Casey Oconnell Email and Phone Number
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Strategic Customer Relationship Manager with a Results-Driven Focus With over two decades of experience in customer relationship management and new client sales positions, I have developed a deep understanding of building and maintaining strong, lasting relationships with senior leadership at numerous organizations. My career began in customer service, where I learned the value of empathy and active listening, skills that have become the cornerstone of my approach as a Customer Relationship Manager. My strategic initiatives in relationship-building have enabled me to achieve a 95% customer retention benchmark and exceed my cross-sell quota by 227%. Dedicated to perpetual enhancement, I actively solicit feedback to elevate the customer journey, transforming clients into enthusiastic brand champions. Employing a data-informed and strategic mindset, I delve into customer behaviors, extracting insights to propel business strategy and outcomes. I am adept at devising and implementing CRM strategies that align with organizational ambitions and provide superior client value. My acumen encompasses leveraging analytics to segment audiences and customize interactions that engage customers personally. I have a proven track record of augmenting customer lifetime value and bolstering profitability for each account managed. I am skilled in fostering cross-functional collaboration and ensuring a cohesive customer management strategy, outperforming targets by attaining a 90% Net Promoter Score (NPS), a customer satisfaction metric. My approach merges classical communications techniques with state-of-the-art CRM tools to chronicle client interactions and anticipate future requirements. Committed to professional growth, I have participated in various sales experience and CRM training sessions and workshops. This steadfast dedication to learning is pivotal for remaining at the vanguard of the strategic partner domain.
Tata Consultancy Services
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Business Development Manager - Tcs BancsTata Consultancy Services 2021 - PresentMumbai, Maharashtra, InDrove new business development in a start-up environment and grew the sales pipeline from scratch.● Implemented a go-to-market strategy, introducing TCS BaNCS to credit unions in the United States.● Crafted the unique value proposition of TCS BaNCS for each prospect; utilized verbal communication skills, elevated brand awareness, and generated qualified leads.● Coordinated internal stakeholder efforts to ensure request for information (RFI) and request for proposal (RFP) responses were complete, compelling, and timely.● Cultivated relationships at leading consulting organizations to influence TCS BaNCS’ frequency of inclusion for clients’ core processing selection. ● Launched a digital marketing campaign demonstrating the problem-solving potential of TCS BaNCS’ Cloud engineering solutions. -
Client PartnerFiserv 2017 - 2020Milwaukee, Wisconsin, UsSuccessfully managed a portfolio of thirty community bank clients on the Premier bank data processing platform. ● Achieved 90% Net Promoter Score (NPS) on the annual survey of clients.● Negotiated long-term renewal contracts for ten clients; able to upsell a cross-section of products owned.● Introduced First Data solutions to existing clients and sold Fiserv's first Merchant Servicing contract.● Sharpened sales forecast accuracy by applying best practices to reporting on SalesForce.com. ● Identified trends and sales opportunities through competitive research; proactively adopted counterstrategies. -
Relationship Manager/ Relationship Operations ManagerFinastra 2012 - 2017Paddington, London, GbPrioritized sales opportunities while meeting deadlines for a nationwide portfolio of sixty credit unions. ● Awarded Top Sales Performer for 2015, delivered the highest results of 300+ salespeople across the company.● Record-breaking renewals of $6 Million Annual Recurring Revenue (ARR) exceeded the up-sell quota by 227%.● Originated a sales plan that surpassed quota; attained 15% year-over-year (YoY) revenue growth.● Negotiated complex contract renewals, utilizing persuasive messaging and attention to detail.● Leveraged active listening in consulting clients about their strategic objectives. Positioned solutions to help achieve their goals; expanded the depth and breadth of products owned. ● Strengthened client interaction at all levels of the organization; opened channels for dialogue. -
Sales Operations ManagerFinastra 2011 - 2012Paddington, London, GbDeveloped internal tools for the sales team and analytical reports for sales leadership decision-making.● Improved focus on the sales pipeline created a Salesforce.com dashboard for Key Performance Indicators (KPI). ● Increased client engagement and revenue generation by developing a market segmentation strategy in assigning relationship managers' client portfolios. ● Programmed with Visual Basic for Applications (VBA) for Microsoft Office (MS) Excel and Access to design a report for salespeople to understand customer operational performance and identify sales opportunities. ● Accomplished a 5:1 return on investment (ROI) for business development campaigns by conducting market analysis of financial institutions and creating target lists of prospects for technology solutions. ● Directed the finance, legal, and marketing teams in streamlining the proposal development process. -
Operations ManagerFinastra 2007 - 2011Paddington, London, GbLed a cross-functional team at a data processing business for credit unions. Leveraged ability to delegate.● Spearheaded migration of 250+ clients from DOS to Windows products to improve the customer experience.● Chaired the business unit strategic planning process, including merging two software products. ● Initiated the product management of a Software as a Service (SaaS) delivery option for the core processing platform, reached new prospects, and provided a recurring source of revenue. ● Consolidated offices across state lines; orchestrated relocation of physical resources. Effectively negotiated a reduction of lease penalty for early termination to minimize the fiscal impact.● Harnessed continuous process improvement principles for customer service through coaching and mentoring. -
Strategic AdvisorFinastra 2003 - 2007Paddington, London, GbApplied predictive data analytics for marketing plans, product campaigns, and community charter applications.● Retained 95% of assigned client portfolio for three years, able to maintain sales volume in a contracting market.● Designed an interactive financial model to calculate the results of relationship pricing strategies. ● Conducted a cost accounting project to determine the fixed and variable inputs per transaction type. Enabled clients to make informed business decisions to improve the profit model's accuracy.● Produced a community charter application approved by the National Credit Union Administration, resulting in the client gaining access to a multi-county market. Leveraged written communication skills. ● Trained teammates on client operations as a subject matter expert.
Casey Oconnell Skills
Casey Oconnell Education Details
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Regis UniversityAccounting And Finance -
Metropolitan State University Of DenverHistory And Political Science
Frequently Asked Questions about Casey Oconnell
What company does Casey Oconnell work for?
Casey Oconnell works for Tata Consultancy Services
What is Casey Oconnell's role at the current company?
Casey Oconnell's current role is Strategic Partner | Building Trust through Personalized Service | Leveraging Data Analytics for Enhanced Customer Experiences | Specializing in High-Value Client Retention | Driving Sales Growth And Profitability.
What is Casey Oconnell's email address?
Casey Oconnell's email address is casey.oconnell@dh.com
What is Casey Oconnell's direct phone number?
Casey Oconnell's direct phone number is +151578*****
What schools did Casey Oconnell attend?
Casey Oconnell attended Regis University, Metropolitan State University Of Denver.
What skills is Casey Oconnell known for?
Casey Oconnell has skills like Sales And Marketing Tactics, Contract Negotiation, Sales Forecasting, Customer Relationship Management, Business Analysis, Data Management, Problem Solving, Change Management, Public Speaking, Strategic Planning, Product Management, Business Expansion.
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