Jeffrey Southern

Experience

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  DEUTSCHE ASSET MANAGEMENT

  Jan 1990 - Jul 2004

  Director

  Managed several application development teams supporting various Financial Services products while providing Tier-2 Production and Sales and Marketing end-user support. • Developed strong department delivering solutions using Siebel eBusiness Applications and various data warehouses supporting Direct Shareholder Sales, Intermediary Financial Advisors and Insurance Agents Sales, Institutional Client Services and Sales, and Mutual Fund Product Performance systems.• Implemented / maintained Siebel Sales 7 eBusiness Applications across Financial Advisor, Broker / Dealer, Insurance Products, and Retirement Services channels of distribution among 300 connected and remote Sales and Marketing professionals.• Partnered with several mutual fund industry business and technology executives in establishing industry specific roundtable dedicated to enhancing customer satisfaction and cost-effectiveness of Siebel eBusiness Applications.• Designed Siebel Center of Excellence with customized standards, managing distributed development efforts across several departments.• Developed 3-5 year Advisor CRM strategy for Scudder Distributors, identifying technology projects and budgets across all Scudder Intermediary channels of distribution.• Generated $600K per annum savings in full time equivalent resources by delivering solution for remote Sales Force entry of call report activity; improved Sales Force productivity by enabling sharing of calendar and contact information across centralized and remote resources. Show less

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  Tier 1 Innovation

  Jul 2004 - Jul 2005

  Senior Project Manager

  Delivered Siebel CRM solutions to various Fortune 500 Financial Services firms consistently on-time and on-budget. Assisted the Sales Organization in pre-sales and sales presentations to potential customers.

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  Capital Group

  Aug 2005 - Jun 2009

  Applications Development Manager/Sr.

  Led application development and technical operational teams in configuring and supporting single global CRM platform through all phases of SDLC, implementing SOX compliance rules and audit guidelines across 200+ business applications, and providing Tier-2 support for Production systems and end-users.• Managed department budget for 30+ contractors, implementing and supporting new standardized software release.• Constructed Global Applications Middleware technology team, providing 24/7 production and non-production environment support, including release migrations, software installations, security patches, and technical validations.• Supervised department of 45 associates / contractors providing multi-million-dollar CRM platform releases to global user community of 800+ associates across 43 global departments. Tasks included building / managing to project plans, budget tracking, issue tracking / resolution, risk mitigation. Show less

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  DIRECTTV

  Sept 2009 - Jul 2010

  Senior Project Executive

  Coordinated development, testing, production deployment, and support resources from various vendors while maintaining Enterprise Order Confirmation system.

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  Move, Inc

  Jul 2010 - Mar 2015

  Director of Enterprise Systems

  Orchestrated application development department budgets and efforts in managing various enterprise mission critical systems in support of Finance, Sales and Marketing, and Customer Service organizations.• Collaborated with multiple functional business leaders in defining product solution roadmaps and prioritizing enhancements aligned with corporate goals and objectives.• Drove business efficiency by implementing new platforms supporting CRM, Inventory Management, and Product Fulfillment functions in support of several brands including Realtor.com.• Negotiated and administered vendor and consultant contracts and service agreements necessary to achieve desired outcomes and schedules. Show less

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  Mattel, Inc.

  Dec 2015 - Dec 2016

  Senior Project Executive

  Implemented Global Licensing and Rights Management solution to more effectively capture, track, and accelerate revenue from licensee and partner relationships.

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  Bluewolf, an IBM Company

  Jan 2017 - Jun 2020

  Project Executive

  Guided fiscal and delivery performance for many programs specific to IBM Financial Services clients leveraging Bluewolf Salesforce solutions and digital transformation services. Conducted project reviews and coached program managers on IBM delivery best practices.• Exceeded financial performance targets across portfolio of over 40 projects which positively contributed to IBMs overall financial results.• Increased overall profitability and achieved project delivery excellence across many programs.• Performed detailed financial and resource performance analysis, leveraging advanced features in Microsoft Excel. Show less

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  PENNYMAC

  Mar 2021 - Jan 2023

  Senior Project Manager

  Performed Lead Program Management responsibilities in implementing Salesforce Financial Services Cloud across 1000+ Consumer Direct Loan Officers and Sales Contact Center Agents.• Administered multiple scrum teams in configuring Salesforce to streamline Loan Officer mortgage lead and loan application processes• Supported multiple scrum teams in delivering a new standardized Lead Delivery Platform integrating with nearly two dozen external industry solution providers including AWS, Encompass, Leadspedia, Reltio MDM, and Five9• Organized Business and Technology Stakeholder activities around Change Management, Solution Acceptance Testing, Release Deployment, and End-User Support Show less

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  Skechers

  May 2023 - now

  Sr. IT Project Manager - Enterprise Applications