Cari Davis Email and Phone Number

- Increase the fluidity of the client lifecycle and client insights across the Institutional, Global Liquidity, Retirement and Funds/Retail business groups- Facilitate a more integrated team approach to client engagements- Engage and build consensus (formal and ad hoc) in each region and across functions regarding CRM enhancements, reporting, process definition and accountability - Establish and measure global standards, training, relationship management and day to day support - Drive best practice, role enablement and improved operating efficiency- Build subject matter expertise throughout the CRM & Sales MI organization to ensure business process, data model and global standards are understood and adhered to – critical in a risk and control environment- Manage and develop talent- Facilitate panels in key industry events

- Championed support and adoption of the CRM tool after extensive research into competitive solutions- Partnered with key business stakeholders to capture requirements, implement changes and obtain buy-in- Closely collaborated with risk teams to ensure the security of our data and adherence to company policy- Represented the Merchant and Sales voices in platform and new product builds- Built a reputation for consultative approach during an acquisition to support integration of team members, tools, and processes

- Collaborate with leadership to create and implement overall sales strategies designed to achieve business objectives- Revolutionize internal Sales processes to improve productivity, enhance reporting, and increase revenue- Lead enhancement efforts; gathering feedback, designing requirements, testing, and Sales readiness- Align system processes and implementations to strategic initiatives; improve insight into success rates and account plans - Partner with international leaders to implement global consistency in CRM processes- Increase user adoption - Managed cross-functional teams; redefined team responsibilities to streamline operational support

- Anticipated needs of Sales VP and initiated soultions; acted as the voice of Sales- Excelled in driving user buy-in to internal tools (CRM - Siebel, Data Warehouse, OpenText, Oracle Financial systems)- Constantly evaluated current state and looked for ways to improve productivity through system, process, training and communciation upgrades- Drove technical training strategy; established value of change management- Created, developed and managed Technical Training program from inception; supporting > 300 users- Pioneered eLearning intiative for scalability and real-time suppor- Managed internal and external resources