Chaz Ross-Munro, Cpsm Email and Phone Number
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I have over 16 years of experience working in data management, professional services, and marketing for the AEC and tech industries. Currently, I work as the Head of Marketing at Datumate. My goal in life is to help companies unlock their growth potential through the power of their customer data. Over the last ten years, I have implemented CRMs for over 120 companies.Previously, I worked at Unanet CRM as the Manager of Professional Services and ran a team of specialized consultants that helped customers onboard customers. I continually looked for ways to help grow the consultants I managed and improve the onboarding experience for our customers.While working at Unanet, I was inspired to co-author my second book, CRM or Die: Manage Your Client Relationships or Perish. I wrote my first book, Sink or Swim Faster: Make a Splash in Marketing Professional Services, to help new AEC industry marketers efficiently onboard themselves with less pain and suffering along the way.If you catch me outside of work, I'm an adventurous traveler - and an avid lover of pickleball.I also like meeting new people over a cup of coffee or Cherry Coke Zero. Feel free to reach out at chaz@chazrossmunro.com.Competencies: CRM Planning, Implementation, and Execution, SaaS Professional Services, Project Management, Leadership, Software Training, Proposal Strategy, Talent Development, Strategic Planning, and Corporate Communications.
Datumate
View- Website:
- datumate.com
- Employees:
- 38
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Head Of Global Marketing And Rev OpsDatumateFlorida, United States
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Head Of MarketingDatumate Oct 2023 - PresentYoqneam , Israel, Il
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Director Of Customer Success For Saas Crm And Proposal Software CompanyProjectmark Jul 2023 - Oct 2023San Francisco, California, UsAs 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. -
Director Of Marketing For Saas Crm And Proposal Software CompanyProjectmark Feb 2022 - Oct 2023San Francisco, California, UsAs 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.
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Customer Relationship Management ConsultantCkearney Consulting Jul 2021 - Feb 2022Corinth, Tx, UsConsulted 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. -
Manager Of Professional Services For Crm Business UnitUnanet Jan 2018 - Jul 2021Dulles, Va, UsAs 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. -
Director Of Marketing And Business DevelopmentHamilton Engineering & Surveying, Inc. May 2015 - Oct 2018Tampa, Fl, UsAs 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. -
Director Of Marketing For FloridaFlorida Design Consultants Apr 2013 - Apr 2015Land O Lakes, Florida, UsAs 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. -
Marketing Coordinator For Greater Us & Senior LivingBovis Lend Lease Oct 2005 - Dec 2010Barangaroo, Nsw, AuMARKETING 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.
Chaz Ross-Munro, Cpsm Skills
Chaz Ross-Munro, Cpsm Education Details
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University Of South FloridaEntrepreneurship In Applied Technologies -
Georgia State UniversityCommunications
Frequently Asked Questions about Chaz Ross-Munro, Cpsm
What company does Chaz Ross-Munro, Cpsm work for?
Chaz Ross-Munro, Cpsm works for Datumate
What is Chaz Ross-Munro, Cpsm's role at the current company?
Chaz Ross-Munro, Cpsm's current role is Head of Global Marketing and Rev Ops.
What is Chaz Ross-Munro, Cpsm's email address?
Chaz Ross-Munro, Cpsm's email address is cr****@****ial.com
What is Chaz Ross-Munro, Cpsm's direct phone number?
Chaz Ross-Munro, Cpsm's direct phone number is +181344*****
What schools did Chaz Ross-Munro, Cpsm attend?
Chaz Ross-Munro, Cpsm attended University Of South Florida, Georgia State University.
What are some of Chaz Ross-Munro, Cpsm's interests?
Chaz Ross-Munro, Cpsm has interest in Social Media, Database Management, Sales, Graphic Design, Film And Video, Health, Digital Media, Business Development, Content Marketing, Web Development.
What skills is Chaz Ross-Munro, Cpsm known for?
Chaz Ross-Munro, Cpsm has skills like Leadership, Strategy, Marketing, Proposal Writing, Strategic Planning, Business Development, Management, Sales, Marketing Strategy, Project Management, Seo, Project Planning.
Who are Chaz Ross-Munro, Cpsm's colleagues?
Chaz Ross-Munro, Cpsm's colleagues are Rasheed Balawna, Avi Ghouzi, Eliana Bshouty, Mouen Rizik, Uriel Shirazi, Sharbel Andary, Ariel Goldman.
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