NICHOLAS G POULOS

414-***-****) **** N Woodburn Milwaukee, WI 53211

ac2f15@r.postjobfree.com http://www.crmcompass.com

EDUCATION

University of Wisconsin – Milwaukee

BA, Business and Comparative Literature, Minor in Classics, Latin 1974

Master of Fine Arts, Comparative Literature 1977

Phi Beta Kappa, Phi Kappa Phi

Magna cum Laude; UW-M Fellow & Danforth Teaching Fellow

Concentration in Latin, Germanic Linguistics, Mediaeval Literature and Languages:

Gothic, Old Norse, Old English, Classical Mythology, Structural Linguistics

Middle English, Greek & Latin Lyric Poetry, Scandinavian Drama, Famous Utopias

Game Theory in Literature, Detective Fiction, Structural Analysis of Folklore, Myth, & Business Models

Literary Criticism: from Aristotle to Derrida; History of Christianity; History of Paganism; Taught:

Famous Trials, The 7 Deadly Sins, Existentialism, Structural Anthropology, Narrative Art; James Joyce, Thomas Pynchon – Modernism and Post; Shakespeare

Early Christianity; Thucydides; Herodotus; Dante; Mediaeval Life; Pre Socratic Philosophy & Plato

Current Research Project

The Revelation of Being in Business, Literature and Art: Heidegger, J.S.Eriugena, & Thomas Pynchon.

Teaching

UW-M 1975-1976, Teaching Assistant, UW-Milwaukee

UW-M Teaching Fellow, Department of Comparative Literature

Danforth Teaching Fellowship Nominee 1976

UW-M Honors Department, Adjunct Lecturer 1993, 1994

UW-M Department of Comparative Literature 1994

2010 Pius XI High School: Fall: Accounting, Business Explorations, Personal Finance

2013 UW-Milwaukee, Associate Professor, Department of Comparative Literature

Adult Education / Training

Developed and Delivered numerous seminars, workshops and classes for clients on

Topics ranged from: Managing the Speed of Change; Customer Equity Management; B2B Strategy for Growth & Profit; Needs-based Segmentation; Loyalty Marketing; Integrated Data-based Sales and Marketing; Principle-based Negotiations; The Ethical Limits of Capitalism

EXECUTIVE EDUCATION

Managing the Global Sales Force, Wharton

Channel Management, Wharton

Strategy Maps and The Balanced Scorecard, Harvard

Systems Dynamics, Fifth Discipline Mastery, MIT

PROFESSIONAL DEVELOPMENT

Process and Project Management certification: Rummler-Brache

Building the Balance Scorecard and Implementing Strategy Maps, Harvard

Systems Thinking: MIT, with Peter Senge

Certified Miller-Heiman Strategic Selling

Effective Negotiating, Harvard

Covey Leadership certification

Publication & Speaking details and references available upon request

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PROFESSIONAL EXPERIENCE

Career Summary

Strategist, Facilitator, Mediator. Past president with turn-around success [135 employees/ $20MM], Strategy Facilitator, B2B strategist; Heavily involved in designing customer-based/ customer-centric business models. Successful strategist in Agribusiness, B2B, not-for-profits, and Finance. Communication and training leader who has led transformation and change management initiatives. Business Process master, and customer loyalty thought leader. A Comprehensive background as leader with Sales, Marketing, and Operations Management, and consulting experience, as well as practice management A 40-year record of upward movement as a leader, systems thinker, and strategist. Able to determine an organization’s strategic moves and required asset allocation needed to optimize the most profitable coverage model while defining and delivering sales / marketing solutions in a timely and cost-effective manner. Social media pioneer and reputation management expert who is a sustainability-savvy, loyalty expert. Thought-leader in integrated databased customer knowledge management issues, who is technologically neutral but knowledgeable about issues from data sourcing, data usage, ETL, data quality, MDM architecture, et. al. Highly productive, organized and energetic communicator adept at building relationships within an organization.

