Brian Mcevoy Email & Phone Number

Georgetown, Ma, Us

Greater Boston

Massachusetts, United States

• Growth: Scaled team from 2 to 10 members, supporting growth and retention of 350 clients, with combined annual revenue of $70 Million• Culture: Built a culture focused on honesty, trust, and teamwork.• Retention: Maintained 95% Retention rate during my tenure• Executive Presence: Reported bi-weekly to Executive leadership on the state of the Enterprise business.• Enablement: Directed, designed, and delivered strategic training, resulting in faster client outreach, white-glove support, and standardization of best practices• Playbooks: Led the creation of success playbooks focusing on critical moments in the client’s journeys to provide consistency and clear expectations both internally and with our clients.• Metrics: Established employee performance goals and provided constant/timely feedback on methods for reaching those milestones.

Massachusetts, United States

As a mentor in the Leadership Mentor Program, I guided seven mentees over the last 3 years in developing essential skills for professional success. My focus areas included: • Leadership Development: Cultivating strong leadership qualities. • Program and Project Management: Ensuring effective management and delivery. • Business Acumen: Enhancing strategic thinking and financial literacy. • Enterprise Client Strategy: Developing strategies for enterprise clients.

Greater Boston

• Management: Leading a team of 15 Enterprise relationship managers focused on customer success, revenue retention, and driving value with Executive leaders of our largest clients (383 clients, worth over $126 Million in annual revenue / 96% retention in FY 24). • Scaled: Hired and onboarded 31 new Client Engagement Managers between July -December 2023 (growing team from 18 to 49 people)• Change Management: Led advancement of the Client Engagement Roles, including balancing client portfolios, adjusting the span of control, and aligning priorities with new North Star.• Cross-functional Partnership: Partner with key stakeholders across the business, including Sales, Professional Services, Support, Product, Solution Architects, and Implementation, to establish solid relationships and build improved processes. • Engagement: Developed engagement strategies, playbooks, and enterprise-level customer success plans and models to drive product adoption, usage, overall customer satisfaction, and accelerated growth.• Upsell: Championed upsell strategies, training team members to recognize and act on potential sales opportunities, enhancing overall sales performance.• Reporting: Conducted biweekly presentations to senior leadership, delivering comprehensive reports on KPIs and metrics, with a specific focus on identifying and addressing at-risk clients to drive proactive strategies and retention initiatives

Remote

Operations Taskforce Leader (Sept. 2021- Sept 2022)• Tapped by SVP of Operations to lead internal cross functional taskforce, made up of leaders from across Operations, Product, and Learning,• Goal: Break down silo's and collaborate to produce short- and medium-term improvements to client experience.• Leading through influence: Led group of 12 Managers and Directors from across different segments of Operations and Product Development.• Change Management: Drove results under strict timeframes, and budget constraints, while also navigating different personalities and work stylesnside the organization.

Greater Boston Area

• Managed success, growth, and retention of 30 of Paylocity's largest clients with annual revenue of $6 Million• Held 92% retention rate for entire portfolio, while adding 300k in additional revenue through cross sells .• Built relationships with Client Executives by responding to inquiries, identifying and assessing clients' needs, resolving problems and following up with potential and existing clients.• Manage all internal projects across departments ensuring seamless client experience, and efficient internal work.• Created strategic large client Playbooks to improve team success and to share best practices.• Navigated and advocated for my client executives and decision makers internally, providing voice of our customer directly to Product Developers and Senior Leadership• mentored team members to promote productivity and commitment to client experience excellence.• Addressed problems head-on and implementing successful corrective actions to resolve escalations.

Greater Boston Area

• Managed relationship of 5 key accounts that total over $3 million annual revenue.• Drove 15% growth year over year through upsells and strategic engagement campaigns.• Main point of contact for client's leadership, leading weekly client calls, delivering Executive Business Reviews, and managed resulting follow-up actions.• Organized customer trainings onsite, including agenda creation and direction to supporting trainers and SME.• Develop strategic program plans and present resulting data-driven insights and recommendations to clients.• Escalation resolution. Provided appropriate and timely solutions • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.n insights and recommendations to clients.

Cincinnati, Ohio Area

-Managed sales and marketing operations of Midwest region (Ohio, Kentucky, & Indiana) -Manager of 2 branch offices, with 6 sales and customer service direct reports -Deliver clear, concise, and effective communications-Created an overall communications and marketing strategy for Midwest region -Led, mentor and coached a team of sales and marketing leaders to increase quality, productivity and job satisfaction-Achieved and exceeded 2014 plan resulting in additional $400K in sales -Increasing customer participation 10% year over year

Greater Boston Area

-Managed 351 New Business accounts since January 2011 that lead to 135k in annual premium and 175 new policies.-Through bi-weekly onsite marketing trips, built the company brand and presented products/services and articulate value-Report on all site visits, including: lead generation, customer acquisition and premium sold -Involved in state pricing change analysis comparing against current industry prices and trends.-Created a product specific sales breakdown tool used by the whole field sales/marketing teamNew

• Counseling and selling personal lines insurance products• Property and Casualty Agent's License in 37 States • Gained a practical experience and knowledge in the Insurance Industry

-Worked alongside quality assurance manager to meet OSHA certification levels in welding and fabrication buildings-Managed and scheduled all materials shipped and received Permanent Substitute

Lawrence, Massachusetts

-Instructed and evaluated 270 students in grades 5 through 8-Reconstructed previous lesson plan and evaluation structure

Lawrence, Massachusetts

-Completed and filed required reports and paperwork-Investigated background of offenders for court reports.-Reviewed offenders’ criminal history and other data.-Assisted probation officers in preparing plans for working with offenders.

B. S; Program, Psychology

Minor, Sociology And Anthropology

Bachelor'S, Psychology

Study abroad for 4 months

High School, General Studies

Business Administration And Management Certificate Course, Pass

clear explanations, real-life examples, and an animated style, the course solidifies the relationship between business and marketing.