Evan Walker, Pmi-Acp Email & Phone Number

Detroit, Mi, Us

-Worked with SMB owners to establish a new employee benefit enrollment process & governance resulting in 80% adoption of new benefits-Work with individuals to understand their investment goals and requirements to define and establish investment plans for them.

Detroit, Michigan, United States

On our mission to provide financial literacy training and technical assistance to minority- and women-owned enterprises, individuals, and nonprofit organizations to promote regional economic growth, my role is to wear many hats.As a board member my duties include, but are not limited to:-Provide Strategic Direction -Financial Oversight-Policy Development -Risk Management-Performance Monitoring -Ambassadorship-Fundraising -Training & Development

St Petersburg, Florida, United States

Key ProjectsSalesforce to Dynamics 365 - Technical/BusinessProgram overview: Consisted of three projects with multiple workstreams under my leadership to enhance operational efficiency and empower stakeholders with robust tools and insights for informed decision-makingSalesforce to Dynamics 365 (D365) migration project:- Successfully migrated 55,000+ opportunities and associated sales representativesFeature requirements gathering and prioritization project:- identify and document specific functionalities needed in the D365 environment- Prioritized requirementsNew data reporting vision, dashboard, and process project:- Designed a comprehensive framework for data analysis and visualization- Defined metrics, established data collection processes, and developed intuitive dashboards for reportingSprinklr Implementation - BusinessObjective: Build and implement custom listening dashboards to understand customers' perceptions of our brandContract negotiations and vendor relationship management:- Engaged in contract negotiations, including working on redlining- Managed the vendor relationship- Conducted Quarterly Business Reviews (QBRs) with the vendorBudget management:- Responsible for overseeing the project budget of over $1M- Ensured effective allocation and management of funds- KPI establishmentRequirements gathering and prioritization:- Conducted thorough requirements gathering sessions- Prioritized requirements based on their strategic importanceCustomer Contact Strategy Technical/BusinessProject objective: Develop a customer contact storage methodology and streamlined process for the sales team; Eliminate duplicate and inaccurate contact information for optimized outreach and higher value per interactionCollaboration with sales teams:- Mapping out end-to-end processesCollaboration with product teams:- Identifying gaps and potential enhancements- Prioritizing new feature builds in alignment with project objectives

Clearwater, Florida, United States

Key ProjectsMarketing Center of Excellence - Business- Multiple weekly meetings with leadership- Utilization of the 9-box technique to assess colleagues'- Whiteboarding sessions to analyze costs per head- Development of an agile curriculum- Training sessions for agile operationsChange management:- Month-long agile training sessions- Bi-weekly meetings with change champions to assess the organization's pulse- communications created for announcements and FAQsCustomer Onboarding - Business- Process and automation redesign- Team restructuring- Worked with sales team to address customer complaints- Worked with credit team to identify and resolve delays in credit applications- Assessed current onboarding processes to determine bottlenecks- Moved roles from Costa Rica and Mexico to the United States- Restructured team reporting structure for increased bandwidthSkype to Microsoft Team Enterprise transition - Business- Created comms, FAQ sheets, announcements, and training schedule for smooth migration.- As a Learning admin I created and coordinate Microsoft Teams lessons in the LMS.Conducted regular meetings with Microsoft to understand capabilities- Develop Microsoft Teams Adoption Hub.Change management: - Created Adoption Hub and distributed impactful announcements Customer Experience - BusinessComponents:- Understanding existing customer experience capabilities- Develop baseline surveys for NPS and CSAT measurement- Establishment of CX team with VP of Sales and CX Director- Implementation of Qualtrics customer experience toolObjectives:- Enhance overall customer experience- Improve data collection and analysis capabilitiesCustomer Contact Strategy - Collaborate with third-party vendors and in-house teams to develop requirements and specifications - Design process flows, questions, etc., to guide the AI system's actions and decision-making.-Revamp the current telecom/phone system for seamless integration with the AI system.

Tampa/St. Petersburg, Florida Area

Key Accomplishments: -Q2 recipient of coveted “Synergy Award” for surpassing revenue goals by 11% for two consecutive quarters. (Different Vendor than Q3)-Q3 Recipient of coveted “Synergy Award” in for achieving 188% of revenue goal coming in at $4,399,954 for the quarter. (Different Vendor than Q2)-Developed marketing strategies that realized $1M surplus over vendor business quota.-Secured $3M+ in sales with innovative business plan to grow incubation IT security vendor.-Selected by senior management to serve as Programs and Recruitment Committee Chair member with BEACON, a Black Business Resource Group within Employee Relations Groups.

Tampa/St. Petersburg, Florida Area

Supervise and motivated dynamic team of 20 sales representatives who built relationships, drove engagement, and administered industry leading C-Suite executive accounts. Interfaced daily with clients, account managers, and support staff. Collaborated with production, operations, and marketing teams to promote company strategies and initiatives. Closed all team sales with C-Suite executives.

Tampa/St. Petersburg, Florida Area

Key Accomplishments:-Delivered 12% sales increase through comprehensive sales strategy re-design.-Analyzed sales processes, developed, and implemented programs that improved selling techniques and led team to surpass sales quotas.-Rapid promotion to Sales Manager after four months of notable success as Business Development Manager.

Fort Myers, Florida Area

Oversaw small to mid-size vendor relations in the outreach, management, and closing phases. Generated new business opportunities through a combination of outbound calls, emails, and follow up on marketing campaigns, events and inbound inquiries. Collaborated with cross-functional teams to achieve sales goals. Responded to internal and external customer concerns or problems and determined action resulting in successful solutions and client satisfaction.Key Accomplishment: -Negotiated and acquired new client contract valued at over $575K.

Tampa/St. Petersburg, Florida Area

Sourced talented and diverse candidates through full-cycle recruiting process. Explored new and innovative ways to find and hire great candidates. Oversaw multiple accounts and increased sales by generating new accounts. Collaborated with Delivery Team to ensure quality candidate experience by identifying candidate needs, presented top candidates for consideration, and collected interview feedback.

Bba, Sports Management

Activities and Societies: Men's Varsity Basketball

None, 1 Year Of Advertising And Marketing, Advertising And Marketing

Activities and Societies: Men's Varsity Basketball