Heidi Holmes

Director, Channel Sales at Jellyvision
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Contact Information
us****@****om
(386) 825-5501
Location
Madison, US

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5.0

/5.0
/ Based on 2 ratings
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Edwige Ligonde

When it comes to Heidi, I think partnership. Not to be confused with any traditional vendor-customer relationship. It is really special with Heidi because it’s increasingly evident just how much she cares about us as a client and our success! She consistently reminds us we are in a people business and always checks on you (the individual) then will get into understanding more of your WHY before transitioning into creative and collaborative ways for her to help you achieve your goals. She doesn’t just work for a tech company, she partners with her clients and community to help them achieve their goals and for that I am forever grateful!

Court Flannery

Heidi and I had a great working relationship at Jellyvision. She is incredibly hard working and dedicated to her clients. On top of that, Heidi is curious and loves to ask questions to get to the heart of problems both internally and that her prospects face. She is tough, but incredibly kind and thoughtful. She collaborates with her teammates and is always there for others who are struggling. Heidi brings joy and talent to any team she's a part of.

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Credentials

  • Gong Certification for Frontline Managers
    Gong
    Apr, 2023
    - Nov, 2024
  • Rising Account Executive Certification
    Sales Assembly
    Mar, 2021
    - Nov, 2024

Experience

    • United States
    • Software Development
    • 200 - 300 Employee
    • Director, Channel Sales
      • Feb 2023 - Present

    • Senior Channel Sales Manager and Team Lead
      • Jan 2022 - Feb 2023

    • Senior Broker Account Executive
      • Jun 2019 - Jan 2022

      My focus is to engage benefits brokers to assist them in leveraging their time and efforts to not only increase their revenue and keep valued accounts, but to bring personalized service to the employees that are the ultimate recipients of their work. Our SaaS employee communication platform, ALEX, is used by more than 1,500 companies with more than 20 million employees in total – including 114 of the Fortune 500 and one-third of the country's 25 largest companies. ALEX helps employees at these… Show more My focus is to engage benefits brokers to assist them in leveraging their time and efforts to not only increase their revenue and keep valued accounts, but to bring personalized service to the employees that are the ultimate recipients of their work. Our SaaS employee communication platform, ALEX, is used by more than 1,500 companies with more than 20 million employees in total – including 114 of the Fortune 500 and one-third of the country's 25 largest companies. ALEX helps employees at these companies, whose health insurance premiums total more than $110 billion, make better decisions about their insurance plan options, 401(k) allocations, and financial wellness. For busy brokers, benefits communication is often the last thing on the agenda, and even then, it takes up a disproportionate amount of time and effort. The average amount of time a broker puts up into prepping benefits communication materials is 15 hours—per client. But despite all the booklets and benefits meetings, employees are still confused about their benefits and overwhelmed by the amount of information they must sort through. Brokers who put their focus on effectively communicating benefits through ALEX break the mold, adding huge value for clients and standing out in a competitive market. ALEX engages each employee in a one-on-one interactive conversation, so they feel better about their decisions and are less likely to go into "enrollment autopilot". ALEX increases comprehension of HDHP and HSA migration, which reduces sticker shock. ALEX uses behavioral science to drive change—so much so that last year employees who used ALEX contributed $1153 more to their HSA's than the national average.

    • United States
    • Insurance
    • 700 & Above Employee
    • Life Sales Manager
      • Jun 2013 - Jun 2019

    • Life Sales Manager
      • Apr 2013 - Jun 2013

      My responsibilities are for the development and performance of all sales activities in an assigned market. I staff and direct a sales team and provide leadership towards the achievement of maximum profitability and growth in line with our company's vision and values. My objective is to establish plans and strategies to expand the customer base in the marketing area and contribute to the development of training and educational programs for not only our agents, but all of the staff we partner… Show more My responsibilities are for the development and performance of all sales activities in an assigned market. I staff and direct a sales team and provide leadership towards the achievement of maximum profitability and growth in line with our company's vision and values. My objective is to establish plans and strategies to expand the customer base in the marketing area and contribute to the development of training and educational programs for not only our agents, but all of the staff we partner with in our region.

    • Life Agent Development Specialist
      • Jan 2012 - Jun 2013

      The primary focus of my position is to train and support Life Specialists for AAA in the Growth Markets for Auto Club Group and further the production of life sales by working with management in other marketing channels.

    • Managing Broker
      • Apr 2008 - Jan 2012

      Working with and developing new agents concurrently selling insurance. Working with and developing new agents concurrently selling insurance.

    • United States
    • Insurance
    • 700 & Above Employee
    • Sales Agent
      • Jan 2007 - Apr 2008

      Small business consultant and health/life insurance agent. This company was formerly associated with NASE and Mega Life and Health. Small business consultant and health/life insurance agent. This company was formerly associated with NASE and Mega Life and Health.

    • Middle School Teacher
      • Sep 2002 - Jun 2006

      Taught science, history, and geography to middle school children. Taught science, history, and geography to middle school children.

Education

  • University of Wisconsin-Madison
    Bachelor of Science
    1982 - 1987

Community

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