JShane Cruz
Strategic Automation Advisor - New Logo at Workato- Claim this Profile
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Bio
Experience
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Workato
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United States
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Software Development
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700 & Above Employee
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Strategic Automation Advisor - New Logo
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May 2023 - Present
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Business Systems Automation Advisor - Expansions
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Jun 2022 - May 2023
Workato is the operating system for today's fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Our mission is to help companies integrate and automate at least 10X faster than with traditional tools and at a tenth of the cost of ownership. Workato is trusted by the world's top brands and fastest… Show more Workato is the operating system for today's fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Our mission is to help companies integrate and automate at least 10X faster than with traditional tools and at a tenth of the cost of ownership. Workato is trusted by the world's top brands and fastest growing innovators.
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Act-On Software
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United States
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Software Development
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200 - 300 Employee
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MarTech Consultant
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Sep 2021 - May 2022
Portland, Oregon, United States One of the world’s leading marketing automation providers, offering solutions that empower marketers to move beyond the lead and engage targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can strategize smart, effective solutions to grow their businesses and generate higher customer lifetime value, with the fastest time-to-value. Responsible for managing inbound and outbound leads and supporting prospects by qualifying their needs and where… Show more One of the world’s leading marketing automation providers, offering solutions that empower marketers to move beyond the lead and engage targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can strategize smart, effective solutions to grow their businesses and generate higher customer lifetime value, with the fastest time-to-value. Responsible for managing inbound and outbound leads and supporting prospects by qualifying their needs and where Act-On can add value. Generating new business meetings for further discovery and contributing to pipeline growth. $20m of growth financing in Mar '21 from investors U.S. Venture Partners, Technology Crossover Ventures, Norwest Venture Partners, Voyager Capital, Raghu Raghavan and Beedie Capital. Show less
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Apple
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United States
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Computers and Electronics Manufacturing
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700 & Above Employee
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Business Specialist
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Jan 2021 - Aug 2021
Tigard, Oregon, United States Consult with C-level executives, IT directors, procurement managers to further integrate Apple Technology into their business. Manage and acquire a book of accounts consisting of Mid-Market businesses. Create opportunities by working with retail teams. Manage and report pipeline. Conduct business briefings over the phone and in-person to discover the best hardware and software solutions. Connect business professionals and entrepreneurs with Apple solutions, technology, and services by… Show more Consult with C-level executives, IT directors, procurement managers to further integrate Apple Technology into their business. Manage and acquire a book of accounts consisting of Mid-Market businesses. Create opportunities by working with retail teams. Manage and report pipeline. Conduct business briefings over the phone and in-person to discover the best hardware and software solutions. Connect business professionals and entrepreneurs with Apple solutions, technology, and services by building relationships via telephone, email, or in person. Procure & qualify mass orders for technology equipment and strategize deployment with organizations Build and manage relationships with businesses, discover their needs, and collaborate to provide perfect solutions. Drive sales, grow & transition accounts, and create loyalty Increase incremental revenue, expand opportunity pipeline, and focus on KPIs
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Product Support Specialist
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Aug 2017 - Aug 2021
Tigard, Oregon, United States • Enrich lives by creating owners of Apple technology • Assisting with creation and management of customer reservations for technical support • Achieved top performer in overall store sales, including growing solution attachment rates, business leads, NPS and culture-based behaviors • Increase business relationships through Apple's business team by partnering with startups and local Portland metro businesses to create long standing relationship • Communicate… Show more • Enrich lives by creating owners of Apple technology • Assisting with creation and management of customer reservations for technical support • Achieved top performer in overall store sales, including growing solution attachment rates, business leads, NPS and culture-based behaviors • Increase business relationships through Apple's business team by partnering with startups and local Portland metro businesses to create long standing relationship • Communicate product capabilities through personal setups in a way customers could understand and feel confident in their ability to use their products • Troubleshooting hardware and software issues on iOS and Mac devices • Being knowledgeable in financing options, software tools, and hardware specifications • Mentoring retail team through peer relationships and feedback on problem solving skills
