Technology Productivity Consultant
• Technology consultant with Field Technology Customer Success assigned to support a field Network Office.• Drove technology training and adoption within the Network Office and its nine Districts, developing 154 fulltime Financial Representatives, 100 College Intern Representatives, and staff (~600 professionals). • Led technology to achieve Network Office and corporate objectives and key results (OKRs) by leveraging corporate resources and collaboration with the Network Office leadership.• Designed and delivered technology training for Financial Planning Academy covering Microsoft Dynamics CRM, Microsoft 365, Microsoft Power BI, Microsoft SharePoint, Slack, RingCentral, Zoom, and the full stack of Northwestern Mutual’s proprietary CX sales and service applications.• Greatly exceeded expectations for key initiatives, including Microsoft Dynamics CRM adoption, training and change management in migration from Personal Planning Analysis to Northwestern Mutual’s proprietary Planning Experience (PX) application, and training and change management in the rollout of the Digital Onboarding Experience (Consumer Website and Mobile Application, Online Medical History Questionnaire, and electronic insurance applications).• Provided technology consulting services for Financial Representative Teams. Led discovery of goals, objectives, workflows, and technology usage to identify and implement strategies to improve efficiency, employee and client satisfaction, business persistency, and accelerate revenue growth.
