Jeffrey Venter

Customer Success Manager at FinListics Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
Languages
  • English -
  • Spanish -

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Experience

    • United States
    • Information Services
    • 1 - 100 Employee
    • Customer Success Manager
      • Apr 2022 - Present

      Our business insight software, ClientIQ, and Insight-Led training help you formulate business cases based on quantitative and qualitative analyses. We start by understanding your team’s current level of financial background and then build a baseline to measure improvement. By working together to identify your target markets, industries, and sectors, we help you build specific and financially-focused expertise that drives value for your clients. Our approach and tools, which can be integrated into any sales methodology and CRM, help you demonstrate value by aligning your solution to key performance metrics while using analytics to show its benefit. Show less

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Area Manager - Customer Success, Acquisition, Engagement, Retention
      • Nov 2018 - Mar 2022

      Leader of multiple teams and business units in the Southeast Region (Carolina/Florida), responsible for client experience for the Life Time brand enterprise. I am a service and product management expert delivering uncompromising experiences through world-class and loyal relationships for our customers who value health, wellness and community. Manage and lead teams of Brand obsessed ambassadors to execute service excellence through a collaborative and cohesive understanding of the full lifecycle of the customer experience. Show less

    • Manager, Customer Success, Account Retention, Engagement and Experience
      • Jun 2017 - Nov 2018

      I joined the Leadership team of the Charlotte destination to partner in the Grand Opening of a flagship location in 2017, where I was recognized as a top performing Manager of Customer Retention and Experience. As a leader of leaders, I drive an 'always be growing/learning' mindset, which allows my team, my peers and myself to thrive with consistent education, professional development and execution of best practices to improve customer experience and reduce churn.

    • Assistant Manager, Customer Success, Engagement and Retention
      • Oct 2015 - Jun 2017

      When I transitioned from Hospitality Management in the Food and Beverage industry to the Health and Wellness business, I succeeded in transferring my skills as a world-class leader with a passion for service excellence. These skills rooted deeply as an inclusive leader, ambitiously hungry for business growth led to collaborative wins for the business, our teams and personal acumen. The fast pace and need to be adaptive and empathetic with every customer as a growing leader served as a launching pad for my future as a team leader, leader of self and cross functional subject matter expert. Show less

    • Restaurant Manager & Beverage Director
      • Jan 2014 - Aug 2015

      Responsible for all front of house operations including employee training and P&L management. First point of contact for vendors and clients. Success was celebrated and measured through retained and new business acquisition achieved through a strong focus of the service-profit chain. Responsible for all front of house operations including employee training and P&L management. First point of contact for vendors and clients. Success was celebrated and measured through retained and new business acquisition achieved through a strong focus of the service-profit chain.

Education

  • Arizona State University
    Organizational Leadership
    2016 - 2018
  • Naugatuck Valley Community College
    2014 - 2014
  • Gateway Community College
    2013 - 2013
  • University of Connecticut
    Business Administration and Management, General
    2004 - 2006
  • Roger Williams University
    Business Administration and Management, General
    2003 - 2004

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