Jack Walton Email & Phone Number

Hyannis, MA

Directed thorough, timely and successful new client On-Boarding for an IT MSP, along with providing ongoing tactical IT support for 100 clients. Also, planned and managed client technology project implementations, along with internal technology research initiatives. Member of our corporate leadership team identifying, designing/revamping, and implementing.

Nashua NH

Directed thorough, timely and successful new client On-Boarding, along with building strong client relationships and providing ongoing training and operations support in order to help clients maximize their use of our SaaS workflow, CRM, and financial management software, while improving client satisfaction and strengthening client retention. Member of our.

Atlanta, GA

Led Consulting efforts for Software, Professional Services and BPO Services Company supporting the life insurance industry. Consult with prospects and clients providing an understanding of our software products and processing services capabilities, along with acquiring an understanding of their insurance products and processing requirements, then.

Fayetteville, GA

Business and Technology Operations Consulting, supporting the software, emerging technology, and insurance services industries; specializing in underperforming business turnarounds, establishing business operations best practices, business technology transformations, revenue growth planning, and business planning and execution.- Provided post acquisition.

Hartland, WI

Private Equity owned Software and Professional Services company supporting the P&C insurance industry through policy administration systems, agent portals, and business intelligence (BI) data repository products, along with system implementation, enhancement, maintenance, update, and integration services.- Led revenue increase from $12.4 million to $28.2.

Stratford, CT

Professional Services company transforming marketing processes through its Software-as-a-Service automation tools.- Productized web-based, template driven marketing automation tool for self service web to print automation in order to drive Integrity Graphics' core commercial printing business revenue. - Developed marketing program, including ROI approach.

Avon, CT

Software and Professional Services company supporting the Equipment Rental industry.- Revamped prospecting and marketing programs for CRM/ERP software application supporting the equipment rental industry, while standardizing sales processes, which resulted in consistent execution from prospecting through closing, along with record new business activity.

Lowell, MA

Software and Professional Services company supporting the P&C insurance industry with a policy administration system, along with system implementation, enhancement, maintenance, integration, and training services.- Achieved financial results $1 million ahead of forecast through the development of Account Management practices, in conjunction with successful.

Glastonbury, CT

Software and Professional Services company supporting the life insurance industry with policy administration system and agent portal products, along with system implementation, enhancement, maintenance, integration, conversion, consulting and training services.- Acquired the largest amount of annual professional services revenue ($17 million) in this.

Vernon, CT

Software and Professional Services company supporting the life insurance industry with paper based and automated selling systems - Financial Needs Analysis (FNA), Capital Needs Analysis (CNA), Business and Estate Asset Review (BEAR), Personal Financial Plan (PFP) and Asset Management Plan (AMP).- Engineered a dramatic turnaround in client satisfaction.

San Jose, CA

Software and Professional Services company supporting the life insurance industry with agency management system and agent portal products.- Personally provided agency automation system consulting for life insurance carriers utilizing our agency management system and agent portal products. This included understanding their business strategy and developing.

B.S. Commerce, Management Major

Activities and Societies: Class Treasurer, Resident Advisor, Varsity Golf, Phi Sigma Epsilon Social Fraternity

Project Management Certification

Project Management Certification