KEVIN W. CLARK
BUSINESS AND TECHNOLOGY LEADER
Proven ability to anticipate business needs evaluate priorities and apply insight and technology to prudent enterprise solutions. Expertise in analysis resource management and reporting.
KEY ABILITIES
▪ Leadership ▪ Cultivate Strong Relationships
▪ CRM Business Intelligence and Reporting Expertise ▪ Information Provision Using Business Objects Siebel Microsoft & Others
▪ Process Implementation & Optimization ▪ Flexibility
▪ Enterprise Project Delivery ▪ Drive Changes To Enhance Business
▪ Technical and Business Expertise ▪ Cost Management
EXPERIENCE
Allianz Global Investors New York NY 2009-2010
Vice President Client Intelligence Strategy
Provide actionable insight and information leadership for the benefit of sales and marketing
▪ Provided analysis and direction focusing on client interactions and competitor landscape that contributed to an overall increase in sales of 40%.
▪ Partnered with marketing and sales to identify “at risk” clients with the goal of reducing redemptions on key products. The initiative netted a reduction of $450 million dollars in redemptions.
▪ Provided analysis of new producer propensity to purchase products. Assist business in creating and targeting new customers purchasing a broader array of products and creating the base for a long term relationship.
▪ Managed the production of a top advisor activity application. Application provides interactive analysis of wholesaler activities that align with key market metrics
Manage sales and marketing reporting
▪ Developed and managed reporting process with business that provides the means to capture requirements from business via a SharePoint site identify prioritization and provide delivery transparency for corporate reports.
▪ Managed business process that successfully migrated reporting from Crystal Reports to Business Objects Web Intelligence for all business reporting
Manage vendor relationships
Manage key third party relationships including Civicom for sales activity capture and Coates for competitor information used in sales analysis.
Alliance Bernstein New York NY
Assistant Vice President 1998 - 2008
Manager Information Access and Delivery 2005-2008
As manager for Information Access and Delivery directed staff of project managers business analysts and developers (including budgets and reviews) providing technical information solutions that satisfies business goals.
▪ Spearheaded and delivered mobile Customer Relationship Management (CRM) on the Blackberry saving company $200 000 in capital costs of laptops and enhancing field sales productivity.
▪ Manager for implementation and support of Siebel Analytics dashboards supporting multiple lines of business resulting in growth of Assets Under Management (AUM) to $600 billion dollars.
▪ Technical partner with Marketing department acting as technical project manager for implementation of R.R. Donnelly FactNet fund fact sheet publishing system. This is a vendor hosted application enhances productivity by reducing time to delivery and internal resource reliance.
▪ Sr. Project manager for DST SalesConnect implementation providing customer and sales data maintenance capabilities. Benefits included enhanced data accuracy and redeployment of in-house resources.
▪ SharePoint subject matter expert. Collaborated with business resources to discuss needs design and develop sites as subject matter expert for SharePoint sites.
Manager CRM 2000-2005
Led technical professionals including employees and solution providers to select implement and maintain CRM solutions for sales marketing and service. Responsible for all budgets and reviews.
▪ Managed technical group to replace legacy Siebel CRM system with in-house .NET based system producing savings of $2.5 million dollars per year in operational costs.
▪ Delivered and managed Siebel Customer Relationship Management system. Directed staff of twenty full time developers and consultants delivering robust Siebel CRM system. Contributed to 20% growth of the client base.
Net Development Manager 1998-2000
Manager of Intranet site development and applications. Introduced broad-based Intranet sites and capabilities to company.
▪ Delivered Intranet sites for sales service human resources and other lines of business utilizing Microsoft technologies.
▪ Developed and maintained fund profile .Net based application equipping service agents with the ability to provide clients fund value information. Improved productivity contributed to service becoming a profit center for the company.
Global Technology Solutions Consulting Allentown NJ
Senior Consultant 1997 - 1998
▪ Partnered with sales management contributing to Request For Proposal (RFP) process and sales to clients.
▪ Designed and developed a Work Order application for railroad. Use of the new system resulted in cost savings for the client in the millions of dollars.
DMR TreCom Consulting Edison NJ
Project Leader / Site Manager 1996 - 1997
Site manager consulting with business partners to develop deeper client relationships.
Delivered Call Tracking System for a major insurance company. Provided hands-on leadership to on-site developers.
American Re-Insurance Plainsboro NJ
Network Manager 1989 - 1996
Operational manager of staff providing LAN support services for over 1000 users domestically.
EDUCATION
Montclair State University Montclair NJ - B.A. English
Microsoft New York - Project Management Consulting Practices Consulting Techniques
PROFESSIONAL
Member and former co-chair of CRM Asset Management Forum
Member SalesPage roundtable
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