Aaron Jefferson

• Responsible for onboarding, growing, and retaining portfolio of customers via lifecycle management, using account-based marketing and customer campaigns
• Act as quarterback for cross-departmental functions- work closely with sales, marketing, customer service and development teams to identify and close gaps in campaign setup issues

Key Accomplishments:

• Transformed onboarding process- was able to organize and bring about visual representation of account statuses- this made for team visibility and accountability that streamlined onboarding process
• Conducted quarterly business reviews with portfolio of 30+ accounts to gauge customer/campaign health, identify areas of improvement, and strategize to achieve optimal results

• Developed and nurtured relationships in assigned territory to set up future deals and success
• Developed green-field sales territory plan for states lacking penetration of company's service.
• Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.

• Trained and managed team of sales professionals through complete sales cycle (lead generation to close)
• Oversaw implementation of SOPs and established OKRs and KPIs to measure team success
• Collaborated with cross-functional team members to optimize processes and maximize team output

Key Accomplishments:

• First sales hire - built and led team that increased MRR from $0 to $1M+ in less than year
• Developed and executed training program to onboard and manage performance for team
• Consistently revisited methodologies and processes to evolve to ever-changing needs of business.

• Provided exemplary post-, and customer service to established clientele
• Onboarded customers after sales completion
• Worked with clients’ executive teams to implement software and ensure end-user compliance
• Adhered to strict state/federal guidelines for distribution of government funds/grants

Key Accomplishments:

• Trained team to operate successfully with their own portfolio of business
• Created, ran, and analyzed monthly reports for clients to gauge account health and maintain customer satisfaction and retention
• Drafted and spearheaded post-sales support yearly plan (including upsells, contract management, feature updates/requests, and monthly reviews) to exceed quota at 160%

• Used bevy of systems to facilitate sales and provide unmatched customer service to 100+ customers daily
• Compiled and assessed data and metrics to ensure high-quality customer support for world’s largest distributor of jewelry
• Trained and managed team of customer service agents for pre and post-sales support
• Worked within warehouse to manage inventory and ensure prompt and accurate deliveries for orders

Key Accomplishments:

• Trained new employees from various company acquisitions
• Expanded market reach by adding products to new Marketplaces
• Revamped inventory management system to optimize order fulfillment process
• Established new SOPs during company’s CRM and OMS transition