Jeff Eggert Email & Phone Number

Client Care Metrics. Building the reporting and tracking for the key metrics across Client Care, building and maintaining the monthly reporting package, working across management to share key highlights and recommendations to improve performance.PS Operations Management. Use modeling and an analytical approach to optimize our resource allocation by using data to best match personnel to projects, based on skill sets, availability, and project demand. Provide guidance to the Client Care Training team on what staff to cross-train to meet revenue and utilization targets.Integrations. For Professional Services, lead the integrations of acquired businesses into our systems and processes and assist in managing the transition.

Provided senior leadership in Sales, Customer Operations and Finance with weekly forecast including revenue, utilization, and pipeline/backlog.Provided SVP of Customer Operation key metrics for quarterly Board of Director meetings including services revenue, utilization, time to start/value, and backlog analysis by product family, and stack ranking and 9- box analysis.Provided overall leadership of the Americas Professional Services Team. Directly managed team of 19 members consisting of BI Consultants, Product Specialists and Professional Services Managers. Accountable for the team’s operational execution and delivery against expected performance metrics including utilization, time-to-value, backlog and pipeline. As a key member of the Merger and Acquisition implementation team, I managed and executed the onboarding of new companies and professional services employees into core business, systems, processes and methodologies. Proven track record in navigating changing structures and management, including the blending of teams, personnel, attitudes and skill sets. Led client implementation service delivery providing management and oversight of implementation projects and staffing, including effective communication with customers to identify needs and evaluate alternative solutions and resolve escalations to maintain and improve customer relationships. Established strategic plans with other business leaders and maintain strong relationships with solutions delivery, sales/account management, customer success, order management and other business leaders in support of cross-product businesses. Worked with Sales and Operations to develop, implement and align services bundles and offerings to increase attach rates and facilitate easier selling to drive higher customer satisfaction. Worked with senior leadership to develop and execute partner strategies and directly manage services partner relationships to meet customer delivery expectations.

Created and developed new post-sales role leading and managing Professional Services team. Responsibilities included establishing processes, methodologies and best practices to form a cohesive team and successfully deliver services to achieve company revenue and logo targets. Grew US services revenue to $1.5M.Directed a diverse team of professionals to deliver a full suite of services over the Hubble Suite of products, including onsite training and consulting, hyper-care, virtual training, as well as, offering on-demand training options and product certification. Worked with Business Development Director to establish a presence in the LATAM market. Demonstrated Hubble solution, trained partners and customers, and developed the Brazil Localization solution consisting of 7 localization templates. Managed team through multiple transitions in services leadership and direction, retaining key resources and maintaining revenue and consistent delivery to our customers.Developed, managed and executed delivery methodology, training and implementation of new flagship product (Hubble Analytics) and served as chief liaison between product development, support, sales and senior management.Implemented and managed statement of work (SOW) creation, scheduling and delivery of professional services in both the SMB (Small to Medium) and Enterprise Business. Developed new strategies and documentation for professional services team leading to shorter and more efficient implementation cycle, reducing risk and improving customer satisfaction.Provided pre-sales technical support to clients/prospects by explaining deployment options and identifying customer services requirements and viable solutions from within the company’s offerings. Worked closely with account and customer success mangers to manage customer expectations and deliver an exceptional client experience. Created monthly revenue forecasts for Services and Accounting leadership.

Account Management and New Sales Activity: Assisted Central Region Sales Manager with prospects and client engagements to close new product, maintenance, and services revenue. This included supporting Proof of Concept (POC) trials, completing RFI/RFP documents, providing solutions and health checks, and delivering product demonstrations.Delivering Onsite/Remote Services: Provided billable consulting and training services to new business and install base customers. This included report building, best practice implementations, consultant-lead training, and group-live training. Thought Leadership and Strategic Team Contribution: Provided ongoing thought leadership and team contributions in the area of strategic application of company software to Business Optimization. These contributions included further enhancing new Business Optimization Solutions, white papers and eBooks, speaking at user groups/trade shows to further cultivate the Business Optimization messaging, and support partner efforts.

Orange County, California, United States

Responsible for assisting clients in implementing, upgrading and customizing J.D. Edwards ERP systems, specializing in Payroll, Human Resources, and Self-Service applications. Additional experience in Security, Contract Billing, Job Cost, Accounts Receivable, Accounts Payable and General Ledger.

Irvine, California, United States

Responsible for managing company-wide information systems and the job cost budget analysis function. Responsible for IS financial budget and vendor relations for hardware, software, telecom and consulting related services / purchases. Key areas of responsibility included:• Managing J.D. Edwards / AS 400 • Managing IT Infrastructure / Local Area Network (LAN) / Wide Area Network (WAN) / Desktops• Month-End Financial Statements / Annual and Month-End Close Management

Greater Newport Area

Business Systems Analyst (1997 – 1998): Provided support and direction while implementing the company’s information system strategy. Performed end-user issue resolution. Primary liaison between J.D. Edwards and system end-users. Trained end-users on AS/400 platform. Financial report writer for IT and Finance. Senior Financial Analyst (1995 – 1997): Prepared monthly close for Executive Homebuilder Program generating P&L’ s and performing actual to plan variance analysis. Reviewed project proformas. Acted as liaison with bankers to provide required documents per debt agreements. Prepared reports as requested by the President, CFO, and Treasurer. Performed backup cash management duties. Financial Analyst (1994 – 1995): Prepared and consolidated Executive Homebuilder program project proformas. Determined profit/loss impacts on construction projects resulting from changes in product type and mix, price, and absorption rate. Prepared loan draws for existing debt agreements. Prepared ad hoc financial analysis as requested by The Irvine Company. Prepared and reconciled monthly project fundings.

Bachelor Or Arts, Business Administration

Mba, Financial Management