Mobin Jacob
Customer Success Manager at Epic Movement- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Malayalam -
Topline Score
Bio
Credentials
-
Sales: Customer Success
LinkedInMay, 2023- Oct, 2024 -
Customer Success Management Fundamentals
LinkedInApr, 2023- Oct, 2024
Experience
-
Epic Movement
-
United States
-
Religious Institutions
-
1 - 100 Employee
-
Customer Success Manager
-
Jun 2016 - Present
• Directs a team of 2-3 staff, providing strategic analysis and training to drive client engagement upwards of 15% • Successfully renews accounts and identifies new opportunities to upsell partners, driving account revenue growth upwards of 10% • Consistently achieves quarterly quota and exceeds renewal targets, oftentimes surpassing sales expectations by 10-25% • Managed 2-3 key operational programs simultaneously, providing clear communication and exceeded organizational goals, resulting in improved client retention across multiple product lines • Prepare and present Quarterly Business Reviews to key account stakeholders providing tailored presentations and increasing overall customer satisfaction scores by 10-15% • Generated leads and closed sales, building a portfolio of over 350 accounts with annual recurring revenue of over $175,000.00 • Coordinated development of new tools and developed product roadmap to deliver solutions that are better representative of the needs of our clients, increasing product adoption by 15-20% • Successfully planned and executed client-facing campaigns and strategic marketing campaigns, resulting in the rapid growth of a dedicated reader base for our monthly newsletter, reaching over 500 monthly subscribers and achieving over a 60% click rate • Collaborated in designing new tools, hosting focus groups and analyzing client feedback, increasing product adoption by 15-20% • Led new renewal processes by monitoring account health analytics and building scalable systems, reducing churn risk by 10% • Optimized a comprehensive suite of dashboards and visual tools within our CRM system, facilitating real-time tracking and analysis of key performance indicators (KPIs) across the entire customer journey, including onboarding and risk reduction Show less
-
-
-
Accenture
-
Ireland
-
Business Consulting and Services
-
700 & Above Employee
-
Senior Information Technology Consultant
-
Aug 2014 - Aug 2017
Department of Army- GFEBS ERP Security Assessment • Streamlined communications process between technical and nontechnical recipients, maximizing value for clients • Developed customer advocate relationship with client by identifying and presenting security vulnerabilities to key stakeholders • Provided client support for SaaS enablement by implementing business processes to automate tasks and save 25+ hours quarterly • Managed customer journey and objectives by establishing weekly meeting with CISO’s and system owners, driving product adoption by 10% Department of Navy- FISCAM ERP Security Assessment • Led discovery interviews by collecting system related issues and providing root cause analysis, to identify complex challenges • Evaluated complex business and technology risks and worked cross functionally with engineering team, providing corrective action plans and remediating key vulnerabilities • Conducted walkthrough meetings with client to understand, evaluate, and validate business understanding and controls Show less
-
-
-
Grant Thornton LLP (US)
-
United States
-
Accounting
-
700 & Above Employee
-
Audit Associate
-
Apr 2013 - Aug 2014
USMC- Audit of Statement of Budgetary Resources • Led business development efforts by identifying Request for Proposals for federal, state, and local level opportunities • Served as the database administrator and led implementation of database housing 5,000+ audit samples, resulting in improved audit testing and reporting effectiveness saving 1,000+ hours during the audit cycle • Completed rigorous in-depth inquiry of the civilian payroll cycle; through examination of evidence, reports used by client, and other follow-up procedures, providing a smooth audit journey for clients Show less
-
-
-
United States Department of Defense
-
United States
-
Armed Forces
-
700 & Above Employee
-
Consultant
-
Jun 2011 - Jan 2013
• Provided executive briefings for Chief Financial Officer and led a major restructuring project, streamlining operations • Led special projects that would help reduce payment errors, increase reliability and timeliness of reporting, • Execute and review daily investment of securities and other financial instruments in excess of $150 Million • Provided executive briefings for Chief Financial Officer and led a major restructuring project, streamlining operations • Led special projects that would help reduce payment errors, increase reliability and timeliness of reporting, • Execute and review daily investment of securities and other financial instruments in excess of $150 Million
-
-
-
Robert Half
-
United States
-
Staffing and Recruiting
-
700 & Above Employee
-
Accounting Intern
-
Jun 2009 - Dec 2010
• Calculated variances and traced direct billable hours spent on project and wage rates to ensure accuracy of general ledger • Analyzed accounts receivables aging reports in excess of $250K with corresponding variances • Mitigated recurring losses by identifying sources of discrepancies in budgeted and actual receivables of over $100K • Provided assistance to U.S.-based businesses in complying with Payment Cardholder Industry (PCI) protocols • Addressed customer inquiries and provided support in updating secure credit card transactions on the point-of-sale systems Show less
-
-
Education
-
2006 - 2011
George Mason University
B.S., Accounting -
2006 - 2011
George Mason University
BS, BUSINESS MANAGEMENT
Community
