BD · Workflow · Trading · AI

Custom Business Systems & Strategy Development

I turn cluttered workflows, scattered communication, and broken processes into seamless systems that help businesses operate, sell, and scale.

Jared Roley
Trading OperationsBusiness DevelopmentRestoration & ConstructionCRM DesignWorkflow AutomationAI SystemsDigital MarketingSales Strategy
My Process at a Glance
01

Discover

Find the bottleneck

02

Map

Design the workflow

03

Build

Create the system

04

Scale

Drive growth

Continuous improvement loop

About

Professional Summary

I'm a business development strategist, senior trading operations professional, and workflow systems builder with a background spanning regulated sports betting, restoration and construction, digital marketing, B2B sales, customer engagement, and operational process improvement.

I bring a unique combination of analytical thinking, customer-focused strategy, field-level business development, and hands-on system building. My experience includes supporting trading operations at a fast-growing sports betting startup, developing promotional and customer acquisition strategies, building revenue through relationship-based sales, creating internal dashboards, designing CRM workflows, building pipeline prospecting systems, developing outreach cadences, improving communication systems, and helping service businesses operate with more clarity and accountability.

I operate at the intersection of sales, operations, technology, and execution. I understand how businesses break down when communication is scattered, workflows are unclear, follow-up is inconsistent, or customer visibility is poor. My strength is identifying those bottlenecks, mapping the process, and building practical systems that make the business easier to run, easier to sell, and easier to scale.

Find the Bottleneck

Identify where revenue, communication, or execution breaks down.

Map the Workflow

Break processes into clear, manageable stages with full visibility.

Build the System

Turn chaos into dashboards, CRMs, portals, and automations.

Connect Sales to Delivery

Bridge the gap between closing the deal and fulfilling it cleanly.

Career

Experience Timeline

A track record of building relationships, designing systems, driving revenue, and improving operations across multiple industries.

Current

Business Development, Workflow Systems, Restoration & Construction Operations

ServiceMaster Restoration by Lakota / Lakota Construction

I work in business development and operational support for a restoration and construction company serving property managers, HOAs, insurance-related clients, and commercial accounts. I'm focused on relationship development, job intake, client communication, scope coordination, CRM/workflow systems, and improving how restoration and reconstruction jobs move from opportunity to completion. I adapt my communication style to each client, whether that's a hands-on property manager who wants detailed updates or an executive who just needs the bottom line, and I consistently out-hustle the competition by being faster, more organized, and easier to work with.

April 2021 – Present

Senior Trading Operations Analyst / Trading Operations Analyst

Sporttrade

Sporttrade is a Philadelphia-based fintech and sports betting company that built the first regulated sports betting exchange in the United States. Founded in 2018 by Alex Kane, the company raised $36 million in funding from investors including lead investor Jump Capital, Nasdaq Ventures, Hudson River Trading, Tower Research Ventures, Impression Ventures, and former MGM CEO Jim Murren. I served as a trading operations analyst supporting the operational performance, trading infrastructure, sporting calendar, promotional strategy, and user-facing platform experience. I was there from the inception of the team, working alongside a group of talented and intelligent individuals to help develop the processes and back-end operations of the platform from the ground up.

February 2020 – December 2020

Business Development Executive

Momentum Sports and Entertainment

I supported business development, marketing, affiliate growth, and customer acquisition strategy within the Colorado sports gaming marketplace. I tailored every client interaction to the individual, knowing that a casual bettor, an affiliate partner, and an industry executive each need to be engaged differently, and I consistently outworked competitors by showing up more prepared and following up more deliberately.

January 2018 – November 2019

Operations Manager

Bio Bait

I managed sales, operations, digital marketing, content creation, e-commerce growth, invoicing, fulfillment, and B2B account development for a fishing lure brand, essentially running the business end-to-end with limited resources. I learned how to stretch every dollar further than competitors by being more creative, more persistent, and more strategic about where effort was spent.

