Sandra Starkey Email & Phone Number

St. Louis City County, Missouri, United States

Project manager leading multiple complex Microsoft Dynamics CRM and PowerBI related projects for Public Affairs.

Greater St. Louis Area

Responsibilities included establishing a Marketing Operations team at Graybar. Directly managed a team that included: Ecommerce, Online Merchandising, Product Catalog, Marketing Project Management, Marketing Automation and Customer Relationship Management.Successfully implemented Salesforce Sales Cloud to 4500 customer facing associates with a 91% adoption rate. Established a CRM Agile team to support deployment and ongoing support. Implementation included a well developed Organizational Change Management plan to ensure successful adoption. Developed a Roadmap for eCommerce and selected SAP eCommerce platform to replace current web site and was working on the deployment of the new site for late 2020.

Greater St. Louis Area

Sandy’s primary responsibilities include partnering with marketing leaders to understand business objectives and to identify the technology that will enable Scottrade’s long-term vision of a highly automated, client-centric, and Omni channel ecosystem needed to support these objectives. In her role she works collaboratively with Marketing, Brokerage, Desktop Strategy, Data Governance, Vendor Management, Information Security and IT Leadership to evaluate, select and direct implementation of technology to ensure the most effective and efficient utilization of these resources. In addition, Sandy is a member of the Data Governance Steering Committee and Desktop Strategy Governance Team. Sandy has over 27 years of retail banking, sales and service and marketing experience that included responsibility of managing several different CRM platforms and internal programs to measure customer satisfaction, trained branch managers in sales, developed books of business for retail banking, private banking and wealth management as well as assisted in development of an internal Sales and Service Incentive program. During the past 7 years she has been with Scottrade managing the CRM and Marketing Campaign Management platforms.Sandy’s ultimate goal is to be an advocate for marketing technology and a valued partner for the various lines of business ensuring her and her team can support the firm’s overall strategic goals by successfully executing marketing campaigns and leveraging technology to support the organization growing needs.

Greater St. Louis Area

New position with Scottrade effective 05-04-2009

Manager of the CTC On-Line CRM tool. • Chart the Course is the sales process for the Consumer Banking LOB and CTC On-Line is the sales management application that ties together sales, service and retention behaviors. • Plan releases including developing Business Requirement documents and work as liason between LOB and IT teams to design an application to meet business unit needs.• Create project plans and implementation schedules to meet required timelines.• Coordinate efforts of multiple business partners to leverage CTM tool for sale leads delivery, complete customer information, including current products, sales lead involvment, privacy information, contact management and associate sales behavior activity tracking.

•Managed multiple projects from conception to successful implementations•Analyzed requests from various Lines of Business to enhance our CRM application including adding weekly sales leads delivery to front line sales staff and automating sales behaviors•Worked with application team to create and present analysis to requestor and technology management for decision-making•Prepared Business Requirements, Functional Specifications and testing documentation •Worked with programmers and the requestor to obtain approvals before implementation•Prepared presentations for Executives, Lines of Business and Technology•Designed and conducted training courses for our sales application methodology•Teamed with Marketing and the Data Warehouse to create Mass Affluent Book of Business for all Lines of Business•Managed project to deliver the book of business through CTC On-Line and partnered with training to develop training materials for Consumer Summit

• Coordinated and managed implementation of the CRM Tool to all sales managers across 12 state foot print. Negotiated with outside vendor on contracts for CRM tool. Developed retention strategies that focused on profitable relationships and differentiated service levels for targeted customer segments.• Lead project to establish an internal bank to service bank associates. Hired staff and trained manager in sales process with goal of increasing number of services and products for all bank associates. • Worked with outside vendor to develop and implement a customer satisfaction measurement tool (Banker Pro). Lead project to review results of benchmark satisfaction survey and baseline measurements to establish new service quality guidelines for 750 branches. Developed metrics to score program at implementation to determine if branches met performance goals. • Won 2003 Union Planters Best Award – awarded to employees that exemplify UP Vision and Values and outstanding achievements.

Formerly Union Planters - Facilitated classroom training for Branch Managers, Assistant Branch Managers and Financial Service Representatives including topics such as: Sales, Customer Service, and computer systems • Analyzed requests from the Consumer Line of Business to enhance training for Financial Platform Associates and Branch Sales Managers • Proactively identified training needs and worked with area to ensure right classes were offered• Served as career advisor• Mentored/Coached training specialist• Scheduled all training for entire Midwest Region• Handled pre/post classroom training activities (employee training history, supplies, classroom set up/break down, travel and reporting)

Formerly Unions Planters and Magna AVP – Branch Manager (1994-1998)Managed three banking centers in St. Louis with over 250 million in assets and was responsible for branch growth and retention • Consistently met and exceeded branch performance goals • Managed platform and teller personnel including scheduling, training, coaching, counseling, and performing associate evaluations • Implemented sales process within office to achieve sales goals• Created and executed the sales plans and budgets for three branches • Generated consumer and small business loans up to $250,000• Trained associates on current policies and ensure they are consistently followed

Formerly - Magna Bancshares, Business Development Officer, Human Resource Assistant, Financial Service Representative (1988-1993)• Acted as a personal banker for select high-end customers, focusing on superior customer service and needs based selling. Conducted outside calling on potential clients. Prepared reports for monthly board meeting reflecting the organizations growth and deposit standings.• Conducted interviews, prepared payroll for three banks and holding company employees, managed career apparel for all employees, maintained new employee orientations, benefit enrollments, coordinated employee events and incentive campaigns. • Promoted, cross sold and serviced a full range of financial products with strong emphasis on meeting established goals. Responsible for new account sales, client retention and existing client cross-selling and relationship expansion according to priorities established.