Sales Manager, associate project manager, onboarding manager

Jason Newman

530-***-**** ******.*****.*@*****.*** https://www.linkedin.com/in/jason-newman-14005419/ Professional Skills

Project Management Executive sales presentation Policy Development

Budget Management Technical sales evaluation Written/ Interpersonal communication

Professional Experience

Sales and Operations Manager 2017-Present Life Time - Folsom, CA Year Award Performance Metric

2018 Top Personal revenue (Western Region) 258% to quota total $186,000 2018 Lowest return rate (Western region) .4% rate compared to 6% average 2017 Highest Contribution Margin (Western

Region)

300% to annual quota

2017 Highest single month personal

production

600% to quota total $36,000

2017 Top 3 Member relation score

(Nationwide)

Client satisfaction score throughout sales

process

2017 Highest retention rate (Nationwide) .5% return rate compared to 5% average 2017 Top 5 Personal Revenue (Nationwide) 263% to quota total $190,000

• Acquired clients through fitness floor prospecting (walking the floor), cold calls, and client referrals

•Implemented quarterly programs through marketing and staff management to exceed stakeholder expectations

•Supervised and developed over fifty staff members, promoting five to management positions within two years

• Responsible for Member Engagement Rating of the entire facility which includes member activity, satisfaction, purchases and net promoter scores

•Managed all aspects of contracts including negotiations, modifications, cancellations, and conflict resolution

• Evaluated, implemented and developed corporate policy through various key performance indicators

• Developed budgets monthly, quarterly and annually to provide visibility to front line staff as well as executive management

• Established relationships with all staff and stakeholders through constant engagement via various platforms

• Analyzed club performance qualitatively and quantitavely through creation of various company assets (Excel P&L) across four departments; resulting in the highest net promoter score and member engagement rate of the West.

• Directed new hires to develop thriving businesses with over thirty clients each through development of time management, conversation/presentation, technical, administrative, and various professional skills.

• Managed programs involving up to five hundred participants. All aspects of time, scope, cost, quality, human resources, and integration management were utilized; successfully reaching second in the nation for event success and profitability.

•Co-lead three departments in troubleshooting stakeholder concerns, delivering a world class experience culminating in 25% year over year same store growth.

Area Fitness Sales Manager 2014-2016 California Family Fitness- Rocklin CA Year Award Performance Metric

2016 Top Personal revenue (Companywide) 300% to quota 2016 Promoted to Area Fitness Manager Pilot program for new position 2015 Highest Personal sales (Companywide) 275% to annual quota 2014 Doubled Rocklin revenue within 3

months

225% to quarterly quota

2014 Promoted to Rocklin location after 6

months

Rocklin was 3rd largest club and in

recovery situation

2014 Highest grand opening revenue to date 140% to club quota 2014 #1 Annual Personal Revenue

(Companywide)

400% to quote in 9 mo window

• Formulated standard operating procedures (SOP) for financial analysis to efficiently inspect club performance resulting in budget improvement and management reporting time by eight hours per week.

• Collaborated among leadership through executive presentation to troubleshoot previous month’s opportunities, culminating in the development of new SOP, as well as consecutively exceeding location’s quota by 15% for 12 months.

• Lead and conducted company-wide new hire training of thirty or more staff per class, increasing product sales by 100% month over month.

• Supervised sixty young professionals through their first years as entrepreneurs, and often first jobs to deliver world class customer service through instilling and inspecting professional behaviors in and out of client facing hours.

• Created personalized development plans resulting in promotion of three team members in 50% of average time to promotion.

• Managed stakeholder’s requests across multiple departments to achieve best in company client retention for two consecutive years.

Licensed Private Client Banker/Small Business Specialist 2011-2014 JPMorgan Chase- Woodland CA Year Award Performance Metric

2014 Promoted to Relationship Banker Promoted to highest branch position under management

2014 Fastest acquisition to $750,000 book Closed $750,000 book of investments within 1st month as investment specialist

2013 Most Valuable Banker Savings deposit growth 270% to quota 2013 #1 in client acquisition (Northern CA) 155% to client acquisition annual quota 2012 #1 in business client acquisition

(Northern CA)

135% to quota

2012 Promoted to Small Business Specialist Highest business close rate of my referrals (Northern CA)

2011 #1 in client deposit and credit approval 165% to deposit and 145% to credit approval quota

• Acquired clients for a new branch location through business to business sales, cold prospecting, call lists, and physical outside consultations

• Conducted stakeholder analysis across five sectors to achieve 150% of branch quota.

• Operated a 200+ client book of business through customer resource management software earning most valuable banker award

• Analyzed monthly forecasts for the branch to hit specific KPI’s monthly and presented a plan of action weekly to the entire branch team, accomplishing savings revenue 100% over personal quota.

• Influenced a wide stakeholder base, earning top 10 in the nation Net Promoter Score, and finishing each year 50% above company expectations as a branch team.

• Synthesized complex financial data from customers to ensure the best solution package was delivered, securing my partner and the best business retention of the western region. Education

California State University- Bachelors of Arts

Sacramento Graduation 2010 Dean’s List/National Honor Society

Business Data Analysis with Excel Micro & Macro Economics CAPM

Inspiring and Motivating Others Principles of Marketing Sales & Leadership

Net+, Unix, Security+ FINRA Series 6 & 63 Managerial Accounting Awards and Achievements

Life Time Fitness

-Top 90th percentile in total individual revenue over 500 employees nationwide 2017 Life Time Fitness

- Top 5 in Western region total individual revenue 2018 Life Time Fitness

- Top 5 net promoter score in the West 2017 Life Time

- Top 10 net promoter score in the West 2018 Life Time California Family Fitness

-Top Dawg Award 6 times California Family Fitness (1st club to hit quota for personal training for the month)

- #1 in Net individual sales 2014 California Family Fitness ( achieved in 7 months while training for the position and the competition had a full 12 months)

- #1 in new club contribution margin 2014 California Family Fitness

- #1 Net individual sales 2015 California Family Fitness

- #1 in club profitability 2015 California Family Fitness

- Doubled club revenue within eight months 2015 California Family Fitness JPMorgan Chase

- Most valuable banker Highest in deposit growth) 2013 JPMorgan Chase

- #1 new branch revenue 2012 JPMorgan Chase

- #1 in client satisfaction (NPS) 2012-2013 JPMorgan Chase

- Gold level client service award 2012 JPMorgan Chase General Nutrition Center

- Multi-time winner of the Salesman of the month award 2006-2009

- Lowest return rate in the region 2006-2009

Contact this candidate