Jacquelyn Teza
About Jacquelyn Teza
Jacquelyn Teza is the CRM Manager at Dodge & Cox in San Francisco, California, with a background in various roles within the company and a degree in Business Administration from the University of Arizona.
CRM Manager at Dodge & Cox
Jacquelyn Teza currently holds the position of CRM Manager at Dodge & Cox in San Francisco, California. Her role involves overseeing client relationship management systems and ensuring effective utilization of CRM tools to enhance client interactions. She has been instrumental in implementing a new CRM system that led to a 20% improvement in client relationship management efficiency.
Previous Work Experience at Dodge & Cox
Prior to her current role, Jacquelyn Teza worked at Dodge & Cox as a Rotational Program Associate from 2019 to 2021. Earlier, she also held a position as a Private Client Group Intern in 2019 for 6 months. During her tenure at Dodge & Cox, she contributed significantly to various projects and initiatives, gaining valuable experience in client relationship management and financial services.
Educational Background: University of Arizona - Eller College of Management
Jacquelyn Teza graduated with a Bachelor of Science in Business Administration (BSBA), majoring in Economics from the University of Arizona - Eller College of Management. She studied there from 2015 to 2018, acquiring a strong foundation in economics and business administration which has been crucial in her professional career.
Internships and Early Career Roles
Jacquelyn Teza gained diverse experience through multiple internships. She worked as an RIA Intern at Charles Schwab in Orlando, Florida for 2 months in 2018. Additionally, she participated in the AXA NEXT Externship Program in Tucson, Arizona for 1 month in 2017 and served as an Extern at Dowling & Yahnke, LLC in San Diego, California in 2016.
Projects and Initiatives
At Dodge & Cox, Jacquelyn Teza led a team of five to streamline CRM processes, resulting in a 15% reduction in response time to client inquiries. She also developed and conducted training sessions for a new CRM software, ensuring a smooth transition and adoption among staff. Furthermore, she collaborated with the marketing team to integrate CRM data with marketing automation tools, enhancing the effectiveness of targeted campaigns.