Nancy Sutton

Nancy Sutton Email and Phone Number

Client Service Manager at Howe & Rusling, Inc. @ Howe & Rusling, Inc.
rochester, new york, united states
Nancy Sutton's Location
Rochester, New York, United States, United States
About Nancy Sutton

I am an experienced sales operations professional who enjoys the challenge of increasing the productivity of the business development function within organizations. I am also motivated by the opportunity to be a direct revenue contributor, serving as a subject matter expert for specific products and services. I am particularly skilled at taking ownership of projects that benefit multiple departments and job functions and managing through influence to bring them to successful fruition. I am frequently recognized for applying creative problem-solving to projects and processes that were previously considered to be unworkable. I recently earned my MBA from the Simon School of Business at the University of Rochester to further enhance my contribution to my current and future employers.Skills include:• Prospect Management • Customer/Prospect Facing Initiatives • Support for Sales Initiatives• Data Mining and Retrieval • Skilled Business Writer • Proposal Development• Cross-Functional Project Management • Development of Training Programs and Materials • Business Analysis

Nancy Sutton's Current Company Details
Howe & Rusling, Inc.

Howe & Rusling, Inc.

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Client Service Manager at Howe & Rusling, Inc.
rochester, new york, united states
Employees:
23
Nancy Sutton Work Experience Details
  • Howe & Rusling, Inc.
    Client Service Manager
    Howe & Rusling, Inc. Oct 2014 - Present
    Assist portfolio managers with client service and administration.
  • University Of Rochester
    Assistant Director Prospect Management
    University Of Rochester Feb 2006 - Oct 2014
    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.
  • Medamerica Insurance Company
    Project Analyst
    Medamerica Insurance Company Jun 2002 - Feb 2004
    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.
  • Computerjobs.Com
    System Administrator
    Computerjobs.Com Jan 2000 - Mar 2001
    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.
  • Computerjobs.Com
    Sales Analyst
    Computerjobs.Com Sep 1998 - Jan 2000
    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.
  • Geller Financial Advisors
    Financial Planning Associate Advisor
    Geller Financial Advisors Mar 1998 - Sep 1998
    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.

Nancy Sutton Skills

Management Nonprofits Research Volunteer Management Community Outreach Higher Education Project Management Crm Non Profits Google Adwords Data Analysis Cross Functional Team Leadership

Nancy Sutton Education Details

Frequently Asked Questions about Nancy Sutton

What company does Nancy Sutton work for?

Nancy Sutton works for Howe & Rusling, Inc.

What is Nancy Sutton's role at the current company?

Nancy Sutton's current role is Client Service Manager at Howe & Rusling, Inc..

What is Nancy Sutton's email address?

Nancy Sutton's email address is ns****@****ood.com

What is Nancy Sutton's direct phone number?

Nancy Sutton's direct phone number is +178574*****

What schools did Nancy Sutton attend?

Nancy Sutton attended University Of Rochester - William E. Simon Graduate School Of Business Administration, Wellesley College.

What skills is Nancy Sutton known for?

Nancy Sutton has skills like Management, Nonprofits, Research, Volunteer Management, Community Outreach, Higher Education, Project Management, Crm, Non Profits, Google Adwords, Data Analysis, Cross Functional Team Leadership.

Who are Nancy Sutton's colleagues?

Nancy Sutton's colleagues are Mary Lisa Sisson, Emily Lambert, Iaccp®, Craig Cairns, John Trentacoste, Jordan Eich, Cfp®, Brian Lester, Cfa, Todd Artwell.

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