Tj Hall Email and Phone Number

Building a program with people, process, and training for implementation and delivery of a new Salesforce application for enterprise insurance companiesHired and developed a full team of salesforce declarative developers and a business analysts, project managers and Implementation consultants to launch new product offering for Insurance producer onboarding and contractingCreated process for project governance, requirements gathering, estimating, sprint planning and Agile issue resolution leading to our first go-livesCreated and implemented post-sale customer transition process enabling team to better manage project backlog, maintain customer engagement in backlog period, foster more efficient Project Kickoff and Requirements periodDeveloped templates for standard customer presentations allowing implementation team to shorten Admin time required for meeting prep and leverage ROI decisions from sales processCreated and implemented structure for Implementation, product, and engineering stand-up to effectively track deliverables, dates, owners, and risks allowing team to properly prioritize and track needs from cross-functional team and deliver on time

Built & lead a cross-functional team of solutions consultants, project managers, business analysts, and Salesforce declarative developers to deliver the highest quality systems and services to our customers from pre-sales to supportAccountable for revenue growth, customer satisfaction, retention, and implementation for all Enterprise clients (73% of company revenue)Develop and manage C-level executive customer relationships as a trusted advisor for AgentSync and instill confidence in our delivery capabilities and productsEngage with customers in on-site workshops to align executive goals with user needs and create mutual delivery plans to guide the customer towards successful outcomesCreate and maintain delivery procedures for all new and existing product offeringsCoach and mentor all delivery disciplines and enable high performing, cross functional teamsMeasured by revenue quota attainment, on-time project completion, and net promoter score

Built and scaled a team of 12 consultants and oversaw 150+ successful ISV & OEM implementations on Salesforce.comEngagement manager and escalation point for all customers from pre-sale to go-liveCreated a discovery & scoping process to effectively align customer needs to mutually desirable outcomesServed as product and industry SME in all sales efforts with Fortune 100 insurance companiesTrained and mentored team, as well as other departments, on product, Salesforce.com, and delivery best practicesAccomplished zero churn, and 70 NPS by designing repeatable processes, implementing proper tooling, creating documentation, and building a high-performing and customer-centric team

Professional services consultant on Vue software implementations automating distribution, compliance, and commissions for P&C and Life & Annuities Insurance carriersWorked directly with clients to document requirements, write and prioritize user stories, and manage timeline expectations to achieve customer goalsManaged communication, timelines, status, and risks for offshore development team and acted as liaison between offshore developers and customersCreated presentations and demo software modules and new features to customer teams

Lead consultant on over 40 successful implementation and migration projects for ImageRight (document management/workflow automation) and BenefitPoint (AMS) software servicing enterprise insurance carriers and brokeragesOwner of up to 15 simultaneous projects while maintaining strong relationships and exceeding CSAT and duration goalsWorked directly with customers to define requirements, and suggest product features to accomplish business needs