Ellie Mae, a provider of software and automation solutions for mortgage bankers, community banks, credit unions and other mortgage lenders, has realigned its sales and client relations divisions to focus on maximizing return on investment for key Encompass360 clients. Two senior executives—Devin Daly and Joseph Tyrrell—have been appointed to spearhead a strategic initiative that emphasizes enhanced communication and collaboration among the 40 in-house and field sales and client service team members that assist key clients and high volume accounts with business operational assessment, system configuration, implementation, training and long-term usage of their Encompass360 software.
By creating this new initiative, Ellie Mae is formalizing the means by which its in-house and field sales and client service team members gain a deeper understanding of key clients’ current and future business needs, as well as the way they leverage and communicate that information across multi-functional teams within the company. This initiative includes efforts such as client operations and workflow process reviews and analyses, which provide team members with the information they need to present or create the tailored solutions that help maximize the clients’ benefits from using Encompass360.
Daly, who was hired as the company’s vice president of client services, oversees a field staff of sales engineers and managers that work with lenders to implement Encompass360. He is also responsible for client education and training, and is charged with creating and implementing processes for addressing each client’s specific needs throughout the implementation process. Daly has over 15 years of management and technology experience. Prior to joining Ellie Mae, he was the founder of Source Holdings, a CRM software-as-a-service provider to the mortgage industry, and was also chief technology officer for Refinance.com. His background includes additional work with Altara Inc., a reseller and consultant of Microsoft business solutions, where he ran the professional services operation.
Tyrrell has been hired as the company’s new vice president of strategic client relationships. He is charged with creating and implementing processes for the way that the Ellie Mae account management staff assists key clients in optimizing their Encompass360 systems after implementation. His team of strategic account managers is responsible for consulting with key clients to help them drive greater efficiencies, as well as to identify and close any potential compliance gaps within the client’s internal processes. Tyrrell returned to Ellie Mae after spending five years as a business process and strategic relationship consultant for several companies in the mortgage and insurance industries. His previous position with Ellie Mae was senior vice president of strategic partnerships.