Kelly Mutch Email & Phone Number

London, England, Gb

• Regularly assess the strategic vision and return on investment for the Sales Tools & Analytics CoE to ensure alignment with the Global Sales Operations operating model and industry best practices• Oversee the day-to-day operations of the Global Sales Tools & Analytics CoE • Ensure execution of sales insights through tools and analytics is in close collaboration with business requirements and technology• Govern WTW’s core sales tools and analytical platforms globally• Inform and educate others on the goals and objectives of the team, including adoption metrics of tools and analytics• Oversee effective data management in Dynamics CRM to address data accuracy and completeness of best practices• Work with appropriate stakeholders to establish suggested WTW sales tool investment strategy, position, and priorities based on requirements from the business• Ensure effective adoption and communication strategies to client-facing colleagues and business leaders • Stay informed on the latest updates to internal tools and/or external partners to ensure WTW’s needs are met• Regularly liaise with the business to ensure the CoE is providing optimal support and identify potential areas of improvement

London, England, Gb

• Lead Geo / Region Sales Operations community to deliver client segmentation, sales training, Joint Account Planning, MI & dashboards, coordination of client satisfaction, sales research analytics and insights• Create a community of Sales Operations colleagues to drive Sales Operations activities owned at the region/market level• Develop and deliver guidance to support consistent implementation of Sales Operations activities• Build mechanisms to share best practice and drive a culture of continuous improvement• Develop and communicate KPIs to track activity and success of Sales Operations• Consolidate outcomes across the geography, report and present performance to key stakeholders including S&CM/geo leaders, segment and line of business leadership• Manage and review (directly or indirectly) all colleagues in Sales Operations function• Actively develop and mentor talent, providing direction, feedback and coaching• Share and leverage best practice across WTW to deploy across the geography

London, England, Gb

• Utilizing sales enablement tools to deliver insights and make decisions on behalf of the business to grow revenue• Facilitating the coordination of business development, data and analytics, industry, RFP and marketing teams to support sales and foster growth• Partnering with sales to drive growth and provide actionable insights all in one place

London, England, Gb

• Ensuring an accurate financial forecast and appropriate revenue recognition process• Reporting and forecasting new, new-existing, cross-sell and renewal business• Working with the executive team and operations directors to ensure all business is invoiced appropriately, especially during month end processing• Providing the executive team and operations directors with weekly reporting on billings, forecasts and activity to help them manage their teams• Working as a liaison with our accounting center to manage any problems or answer questions that might arise

London, England, Gb

• Quickly identified as a CRM Super User within the first month of employment and supports 12 offices across the Midwest Region with CRM training and best practices• Reporting and tracking new, new-existing and cross-sell business for over 50 sales executives in 3 offices• Coordinating external client and prospect seminars with participants of 50 to over 100 attendees• Creating lead lists, call campaigns and company reports from various lead generations sources to assist sales producers in their initial prospecting efforts• Developing e-marketing templates on the latest insurance trends and events to send to pertinent prospects and clients • Organizing and presenting every month at the Willis North America Sales Training Class, Sales 2.0, held in Chicago for all new sales executives and various other leaders

Chicago, Il, Us

• Acting as administrator for our lead generation applications, internal and external CRM, as well as other programming that supports our inside sales team.• Managing an assistant and supporting currently 10 Business Development Managers. • Researching technology and best practices to streamline our current processes.

Chicago, Il, Us

• Controlled our technology programs and software. • Utilized my expertise in lead generation to generate the most up to date and targeted prospects for our campaigns and sale professionals.• Formulated our ITD sales reports, ROI reports, daily, and monthly reports as a team and per region to measure our success.

Chicago, Il, Us

• Managed the backlog of our internal CRM and entered over 1,600 appointments in three months into our system.• Started direct mail campaigns, designed insurance specific sell sheets, and ran our internal software to manage campaign efforts.

Bachelor Of Arts, Apparel Merchandising, Design, And Business Administration

Education record