STEVEN J. JACOBOWITZ
MS/Accy., MBA/MIS |
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Renowned for driving positive operational growth in sales, retention, and client satisfaction through digital transformations. Unstoppable drive to win complexed transactions, disrupt sales processes and execute bold client-first strategies. Career highlights include development and commercialization of innovative solutions for Dynamics 365 focused on multiple industries worldwide, including the use of machine learning to address process improvements for client acquisition and client engagement. High influencing skills; establishes and drives strategic global collaboration, partnerships, and alliances. Candid, honest and pragmatic; engenders trust and drives an engaged culture with strong values and ethics. |
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Solution Ideation Development, Innovation & Commercialization | Subject Matter Expertise in CRM | |
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CAMBAY CONSULTING PROJECT SOLUTIONS, Katy, TX High Performance global digital transformation boutique practice deploying Microsoft Azure, Dynamics 365 and Microsoft 365 transformation services in a balanced approach. PRESIDENT, EXECUTIVE VICE PRESIDENT, VICE PRESIDENT | Jul 2021-May 2023 Overall P&L responsibilities for the day-to-day operations of this organization. I am in charge of increasing revenue while creating and maintaining operational efficiencies. Grew company from 50 full-time employees to 170. Oversees the building of operating procedures and company policies. Created this current operating model putting together a senior leadership team to assist in further growth of the company setting it up for future success. Mentor, coach, and cheerleader. Oversees the creation of a company culture of collaboration and inclusiveness by empowering employees to step outside their comfort zone fostering growth by learning. We are focused on all 3 Microsoft Cloud Technologies. |
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AVTEX SOLUTIONS, Minneapolis, MN Full-service consultancy, focused on call centers, Global leader with Genesys, Microsoft cloud platform technologies, Azure, Dynamics and Modern Workplace, Design, and implementation of long-range digital transformation strategy. CAPABILITIES DIRECTOR | Sep 2019-May 2021 Responsible for managing a team of consultants, seniors and associates that includes hiring, onboarding, training, professional development, mentoring & growing teams. In addition, this position is responsible to contributing to Practice Area revenue, GM, and EBITDA by being accountable for Practice Utilization, Bench Management, Resource Forecasting, Skills Management & Hiring Plans. A successful Capability Director will be someone who leverages a continuous improvement and learning mindset to enable Avtex to scale successfully into the Enterprise market while continuing to drive excellent delivery in the SMB segment. Managing a Team of 40 direct reports through a team of five middle management team leads. Managing a portfolio of service revenue totaling $19.5 M. |
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MICROSOFT, Financial Services & Insurance Vertical FSUS, New York, NY 100B+ global technology Fortune 100, hardware, software, cognitive (machine) learning, software tools, workplace modernization, cloud hosting services, (Azure). Served as SME Financial Services Sector & Dynamics CRM in all roles throughout tenure. SENIOR TECHNICAL SOLUTIONS PROFESSIONAL, (TSP), FSI Vertical; Business Applications | Nov 2017-Aug 2019 My primary focus is on helping our client's digitally transforming their business using Microsoft's Business Applications platform. This would include educating you on our entire cloud platform strategy to streamline and action the data you are collecting to enhance your ability to react to changes and improve performance while increasing your bottom-line results. |
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INFOSYS, LTD, Global Enterprise Applications Microsoft, Glastonbury, CT $10 B global services implementer of custom and packaged software and technology solutions focused on Fortune 100 customers. GLOBAL FSS DELIVERY CRM LEADER - North America and Japan | 2012-2014 Oversaw North American Pipeline and global CRM Sales team with horizontal focus across all sectors throughout North America and Japan. I Led team of five senior consultants providing pre-sales support for strategic and complex global projects, Led a rotating team of ten full time employees in two delivery centers in India with the focus of building an insurance solution for CRM focused on Fortune 500 carriers and large agencies. |
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CIBER, National CRM Practice, Greenwood Village, CO NATIONAL PRACTICE LEADER DELIVERY, PRE-SALES ARCHITECT | 2010-2012 PRECISION CRM SOLUTIONS, Shelton, CT PRESIDENT, CEO | 1998-2010 THE CONNECTICUT COMPUTER GROUP, Milford, CT DIRECTOR OF SALES & MARKETING AND EMERGING CRM BUSINESS MANAGEMENT |1993-1998 |
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M.B.A. / M.I.S. The University of New Haven, West Haven, Ct M.S. Accounting, The University of Houston, Houston, TX B.S. Business Management, The University of Houston, Houston, TX Cum Laude |
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Precision CRM Solutions:
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