Jeff Raum

Background

About Jeff Raum

Experienced product professional with an eye for spotting patterns in data and gaps in processes. Obsessive over championing teammates, discussing customer problems, and a delightful user-experience. Committed to building and scaling products that have a positive impact on the community they serve and celebrating diversity and people-first cultures. CAREER ACCOMPLISHMENTS • Successfully launched Prime Trust's Crypto IRA product, acquiring new accounts within the first three months and generating ~1$M in additional annual revenue. • Streamlined the Digital & Fiat Asset Reconciliation process at Prime Trust, resulting in an 85% reduction in manual efforts, 50% faster processing time, and increased operational efficiency. • Implemented digital solutions at a brokerage, reducing service center call volume by 22%, saving $128k in annual support costs, and improving overall customer experience. • Designed user-experience (UX) for client self-service online transactions at a brokerage improving CSAT and reducing internally initiated transactions by 19%. • Automated the digital processing workflow for death notifications, eliminating 100% of manual errors and saving hours of manual work per year across four departments, resulting in $200k in annual labor cost savings. If you would like to connect or know more about my professional story, please send me an InMail message or a connection request.