Chad Lewis

Experience

1. Director Crm Operations

   Swinerton

   Dec 2018 — Present · Orange County, CA, US

   Develop, implement, and execute an overall CRM/Marketing automation strategy by managing internal and external business processes to adapt them to changes in the system, our market, and our internal needs • Work as the liaison between Sales, Operations, Finance, Marketing, IT and other internal Business Partners to provide leadership and insight in development and implementation of solutions to increase sales, improve client management, and help users achieve their sales/marketing goals • Lead and support Sales, Operations, and Marketing organizational goals through the leadership, management, and support of CRM/Marketing Automation Tools and related internal and external business processes • Drive user adoption and engagement of the system (and associated tools) in ways that maximize sales and marketing efficiencies and facilitates better decision making • Engage with Sales, Operations, Marketing, Finance, and IT in overall governance (policies and procedures) of the system and associated processes, to ensure adoption and buy-in from all stakeholders • Continually partner with stakeholders and all operational groups to ensure the system, tools, and business processes are always in alignment with our sales approach, decision making, goals, and needs • Ensure return on investment through KPI’s and performance metrics • Coordination and implementation of company-wide CRM training virtually, in-person, and/or via webinar • Monitor & maintain data quality and data cleanup via constant data analysis, scheduled reports, data loads and validation rules

Education

• University of California, San Diego

  Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

  1997 — 1999