Dan Madden Email & Phone Number

Philadelphia, Pa, Us

Dresher, Pa, Us

- Spearhead recruiting and onboarding efforts for multiple technology teams, including Microsoft Dynamics 365, Salesforce, Data Engineering, Contact Center, and Support functions- Manage 25+ vendor relationships, driving negotiations, contract management, renewals, and continuous due diligence activities- Oversee information technology budget for associates, contractors, and vendors, ensuring alignment with the overall budget forecast- Lead and develop internal associates and IT teams, fostering a culture of growth and high performance. Provide motivation, direction, support, coaching, and mentorship to drive success- Responsible for creating training plans, conducting performance reviews, defining career paths, and implementing HR practices to retain and develop talent- Identify and implement continuous improvement initiatives to enhance team velocity and efficiency- Lead and coordinate 35+ employees across multiple teams and disciplines, driving organizational outcomes to support growth and operational efficiencies- Oversee the CRM program and enterprise team, managing all delivery aspects including strategic planning, implementation, integrations, vendor partnerships, resource management, and system enhancements- Offer expertise and serve as a consultant on Microsoft and Salesforce roadmap and strategic direction- Build strong relationships with business leaders, providing strategic oversight and direction to technology teams on standards, scalability opportunities, and initiatives that drive business value- Establish and promote centers of excellence focused on key skills and roles within the organization

Dresher, Pa, Us

Responsibilities:- Develop and refine the CRM program to align with business strategy and objectives, collaborating with key stakeholders and executive leadership- Oversee the CRM program and enterprise team, managing all delivery aspects including strategic planning, implementation, integrations, vendor partnerships, resource management, and system enhancements- Develop and execute strategies to drive revenue growth and improve digital experiences across the organization- Identify opportunities for business transformation and process reengineering to optimize results and drive performance- Effectively prioritize multiple high-impact initiatives, ensuring alignment with business needs and objectives- Spearhead online migration strategy to drive growth, improve efficiencies, and leverage platform economies of scale- Offer expertise and serve as a consultant on Microsoft and Salesforce roadmap and strategic direction.- Assess customer and organizational needs, define systems and operational requirements, determine rollout specifications, and establish usability standards

Dresher, Pa, Us

Responsibilities: - Develop and manage the enterprise-wide CRM roadmap for Microsoft Dynamics- Oversee vendor and partner relationships while managing the annual budget- Lead the organization’s migration to CRM (cloud-based platform) across all departments- Prioritize and structure the product backlog to maximize business value and ROI- Communicate the vision and objectives at the beginning of each release and sprint- Actively participate in agile ceremonies, including scrums, sprint/release planning, reviews, and retrospectives- Cultivate and maintain key relationships to stay aligned with evolving business needs and objectives- Lead cross-functional teams to leverage strategic business opportunities through CRM initiatives- Set and drive annual goals, objectives, and measurable outcomes for product development

Oaks, Pa, Us

Responsibilities:- Utilize the Microsoft roadmap to address business challenges through CRM enhancements- Lead the migration from Sage Saleslogix to Microsoft Dynamics CRM- Expert in developing and implementing user adoption strategies to drive successful change management- Manage systems implementations, data migrations, upgrades, enhancements, and integrations- Provide support for CRM users, including training, troubleshooting, and issue resolution- Lead cross-functional project teams to solve strategic business challenges using CRM solutions- Ensure database integrity and accuracy while optimizing business processes- Manage global conference plans, including negotiations, exhibits, speaking engagements, and logistics- Coordinate comprehensive RFPs, RFIs, DDQs, and consultant questionnaires- Manage the RFP process, including database and team resource management- Support advertising, lead generation campaigns, and other promotional marketing events- Organize executive-level meetings, sales/service team gatherings, and client/prospect visits- Coordinate suite ticket allocations for sporting and special events- Maintain company-wide statistics and oversee surveys and questionnaire management

Oaks, Pa, Us

Responsibilities:- Provide top-tier customer service to large banking clients, ensuring high satisfaction levels- Manage over $200 million in market value across 2,000 accounts, serving as the primary contact for investment portfolio- Lead daily, weekly, monthly, and quarterly reporting and fee processing activities to ensure accuracy and timeliness- Develop a deep understanding of high-net-worth clients' goals and objectives to deliver tailored solutions.

Responsibilities:- Manage daily asset and stock selection activities within client accounts and portfolios- Supervise team operations, manage multiple deadlines, and foster a culture of independence and accountability- Display leadership by coaching and training team members in a collaborative, team-focused environment