Patrick Loftus Email & Phone Number

Washington, Dc, Us

Dallas, Texas, Us

Alexandria, Va, Us

- Leads research agenda planning process for all organizational survey initiatives & event evaluations- Developed the first NACS model for thought leadership research based on surveys and client interviews, responsible for all stages of the process from topic selection to whitepaper deliverable creation- Manages data quality and cleaning efforts across all survey research efforts- Head of survey question development and fielding to a membership of 2000+ convenience retailers and over 1200 supplier member companies- Guided multiple consulting engagements totaling over $50k in revenue that blends primary research from retail leaders, convenience shoppers, and Nielsen data extracts- Created first-of-its-kind syndicated research deliverables based on annual convenience retail shopper survey- Designed PowerBI tool for mapping over 150k convenience retail locations with filters for store features and demographic filters- Partner to third-party research firms and panel providers for conducting consumer survey research

Stamford, Ct, Us

- Directed over 30 diagnostic survey and benchmarking initiatives for sales, marketing, market insights, communications, & customer service functions with participation from 1200 member companies annually- Responsible for managing daily workflow and career development for two direct reports - Led diagnostic and benchmarking product innovation/enhancements aimed to attract greater participation and evolve Gartner’s benchmarking and assessment survey offerings- Lead advisor for client inquires on sales, marketing, and communications talent assessments, functional effectiveness surveys, and budget/staff/resourcing benchmarking- Managed creation of two to three new-to-market benchmarking surveys per year, such as demand generation benchmarking surveys and a customer value proposition survey - Primary methodology and benchmarking point of contact for marketing, communications, sales operations/L&D, and market insights budget and resource allocation surveys- Partnered with external vendors on sampling practioners and consumers for client-specific and syndicated research studies- Team leader for delivery of 3-4 insight-driven research deliverables per year using client and panel sourced benchmarking data- Contributor to setting Gartner-wide benchmarking methodology/standards and new data/reporting platfroms

Arlington, Va, Us

- Managed one direct report supporting 10 sales & marketing diagnostic surveys- Acted as primary partner for sales and advisory staff on driving client participation in diagnostic survey offerings- Supported account management staff on commercial discussions for premium services totally nearly $200k in additional revenue outside of membership renewal- Served as data quality manager for 10 distinct budget, staff, and resource allocation benchmarking surveys annually- Identified product enhancements for development with data architect staff aimed at improving efficiency of diagnostic and benchmarking reporting - Project manager for 5-10 member company brand and customer experience assessments annually - Provided oversight for creation of online benchmarking tools and reporting platform improvements utilized by over 200 member companies annually- Acted as primary partner with IT staff for survey platform and data tool development

Arlington, Va, Us

- Managed one direct report supporting 10 sales & marketing diagnostic surveys- Served as the lead analyst for coordinating participation in sales, marketing, and customer service related diagnostics for 10-15 different companies per week- Directed 5 diagnostic survey results discussions or survey introductions with member companies per week- Handled member company participation in 14 distinct diagnostics ranging from managerial effectiveness evaluations to sales & marketing opportunity identification diagnostics - Developed reporting automation and survey design for 5 new diagnostic offerings available to 3 membership based programs totaling 900+ companies on an annual basis

Arlington, Va, Us

- Lead analyst for “Anatomy” diagnostic available to over 1,500 member companies for identifying functional investment areas- Responsible for 2 survey discussions or results walkthroughs with member companies per week - Generated confidential sales coaching reports from 4 separate surveys- Managed product development launch for marketing alignment and employee engagement survey available to over 600 member companies- Conducted over 30 sales manager coaching evaluations for member companies

Arlington, Va, Us

- Designed 3 web-based decision support centers for member workflow application- Created a 4-page document for marketing Council services to prospective financial services members - Acted as Council lead for changes and upkeep to research, meetings, and tools on the Council’s website - Assisted in preparing over 80 customized benchmarking reports for member use in budget making and operations decisions - Scheduled over 300 research discussions between colleagues and Council member companies

Arlington, Va, Us

- Analyzed 2006 quarterly marketing data for quality assurance and guidance for future Council marketing efforts- Directed Council’s Vendor Knowledge Exchange tool for member technology and vendor inquiries - Evaluated satisfaction surveys from 14 Annual Executive Retreats and Member Hosted Forums - Coordinated over 15 Council member facing teleconferences and web chats- Edited and compiled member meeting materials and research for distribution to a membership of 450+ companies