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Resume of Other CRM Vp Client Strategies (Manager) from Kendall Park, United States - New Jersey
Candidate Profile

kdksclark

Vp Client Strategies • Manager

Kendall Park, United States - New JerseyBetween 20-30 years total experienceFinancialDesired: FLEXIBLE

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No profile picture
Screen Name
kdksclark
Home Base
Kendall Park, 08824
United States - New Jersey
Current / Last Company
Current Role
Vp Client Strategies (Manager)
Industry
Financial
Level / Rank
Mid-Career (2+ yrs experience)
Preferred Role
Consultant (Consultant)
Any
Preferred Industry
Consulting
Preferred Location
USA
Travel Willingness
Any
Desired Salary
FLEXIBLE
Education
Undergraduate Degree
Montclair State University

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Special Skills

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Other CRM
Other CRM
Intermediate3-4 yearsWorkNot Yet
Other CRM
Other CRM
Intermediate3-4 yearsWorkNot Yet
IT Developer
IT Developer
Intermediate3-4 yearsWorkNot Yet

Resume Description

Readable version of the candidate's resume summary.

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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