Jeff Lowenstein Email & Phone Number

1031 Strategies & Services Group is a leading 1031 Qualified Intermediary firm that works with clients nationwide to provide them a wide range of 1031 exchange advisement and expertise. As a Principal, I manage business operations, compliance and security.

Us

Manage business operations, guide business strategy and new product development.• Grew company from 1 employee to 35 employees and >$7 million in annual revenue• Integrated sales and marketing strategies and individualized marketing campaigns to offer broader services for customers (reduced lost leads by 15% to <10%)• Improved process by designing an automated electronic signature capture program for contracts that was more efficient, lower cost and expedited contracts directly from the end consumer to my mobile service provider clients. (Processed >2 million transactions for AT&T Wireless) • Monitored data systems with 15+ million records that performed with >99.999% data integrity • Implemented a 20-person multi-lingual call center program to improve community and customer relations leading to increased customer retention and market share growth• Developed a customized benefit program and a flexible work environment that increased average employee retention from 3 years to 7 years

Hayward, California, Us

Collection Bureau of America, Hayward, CA 2010 to 2017 Executive Vice President of Sales and Marketing • Grew sales of net new and expansion opportunities from $50MM to $240MM• Managed several departments, contributed to business strategy and provided a unified customer service platform. Coordinated massive data integration, created a single source database.• Improved customer service by 50% (client survey) through clear direction and enhanced management of 140 employees • Developed and expanded relationship with Fortune 100 clients, that grew same client sales by 10%• Created new sales strategy that aligned and better achieved company goalsCollection Bureau of America, Hayward, CA 1998 to 2010Senior Vice President and Chief Technology Officer• Coordinated integration of three companies into one corporation with 250 employees, $60 million in annual gross revenue and reduced operating costs by over 33%• Upgraded data center from legacy platforms to current technologies to improve efficiency by 20%• Developed and managed a national credit database for AT&T Wireless and that consolidated >100 million personal customer information (PCI) records and provided a centralized search platform for over 1,000 customer services representatives, reducing customer service to single call resolution • Coordinated 30+ vendors sending thousands of disparate files on a daily basis to collaborate together to reduce error rates <1%Collection Bureau of America, San Mateo, CA 1994 to 1997Vice President and General Manager• Implemented automated dialing technologies and self-service platforms• Created sales program for sales team that increased revenue year-over-year for four years

Strikedeck believes in the power of Customer Success that fuels engagement, and automates data & workflow. Our platform helps organizations empower their customers, and boost the operations of the Customer Success team.

Managed housing administration programs for governmental agencies

San Mateo, Us

Designed and developed disaster preparedness solutions through products, processes, services and systems for the corporate and government marketplaces.