Project Manager Management

JEFFREY HERZ www.linkedin.com/in/jeffherz ************@*****.***

** ******* ***** ********, ** 06903 h: 203-***-**** c: 917-***-****

Compliance, Operations, Process, Innovation, Efficiency, Delivery

Jeff is an executive decision maker who knows how to solve complex problems, hold people accountable in order to deliver measurable

solutions. He brings years of consulting experience of managing projects and process in multifaceted capacities in the regulatory, software,

technology, marketing and interactive space. Throughout his career, Jeff has taken customer driven strategic initiatives and applied tactical

solutions, ultimately creating solutions that drive revenue, increase productivity, or reduce organizational cost. He has worked with Fortune 500

clients to develop and implement creative, best in class strategies, processes, technologies, and large scale applications. He has also worked

with smaller companies to implement systems to improve efficiency, effectiveness, communication and collaboration.

CORE COMPENTENCIES& SKILLS

Innovation, Regulatory Compliance; Operational Management and Reporting; Program/Project Management; Workflow and Task Management

Automation; Presentations Sales, Conference, Webinar; Learning Management Systems (LMS); Customer Relations Management (CRM);

Call Center, Marketing Automation; Digital Asset Management; Content Management Systems; Business Analysis; Global Applications; Vendor

Management and Outsourcing; Requirements Gathering and Documentation; Business Process Re engineering; Delivery; Budgeting; Strategy

Development; IT Security; Technical Assessments; Strategic Planning; Quality Assurance (QA); System Security; Offshore Development

PROFESSIONAL EXPERIENCE

CUnet, A Nelnet Company – Director, Operations & Compliance 8/2010 – Present

Compliance, Marketing Operations Quality Control (MOQC)

Responsible for operations & internal systems for a B2B media planning organization with 200 associates across a diverse

geographic footprint

Worked on executive leadership team to focus organization in the midst of an industry downturn by prioritizing key revenue

opportunities in order to meet financial goals and exceed forecast and delivering a GP of $20M

Presented at multiple conference and webinars on Department of Education Gainful Employment and General

Misrepresentation regulatory compliance best practices

Implemented standards for call center and website to comply with revised TCPA and DNC regulations

Primary liaison to Nelnet, responsible for implementing controls around Risk, Audit & Security ensuring adherence to ISO

27001 standards

Program managed a migration to a new proprietary lead generation platform with minimal impact on business

Revised all internal business processes through the development of policies, documentation, implementation of systems,

measurement and quality assurance of results to drive best practices and maximize efficiencies

Serve as the client technology advocate for resolving issues, developing product improvements to be leveraged across the

organization

Sold clients and drove new revenue in a market constricted by government regulations

Met with clients to elicit requirements and develop product features roadmap to meet various risk profiles

Evangelized compliance solutions with internal Sales, Account Management and Marketing teams to keep compliance in the

forefront for existing clients and new prospects.

Developed an enhanced product and service offering turning a cost center into revenue generating opportunity

Operational and Organization Efficiency, Training, Collaboration & Customer Relation Management (CRM)

Empowered team to take full responsibility from client requirement gathering through software development to increase the

speed to market of client driven solutions

Built an operating model that tracks metrics to priorities to report on organizational progress

Migrated organization from decentralized SharePoint CRM to Salesforce.com to house contracts, track client interactions and

develop heat maps for sales initiatives to focus on top priorities

Implemented Yammer as an internal messaging tool, increasing collaboration by over 3000% in 2011

Integrated infrastructure management functions into parent organization, saving 33% in direct OPEX costs

Established internal training procedures and new hire orientation to engage new employees.

Institute standardized documentation best practices, to increase new associate effectiveness

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c: 917-***-**** ************@*****.***

JEFFREY HERZ

Workflow and Task Management

Business Case/Goal – Replace an inefficient spreadsheet tracking system with no reporting capability to manage marketing

campaigns changes and requests for over 250 clients, to over 300 vendors. These tasks require monitoring, tracking and verifying the ~2500

requests per week to know which were completed by which vendors and in what timeframe.

Solution/Result – Document internal workflows, develop operational procedures to migrate to an automated system (JobTraQ) in

order to streamline and report on this process; brought vendor task completion rate from under 70% to over 96%; with 75% of all tasks

completing in less than 2 days

‘mktg’ VP, Interactive Project Management 11/2007 – 6/2009

P&L responsibility for business unit of 15 employee with an annual Gross Profit of $2.1M

Created an end to end, collaborative marketing supply chain for the client to increase their speed to market of their campaign

while lowering costs through process automation and saving $17MM on marketing costs by increasing asset reuse and decreasing redundancy

Led the global rollout of an enterprise Digital Asset Management (DAM) system for to users in 30 countries for an international

technology market leader

Created a self service, custom publishing toolset, helping a top consumer goods company, quickly and cost effectively drive co

branded tactics through its distributors and retailer channels

Implemented Agile development methodology to better handle client’s fast paced delivery requirements increasing our

throughput time by 20% through the entire Software Development Lifecycle

JMO Consulting, Stamford, CT 9/2005 – 11/2007, 6/2009 – 8/2010

Providing Operational Consulting, Offshore Development and Project Management services

Responsible for bringing together strategy, creative and technology to build the best in class client driven solutions

Establish process and best practices to provide solutions that are repeatable, predictable, consistent and transparent

Led and participated in multiple client RFP’s presentations

Build requirements matrices to ensure client/business requirements are being adhered to throughout the entire production

process

Oversaw technology implementation’s that stretched across multiple websites and technologies

Directed offshore development resources in Europe, Asia, and South America to deliver cost effective client solutions

Led the successful delivery of a multi million dollar email marketing integration for a major financial institution's credit card

business

Demonstrated organization, process standards and project management best practices

Developed project plan to coordinate multiple initiatives and tracked open issues pre and post implementation

Created GAP analysis between vendors, solutions and requirements

Re Engineered Business Processes to create a smoother workflow

Produced Use Cases to demonstrate Business Requirements to drive Functional and Technical Specifications

Created GAP analysis between vendors, solutions and requirements

Wrote Use Cases for video ingestion and web publishing & digital distribution process; to document the data process overview

to ensure secure (encrypted) proper handling; for telecommunications consumer portal, designed to provide service access for 20 million users

Documented business requirements to create a product user guide for workflow automation product improvements system; for

documenting product security requirements; connectivity and encryption needs of an credit card client in order to manage their email

communications channel

Clients:

Ad/Marketing Ogilvy, Arnold, Grey, IconNicholson, C2Creative, Epsilon

Tech IBM, Intel, SAP, Philips

Financial Services Citicards, Thompson Reuters, Bank of America

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c: 917-***-**** ************@*****.***

JEFFREY HERZ

Pharma Wyeth, Novo Nordisk, Daiichi Sankyo

Communications T Mobile, ATT, AETV, NBC Universal, Outdoor Channel

Other McKinsey & Co, Diageo, Coty, Volvo

Euro RSCG Worldwide, Euro RSCG 4D, Euro RSCG Circle 9/2001 –8/2005

Director IT Strategy – Global Applications Manager, Program Manager

Director Technology Operations

Safety Director, VP Development and Operations 1/2001 – 9/2001

iXL, Director of Technology Services, Director of e Commerce Operations 7/1998 – 12/2000

Bloomberg, L.P, Project Manager/Analyst 7/1995 – 7/1998

Paradysz, Matera & Co., Analyst 3/1994 – 6/1995

Herz Water Supply, Owner 5/1991 – 12/1993

EDUCATION

Binghamton University, MBA Finance & International Business

Ithaca College, B.S. Marketing & Speech Communications

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