Qualifications

Established Marketing and Sales strategies for a global management consulting and systems integration firm. Recognized as a subject matter expert / rainmaker during sales cycle. Subsequently, increased annual practice area sales from $3 million to more than $10 million.

Established working alliances with multiple e-marketing and marketing automation solution providers that enabled growth in alliance and engagement expansions.

Coordinated all elements of multiple new product launches: research, communications, dealer roll-out meetings, direct mail packages, certification/accreditation, incentives and metrics.

Created, and published, replicable resource allocation strategy models guaranteed to optimize coverage models and make optimal use of organization’s limited resources: people, time, money.

PMO. Analyzed business problems and processes that needed integration. Led comprehensive CRM and channel management sales strategies for a global wireless provider, resulting in a $10 million engagement.

PMO. With MDM ‘ecosystem” and architecture in mind, consulted with users across all functional areas to identify process, procedure and functional requirements. Then, designed and implemented successful account targeting, qualification, penetration, and funnel management processes now in common use among B2B MRO firms.

PMO. Redesigned and optimized sales, marketing and channel components for a $2 billion, global 25 industrial products division resulting in significant cost reductions while simultaneously achieving expansion of sales.

Increased profits by $2.1 million in 12 months, returning a 30-year-old marketing services firm to profitability. Established strategic vision and delivered customer relationship management solutions to Fortune 250 organizations. Instituted and embedded processes and metrics intended to bring organization to a more mature point on the organizational life cycle curve.

Built full-service marketing, sales and channel support for hosted, SaaS model including customer management center with Web-based customer service, relational marketing database

Designed for an Internet specialty start-up the business model, business architecture, and market strategy, for deploying a B2B market segmentation model that combined targeted, data-based marketing and Web-enabled technology.

Established for OEMs, a wide array of channel management and performance management operational programs / processes. As a result, client companies exceeded industry average sales while reducing go-to-market costs by a minimum of 25%.

For agricultural companies using SAP, developed and implemented integrated, data-based relationship marketing efforts, including SFA components, designed to increase sales, reduce cost-to-serve, and create stronger linkage across the entire value chain.

Provided vision, strategy and operational counsel to the world’s largest provider of professional seminar offerings, creating an enterprise based upon customer-focused business design as well as strategic marketing database and sales integration. Increased customer acquisition by 30% and revenue by 200% year over year.

Produced and repeatedly presented a multiple-day workshop for B2B clients on “Strategic Selling,” “Needs-Based Segmentation”, and “Integrated Marketing and CRM for the Loyalty Marketer”.

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PROFESSIONAL EXPERIENCE

Associate Professor. UW-Milwaukee Fall 2012-13

Post Research at UW-Milwaukee: “The Revelation of Being”: Language 2011-Present

Diagnostician, Facilitator, Coach & ad-hoc Consultant / Owner,

Chrysalis Marketing, llc 2008- Present

Chrysalis: A marketing services and consulting firm focused on mid-market B2B firms, not-for-profits.

Developed Prospectus that resulted in $25MM funding for not-for-Profit

Developed 5 year strategic plans both for not-for-Profits & Waldorf School

Delivered talks to business leaders and groups regarding current issues

Developed and delivered custom training: subjects include: segmentation, integrated sales, marketing and service; CRM roadmap design

Loan Center Banker jpmorgan chase bank, na 2005 – 12/08

jpmorgan chase is the world’s 3rd largest full service bank

#1 in sales in equity mortgage to clients in Tri-state region (Manhattan). # 1 on company scoreboard with consistent high marks for customer service, accuracy, through-put, turn-time and volume.

Accomplished credit analyst, loan originator, underwriter and closer: familiar with all 3 major credit bureaus and other tools of lending approval process

Created & Delivered process re-engineering solution which should yield improvement in both sales and marketing effectiveness by greater than $250MM

Delivered Balanced Scorecard Initiative proposal to address merger with WAMU/address strategy

Only 1 loan in 4 years defaulted: underwriter and loan closer: daily credit analysis using D&B &; Laser-Pro used in loan documentation.

