Business Development Client Retention

JON HARTEY

Salt Lake City, UT 801-***-**** *********@*****.*** LinkedIn: https://www.linkedin.com/ in/jon-hartey-49439b53

SUMMARY

Dynamic executive with 20+ years in business development and strategic consulting, rooted in a three-generation roofing legacy. Expert in securing B2B contracts, managing Salesforce pipelines, and driving growth in retail, health and wellness, construction, and MedSpa sectors. Skilled in P&L management, revenue forecasting, and merchant partnerships, delivering exceptional client retention and scalable results for Fortune 500 retailers and startups. CORE COMPETENCIES

Business Development & B2B Sales

Sales Pipeline Management (Salesforce)

Strategic Account Management & Deal Closure

Merchant Services & Market Expansion

P&L Management & Revenue Forecasting

Client Acquisition & Retention

Leadership Development & Team Building

Cross-Industry Expertise (Retail, Wellness, Construction, MedSpa) Startup Scaling & Investor Advisory

PROFESSIONAL EXPERIENCE

Legacy Vanguard LLC

Owner & Executive Business Consultant, Remote

01/2023 - Present

Secured $2M in B2B contracts for retail, wellness, and construction clients via Salesforce- driven sales pipelines.

Advised Fortune 500 retailers on merchant services and market expansion, achieving 95% client satisfaction.

Scaled MedSpa and wellness startups, leveraging retail and construction expertise. Provided investor advisory, optimizing operations for profitability. Aesthetic Roofing

Chief Operating Officer, On-site

01/2024 - 10/2024

Led business development in commercial roofing, informed by a three-generation legacy, securing B2B agreements for 80% market expansion.

Optimized P&L and workflows, achieving top-tier client retention. Drove top-line sales growth through data-driven strategies. Enhanced sustainability and client-focused solutions. JL Nielsen LLC

Co-Founder & Operations Consultant, Arizona (Hybrid) 01/2021 - 12/2023

Drove business development for retail and wellness startups, negotiating high-value contracts. Built Fortune 500 retail partnerships, enhancing market presence. Advised on startup scaling and investor relations. Led leadership programs for client growth.

Sprouts Farmers Market

Senior Market Director & Leadership Development Manager, Central States, Utah (Hybrid) 06/2014 - 01/2022

Managed P&L and store operations, driving top-line sales via merchant partnerships. Led new store openings and in-stock strategies, boosting customer satisfaction. Negotiated wellness product partnerships, aligning with consumer trends. Designed leadership programs, enhancing team performance. Walmart

Small Format Operations Store Manager, Salt Lake City, UT 07/2000 - 07/2016

Managed $130M store, earning Store Manager of the Year for business development. Drove efficiency and customer satisfaction via merchant partnerships. Led small store format openings and in-stock strategies. EDUCATION

Weber State University, Ogden, UT

Professional Development in Strategic Management, Operations, Business Development CERTIFICATIONS & AWARDS

Change Management Professional (CMP), 2023

Lean Six Sigma Green Belt, Expected 2025

DDI Leadership Certified, 2023

Store Manager of the Year, Walmart, 2015

Industry Leadership Award, Utah Business Association, 2023

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