Jacquelyn Chrzan Email & Phone Number

New York, Ny, Us

Stamford, Connecticut, United States

Change leader, executive advisor and management coach. Cultivated an entire new way of working, thinking and behaving. Planned, managed the execution and effectiveness of critical changes. Transformed culture, people functions and management systems into strategic success drivers. Oversaw performance management and operational excellence; improved overall results. - Led strategy meetings and annual planning. Used training, 1x1 coaching and change tactics to overcome resistance… Show more Change leader, executive advisor and management coach. Cultivated an entire new way of working, thinking and behaving. Planned, managed the execution and effectiveness of critical changes. Transformed culture, people functions and management systems into strategic success drivers. Oversaw performance management and operational excellence; improved overall results. - Led strategy meetings and annual planning. Used training, 1x1 coaching and change tactics to overcome resistance, foster strategic thinking and guide senior leaders to set measurable goals. - Assessed current vs. future state and organizational maturity. Guided business to create, execute action plans to close key gaps. Held leaders accountable for progress. - Created custom strategy framework that aligns strategic goals with metrics, tactics and capabilities. - Trained, coached all levels on necessary mindsets, behaviors and performance management tools to sustain a culture of excellence. Guided problem solving and process improvement. Empowered teams to improve quality by 35%, on-time delivery 65%. - Implemented SaaS system, generating 75% 3yr ROI: Managed project, budget and vendor. Designed workflows and governance. Developed change & communication plans, adoption tactics, materials, training curriculum. Identified, on-boarded power users. - Reduced average time in meetings by up to 20% per week; used facilitation skills to accelerate decision making, build consensus and spur execution. - Analyzed and reported on transformation status, KPIs, operational metrics, demand / capacity. Developed executive level presentations for: project updates, business proposals, board reviews, strategic plans. - Yielded 7% cost savings (of FY budget) by spearheading optimization and efficiency initiatives. - Drove growth with $0 added costs; oversaw design and launch of digital strategy that increased reach 600% and engaged 4,000 new prospects within 1st month. Show less

Led transformation and organizational change. Managed stakeholders. On-boarded, managed change agent teams. Planned, led large-scale initiatives to assess, design, deploy change across IT, Sales, Marketing and Product. Trained, advised and coached senior leaders and their management teams; influenced behavior change. Implemented performance management systems and operational improvements. - Generated $2.2m in revenue benefits for Sales teams by: applying data analytics to… Show more Led transformation and organizational change. Managed stakeholders. On-boarded, managed change agent teams. Planned, led large-scale initiatives to assess, design, deploy change across IT, Sales, Marketing and Product. Trained, advised and coached senior leaders and their management teams; influenced behavior change. Implemented performance management systems and operational improvements. - Generated $2.2m in revenue benefits for Sales teams by: applying data analytics to prospecting, deploying metrics, providing consultative sales training to improve win rates. - Created value (8% of FY2016 budget) for Product by: streamlining workflows, standardizing pricing, creating staffing models and flattening organizational structure to maximize flexible capacity. - Simplified IT governance and streamlined Agile project delivery, improving speed to market by 3 weeks. Coached Scrum Masters on applying Lean tools to strengthen Agile practices.- Designed, facilitated group events and interactive workshops on: team building, problem solving, leader development, training, design thinking + more.- Created readiness reviews and C-level presentations on transformation status, issues, milestones. - Defined and measured transformation benefits, ensured transformations met or exceeded targets. Held team accountable for improving process, role modeling values, delivering results. - Advised, coached program sponsors and business leaders to facilitate successful transformation. *Praise from executive: "I appreciate you challenging me (even though it may not seem it sometimes). It takes a tough cookie to stand up and say you disagree. That is a trait of a great leader."* Show less

Part of 5 person team that built and scaled an enterprise Improvement program, change agent practice and Center of Excellence. Assessed, designed, implemented strategic change across multiple business units. Coached stakeholders and management teams. Delivered workshops, trainings. - Created the playbook, tools and standards for conducting organizational assessments and facilitating leader workshops to create “100 day plans” for closing gaps identified via assessment. Planned, led… Show more Part of 5 person team that built and scaled an enterprise Improvement program, change agent practice and Center of Excellence. Assessed, designed, implemented strategic change across multiple business units. Coached stakeholders and management teams. Delivered workshops, trainings. - Created the playbook, tools and standards for conducting organizational assessments and facilitating leader workshops to create “100 day plans” for closing gaps identified via assessment. Planned, led assessments. - Partnered with McKinsey to develop post-change maturity milestones and measurement framework. - Hired and developed internal change agent talent; eliminated the need for costly outside consultants. - On-boarded, managed key change partners from impacted business-units; coached them to lead change and become SMEs for new culture and management system. Guided their activity. - Stood up service operations function essential to increasing revenue. Mentored manager on building team; developed staffing model, forecasts, operating procedures, financial plans, metrics, objectives. - Reduced rework 50% and defect costs 125% for DevOps by: re-organizing teams to balance capacity, streamlining intake, establishing change controls and automating quality testing. - Drove 67% annual revenue growth by optimizing client meetings: Leverage analytics and behavioral economics to re-engineer meeting process, materials; designed and led nationwide trainings to deploy. - Implemented performance management systems, coached management on developing / managing their teams. Led complex problem solving. - Designed, delivered 20+ enterprise wide training curriculums, including train-the-trainer. - Created financial models, executive presentations and communications (articles, emails, etc.). - Led work streams; assessed change impacts. Developed and managed change strategies, implementation plans, coaching plans and communication plans to embed future state solutions. Show less

Windsor, Connecticut

Managed book of 250+ Retirement Plans. Point of contact and relationship owner for Plan Sponsors, TPAs and Agents / Brokers. Managed day to day operations, ensuring plan level transactions were executed correctly, researching and resolving issues, drove internal collaboration to ensure alignment across front, back & middle office. - Received 4 awards for outstanding customer services and client focus. Identified best practices to improve client experience and retention.… Show more Managed book of 250+ Retirement Plans. Point of contact and relationship owner for Plan Sponsors, TPAs and Agents / Brokers. Managed day to day operations, ensuring plan level transactions were executed correctly, researching and resolving issues, drove internal collaboration to ensure alignment across front, back & middle office. - Received 4 awards for outstanding customer services and client focus. Identified best practices to improve client experience and retention. - Recognized by peers and clients for excellence written and verbal communication skills. Able to convey complex information or instructions clearly and concisely. - Conducted in-depth analysis of plan level transaction history via excel to identify root cause of long standing issue that had gone un-addressed for over 3 years. Worked across internal and external stakeholders to implement a solution that brought the plan back into compliance and prevented 10 individual participant loans from defaulting. - Built trust based relationships with clients, external partners and internal partners. Show less

Windsor, Connecticut

Provided support and expertise for individual customers on their variable annuities, IRAs or Mutual Fund Accounts. Researched and resolved issues. Executed financial transactions. - Selected to be a coach and trainer; coached peers to improve performance, conducted new hire training and created job aids based on best practices. - Re-engineered a multisite peer-to-peer recognition program, increasing participating by 300%.