Nancy Sutton Email & Phone Number

Assist portfolio managers with client service and administration.

Promoted to this new position after 8 months to support the launch of the University’s critical $1.2 billion multi-year capital campaign. Responsible for supplying 100 development officers with timely, accurate prospect data to support all fundraising activities.• Refined top prospect lists, defined as those potential donors with the capacity for making a major gift of $50,000 or more, for approximately 100 development officers. Winnowing process reduced each prospect list by 40%, giving each development officer the ability to focus all efforts on those with the greatest potential to make a gift.• Contributed to the success of the first University-wide capital campaign by leading the effort to convert historic prospect data into a new, dynamic database with greatly improved functionality.

Managed four person sales support team, providing the group insurance team with the tools and timely information needed to win business.• Responded to an increasing volume of lost sales opportunities due to slow policy approval turnaround by analyzing the current sales and underwriting process and making improvements. Contributed to the implementation of a newly-defined communication process, dramatically reducing complaints from brokers.• Became the "go-to" person for writing segments of sales proposals based on a reputation for clear, concise business writing combined with a quick turnaround.

Managed day-to-day administration of the Siebel software system that served as the firm’s customer relationship management (CRM) system across 100+ desktops.• Converted sales and sales support group’s CRM software to a new, more powerful system. Designed and mapped business processes for the new system, designed and delivered training, and rolled out the full implementation in eight weeks, “the fastest implementation to date” in any company according to IBM.• Simultaneous to the aforementioned CRM implementation, made significant contributions to the firm’s conversion from a legacy business system to a fully integrated SAP system. Contributed to new business process mapping, data scrubbing, and data conversion, completing the aggressive project rollout within eight weeks.

Analyzed sales and client retention trends and maintained customer relationship management database.• Quickly mastered the firm’s sales operations (CRM) software system, GoldMine, assuming the role of the firm’s first system administrator. Freed the VP of Sales & Client Services from this time-consuming responsibility so she could better support the firm’s explosive growth.• Selected out of approximately 200 employees as employee of the month by the CEO for dedication and exceptional effort.

Created comprehensive financial plans for individuals.• Completed intensive sales training program, and prospected for new business making 100 cold calls daily.• Earned NASD Series 7 and 63, and Life & Health Insurance licenses.

Master Of Business Administration (Mba)

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