Education

Bachelor of Arts in Sports Management

Metropolitan State University of Denver

August 2015 – May 2018

Expertise

Skills & Capabilities

Business Development & Sales

Relationship-based salesProperty manager outreachHOA relationship buildingInsurance & adjuster communicationB2B account managementB2C customer engagementAffiliate marketingLead qualificationPipeline developmentReferral partnership strategyCommercial prospectingClient outreachPublic event representationAccount growth

Operations & Workflow Architecture

Workflow mappingProcess improvementDashboard designCRM architectureJob lifecycle trackingDocumentation systemsCommunication workflowsVendor coordinationInternal reportingCustomer-facing portalsOperational bottleneck identificationCross-functional collaboration

Trading Operations & Sports Betting

Regulated sports betting operationsTrading supportSports calendar managementOutcome lifecycle managementContest & market operationsLine setting supportRevenue reportingPromotional strategyPlatform performance monitoringCompetitive operator analysisGaming compliance awareness

AI, Automation & Technical Tools

AI-assisted workflow designAI customer update agentsCRM automation conceptsZapier-style workflow logicWebhook planningPythonGoogle SheetsGoogle FormsInternal tool collaborationData reportingVisual dashboardsClaudeChatGPT

Marketing & Creative

Social media campaign managementPaid advertisingWebsite buildingSEO/AEO planningContent creationVideo editingAdobe PhotoshopFinal Cut ProPodcast contentEmail marketingKlaviyoMailchimpBrand positioningLanding page strategy

Restoration, Construction & Service Business

Mitigation workflowsReconstruction workflowsRoofing, siding, stucco & exterior trade coordinationProperty management vendor communicationHOA communicationScope summariesCompletion reportsWork order trackingPhoto & document managementInvoice & payment trackingClient update systemsXactimate-style estimate understanding
Work

Portfolio & Proof of Work

Systems designed, strategies built, and operational problems solved.

Process

How I Create Leverage

01

I find the bottleneck

I look for the exact point where communication, revenue, or execution is getting stuck.

02

I map the workflow

I break the process into clear stages so the business can see what is actually happening.

03

I build the system

I turn scattered information into dashboards, CRMs, portals, automations, and operating tools.

04

I improve communication

I create cleaner customer updates, internal handoffs, follow-up systems, and documentation.

05

I connect sales to execution

I don't just think about getting the deal. I think about how the business fulfills it, tracks it, and keeps the client happy.

06

I create operational leverage

The goal is simple: make the business easier to run, easier to sell, and easier to scale.

"I am at my best when a business has too many moving pieces, too many dropped balls, and too much revenue trapped inside bad process. I find the friction, map the workflow, and build systems that make the business move cleaner and faster."
Jared Roley
Verticals

Industries I Understand

Regulated Sports Betting

Operations, trading support, compliance, and promotional strategy inside fast-moving regulated environments.

Restoration & Mitigation

Water, fire, and mold restoration workflows, vendor coordination, job tracking, and client communication.

Reconstruction

Reconstruction project management, scope coordination, documentation, and completion workflows.

Roofing, Siding, Stucco & Exterior

Exterior trade coordination, estimating support, vendor management, and job lifecycle tracking.

HVAC & Home Services

Website strategy, local SEO, lead conversion, customer trust building, and service area marketing.

Property Management

Vendor communication portals, job visibility systems, documentation, and update workflows for property managers.

HOAs

Board communication, vendor updates, project reporting, and transparent documentation systems.

Insurance Claims

Adjuster communication, claim documentation, scope summaries, and payment tracking.

E-Commerce

DTC sales growth, paid advertising, email marketing, influencer partnerships, and fulfillment operations.

Outdoor Products & Consumer Goods

Brand building, trade show representation, B2B sales, and content-driven growth strategies.

Local Service Businesses

CRM design, follow-up systems, workflow mapping, customer portals, and operational cleanup.

AI Implementation for Small to Mid-Size Business

Practical AI systems for customer updates, workflow automation, CRM intelligence, and operational efficiency.

Traditional Resume

For companies that still need the one-page version, here it is. For everyone else, the work speaks better than a PDF.

Contact

Let's Talk

Have a messy workflow, underused CRM, broken follow-up process, outdated customer experience, or service business that needs more leverage? Let's talk.

jaredroley@gmail.com
Available upon request
Denver, Colorado