Jaleesa Rivas

• Managed a portfolio of B2B clients for Lead Forensics, a SaaS platform that identifies anonymous website visitors and provides sales intelligence to help businesses generate qualified leads, serving as the primary strategic advisor from onboarding through renewal.
• Led customer onboarding, implementation, training, and adoption strategies to maximize product utilization and long-term success.
• Conducted strategic business reviews to align platform usage with client goals, demonstrate ROI, and identify opportunities for growth.
• Built and maintained strong client relationships, driving customer satisfaction, retention, and contract renewals.
• Proactively monitored account health, identified at-risk customers, and implemented success plans to reduce churn.
• Managed renewal conversations and partnered with internal teams to ensure a seamless customer experience.
• Worked cross-functionally with Sales, Technical Support, Product, and Marketing to resolve customer issues and advocate for client needs.
• Managed customer health and documented account activity using Planhat and Cyclone CRM, ensuring accurate tracking of success metrics.
• Assisted customers with CRM integrations and workflow automation, including HubSpot, Salesforce, Pipedrive, Zoho and Zapier implementations.
• Analyzed customer data and website visitor insights to provide strategic recommendations that improved lead generation and sales outcomes.
• Delivered virtual product demonstrations, training sessions, and educational resources to increase customer engagement and platform adoption.
• Supported customer advocacy initiatives by encouraging participation in TrustRadius reviews and other customer marketing programs.
• Managed multiple priorities across a diverse client portfolio while consistently providing responsive, high-quality customer support.
• Achieved customer engagement goals through proactive outreach and strategic account planning, enhancing relationship management.

• Serve as lead point of contact for all Staffing needs for the Financial Services Division in the greater phoenix area specifically Customer Support and Office Administration
• Developed trusted advisor relationships with key accounts and customer stakeholders, including executive sponsors, managers, HR, and directors.
• Built and maintained strong, long-lasting client relationships through cold calls, LinkedIn, lunches, dinners, and email communication.
• Fostered lasting customer relationships through effective communication and quick responses, enhancing client loyalty and expanding the client base.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
• Achieved weekly metrics of setting 10 client meetings and 150 attempted contacts.
• Negotiated favorable contract terms with suppliers/vendors on behalf of clients while maintaining strong relationships with them at the same time.
• Reviewed quarterly sales results to inform annual forecasting
• Regularly updated sales forecasts based upon current pipeline status/anticipated deal closures, allowing for accurate resource allocation/planning within the organization.
• Coached SRC recruiters to improve their recruitment strategies
• Perform employee reviews and assessments for recruiters
• Submission and verification of all Onboarding details and documents for new accounts
• