CRM Velocity Model Lead, Executive VP of Customer Engagement
Cloud Computing, SaaS, Startups, Retail, Distribution, Sales and Marketing
This candidate is a results-driven Customer Relationship (CRM) specialist who is skilled in all aspects of designing, implementing integrating, migrating, training, and supporting CRM platforms. They excel in managing complex CRM engagements with a successful track record of delivery and execution exceeding expectations. This candidate has developed best-in-class strategies and toolkits that enable the fast realization of platform value as well as delightful employee and customer experiences.
With a career-long focus on “getting things done” they bring years of servant leadership experience and adapt every approach, tool, and process to help other leaders align on priorities, drive strategic initiatives forward, and remediate issues.
This candidate has an expert background in managing medium to large-scale CRM programs from initial vision to end-user training and wish-list support. Their span of influence crosses all CRM Modules and specializes in further developing CRM to extend functions. Additionally, their approach of not only uncovering what is best for the business but doing so in a manner that protects cultures and the talent within them, allows them to optimize outcomes, change adoption, and resulting revenues and profitability.
This candidate prefers challenging assignments and aggressive timelines, and is especially drawn to implementations that have a need for one or more of the following:
- Driving urgent business initiatives through the immediate mobilization of leadership teams.
- Combining ambiguous and multiple disparate sources into unified strategies and best practice implementations.
- Building integrated CRM systems to fulfill the unified vision.
- Ordering the chaos and right-tracking processes, programs, or organizations that are struggling with productivity, timelines, or collaboration.
Some of this candidate’s highlights include:
- 20+ years of CRM experience. From the early days of CRM to today’s cloud-based world, I have managed dozens of implementations.
- Developed and templatized repeatable CRM processes and workflows. Directed best practices, established milestones, defined dependencies, aligned priorities, managed escalations and worked closely with C-level to implement key drivers and deliver extra value and continuous improvements.
- Implemented a policy of calm communication and a “culture of voice” to keep lines of communication open and focus on the human dimension of the acquisition increasing staff retention and faster cultural integration.
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