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Liquid Assets Plan to Grow (Solutions (Sales (Acquisition Team (Lead + 2…
Liquid Assets Plan to Grow
Problems
Sales
NNOE increase from 29-31
FS -AMEX, CITI, Synchrony offsetting growth
PS :Client list too narrow, when large clients staff there is no where to go
Bill Rate and M/up good but FTES down YOY
AD headcount 29 => 17 (OIC)
Operations
Agent HC 32 => 24 (OIC)
NNOF increase from 10-15
Silos created by small teams
Redundant activities
Bandwidth out of balance
Solutions
Sales
Acquisition Team
Lead + 2 (4) AD's
Tier 2 and Tier 3
High activity, technology, repeatable processes
Incubator for future large clients
Less $, incubator for future Tier 1 & 2 AD's
Client list expansion
PS - qualifiying 10-15 more
FS - qualifying 10-15 more
Operations
Liquid Operations
Data driven Talent Pools = proactive
3 Regions / Team Leads
Replaced several Agent roles with Core Flex (3)
Management Structure Streamlined
Direct Hire