Bert Thompson Email & Phone Number

Bert Thompson is a VP, Strategy & Analytics @ SVB at Silicon Valley Bank. He possess expertise in research, public speaking, powerpoint, teamwork, social media and 21 more skills. Colleagues describe him as "I am delighted to provide a LinkedIn recommendation for Bert Thompson, who I have had the pleasure of working with as the Product Manager for Strategic Product Partnerships at Silicon Valley Bank (SVB). As the Senior Sales Operations Analyst at SVB, Bert has been an invaluable member of our team, providing valuable insights and support in the partnership program with Vouch Insurance, SVB's first strategic investment with an enterprise value of $550m. Bert's contribution to the Vouch partnership has been immense. He has been instrumental in identifying potential Vouch to SVB leads when analyzing the data between mutual clients. Bert quickly provided analysis around business unit client referral breakdown and delta to Vouch and client acquisitions, allowing us to identify new trends and having a significant impact on our 2023 OKRs. Bert is incredibly skilled in developing strategic analysis, dashboards, and pivot tables quickly. He has generated monthly reports to track client referrals, which have been instrumental in exceeding our referral lead OKR target by 23% in 2022, with 136% premium retention, beating industry benchmarks by 46%. Additionally, we have achieved 30-51% monthly lead to client conversion, resulting in nearly a third of all Vouch clients coming from SVB. Bert's commitment to his work is matched by his integrity, humility, and empathy. He stepped in quickly to support partnership analytics and was onboarded very quickly, developing a strong cadence while managing his full-time job. Bert also managed the Vouch $500 Credit Program when an SVB client signs up to purchase Vouch Insurance using an SVB Credit Card. One of Bert's significant contributions to the Vouch partnership is the detailed 52-page, 10,000-word step-by-step process guide on how the Vouch partnership workflows are done across sales operations and analytics. The guide provides key information on timelines, work streams, points of contacts, data scrubbing, invoice payments, reporting, referral process, payout calculations, approval process, and templates. It has been incredibly valuable and has supported our team to identify key data attributes to help streamline data sharing guidelines for all current and future partnerships with Vouch as the base-case. Overall, Bert is an exceptional professional who is results-driven, and his attention to detail and analytical abilities are second to none. I cannot recommend Bert highly enough."

Listed skills include Research, Public Speaking, Powerpoint, Teamwork, and 22 others.