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Jeff Kuehls

@jeffkuehls

I build CRM-driven lifecycle campaigns and executive communications that strengthen client retention, engagement, and growth.

United States

Message

What I'm looking for

I'm looking to apply CRM, lifecycle communications, campaign execution, and client relationship management to improve retention, engagement, and growth while coordinating high-volume priorities with accuracy and follow-through.

At Kasasa, I managed a portfolio of 30+ community banks and credit unions, organizing CRM activity, client communications, follow-up, retention, and growth opportunities.

I create targeted email and executive outreach that makes complex information clear and moves C-level decision-makers toward action. I use client and performance data to establish priorities, maintain accurate records, and coordinate time-sensitive initiatives across teams.

Across Community Financial Credit Union and JPMorgan Chase, I've built long-term customer and business relationships through CRM-supported relationship management, consultative conversations, and consistent follow-through. I also led eight branches, coached leaders and frontline employees, and strengthened customer experience through clear communication and disciplined execution.

Experience

Work history, roles, and key accomplishments

Managing Client Director

Kasasa

Dec 2024 - Aug 2026 (1 year 8 months)

Managed a portfolio of 30+ community banks and credit unions, using CRM to organize client activity, communications, and retention. Created targeted email communications and executive outreach to drive action from C-level decision-makers.

CRM Customer Lifecycle Management Email Communication Campaign Execution Data Accuracy Segmentation Reporting Executive Communication Customer Retention Workflow Coordination Cross Functional Collaboration Deadline Management Process documentation Client Experience

Director / Business Development

Community Financial Credit Union

Jan 2011 - Dec 2024 (13 years 11 months)

Built and managed long-term customer and business relationships, leveraging CRM practices to document interactions and support retention. Developed targeted outreach and communications for business leaders and community stakeholders.

CRM Relationship Management Targeted outreach Presentation Skills Stakeholder Alignment Performance Monitoring Customer Engagement

AVP / Regional Manager of Sales

Community Financial Credit Union

Jan 2019 - Dec 2023 (4 years 11 months)

Led and supported 8 branches across southeastern Michigan, coordinating leaders and teams around customer experience and performance. Used performance information to identify opportunities and support consistent execution.

Sales Leadership Branch Management Performance Analysis Team Engagement Coaching Customer Experience

On-Call Firefighter / First Responder

Brighton Area Fire Authority

Jan 2016 - Dec 2019 (3 years 11 months)

Served in a high-pressure environment requiring composure, teamwork, accountability, rapid decision-making, and reliable execution.

Emergency Response Teamwork Decision making Emotional Composure

Branch Manager / Financial Sales Representative

Community Financial Credit Union

Jan 2011 - Dec 2019 (8 years 11 months)

Progressed through increasing levels of responsibility in CRM-supported relationship management, customer experience, sales execution, coaching, and day-to-day operations.

CRM Relationship Management Sales Execution Coaching Operations

Licensed Personal Banker

JPMorgan Chase

May 2009 - Oct 2011 (2 years 5 months)

Built and expanded consumer and business relationships through consultative, needs-based conversations across 40+ products and services. Met or exceeded monthly sales goals 100% of the time while maintaining a strong customer-service focus.

Consultative Selling Customer Service Sales Goals Product Knowledge

Sales Associate

Nordstrom

Aug 2007 - May 2009 (1 year 9 months)

Completed management training program and achieved Top Tier sales recognition in Q2 2008. Developed customer-engagement and merchandising ideas and served as a bridge between customers and buyers.

Customer Engagement Merchandising Sales Training

Guest Service Team Leader

Target

Sep 2005 - Aug 2007 (1 year 11 months)

Led, trained, and developed approximately 25 team members while driving service and operational goals. Handled escalated customer issues, conducted interviews and performance reviews, and supported daily operations involving 26 cash drawers.

Team Leadership Training Customer Service Operations Performance Reviews

Festival Volunteer

Furnace Fest

Supported festival operations, artist hospitality/service, and volunteer coordination for three consecutive years, with increasing responsibility and independence.

Event Operations Hospitality Volunteer coordination