Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Elise Yahner Walton

Jess is incredibly hard working and detail oriented. He is committed to excellence and never settles for "good enough". At HCL Software, Jess has become our resident CRM expert and the go-to person for any operations and data questions. Jess is a great team member because he is always willing to lend a hand, even for tasks outside his typical responsibilities. Plus, he's a genuinely kind and thoughtful person. Jess is an asset to any team he works with.

Kate Huff

Jess is an important asset to the DevOps team. He has done incredible work over the last couple of years - putting the portfolio in a position to be able to report out on the value of a given marketing campaign, and providing the data and analysis needed to make strategic business decisions. Jess is not afraid to raise his hand if he sees an issue that puts prospect or customer satisfaction at risk. He is one of the most hard-working, dedicated, and passionate individuals I've had the pleasure of having on my team, and any team would be lucky to have him.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • HubSpot Reporting
    HubSpot Academy
    Jun, 2022
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Revenue Operations
      • Feb 2022 - Present

      Alviere empowers every business to provide financial services to its customers quickly and easily. By providing an advanced single-integration plug and play software service, Alviere streamlines and automates the delivery of financial products like banking, mobile payments, card issuance, payment processing and cross-border currency exchange, enabling its clients to strengthen customer relationships, increase revenue and maximize profits. We make embedded finance easy and secure.*RevOps works with GTM teams to break down silos and promote alignment between teams.

    • IT Services and IT Consulting
    • Sales and Marketing Operations Specialist
      • Feb 2020 - Feb 2022

      Own the Microsoft Dynamics 365 CRM Lead to Order process for the DevOps sales and marketing teams. Import Leads, Create Opportunities, Process Quotes into orders. Train and support others on this process to enable them to do it for themselves.Set up advanced filter views within CRM for real time reporting of entire sales pipeline including but not limited to; Lead funnel, Opportunities from Marketing Campaigns, future and actual product order revenue. Summarize all data to team in weekly email reports. Analyze marketing Lead data for monthly business reviews to determine which campaigns provide the best return on investment. Create a Lead funnel data visualization of the previous months marketing campaigns performance by global geography.Identify and track all methods for generating Leads for the DevOps software products throughout the organization. Own the data in CRM and SharpSpring Marketing Automation software.Provide regular feedback on business process improvement to help the organization optimize Lead performance, improve pipeline data quality, and adopt a better prospect-focused, free product trial experience. Subject matter expert on licensing and entitlements in FlexNet.Completed all training on HCL's National Security Agreement and CFIUS Security Policies for FACL ( Federal Access Control List). Outlined internal process for BII to be removed from DevOps marketing lead contact information.

    • Staffing and Recruiting
    • 700 & Above Employee
    • Client Experience Administrator at Park Place Technologies
      • Oct 2019 - Feb 2020

      Vet Service First incidents by researching IT equipment lists and contracts in Microsoft Dynamics 365 CRM and notes in Astea service management software. Make determinations regarding whether work is covered under contract or requires billing for Time & Materials.Aid in creating invoices for T&M and originating equipment addendum's to increase company profitability. Collaborate with Account Managers to get a decision made and follow up to ensure all incidents are closed out in a timely manner.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Business Development Associate
      • Jul 2019 - Sep 2019

      Engaged and built rapport with new clients to acquire sales through cold-calling via telephone, email, and LinkedIn. Utilized Microsoft Dynamics 365 CRM to track prospecting activity. Conducted research on LinkedIn Sales Navigator and DiscoverOrg while continuously prospecting for lead generation. Engaged and built rapport with new clients to acquire sales through cold-calling via telephone, email, and LinkedIn. Utilized Microsoft Dynamics 365 CRM to track prospecting activity. Conducted research on LinkedIn Sales Navigator and DiscoverOrg while continuously prospecting for lead generation.

    • United States
    • Furniture and Home Furnishings Manufacturing
    • 1 - 100 Employee
    • Sales and Operations Coordinator
      • Jan 2016 - Apr 2019

      Coordinated relationships with over 60 different retail operations across the country. Was the sole account representative for the entire adult mattress division. Assisted in driving year on year increases in the adult mattress sales channel of over 16% in 2016, 2017, and 2018.Oversaw all aspects of the new customer on-boarding process including; tax compliance, contract completion, and merchandise selection. Maintained the delicate balance between the needs of the customer and company profitability.Assisted the team in the timely opening of six national Naturepedic branded retail stores. Designed the store layouts, organized the deliveries, and aided in the installation of all goods.Took lead in the development of store merchandising. Organizing materials for displays, decor, and the procurement of all furnishings.Trained newly hired store managers and associates on best practices, company procedures, and Oracle NetSuite software. Covered absences nationally for all corporate owned stores.Supervised the consumer financial services program. Single highhandedly ran the entire operation for the Chagrin Falls retail location. Scheduled appointments, presented options, closed sales, and followed up on deliveries.Quarterbacked a "Green Our Office" initiative. Hired an office plant service, negotiated the contract, and received leaderships approval.

Education

  • Kent State University
    Bachelor of Arts - BA, Interior Design
    -

Community

You need to have a working account to view this content. Click here to join now