Jeff Beals Email and Phone Number
Energized by the challenge of simplifying complexity and unlocking value through connections, I continually strive to build large-scale, high-performance teams that ignite accelerated growth. I am known for transforming organizations, driving operational excellence, and delivering exceptional customer success.✴️ TRANSFORMATIONAL LEADERSHIP & GLOBAL MANAGEMENT ✴️As a Senior Vice President at CDK Global, I've spearheaded transformative initiatives that positioned the company for success in a rapidly evolving market. From budget planning to consulting, hardware and software delivery to learning services, my multifaceted role has empowered me to drive productivity, achieve margin improvements, and launch new product offerings.✴️ CAPACITY IMPROVEMENTS & REVENUE GROWTH ✴️I thrive on exceeding objectives and generating exceptional results. Through my leadership, CDK Global achieved capacity improvements that surpassed expectations, driving multi-million dollars in Annual Recurring Revenue (ARR). By integrating acquisitions and enhancing installation velocity, I've fueled business growth and operational efficiency.✴️ SUCCESSFUL INTEGRATION & NEW OFFERINGS ✴️I'm passionate about uniting organizations and leveraging the best of each to achieve greatness. During my tenure at CDK Global, I led the successful integration of acquired companies, ensuring seamless assimilation and cultural harmony. By launching new product and service offerings, I've simplified and enhanced the customer experience while driving business growth.✴️ STRATEGIC COMPANY SALE ✴️Being part of the management team that orchestrated the profitable sale of CDK Global was a pivotal moment that showcased my strong leadership and strategic acumen. I'm driven by big-picture thinking and have a proven track record of making impactful decisions that shape the trajectory of organizations.
Cdk Global
View- Website:
- cdkglobal.com
- Employees:
- 8283
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✴️ Sr Vice President, Professional Services ➡️ Proven Guide To Transformation, Productivity And GrowthCdk GlobalUnited States
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Board MemberWharton Exec Ed Alumni Club Apr 2024 - PresentPhiladelphia , Us -
✴️ Sr Vice President, Professional Services ➡️ Proven Guide To Transformation, Productivity & GrowthCdk Global 2022 - PresentAustin, Texas, UsTo say my career with CDK has been exciting is an understatement. Throughout my journey, I’ve navigated the company through multiple iterations and structures—from a family startup to an industry leader with $1.8B annual revenue and 5.6K employees.Recently, I played a vital role in revolutionizing operations and efficiency, preparing the company to keep outperforming our objectives within a rapidly evolving market. Wearing many hats, I've led 1.3K associates across multiple geographies to drive productivity, cost reductions, capacity improvements, acquisitions integration, and new product launches. Here are a few highlights:CAPACITY IMPROVEMENTS & REVENUE GROWTH WINS➡️ Achieved capacity improvements that exceeded planned objectives, generating multi-million dollars in ARR.➡️ Integrated acquisitions and improved installation velocity 200% YOY.SUCCESSFUL INTEGRATION & NEW OFFERINGS WINS➡️ Led integration of acquired companies, ensuring successful assimilation of cultures and leveraging best of each.➡️ Launched new product and service offerings, resulting in simplified and enhanced customer experience.➡️ Implemented new tooling that contributed to productivity, cost improvements, and enhanced customer experience.STRATEGIC COMPANY SALE WINS➡️ Played crucial role as part of management team that successfully sold company for significant profit.
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✴️ Svp Customer Care ➡️ Innovative Executive Enhancing Customer SatisfactionCdk Global 2020 - 2022Austin, Texas, UsAs a recognized force behind customer relationship, experience, and care transformation, I was promoted to Senior VP of Customer Care and handed the task of enhancing the customer reputation within our larger parent company. My operational improvements drove significant improvements in customer wait times, NPS scores, and employee competence.OPERATIONAL EFFICIENCY & CUSTOMER EXPERIENCE WINS➡️ Reduced customer interaction wait times 50%➡️ Streamlined menu options and phone numbers, improving channel efficiencies and providing customers with faster solutions while reducing wait times.➡️ Achieved improvements in 1st-call resolution and reduced bounce rate.CUSTOMER SUCCESS & ENGAGEMENT WINS➡️ Improved Net Promoter Score (NPS) 30 points➡️ Upskilled employees on systems and provided automotive retail training.➡️ Partnered with R&D to develop processes for addressing major complaints and engaged decision-makers to prioritize problem-solving over new innovations.➡️ Implemented voice analytics and coaching methodologies to calibrate each representative’s skills.TECH IMPLEMENTATION & SYSTEM ENHANCEMENT WINS➡️ Deployed new customer success tool and metric software, improving program perception and streamlining account reviews.➡️ Migrated support center from legacy ticket platform to Salesforce Service Cloud, enhancing support capabilities and efficiency.➡️ Led migration of learning services to new Learning Management System, resulting in annual savings of more than $500K and improving quality of learning management process.➡️ Implemented SalesForce ticket system within 9 months, improving ticket management and efficiency.
