Jeff Tuccy Email & Phone Number

Denver, Colorado, United States

Denver

I support sales teams with training, content, processes, practices, analytics, reporting, and tools needed to support effective sales and meet team sales goals throughout the buyer's journey. This includes working collaboratively with sales representatives, marketing, partners and other key stakeholders to increase sales results and productivity.- Developed and maintain sales dashboards.- Measured and reported KPIs.- Manage data mining and prospect analysis.- Created and curated sales collateral.- Performed Data Analytics and complex reporting through data mining.Provide individualized training for sales staff.- Salesforce Power User, adoption specialist, reporting, analytics, dashboards, and KPIs.

Greater Denver Area

We created ERISA Business Intelligence to provide sales professionals in the retirement services and pension market with prospecting tools, based upon business intelligence and data mining, to help our customers win more business. My sales tips and strategies provide the foundation for meeting sales goals.Co-developed from concept to implementation, ERISA Business Intelligence, a web-based start-up company that provides sales training, prospecting tools based upon business intelligence and data mining, to help pension sales professionals win more business.• Develop Sales training, curate web learning articles, news, and resources for pensions sales professionals.• Track, report and manage all of the data to leverage that data into improved relationships and sales. • Monthly, quarterly and annual reporting to measure progress toward business/scorecard goals.• Create and produce reporting including customer dashboards, activity reports, & business goal tracking. • Build a reporting function track and report on business/scorecard goals. • Build and manage data mining of information for sales prospecting, develop pricing, service offer and collateral. Analyze the data at market levels • Develop and manage SOPs.

Denver

Virtuoso Sourcing Group is a call center outsourcing and debt collection company. I managed Business Development, Proposal processes and all marketing initiatives; recruited, trained and managed Sales Representatives; directed corporate business development efforts; managed corporate new business and client retention goals; researched and identified new business opportunities; qualified and reviewed opportunities; and wrote winning proposals to meet corporate growth goals. I also Implement standards and best practices in order to win more business. Identified and sourced appropriate RFP opportunities for Business Process Outsourcing. Wrote and edited winning proposals for new and renewing clients. Developed and wrote proposal content. Developed winning sales presentations. Managed branding and managed development of all sales and marketing materials. Provided regular updates and developed sales tracking system for business partners to ensure business sales and growth goals were met. Implemented Salesforce to Business Development team, including designing custom features, reporting, and dashboards.

Denver

Create an optimal sales environment to support corporate sales growth and retention goals. ( Financial Services / Retirement Plans )Managed Business Development team and the sales process to support corporate sales goals (both new and renewing business opportunities). Developed appropriate win strategies for each opportunity. Aligned correct products and services to support the attainment of the growth goals. Additional roles include:Managing Consultant /Relationship Manager — Institutional RelationsManaged relationships with existing retirement plan clients to renew and grow business. Responded to requests for information from clients and met with clients and advisory boards. Presented products and service reviews to clients. RFP Team Manager — Business Relations / Business Development — Proposal TeamManaged staff and process to ensure retirement plan proposal were generated using state-of-the-art industry standards and best practices. Recruited, managed and developed staff into proposal professionals. Wrote and edited proposals for new and renewing clients. Developed and wrote proposal content and regular business updates for business partners. Worked closely with consultants and brokers to maintain good relations with an objective of generating new business.

Parker, Colorado

Provide grant research, preparation of grant applications, writing grant proposals and management of grant programs for not-for-profit private school.

Houston, Texas & Denver, Colorado

Managed RFP team and Business Development activities for institutional pension sales. ( Financial Services / Retirement Plans )Managed staff and process to ensure proposal were generated using state-of-the-art industry standards and best practices. Recruited, managed and developed staff into proposal professionals. Wrote and edited proposals for new and renewing clients. Developed and wrote proposal content and regular business updates for business partners.

Greenwood Village, Colorado

Managed staff and process to ensure financial services / retirement plan proposals were generated using state-of-the-art industry standards and best practices in order to win more business. Recruited, managed and developed staff into proposal professionals. Wrote and edited winning proposals for new and renewing clients. Developed and wrote proposal content and regular business updates for business partners to ensure business sales and growth goals were met.