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 policies.- While leading successful new client On-Boarding, revamped the process, improving client satisfaction- Introduced project management principles while successfully leading client and internal technology initiatives- Revamped and increased documentation of ongoing client Support processes, improving Response and Resolution time and quality, along with SLA performance- Revamped staff hiring, on-boarding, and performance review processes, while introducing staff recognition and professional development programs

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 corporate leadership team identifying, designing/revamping, and implementing policies.- Led the successful new client On-Boarding for 72 clients, including 18 with Data Migration/Conversion and advanced functionality- Revamped new client On-Boarding training processes improving client satisfaction- Revamped ongoing client support processes strengthening client retention

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 identifying gaps and translating business needs into a system design and implementation approach. Also, accountable for developing corporate Marketing strategy and executing tactical programs to enhance corporate branding, awareness, and sales pipeline.- Successful consulting initiative resulted in the acquisition of a new client, with a $1.2 million implementation services contract and a total services contract value of $4.1 million- Successful consulting initiative resulted in the acquisition of a $700,000 product implementation services contract and a total services contract value of $2.0 million- Created a new Marketing campaign showcasing the breadth of our product suite, along with our superior new insurance product introduction capability

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 operations and financial guidance- Provided technology company with product development, business development, and operational execution guidance- Provided insurance services company with business planning, business development, contract pricing, and operational execution guidance- Provided potential financial buyers and small business owners with operational and revenue growth analysis of possible business acquisitions- Provided software services company with valuation insight, along with guidance on how to retain use of technology asset being sold, that resulted successful divestiture- Provided start-up company with business plan development guidance, contract review, along with revenue and operations planning

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 million - Led EBITDA improvement from $0.5 million to $7.4 million- Led staff utilization improvement of over 40%, through the development and implementation of proactive resource planning and monitoring, along with the development and streamlining of delivery execution processes - Oversaw successful and profitable customized administration system delivery for 17 new insurance company implementations- Oversaw software product roadmap development and successful and profitable delivery of monthly and periodic product maintenance releases for 63 clients- Oversaw timely and profitable delivery of client requested system enhancements utilizing Waterfall and Agile methodologies- Provided PMO leadership by creating project management policies and procedures, while mentoring Project Managers- Managed relationships and contract negotiations with on-shore and off-shore third-party vendors providing supplemental resources for system implementation, enhancement, and maintenance deliveries- Led operational, revenue, and product analysis for successful corporate acquisition- Executive Team participant in corporate re-branding associated with acquisition- Led development of multiple operations and revenue CIM documentation, along with presentations for potential suitors, leading to successful acquisition by a strategic buyer- Oversaw effective IT infrastructure and software release operations- Oversaw Finance, Human Resources, Legal, Facilities, and general office administrative operations

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, and provided sales support product expertise to assist Integrity Graphics' Sales Executives. - Through this foundation fifty clients have been acquired.

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- Implemented Account Management program which was the primary reason for approximately 35% growth in services revenue

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 initiative delivery- Engineered a dramatic turnaround in client satisfaction through the design and utilization of more efficient processes for annual product releases, client implementations, client support and staff utilization, along with the implementation of an Account Management program- Led software product roadmap development and successful delivery of periodic product enhancement and maintenance releases- Led successful customized insurance company administration system implementations and ongoing enhancements- Provided PMO leadership by creating project management policies and practices, while mentoring Project Managers- Oversaw effective IT infrastructure and software release operations- Managed on-shore vendor relationships and contract negotiations- Oversaw subsidiary Finance, Human Resources, Facilities, and general office administrative operations

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 private company's history, through the development of Account Management, Consulting and Training practices and in conjunction with extremely successful initiative delivery. This included consulting with life insurance carrier clients to understand their business strategy and tactical business initiatives and then developing and selling proposals for implementing customized enhancements.- Achieved $30 million of professional services and maintenance annual revenue, with a 16% annual operating margin after being acquired, utilizing similar Account Management and delivery programs which resulted in record setting services revenue acquisition when a private company.- Engineered a dramatic turnaround in client satisfaction through the design and implementation of more efficient project delivery and staff utilization processes and controls, along with the development of Consulting, Training and Account Management practices- Led successful customized life insurance company policy administration system implementations, delivery of client specific enhancements, integrations with carrier back-office administration and financial systems, and policy conversions from existing policy administration systems- Provided PMO leadership by creating project management policies, while mentoring Project Managers- Oversaw effective IT infrastructure and software release operations- Managed on-shore vendor relationships and contract negotiations- Oversaw Division Finance, Human Resources, Legal, Facilities, and general office administrative operations

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 through the design and implementation of more structured project delivery, client support and staff utilization processes and controls based on detailed project plans, diligent resource planning, in-depth and accurate business requirements, quality coding and thorough QA- Personally managed software product roadmap development and successful delivery of periodic product enhancement and maintenance releases. This included consulting with life insurance carrier client Sales leadership to understand their selling strategy and then identifying and implementing applicable product enhancements. - Oversaw effective IT infrastructure and software release operations- Managed on-shore and off-shore vendor relationships and contract negotiations- Oversaw Finance, Human Resources, Legal, Facilities, and general office administrative operations

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 and selling proposals for implementing customized enhancements, along with supporting new client Sales initiatives as system functionality SME.- Personally managed successful implementations and ongoing enhancements for customized life insurance carrier agency management system and agent portal initiatives- Personally accountable for the business architecture of our agent portal product- Engineered a dramatic turnaround in client satisfaction through the design and implementation of more structured project delivery processes and controls based on sound project management practices focused on detailed project plans, diligent resource planning, in-depth and accurate business requirements, quality coding, thorough QA, and comprehensive trainingINSURANCE CARRIER EXPERIENCE - Security Connecticut Life and Hartford Life

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