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Grailed
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United States
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Internet Marketplace Platforms
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100 - 200 Employee
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Operations Specialist
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Aug 2020 - Aug 2021
Grailed is a curated, peer-to-peer marketplace for buying, selling and exploring style. As a leader in the resale economy, Grailed is redefining the shopping experience with a focus on self-expression and sustainability. Answer incoming customer emails regarding billing issues, product problems, service questions and general user concerns, averaging around 200 emails per shift. Think proactively about how to improve our processes and taking action on opportunities to increase the… Show more Grailed is a curated, peer-to-peer marketplace for buying, selling and exploring style. As a leader in the resale economy, Grailed is redefining the shopping experience with a focus on self-expression and sustainability. Answer incoming customer emails regarding billing issues, product problems, service questions and general user concerns, averaging around 200 emails per shift. Think proactively about how to improve our processes and taking action on opportunities to increase the efficacy of the Grailed Customer Experience team. Maintain a high level of professionalism with our users and work to establish a positive rapport with every customer, going above and beyond what is expected to make our community feel valued. Work with other internal teams to stay updated on product knowledge and be informed of any changes in company policies. Impact the company’s bottom line by problem-solving and turning frustrated clients into repeat customers. Show less
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Tektronix
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United States
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Appliances, Electrical, and Electronics Manufacturing
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700 & Above Employee
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Marketing Customer Enablement Coordinator
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Apr 2018 - Nov 2019
Beaverton, Oregon Headquartered in Beaverton, Oregon, Tektronix delivers innovative, precise, and easy-to-operate test, measurement and monitoring solutions that solve problems, unlock insights, and drive discovery. Tektronix has been at the forefront of the digital age for over 70 years. • Work with Marketing Communication Managers and Account Managers to execute marketing campaigns, improve operations and provide exceptional customer service • Support current users of Tektronix equipment and… Show more Headquartered in Beaverton, Oregon, Tektronix delivers innovative, precise, and easy-to-operate test, measurement and monitoring solutions that solve problems, unlock insights, and drive discovery. Tektronix has been at the forefront of the digital age for over 70 years. • Work with Marketing Communication Managers and Account Managers to execute marketing campaigns, improve operations and provide exceptional customer service • Support current users of Tektronix equipment and develop new business opportunities within the defined territories in accordance to the sales and marketing plans. This is achieved with internal marketing communication/strategies as well email-based, telephone, and live chat approaches to prospective and existing customer base. • Provide excellent administration skills and proceeds all documentation accordingly onto the company's CRM system Dynamics in such a manner that historical and statistical data may be analyzed in the future to assess strategic and tactical requirements. • Ensure excellent knowledge of competitor activity, market trends and information that is valuable for prospecting in supported territories • Report & analyze customer related data within the timeline agreed with customer & deliver input for improvement plans • Familiar with the platforms: Marketo, Micosoft Dynamics, Path Factory, JIRA
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Inside Account Manager (Temporary Assingment)
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Jan 2019 - May 2019
Beaverton, Oregon • Managed 2 territories with over laying Field Account Managers and Field Application Engineers • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals. • Monitored sales team performance, analyzed sales data and reported information to Field Account Managers. • Drove business success by maintaining and applying current knowledge of sales, promotions and policies regarding payments, exchanges and security practices. •… Show more • Managed 2 territories with over laying Field Account Managers and Field Application Engineers • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals. • Monitored sales team performance, analyzed sales data and reported information to Field Account Managers. • Drove business success by maintaining and applying current knowledge of sales, promotions and policies regarding payments, exchanges and security practices. • Held weekly meetings with Field Account Managers to identify techniques to overcome sales obstacles. • Maintained up-to-date knowledge of competitor products and pricing in market served.
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Education
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Portland State University
Bachelor of Science (B.S.), Business/Organizational Communications