Sally Franklin Email & Phone Number

Nashville, Tn, Us

Nashville Metropolitan Area

As a Project Manager on the Digital Marketing team at Alliance Bernstein, led multiple digital marketing initiatives and improved operational efficiencies including:• Streamlined Launch Process: Documented and optimized the Digital Fund launch process, which reduced the time required for website updates and minimized post-launch issues.• Increased ETF Sales: Enhanced the digital marketing delivery model, leading to a $6 million increase in sales for Exchange Traded Funds through a successful digital marketing proof of concept.• Sales Process Automation: Transformed a manual sales process by developing a digital sales tool from an Excel sheet, improving efficiency.• Website Update Project: Led a project to refresh AB's website, enhancing Google search ranking and overall user experience.• Engagement Campaign for Advisors: Expanded outreach and engagement with Registered Financial Advisors by implementing an email nurture campaign specifically for Exchange Traded Funds.• Enhanced Analytics Reporting: Delivered a new analytics reporting model and dashboard to firm leadership and the ETF Business Development team, improving data visibility and decision-making.

Lead Product Owner responsible for Talent/HR Product Delivery. Collaborated with other IT leaders, partners and business constituents to ensure alignment with IT strategies. Led design and delivery for multiple technology projects and initiatives. Tasks including business cases, visioning, user insights, and design workshops, as well as UI designs for web, mobile, and desktop applications. Created user stories and acceptance criteria. Product Management responsibilities, budgeting, and prioritization of product roadmaps for programs assigned.Worked on Agile process improvement transformation initiative assisting with transforming the delivery model and team roles from Agile SCRM to Agile SAFe roles and methodologies. As a leader in the Center of Practice, I led recruitment efforts for BSA roles for the internal technology organization across the US. Streamlined talent recruitment process resulting in higher quality candidates, increased retention, reduced turn-over, optimizing time invested in the interviewing process Screened candidates for India’s BSA Boot Camp and led “All-hands” meetings with over 100 employees from US, India, Ukraine and other locales. I also created and led a new talent orientation process; coached and mentored 50 US-based BSAs. Collaborated with leadership on BSA performance management and project / channel alignment.

Led software implementations across various lines of business including transformation of Deloitte’s Employee (30,000 user base) and PPMD Performance Management (8,000 user base) process and software applications. In an Agile SCRM environment with Consulting Delivery team, led user interface design and negotiated scope for initial launch and subsequent releases with Lead Talent Partner from each line of business and led business validation with same user base. Drafted and approved communications to leadership and end users regarding product updates, issue resolution and system outages. Co-led the delivery process transformation from Waterfall to Agile SCRM adoption with on-shore and off-shore teams. Managed relationships with Lead Talent Partner from each line of business while also directing off-shore team of 50+ technology resources on day-to-day activities and priorities based on Agile SCRUM methodologies utilizing daily SCRUM meetings and use of VSTS software. Performed market research to recommend and implement new tools Traveled to India, London, South Africa and across the US to train process champions from each member firm’s Talent Organization as a part of the process and software implementation. Worked with technologies such as SSO, HTML, Web Services, Data integration, database level bilingual support. Enterprise Architecture Delivery model used.

Created and maintained QA project plans. Responsible for QA contractors that supported all Deloitte internal applications across all lines of business. Spearheaded creation of test plans, test cases and executing test cases. Recruited and mentored contractors and employees. Collaborated with leadership on implementation of resource management transformation enhancing on-time project delivery. Responsible for creating QA portion of project plan and estimation of QA tasks.

Successful testing and reporting of defects through Test Director for upgrade from legacy system to SAP functionality on large, complex Client Engagement Application. Designed system currently utilized by Client Services Practitioners, Billing Managers, Partners, all employees, Senior Managers, Directors and Partner/Principals at Deloitte.

1999-2003 – PRODUCT TESTING ANALYSTSupported software applications for 10,000+ agents, ran illustrations for Universal Life, Term Life, Long Term Care, Mortgage Term, and Annuity insurance products. Trusted Advisor for Life, LTC and Annuity agents. Increased test cases from 350 per regression test to 5,000 by developing data tables. Reduced software testing time by 70% with automation. Worked with actuaries to develop and maintain accurate Excel spreadsheets utilized as control for manual and automated testing process. Streamlined download process from four steps to one click install reducing the number of technological calls generated by agents using website by 50%. Translated complex product information into understandable language to submit using PVCS Tracker and Test Director.

Nashville Metropolitan Area

Led team responsible for managing escalated problems resulting from customer and agent complaints. Increased productivity and improved rapport with field agents by traveling to field offices and training field employees and agents on home office standards and procedures. Improved efficiency of teams by cross-training New Business Life Specialists on complex policy owner service functions.

Nashville Metropolitan Area

Efficiently triaged inbound telephone inquiries from agents and policyholders, data entry of applications, verification of information and compliance with regulatory, product and underwriting guidelines. Led clean-up project improving turn-around time of advanced Policy Owner Service Requests, including loans, surrenders, 1035 Exchanges, re-issues, reinstatements, DEFRA and MEC violations, manual annual statements, and re-projection illustrations from 30 to14 days.