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A business leader collaborating with a matrixed network of distribution, marketing, and systems groups to transform sales lead programs and tools used by advisors helping clients reach their financial goals. Passion for using data and insights to drive more fact-based decision making. Technical Skills: Agile (Scrum and Kanban), JIRA, Certified Scrum Product Owner (CSPO), Salesforce, Siebel, Excel, Access, BRIO (Hyperion), SAS, SPSS, SQL, Unica, and HP PPMC (Mercury ITG/Kintana)Key Accomplishments:• Process Improvement: Increased annual business unit sales by 63% to $260M by driving changes in sales lead creation, management, and telephone follow-up.• Program Management / Process Improvement: In 2022, managed and developed 89 sales lead programs for a large retail brokerage, directing outreach to 2.5 million clients and driving $167B in annual net sales.• Business Process Reengineering / Capacity Management: Implemented new capacity planning tools and processes used to manage 850 staff members with an annual budget of $120M.• Marketing Program Implementation: Contributed to a 50% increase in annual new household acquisitions to 375K by improving CRM and sales lead management processes for a major financial services company.• Staff Management: Managed teams with up to ten employees, preparing several for promotions.Specialties: • Program Management• Data Mining and Analytics • Reporting and Metric Development• Statistical Programming and Modeling• Strategic Planning• Sales Lead Management • Direct Marketing • Database Marketing• Customer Relationship Management (CRM)• Customer Acquisition and Development • Customer Profiling and Segmentation• Project Portfolio Management (PPM)• Capacity Planning
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Director, Sales Opportunities DeliveryFidelity Investments 2014 - Dec 2023Boston, Ma, UsOptimize 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. -
Business Analyst Consultant, Sales OperationsFidelity Investments 2009 - 2014Boston, Ma, UsDeveloped 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.
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Director, Channel ManagementFidelity Investments 2007 - 2008Boston, Ma, UsDeveloped 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.
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Director, Capacity PlanningFidelity Investments 2005 - 2007Boston, Ma, UsBuilt 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.
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Director Marketing/DistributionFidelity Investments 2001 - 2005Boston, Ma, UsDirected 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.
Jeffrey Strong Skills
Jeffrey Strong Education Details
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Bentley University - Mccallum Graduate School Of BusinessBusiness Economics -
University Of Massachusetts LowellBusiness Administration-Economics
Frequently Asked Questions about Jeffrey Strong
What is Jeffrey Strong's role at the current company?
Jeffrey Strong's current role is 20+ Years Customer Acquisition and Development / Program and Project Management / Process Reengineering and Improvement | Certified AI Specialist (CAIS) | Certified Scrum Product Owner (CSPO).
What is Jeffrey Strong's email address?
Jeffrey Strong's email address is je****@****hoo.com
What is Jeffrey Strong's direct phone number?
Jeffrey Strong's direct phone number is +197850*****
What schools did Jeffrey Strong attend?
Jeffrey Strong attended Bentley University - Mccallum Graduate School Of Business, University Of Massachusetts Lowell.
What are some of Jeffrey Strong's interests?
Jeffrey Strong has interest in Animal Welfare, Children.
What skills is Jeffrey Strong known for?
Jeffrey Strong has skills like Lead Management, Financial Services, Crm, Siebel, Cross Functional Team Leadership, Campaign Management, Database Marketing, Reporting And Analysis, Program Management, Business Strategy, Business Process Improvement, Strategic Planning.
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