Chad Leder Email & Phone Number

Appleton, Wi, Us

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 development and e-marketing, continuing responsibilities as outlined below in the Market Research Analyst position. • 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 user-friendly.• 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.• Sent e-marketing communications to over 15,000 client and prospect contacts which provided education on important industry, tax, audit and general business issues as well as information on upcoming workshops. • Monitored and reported results of email opens and article clicks which indicated the reach and relevance of the communication.

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 concepts.

Bs, Business - Marketing

Education record