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✴️ Vice President Crm ➡️ Crm Expert Spearheading Company Growth & Operational ExcellenceCdk Global 2019 - 2020Austin, Texas, UsAfter CDK acquired elead, I was promoted to VP of CRM by CDK’s CEO himself. Handed a CRM division with $140M P&L, I provided executive leadership to more than one thousand team members across the country. My top priority continued to be ensuring my team was engaged, challenged, and satisfied. MY DAY-TO-DAY➡️ Owned product roadmaps, go-to-market strategies, and business operations, focusing on production improvements that delivered cost savings without sacrificing quality.WINS➡️ Achieved 45% monthly increase in installation capacity, enhancing division's ability to handle new units.➡️ Drove 57% growth in active customer base, expanding company's market presence and revenue.➡️ Managed transition to remote call center during COVID-19 pandemic, maintaining financial guidance and ensuring seamless operations.➡️ Launched comprehensive rebranding initiative, including pricing and packaging restructure, to drive market differentiation and customer value.
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✴️ Senior Director & Vp Of Customer Care ➡️ Customer-Centric Leader Revolutionizing Customer CareCdk Global 2016 - 2019Austin, Texas, UsRecognized for my success in elevating customer retention and satisfaction, I was asked to lead the 100-member customer care organization. I immediately set to work creating a holistic approach which synergized internal efforts and totally transformed the customer experience. DAY-TO-DAY➡️ Contributed to strategic decision-making and organizational growth as member of executive leadership team.➡️ Developed implementation, onboarding, installation, data management, account management, and enterprise account teams.WINS➡️ Led customer retention efforts, seeing 30% year-over-year growth in revenue for 3 consecutive years.➡️ Identified and capitalized on cross-sell and upsell opportunities and created retention pay plan, which drove increased sales, revenue, and customer satisfaction.➡️ Partnered cross-functionally to drive product simplification and launch new products for portfolio expansion.➡️ Improved installation efficiency and quality, reducing time to market 20% through streamlined processes.➡️ Introduced tooling automation for faster onboarding of new employees and establishing scalable processes.
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✴️ Director Account Management ➡️ Strategic Leader Driving Exceptional Customer RetentionCdk Global 2014 - 2016Austin, Texas, UsAsked to bring my trademark success to the account management organization, I built out the account management and enterprise account management team. Under my leadership, the team grew from 9 to 40 field account associates, which solidified outstanding customer retention rates and delivered unforgettable customer experiences.DAY-TO-DAY➡️ Led strategic initiatives to continue building high-performing teams. ➡️ Synergized executives and stakeholders to deliver best-in-class customer experiences.WINS➡️ Achieved and maintained remarkable 92% customer-retention rate without long-term agreements, implementing procedures that identified and remediated at-risk customers and swiftly addressed concerns.➡️ Created and implemented post-installation process to ensure seamless customer onboarding experience.➡️ Restructured team activities from activity-based to data-driven retention strategies.
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✴️ Director Of Performance ➡️ Customer Relationship Expert Implementing Customer-Centric StrategyCdk Global 2013 - 2014Austin, Texas, UsAfter building a high-performance sales team as Assistant Director of Marketing Sales, I was asked to step up and take on the position of Director of Performance. This meant taking charge of elead’s virtual account management teams during a period of major company growth. Not only did I instill leaders who were willing to capture and conquer opportunity, but I also ensured that our performance programs outperformed the competition.DAY-TO-DAY➡️ Drove exceptional onboarding experiences while ensuring ongoing account management efficiency.➡️ Developed certification training programs to equip associates with in-depth product expertise.Created reports and analytics that drove data-informed decision-making and shaped effective strategies.WINS➡️ Built performance management practice for newer automotive CRM market, establishing strategic account focus, managing book of business, and implementing customer-recovery process to regain lost customers.➡️ Transformed pay plans to prioritize customer-first retention efforts, fostering pay-for-performance culture.➡️ Successfully implemented new internal CRM system for enhanced operational efficiency.
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✴️ Assistant Director, Marketing Sales ➡️ Sales Leader & Coach Delivering Record-Breaking ResultsCdk Global 2010 - 2013Austin, Texas, UsPromoted from Marketing Sales Manager after breaking elead’s all-time company sales record, I was asked to duplicate my sales process and strategy on a larger scale. As Assistant Director of Marketing Sales, I drove elead’s sales team from $165K to $325K per month while managing relationships and advising best strategies for a 100+ client book of business. DAY-TO-DAY➡️ Coached sales team, providing marketing plans and incentives to increase product performance.➡️ Drove strategic manufacturer partnerships for increased incremental revenue opportunities.WINS➡️ Catapulted monthly 1-time sales from $270K to $600K+, increasing per copy gross revenue $1K.➡️ Won back-to-back Inside Sales Performance Awards in 2010 and 2011, maintained individual monthly sales plan of $100K, and led sales board month-over-month for 28 straight months with 14 months at $100K+.
Jeff Beals Education Details
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The Wharton SchoolAdvanced Management Program -
Valdosta State UniversityPolitical Science
Frequently Asked Questions about Jeff Beals
What company does Jeff Beals work for?
Jeff Beals works for Cdk Global
What is Jeff Beals's role at the current company?
Jeff Beals's current role is ✴️ SR VICE PRESIDENT, PROFESSIONAL SERVICES ➡️ Proven Guide to Transformation, Productivity and Growth.
What schools did Jeff Beals attend?
Jeff Beals attended The Wharton School, Valdosta State University.
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