Jeffrey Strong Email & Phone Number

Boston, Ma, Us

Optimize a portfolio of sales lead management programs for a large financial services organization. • Work with various marketing, product, and distribution partners to develop telemarketing programs and CRM initiatives for a national network of 10K+ associates located across over 200 branches and regional centers.• Provide subject matter expertise in the development and transition to new CRM platforms (MarketSoft eLeads to Siebel CRM to Salesforce).• Develop metrics, reports, and ad hoc analyses to drive strategy and business planning.• Manage leader forums to prioritize sales campaign and technical development requests.• Work with stakeholders to design, assess, and implement both small- and large-scale projects.• Establish standards and routines to bring consistency to the PI sales campaign program.• Communicate and train field personnel on new tools and initiatives.

Boston, Ma, Us

Developed sales lead management programs and tools for a national network of over 10K investment representatives. Worked with business and marketing executives to optimize telemarketing programs and CRM initiatives using this network.• Documented business requirements and executed plans to configure lead management systems to efficiently distribute 3M leads/year to investments representatives for telephone follow-up on 100+ marketing programs annually, resulting in net sales of over $30B.• Advised senior management on the capabilities of the organization’s lead management systems and processes to support key business initiatives.

Boston, Ma, Us

Developed and implemented customer relationship management and marketing programs designed to deepen client relationships by identifying opportunities to cross-sell products and services from other lines of business. Optimized outbound campaign lead sources; enhanced lead management systems; and provided comprehensive training to sales representatives.• Increased annual business unit sales by 63% to $260M in 2008.• Improved lead utilization rates to 89% in 2008 vs. 73% in 2007.• Increased sales lead conversion rates to 13% in 2008 vs. 6% in 2007. • Identified 3.5% of the population expected to generate 60% of sales by conducting a segmentation analysis on 600,000 person customer base.

Boston, Ma, Us

Built and managed the capacity planning function for an 850 person benefits outsourcing organization. Ensured that the appropriate mix and quantity of staff resources were available to support the sales pipeline for 401K, pension, health and welfare, and human resources/payroll plan administration outsourcing projects.• Built and operationalized the capacity plan collaborating with senior management. • Transformed capacity planning into a set of consistent processes and tools used across the complex. • Improved capacity planning metric development, reporting, and analysis by creating Access databases.• Developed real-time reporting of current and forecasted staff utilization on actual and planned projects.• Ensured pre-approval from senior management for project initiation by establishing criteria and controls. • Trained management on capacity planning system usage and reporting functionality.

Boston, Ma, Us

Directed sales lead management programs for a national network of over 1,000 investment representatives. Developed, managed, and delivered marketing campaigns and CRM initiatives for this network.• Contributed to a 50% increase in annual new household acquisitions to 375K by modifying lead management tools and processes to efficiently distribute up to 5M sales leads/year valued at $50B.• Reduced group headcount from four to two while maintaining annual production levels of 50 new marketing campaigns and 2,000 lists for telephone channel execution.• Identified appropriate customer acquisition and sales lead opportunities for live representative follow-up.• Built models to estimate staffing requirements for sales groups and expected customer acquisitions from telemarketing activity. • Determined the proper mix and counts of all lead types to provide sales representatives for calls.

Mba, Business Economics

Bsba, Business Administration-Economics