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Skills

  • Data Mapping
  • Regulatory compliance
  • MS Office
  • Business Planning
  • Customer satisfaction tracking
  • Operations analysis
  • Consumer behavior analysis
  • Customer service
  • CRM Data Management
  • Business process mapping

Work Experiences

  • Achieved results within several months.
  • Provided program operational support for a high-volume financial institution in a fast-paced 24-hour work environment.
  • Conducted routine audits of CRM data to comply with industry-specific regulations, minimizing compliance risks and preventing potential legal consequences.
  • Mapped out current business and operational processes and made recommendations for how they could be improved.
  • Achieved a 55% conversion rate.
  • Achieved a 39% reduction in reporting discrepancies.
  • Collaborated closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
  • Analyzed CRM data to derive insights into customer lifecycles, helping to reinvigorate dormant customer accounts and increase up-sell opportunities by 17% %.
  • Managed the employee benefits program working with vendors, providers, and staff to maintain a strong portfolio of insurance and retirement options for a 16-employee company.
  • Developed and improved intelligence resources to make process more consistent.

Summaries

  • Adept in lead scoring.
  • Boosted team productivity.
  • Achieved 21% reductions in manual tasks.
  • 12 years of Miscellaneous industry success from a seasoned business analyst.
  • Within Miscellaneous, senior CRM Coordinator and outstanding performer in performance reporting and risk assessment.
  • Achieved 45% growth in qualified sales leads.
  • Business and system requirements, user acceptance testing, and end-user training are all areas in which he excels.
  • Boosted operational efficiency through automated workflows.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Adept at creating loyalty programs.

Accomplishments

  • Instituted a job queue management within the CRM to prioritize sales calls during peak times, increasing conversions by 28% within 18 months.
  • Documented and resolved process which led to initiative.
  • Generated detailed monthly and quarterly CRM performance reports for upper management, resulting in enhanced decision-making and refinement of marketing strategies.
  • Worked with marketing teams to ensure CRM analysis supported the execution of highly targeted promotional campaigns, resulting in an increased open rate of 80%.
  • Partnered with IT and Sales teams to streamline customer data syncing processes, resulting in a 59% reduction in CRM processing time.
  • Collaborated closely with external partners to address CRM data quality issues, improving data integrity and resulting in 29% more accurate client targeting.
  • Managed CRM systems integration with third-party email marketing platforms, enhancing email open rates by 70% in framework.
  • Mapped customer journeys using insights from the CRM system and targeted high-value segments with tailored campaigns, increasing conversion rates by 80% in 2015.
  • Coordinated cross-department efforts to ensure the CRM’s data accuracy using automated data-cleaning tools, reducing record errors by 79%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • American Marketing Association
  • CRM Professionals Association (CRMPA)
  • Association for Computing Machinery
  • Freemason
  • Customer Experience Professionals Association (CXPA)
  • Lions Club
  • Association for Marketing Professionals and Researchers (AMPR)
  • Association for Data-driven Marketing & Advertising (ADMA)
  • International Institute for Analytics (IIA)
  • Association of Information Technology Professionals

Certifications

  • Certified Salesforce Sales Cloud Consultant
  • Social Media Marketing Professional Certificate by Vantage
  • Hootsuite Platform Certification
  • CompTIA A+ Technician
  • ICCP Certified CRM Data Standardization Specialist
  • Project Management Professional (PMP)
  • Certified Customer Experience Professional (CCXP)
  • ClickDimensions Marketing Automation Certification
  • HubSpot Marketing Software Certification
  • Apple Certified Associate (ACA)

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