JASON GROSS
Chicago,IL
Summary
With nearly a decade of experience in sales, consulting, and account management, I have built a career centered on fostering relationships, understanding client needs, and delivering impactful solutions. From financial advising to technology and renewable energy sales, I have consistently prioritized long-term client value, retention, and strategic growth. My ability to collaborate cross-functionally, leverage data-driven insights, and provide white-glove service has naturally led me to transition into a client success-focused role. I am passionate about driving customer satisfaction, optimizing post-sale experiences, and ensuring clients achieve measurable success with the solutions they adopt.
Overview
12
12
years of professional experience
Work History
Account Manager, Core Applications/Diversity, Equity & Inclusion
TEKsystems
Colorado Springs, CO
12.2022 - 08.2024
- Work cross-functionally with internal teams to execute professional services including staff augmentation, and co-managed project execution
- Created over $100K of revenue by utilizing full cycle selling, including cold calling, solutioning, closing, retention, and growth
- Develop relationships with consultants, managers, directors, VPs, and the C-suite while identifying and providing white glove servicing around solutions within I.T
- Technology teams and DE&I committees
- Tools utilized include Salesforce CRM, Seismic, Gong, D&B Hoovers, ATS and several proprietary platforms
Energy Consultant, Renewable Energies
Freedom Solar Power, LLC
Colorado Springs, CO
07.2021 - 08.2022
- Exceed weekly consultation meeting targets while providing comprehensive energy efficient home solutions across Solar Panels, Battery Backup and EV Chargers
- Successfully generated over $900,000 in net revenue by establishing a cost reduction model across utility expenses- saving clients as much as $75,000+ over the next 25 years
- Built a branded presence by cultivating strong relationships within local community; partner with community leaders for better mass outreach opportunities
Assistant Preschool Teacher, Three-Four Year Olds
Jewish Community Center
Northbrook, IL
08.2020 - 04.2021
- Responsible for implementation of classroom activities for the day, along with the lead teacher
- Assisted with all aspects of the teaching curriculum from Judaism to reading and writing
- Ensured CDC daily COVID-19 prevention protocol and overall safety precautions are met
Fitness Membership Specialist, Guest Services
Fitness Formula Clubs
Chicago, IL
01.2020 - 04.2020
- Managed the full sales cycle of prospect to member to gain access to our facilities
- Overcame and assisted with all guests concerns regarding membership, billing, guest passes, fitness goals, etc
- Promoted from Front Desk to Full Time Member Service Specialist
- Laid Off Due to COVID-19
Financial Representative, Comprehensive Planner
Northwestern Mutual
Chicago, IL
03.2018 - 09.2019
- Partnered with over 30 individuals and families building a strong, secure and catered financial plan by establishing a foundation of defensive planning coinciding with the accumulation of offensive planning
- Consulting on retirement planning, student loan analysis, and all around tax efficient planning
- One of 6% of full time advisors to run a financial planning practice for over 12 months
- Held 15-20+ face to face or virtual meetings weekly with various individuals and families understanding their situation, then presenting a plan in order to address areas of most importance personally, professionally and financially
- Serviced clients beyond a bi-annual review by being in communication whenever questions pertaining to major life events or saving money occur
Business Development Consultant, Marketing Cloud
Oracle, LLC
Austin, TX
06.2016 - 09.2017
- Top 3 in team attainment- FY17 Q1, FY17 Q3, FY17 Q4, and FY18 Q1, second Business Development Consultant to hit 100% attainment since teams creation in 2015
- Recognized as an 'Outstanding New Hire' by the Oracle Sales and Partner Academy
- Worked with Oracle Application Sales Representatives as well as other members of our virtual team on account strategy, demand generation activities, execution plans and results
- Uncovered client pain points and demonstrated how Oracle's Marketing Cloud data-driven solutions create engagement, orchestrate experiences, connect data, and optimize online interactions that attract and retain ideal customers
- Collaborated with marketing and operations calling into hundreds of marketing qualified accounts to determine customer needs and potential solutions and convert to customers
- In charge of receiving inbound chats and phone calls pertaining to general questions on Oracles Marketing Cloud services and either addressing from a consulting or sales standpoint
Morale Captain, Marketing
Indiana University Dance Marathon
Bloomington, IN
10.2012 - 11.2016
- Raised +$10,000 over 4 years for the patients at Riley's Hospital for Children
- Promoted and explained the purpose of IUDM face to face with students and others around the country via videos, social media, phone calls and emails
- Organized and created events that help put together the second largest student run philanthropic event in the country
Education
Bachelor of Science - Management
Indiana University - Kelley School of Business
05.2016
Skills
- Chicago Sports
- Restaurant
- Music Fan
- Fitness Enthusiast
- Microsoft Suite
- Oracle Marketing Cloud
- Landmark Forum
- Alpha Epsilon Pi Fraternity
- Podcast Co-Host
- Salesforce CRM
- PeopleSoft
- Tableau
Websites
Timeline
Account Manager, Core Applications/Diversity, Equity & Inclusion
TEKsystems
12.2022 - 08.2024
Energy Consultant, Renewable Energies
Freedom Solar Power, LLC
07.2021 - 08.2022
Assistant Preschool Teacher, Three-Four Year Olds
Jewish Community Center
08.2020 - 04.2021
Fitness Membership Specialist, Guest Services
Fitness Formula Clubs
01.2020 - 04.2020
Financial Representative, Comprehensive Planner
Northwestern Mutual
03.2018 - 09.2019
Business Development Consultant, Marketing Cloud
Oracle, LLC
06.2016 - 09.2017
Morale Captain, Marketing
Indiana University Dance Marathon
10.2012 - 11.2016
Bachelor of Science - Management
Indiana University - Kelley School of Business
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