Vice President, e-Loyalty 2000 - 2001

e-Loyalty is a systems integration and consulting firm focused on CRM, Calls Centers and optimization of the go-to-market strategy.

Global Proficiency Leader in optimization of market coverage and customer portfolio / loyalty management

Developed strategic direction of the practice, methodology, hiring, training and deployment of resources.

Grew # of engagements ten-fold

On the ground engagement with and rainmaking role both with new and existing clients: actively built and delivered presentations, conducted client negotiations on terms, Served on the global management team

Select Clients included: AT&T Wireless, USA Group, Diversey Lever, GMAC, H-P, and Dow AgroSciences

Served as senior management liaison to software partners, including Siebel, Unica, E.piphany, Kana, and Oracle.

President, pmh caramanning 1998 – 2000

pmh caramanning (now a part of Pitney Bowes) was a performance management company offering marketing communications, market research, training, database marketing, as well as incentives and certification/accreditation programs.

Rejuvenated and brought this Full Service, Incentive & Marketing Services Company back to sustainable after 4 successively worsening years of losses.

P&L responsibility included: IT group, Finance, Merchandise Incentives, Sales, Product Development, and Project Management areas.

Conceived, sold, built and implemented hosted, on-demand CRM and marketing communications solution set, with backroom customized, performance management and creative offerings.

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Vice President Consulting, Hunter Business Direct 1994 – 1998

Hunter Business Group designs, delivers and implements business consulting solutions for Fortune 500 companies through a variety of flexible, cost effective business models and focuses on integrated marketing solutions.

Member of Leadership team; managed Call Center Operations as well as Market Research functional area while serving as rainmaker, public speaker and published thought leader on CRM, segmentation and integrated, data-based sales and marketing strategy, process and implementation.

Built individual consulting practice and served as a member of the leadership team for this privately-held process and change management consulting boutique which focused on integrated data-based marketing, call center operations, and CRM

Practice operated at gross profit of 62% and generated run rate of $1.8MM in fees

Clients included: Monsanto, AGCO, Case/IH, Caterpillar, BellSouth, Toshiba, Du Pont, e-chemical, Harris Bank, the American Management Association, Dow, Dow AgroSciences

Published monthly newsletter to 1,000 client & prospect contacts.

EARLIER BACKGROUND

Prior to 1994, served as VP Sales MCI Planners; Area Sales Manager, Carlson Marketing; Account Executive, Business Incentives. National Account Manager: Wisconsin Bell/AT&T;

Clients included: Kohler, Xerox, Honeywell, IBM, Eaton Corporation, Cutler-Hammer, Allen-Bradley, Case / IH, AGCO, Fort Howard Paper, Simplicity, John Deere, Ahrens, Briggs & Stratton, Rexnord, Toro, Caterpillar, USAA, Dow AgroSciences Diversey-Lever, DuPont, Monsanto, Delta & Pineland, Bayer AgroSciences, et. al., Steelcase.

Over the course of these assignments demonstrated outstanding operational delivery, business development, sales management and staff supervision abilities, highlighted by high levels of income growth and overachievement of ambitious revenue goals. Fully demonstrated the ability to determine an organization’s customer-facing business model requirements in order to define and deliver relevant value, marketing communications, process and delivery solutions in a timely and cost-effective manner.

EDUCATION

University of Wisconsin – Milwaukee

BA, Business and Fine Arts

Master of Fine Arts, Comparative Literature

EXECUTIVE EDUCATION

Managing the Global Sales Force, Wharton

Channel Management, Wharton

Strategy Maps and The Balanced Scorecard, Harvard

PROFESSIONAL DEVELOPMENT

Covey Leadership Certified

Building the Balance Scorecard and Implementing Strategy Maps, Harvard

Systems Thinking: MIT, with Peter Senge

Solution Selling, Huthwaite Inc.

Effective Negotiating, Harvard

Miller-Heiman Sales Effectiveness Certified

Rummler-Brache certified Process Master

Publication, Speaking details and references available upon request

Contact this candidate