Chaz Ross-Munro, Cpsm Email & Phone Number

Florida, United States

Yoqneam , Israel, Il

San Francisco, California, Us

As the Director of Customer Success at ProjectMark, a CRM software company serving the Architecture, Engineering, and Construction (AEC) industry, I played a pivotal role in shaping customer engagement strategies and leading the team. • Created and managed customer onboarding process. • Reduced customer churn.• Reduced time to value and increased customer adoption.• Created a process for analyzing customer requests and prioritizing those requests for the product team.• Issue resolution.• Performance monitoring and analytics.

San Francisco, California, Us

As Director of Marketing for a SaaS CRM and Proposal startup serving the AEC industry, my role focused on developing and executing a comprehensive marketing strategy that effectively communicated the value proposition of our product to our target audience. Successes included:• Successfully increasing brand awareness and revenue growth for the business.• Creation of a content marketing strategy with e-books and blogs.• Authoring all blogs and e-book content.• Overseeing the social media content strategy.• Generating a webinar series averaging 100+ attendees per webinar.• Working with the product team to develop CRM product.• Crafting and delivering presentations at tradeshows to generate leads.• Improving the conversion of website traffic.• Increased the email newsletter open rate.

Corinth, Tx, Us

Consulted on Unanet CRM best practices with ENR top engineering firms. Worked with firm leadership, marketing teams, and project managers on strategies and techniques for ensuring key data was acquired and utilized in meaningful ways to produce more wins with less effort. In addition, I helped small AEC firms improve their customer retention rates by implementing a customer-centric CRM system and using data and analytics to identify areas of improvement in their sales and customer support processes. I also assisted with the following:• Providing tailored solutions to clients, considering their unique needs and requirements.• Recommending specific workflows and automation features to improve efficiency.• Process mapping.• Creating and editing CRM reports.• Optimizing and improving dashboard layouts and widgets.

Dulles, Va, Us

As a Professional Services Manager for a SaaS CRM company, I successfully led a team of consultants in delivering exceptional services to our clients. I leveraged my strong background in proposal project management and deep understanding of the CRM industry to collaborate effectively with clients to identify and deliver customized solutions that met their unique needs. Our department onboarded new customers and averaged 100 ongoing implementations at any one time. Additional role highlights included:• Reducing the length of implementations from 1 year to an average of 3-6 months. • Implementing a system for capturing active CSAT scores.• Creating an onboarding program for consultants.• Increasing efficiency of the scoping process by automating SOW creation.

Tampa, Fl, Us

As the Director of Marketing and Business Development at a small civil engineering firm, I oversaw all aspects of the firm's marketing and business development efforts. My primary focus was on generating leads, building relationships with clients, and expanding the firm's client base. Through strategic planning, execution, and continuous improvement, I was able to significantly increase brand awareness, generate more qualified leads, and drive revenue growth for the business. I also worked closely with the engineering team to ensure that our marketing efforts aligned with the firm's technical capabilities, resulting in successful project outcomes and satisfied clients.• Selected, implemented, and managed CRM system and process.• Engineered CRM lead follow-up system resulting in the company’s highest revenue in 25 years.• Managed 4,000+ contacts and increased new contacts 25% in one year.• Created a process to manage 1000+ proposal opportunities and follow-up.• CRM User Training.

Land O Lakes, Florida, Us

As the Director of Marketing and Business Development for a small civil engineering firm, I was responsible for overseeing all aspects of the firm's efforts to expand its client base and generate revenue. This included developing and executing marketing strategies, building and maintaining client relationships, and working closely with the engineering team to ensure that our marketing efforts aligned with the firm's technical capabilities. • Selected, implemented, and managed CRM system and process.• Created processes and procedures for managing RFP responses.• Supervised proposal team.• Trained staff on how to use the CRM and create proposal responses using the CRM.

Barangaroo, Nsw, Au

MARKETING COORDINATOR FOR GREATER US AND SENIOR LIVINGManaged marketing activities and proposal development for the Greater US region (Washington D.C., Raleigh, Charlotte, and Tampa offices). Contract awards for marketing efforts exceeded $328 million.• Completed RFQ and RFP responses.• Tradeshow coordination and booth design.• Designed multi-media presentations and coached project teams on how to best communicate win themes. • Managed employee “Recognition Day” event.MARKETING COORDINATOR (ATLANTA) Contract awards for marketing efforts exceeded $260 million. Responsibilities included: • RFQ and RFP responses.• Shortlist presentations.• Client newsletters and events.

M.S., Entrepreneurship In Applied Technologies

B.A., Communications