Amanda Schobert

Background

About Amanda Schobert

I specialize in delivering enterprise-wide technology solutions that optimize data and streamline workflows. My value lies in bridging the gap between technical capabilities and business strategies that enable C-suite executives to make informed decisions and produce measurable results that propel the company forward. I drive the adoption of CRM architecture, maximizing return on technology investments, and managing complex projects from conception through to implementation. I lead with a collaborative approach, partnering with stakeholders to provide strategic direction and thought leadership. Aligning digital transformation strategies with organizational goals, whilst ensuring compliance with regulatory requirements, and driving continuous improvement underpins what I do and remains a continued focus. Throughout my career, I have delivered significant impacts across various projects and initiatives: Led multiple enterprise-wide CRM platform migrations and implementations across a 20+ year career at Stifel, Nicolaus & Company; successfully managing technology transformations that supported company acquisitions and tripled division size. Designed and rebuilt SharePoint communications platform for 750+ employees globally at Stifel. Streamlined operations and reduced invoice preparation time by 75% through implementation of best-practice workflows and process optimization. Strategic liaison between Investment Banking, CRM Development, and Accounting teams at Stifel, partnering directly with Directors and C-suite executives to drive organizational change through data-driven decision-making and comprehensive digital transformation strategies. Transformed year-end review reporting by automating banker sheets within Salesforce at Stifel that eliminated manual processes while improving data accuracy and created/reconciled accrued and projected revenue for both GAAP and Management Reporting across global operations. My role as is underscored by my ability to build cross-regional collaboration, embedding operational excellence and enhancing working relationships. I have successfully managed global growth acquisitions and led high-stakes, business-critical projects that achieved stakeholder satisfaction and value-driven outcomes. I am always eager to connect with professionals who share a passion for innovation and strategic growth. Whether you're looking to collaborate on transformative projects or share insights on industry trends, I invite you to connect with me.