Manage OBSA documentation: constitution, procedures, job descriptions• Manage the full membership process and get new members approved• Manage board positions - Develop new board positions as necessary - Manage application and approval process with the board - Announce new board members and communicate with declined board members• Network and build relationships with people whenever possible to promote the OBSA• Conduct monthly executive meetings• Own and maintain the email account associated with OBSA• Communicate with members on OBSA platforms

• Establish engagement goals and objectives yearly and report them to the President• Send OBSA newsletter monthly and utilize metrics to consistently improve• Update Student Highlight monthly• Implement campaigns that increase current member engagement and bring in new members. Use data analysis to track success• Send announcements for events and reminders as needed• Engage with members regularly via all OBSA platforms: LinkedIn, Slack, and Instagram• Create marketing campaigns; including documentation and social media

Avon, Connecticut

• Awarded “Employee of the Month” multiple times throughout employment for creating an exceptional customer experience by demonstrating high emotional intelligence, strong communication skills, incredible adaptability, and impressive business acumen; fostered strong customer relationships daily and ensured customer satisfaction for over several hundred guests daily.

Hartford, Connecticut, United States

• Led daily morning meeting report; was responsible for data collection, organization, and presentation of daily production numbers• Conducted daily research and gathered data to support decision-making processes• Executed improvement plan to expand operational efficiency and performance of new business by three days; assessed operational processes and practices of organization• Collaborated with onshore and offshore teams to meet customer service goals; discussed customer satisfaction criteria with four supervisors to maintain customer satisfaction ratings• Completed daily tasks and several projects assigned by supervisors in a timely and efficient manner• Participated in 20 training programs to enhance knowledge and skills in operations management• Utilized various software and tools, such as PowerPoint, Excel, and Tableau, to streamline daily processes and increase efficiency

Bloomfield, Connecticut, United States

• Leveraged Salesforce and Tableau to pull supplier data, analyze historical spend and risk assessment results, and build analytical Excel reports using VLOOKUPS, Pivot Tables, and conditional formatting; presented data in a highly understandable format to the Cigna Senior Leadership team, including the CEO.• Organized five Cigna supplier relationships by working with internal business areas such as diversity, sourcing, procurement, and legal to understand strategies, clarify precise business needs, and identify supplier opportunities for Cigna; prepared company for reverse auctions and RFP requests.

Farmington, Connecticut, United States

• Prepare and file approximately 100 annual tax returns, on-site and in person, successfully ensuring customer satisfaction• Maintain certification in Standards of Conduct (Ethics) and Current Tax Law, along with other IRS required training• Keep office area organized to provide a positive customer experience

Farmington, Connecticut, United States

• Provided weekly development activities for members to gain experience and knowledge in business• Promoted communication and networking among students, alumni, and local business leaders on a weekly basis

Farmington, Connecticut, United States

• Organized and promoted weekly events for members by researching local companies and inviting 15 executives to speak at meetings• Teamed with three other officers on a weekly basis; identifying and developing club opportunities

Bachelor'S Degree, Business Administration, Gpa: 3.88 / 4.00

Activities and Societies: W.P Carey Online Business Student Association, Sun Devil Student Parent Network, Trading Markets and Investment.

Certificate, Business Administration, Gpa: 3.78 / 4.00

Activities and Societies: Tunxis Business Club, Phi Theta Kappa Honor SocietyNotable accomplishments include maintaining Dean’s List.