Crm Architect
Responsible for diagnosing business issues and delivering CRM solutions for financial services clients.Services included assessing the maturity of client Sales, Marketing and Service capabilities thenshaping recommended technology, process and people solutions to improve overall businessperformance.• Constructed lead management and workflow automation approach for leading P&C Insurance Carrierthat was losing market share and could not execute its agency Trusted Advisor strategy.• Delivered CRM deployment roadmap for leading Commercial Insurance Carrier that was burdened by antiquated processes & systems that suffered from inconsistent data and utilization.• Improved consulting speed of delivery by building internal IC assets & accelerators including SFDC and Dynamics CRM plug and play templates for insurers and banks.