Jamie Flores

About Jamie Flores

With over 22 years of experience at the intersection of marketing, business development, and CRM program leadership, I specialize in building and sustaining high-impact systems for professional services firms. I’ve led the full lifecycle of CRM evolution—from early adoption to enterprise-wide transformation—translating complex data into actionable insights that support growth, client relationships, and strategic decision-making. My work is rooted in strong governance, user adoption, and a deep understanding of how data can tell the story of a firm’s future. I bring a blend of technical fluency and strategic thinking to every challenge, always focused on making CRM a competitive advantage, not just a database.

Experience

1. Sales & Marketing Technology (Crm) Senior Manager

   Baker Tilly US

   Apr 2003 — Present · Albuquerque, NM, US

   Moss Adams and Baker Tilly combined in 2025.For over 22 years, I’ve worked at the intersection of sales, marketing, and client strategy—spending the last 15 years focused specifically on building and leading CRM programs that deliver real business value. In professional services, where relationships drive revenue, I’ve made it my job to ensure CRM does more than track activity—it guides decisions, reveals patterns, and supports the firm’s future.My work spans the full lifecycle of CRM leadership: implementation, governance, user adoption, and long-term optimization. I bring a data storyteller’s lens to the table—focused on turning fragmented records into firm-wide insight, and turning insight into action.At the core, I believe a successful CRM isn’t about the software—it’s about the data first and foremost. The value of any system comes from the accuracy, clarity, and consistency of the data it holds. Without it, there’s no insight, no trust, and no real impact. But it’s also about owning the entire ecosystem: aligning the system with business priorities, building long-term adoption, and knowing how to run the program day in and day out. The decisions, the trade-offs, the discipline—that’s what turns CRM into a competitive asset, not just a tool.

Education

• University of Nevada-Las Vegas

  BA, Communication

  1998 — 2001

• The University of New Mexico

  Broadcast Journalism

  1990 — 1993

• University of Oregon Lundquist College of Business

  MBA, Marketing

  2001 — 2003

Skills

• Accounting
• Market Research
• Sharepoint
• Sales
• Email Marketing
• Marketing Strategy
• Event Management
• Project Management
• Strategic Planning
• Crm
• Public Speaking
• Marketing
• Public Relations
• Internal Communications
• Content Development
• Analysis
• Marketing Communications
• Microsoft Excel
• Powerpoint
• Proposal Writing
• Business Analysis
• Business Writing
• Social Media
• Direct Mail