Brian McEvoy

Experience

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  Commonwealth of Massachusetts

  Jan 2006 - Feb 2006

  Internship

  -Completed and filed required reports and paperwork-Investigated background of offenders for court reports.-Reviewed offenders’ criminal history and other data.-Assisted probation officers in preparing plans for working with offenders.

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  Lawrence Public Schools

  Sept 2007 - Jun 2008

  Middle School Teacher

  -Instructed and evaluated 270 students in grades 5 through 8-Reconstructed previous lesson plan and evaluation structure

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  Helfrich Brothers Boiler Works

  Dec 2008 - Jan 2010

  Operations Manager

  -Worked alongside quality assurance manager to meet OSHA certification levels in welding and fabrication buildings-Managed and scheduled all materials shipped and received Permanent Substitute

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  GE Capital

  Jan 2010 - Oct 2014

  -Managed sales and marketing operations of Midwest region (Ohio, Kentucky, & Indiana) -Manager of 2 branch offices, with 6 sales and customer service direct reports -Deliver clear, concise, and effective communications-Created an overall communications and marketing strategy for Midwest region -Led, mentor and coached a team of sales and marketing leaders to increase quality, productivity and job satisfaction-Achieved and exceeded 2014 plan resulting in additional $400K in sales -Increasing customer participation 10% year over year Show less -Managed 351 New Business accounts since January 2011 that lead to 135k in annual premium and 175 new policies.-Through bi-weekly onsite marketing trips, built the company brand and presented products/services and articulate value-Report on all site visits, including: lead generation, customer acquisition and premium sold -Involved in state pricing change analysis comparing against current industry prices and trends.-Created a product specific sales breakdown tool used by the whole field sales/marketing teamNew Show less

  • Regional Sales Manager

    Apr 2012 - Oct 2014

  • Field Sales Account Manager

    Sept 2010 - Jun 2012

  • Sales Consultant

    Jan 2010 - Oct 2010
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  Enservio

  Nov 2015 - Oct 2016

  Customer Success Manager

  • Managed relationship of 5 key accounts that total over $3 million annual revenue.• Drove 15% growth year over year through upsells and strategic engagement campaigns.• Main point of contact for client's leadership, leading weekly client calls, delivering Executive Business Reviews, and managed resulting follow-up actions.• Organized customer trainings onsite, including agenda creation and direction to supporting trainers and SME.• Develop strategic program plans and present resulting data-driven insights and recommendations to clients.• Escalation resolution. Provided appropriate and timely solutions • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.n insights and recommendations to clients. Show less

• 

  Paylocity

  Nov 2017 - Oct 2024

  • Management: Leading a team of 15 Enterprise relationship managers focused on customer success, revenue retention, and driving value with Executive leaders of our largest clients (383 clients, worth over $126 Million in annual revenue / 96% retention in FY 24). • Scaled: Hired and onboarded 31 new Client Engagement Managers between July -December 2023 (growing team from 18 to 49 people)• Change Management: Led advancement of the Client Engagement Roles, including balancing client portfolios, adjusting the span of control, and aligning priorities with new North Star.• Cross-functional Partnership: Partner with key stakeholders across the business, including Sales, Professional Services, Support, Product, Solution Architects, and Implementation, to establish solid relationships and build improved processes. • Engagement: Developed engagement strategies, playbooks, and enterprise-level customer success plans and models to drive product adoption, usage, overall customer satisfaction, and accelerated growth.• Upsell: Championed upsell strategies, training team members to recognize and act on potential sales opportunities, enhancing overall sales performance.• Reporting: Conducted biweekly presentations to senior leadership, delivering comprehensive reports on KPIs and metrics, with a specific focus on identifying and addressing at-risk clients to drive proactive strategies and retention initiatives Show less • Growth: Scaled team from 2 to 10 members, supporting growth and retention of 350 clients, with combined annual revenue of $70 Million• Culture: Built a culture focused on honesty, trust, and teamwork.• Retention: Maintained 95% Retention rate during my tenure• Executive Presence: Reported bi-weekly to Executive leadership on the state of the Enterprise business.• Enablement: Directed, designed, and delivered strategic training, resulting in faster client outreach, white-glove support, and standardization of best practices• Playbooks: Led the creation of success playbooks focusing on critical moments in the client’s journeys to provide consistency and clear expectations both internally and with our clients.• Metrics: Established employee performance goals and provided constant/timely feedback on methods for reaching those milestones. Show less Operations Taskforce Leader (Sept. 2021- Sept 2022)• Tapped by SVP of Operations to lead internal cross functional taskforce, made up of leaders from across Operations, Product, and Learning,• Goal: Break down silo's and collaborate to produce short- and medium-term improvements to client experience.• Leading through influence: Led group of 12 Managers and Directors from across different segments of Operations and Product Development.• Change Management: Drove results under strict timeframes, and budget constraints, while also navigating different personalities and work stylesnside the organization. Show less • Managed success, growth, and retention of 30 of Paylocity's largest clients with annual revenue of $6 Million• Held 92% retention rate for entire portfolio, while adding 300k in additional revenue through cross sells .• Built relationships with Client Executives by responding to inquiries, identifying and assessing clients' needs, resolving problems and following up with potential and existing clients.• Manage all internal projects across departments ensuring seamless client experience, and efficient internal work.• Created strategic large client Playbooks to improve team success and to share best practices.• Navigated and advocated for my client executives and decision makers internally, providing voice of our customer directly to Product Developers and Senior Leadership• mentored team members to promote productivity and commitment to client experience excellence.• Addressed problems head-on and implementing successful corrective actions to resolve escalations. Show less

  • Senior Manager, Client Engagement

    Jun 2023 - Oct 2024

  • Mentor, Paylocity Emerging Leaders Program

    Jun 2021 - Sept 2024

  • Manager, Client Engagement

    Jul 2021 - Jun 2023

  • Operations Taskforce Leader

    Sept 2021 - Sept 2022

  • Client Engagement Manager

    Nov 2017 - Aug 2021
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  Lattice

  Oct 2024 - now

  Senior Manager, Relationship Management