Fractional COO driving ROI with CRM and streamlined Ops
At TIAA I managed a company-wide Salesforce rollout for more than 5,300 staffers including B2B and B2C sales teams and service groups. The new platform generated thousands of opportunities weeks after launch. The best part: An AI meeting prep tool that helps financial advisors boost daily meetings and inflows by 40% or more.
As COO for New York Life’s annuity business I led customer service and a distribution network of 300 banks and broker-dealers. In 2022 we closed a record $13.2B in sales - more than double 2021 - while reducing staff (with no layoffs).
My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and broad experience in a range of critical functions: digital transformation, marketing, sales, service, P&L management, CRM, Salesforce, cloud-based integrations, process improvement, customer experience, product development, and team building.
I’m Simon Walsh, a fractional COO helping companies drive ROI with AI, low-code solutions, and streamlined operations. Get your people excited about time-saving tools, fast roll-outs and measurable results.