Jane Lally Email & Phone Number

New York, Ny, Us

New York, New York, United States

Lead national client service team delivering results for 250+ client accounts. Set direction for client support and staffing, client performance and growth, service enhancement priorities, and cross-team integration in a rapid growth start-up disrupting healthcare delivery.

Led a team of Account Executives and Account Managers servicing a portfolio of 80+ employer accounts in the Northeast, Midwest, and West regions, across all client industries and segments. Developed best practices for client account leadership and operational delivery. Mentored, managed, and trained new colleagues.• Standardized new client implementation process, including project plan, roles/responsibilities, and documentation• Developed standard operating procedures and onboarding training modules

Owned and grew a portfolio of client relationships, including new client implementations, ongoing program operations, and additional product sales. Worked cross-functionally to deliver SurgeryPlus – a supplemental health benefit program for planned surgeries – to employer sponsors, health benefit consultants, and member employees. Leveraged client delivery leadership experience to establish firmwide processes.• Established and executed first client satisfaction survey• Formalized client renewal process, including tracking, reporting, and evaluation

Bridgewater, New Jersey

Operated as chief of staff for chief commercial officer and program leader for commercial function, driving strategic initiatives and integration across sales, client management, and marketing. Provided oversight for executive reporting and communications, including sales forecasting and deal management.• Leveraged client service and global operations experience, optimizing commercial routines to improve performance.• Drove structured strategy development and deployment process, ensuring execution to achieve priorities.• Managed formation of integrated commercial function in 2019, supporting $500,000,000 annual sales and $2,000,000,000 client portfolio.• Established and maintained governance routines and initiatives to monitor and improve performance.

Bridgewater, New Jersey

Developed and led company-wide initiatives to improve business performance, building consensus and connecting experts across lines of business on integrated project teams. Simultaneously supported multiyear initiatives as well as urgent business priorities.• Served as integration leader for acquisition of Compass Professional Health Services, adding 250 colleagues, 1,700 clients, and suite of new products to company portfolio; developed M&A integration playbook to guide future projects.• Created and implemented client health (operational performance and relationship management) governance process, including correlated performance metrics and review process.

Bridgewater, New Jersey

Developed and led company-wide initiatives to improve business performance, building consensus and connecting experts across lines of business on integrated project teams. Simultaneously supported multiyear initiatives as well as urgent business priorities.• Developed corporate strategy for reducing effort in customer interactions, eliminating unnecessary calls to customer services, resulting in consecutive year-over-year 10% call volume reductions and related savings; led process and technology changes to improve performance.• Managed $100,000,000 client support services print and fulfillment team, establishing operational excellence plans to reduce cost and improve delivery metrics.

Bridgewater, New Jersey

Served as portfolio P&L and operational performance owner for benefits outsourcing operations serviced in Northeast region, generating annual revenue of $220,000,000. Led U.S. teams anchored in Bridgewater, New Jersey and Norwalk, Connecticut with 400 employees as well as 400 employees based in India. Oversaw portfolio including 27 multinational organizations, integrating multi-process HR outsourcing engagements with benefits administration services, including 401(k), health, and pension.• Led national initiatives across regions, including team integration and operational effectiveness and efficiency programs.• Recognized as business recovery specialist with sustained success in transforming operational performance to improve client satisfaction and internal success metrics.

Bridgewater, New Jersey

Managed multi-service benefits administration operations for premier global clients, including all aspects of ongoing service delivery and financial performance. Acquired and managed special project work in excess of $1,300,000 annually. Led team of delivery managers managing services to additional clients; oversaw team and manager performance.

Bridgewater, New Jersey

Directed financial operations management for New Jersey client service group. Owned revenue budgeting and analysis, client account financial forecasts, cost/compensation modeling and management, and financial process management. Negotiated financial terms, service-level agreements, and fees for all new service implementations.

Bridgewater, New Jersey

Oversaw client relationship and satisfaction, leading integrated team delivering multi-service benefits outsourcing implementations and ongoing services.

Bedminster, New Jersey

Managed 401(k) defined contribution plans on behalf of clients.

Ba, Chemistry And Economics

Activities and Societies: Ware College House - Health and Society Residential Living Program

Education record

Morristown, New Jersey