Chad Leder Email & Phone Number

Appleton, WI, US

Appleton, Wisconsin, United States

• Produce reports from various business systems and external sources. Illustrate data graphically and translate complex findings into written text.
• Utilize findings to implement marketing campaigns to support sales opportunities.
• Work with sales functions through marketing campaigns to convert opportunities to sales.
• Work with marketing and sales team members to assure data story being developed is implemented and executed.
• Effectively communicate information from reports and analysis to appropriate audiences.
• Be familiar with industry seasonality, economic forecasts, state, and country expectations to make business decisions.

Appleton, Wisconsin

• Supported the systems and processes of the Mutual Funds business unit, acting in a liaison role between the business and IT.
• Reviewed, analyzed & evaluated complex business systems, processes, data and user needs.
• Advised in case consultation of highly complex and advanced cases and provide support to the front-line team and other analysts.
• Led large projects by drafting requirements, performing updates, and crafting and executing test cases.
• Performed data analysis and monitoring of reports and trending in the business unit.
• Resolved highly complex issues advanced by the business team using simple, non-technical language. Consulted with IT personnel and other business areas in a more technical manner to help with resolutions.

Appleton, WI

• Schenck SC was acquired by a large national firm, CLA (CliftonLarsenAllen), effective January 1, 2019. *Responsible for leading the strategy and maintenance of client relationship management (CRM) database for business.
• Led initiative to expand CRM usage to include account directors which increased database usage from under 75 users to over 350 and led to process improvements in business development efforts.
• Acted as liaison between the business side and IT for complex projects, and as help desk for all users to help with resolutions.
• Worked hand-in-hand with IT to review, analyze and evaluate the previous CRM database to design an all-new web system. Created CRM training documentation and assisted in testing database updates to keep CRM fresh and.
• Implemented training strategy for CRM users across the organization to capture and use data which improved database efficiency and usefulness. Mentored experienced users to assist in carrying the CRM torch.
• Provided reports to track new business and prospecting efforts aiding in the achievement of business development goals.

Appleton, WI

• Responsible for researching and analyzing data relating to marketing and business development initiatives.
• Generated data based on industry, geography, revenue and other parameters to aid in pursuit of new business.
• Analyzed prospect lists and cross-referenced them with current client and referral lists ensuring the best prospects were being pursued while eliminating risk of selling to current clients.
• Thoroughly researched prospects online which provided account directors with background intelligence for each company.
• Monitored activities of competitors such as accomplishments, trends, workshops, white papers, sponsorships and appearances in the media providing insight into the competitive landscape and ideas for fresh marketing.

Bs, Business - Marketing

Education record