Cynthia Phillips

**** *********** *****

Newtown Square, PA 19073

Senior Engagement Manager

Negotiate and lead Salesforce.com implementations up to $3 million. Cultivate trust relationships with C-Level clients and manage project teams with onshore and offshore resources. Lead discovery workshops to create statements of work; functional and technical specifications and master project plan with resource and budget terms.

Professional Overview

The Phillips Insurance Group – Producer/Agent (2017-Present)

Built a family-owned, non-captive, start-up insurance agency

Implemented Salesforce.com as the agency management system

Sold over 100 property & casualty policies in the first 18 months of business

Accenture LLP – Senior Engagement Manager (2015-2016)

Negotiated and developed SOWs for approximately $3.5million of Salesforce.com projects

Managed Salesforce.com projects ranging from $300,000 - $2 million with up to 15 onshore and offshore resources

Successfully developed C-level relationships that resulted in expanded or repeat business. Projects include:

oLead a project team for the design and integration of Financial Force with SFDC for the resource and financial tracking of client’s delivery and implementation of proprietary software to their customers ($1.5 Million project)

oLead an onshore and offshore project team to design and implement a cutting-edge healthcare SFDC front end application with APPTUS integration and integration with client’s legacy data processing platform ($2 Million project)

oHosted capabilities workshops and created functional specifications for a customized SFDC Community interface with client’s customers and vendors to ensure timely and accurate product fulfillment ($300,000 project)

oIntroduced and closed a sale for an SFDC/APPTUS CPQ integration ($500,000 project)

oManaged 3 direct reports and mentored junior resources

Fitch Ratings, Director of Global CRM and eMail Marketing (2010-2015)

Managed global strategy and daily operations for Fitch’s CRM and Email marketing

Successfully implemented SFDC for 450 global CRM users to accommodate the needs of two different business divisions: Fitch Ratings (relationship-based organization) and Fitch Solutions (sales organization) as well as integrated SFDC with 5 internal systems. This project was delivered on time and within the $800,000 budget.

Implemented Eloqua for Email Marketing and website visitor tracking; migrated eMail marketing operations to Exact Target and integrated with SFDC before Exact Target became Marketing Cloud

Conducted email A/B testing and improved Fitch’s email open rate by 5%

Managed a staff of 5 located in New York and London

Independent Management Consultant (2007 – 2010)

Brookfield Properties: Lead Microsoft Dynamics implementation for US and Canada CRM users. This implementation was the baseline used to plan a larger global roll out.

Citigroup – Global Transaction Services – Cash Management: Analyzed and designed improved client on-boarding procedures to make globally consistent and improve speed-to-market. Project reduced client on-boarding by 5 days resulting in earlier recognized revenue.

Citigroup – Citicards: Implemented digital marketing strategies for the acquisition of CitiBusiness and CitiProfessional credit card customers online. This entailed optimizing SEO performance; leveraging affiliate marketing and securing presence on Citibank and partner websites. Strategies resulted in a customer acquisition rate of 20% over sales forecasts.

JP Morgan Chase (2002-2007)

Vice President – Digital Marketing: Launched digital marketing programs for the acquisition of credit card customers online for JPMC’s Retail, Affinity, University and Military partners. Partners included: Starbucks, AARP, BP, AVON, AAFES and University of Maryland to name a few.

Vice President – Delivery Manager: Managed a team of 15 employees and contractors located onsite and offshore in India, developed business requirements, technical specifications, project plans and managed weekly and quarterly technology releases for the delivery of online credit card applications; managed resource scheduling and department budget.

Vice President – Program Manager

oManaged the accurate and timely launch of credit card programs for online customer acquisition

oLead project manager for key projects including the migration of an internal hosted platform to a third-party vendor for faster release of online credit card programs resulting in a 300% increase in received consumer credit card applications.

oManaged vendor relationships, a $5 Million department budget and supervised two business analysts.

Additional Experience:

Island ECN (now part of NASDAQ)

Fidelity Investments

First Data Merchant Services

SKILLS: Salesforce.com; Saleslogix; MS Dynamics; Agile Project Management; Eloqua; Exact Target (Marketing Cloud); licensed New York State and Pennsylvania Property & Casualty and (Pennsylvania) Life Insurance Agent

EDUCATION:

B.S. Business Administration & Communications Adelphi University, Garden City, NY

Certified New York State Paralegal

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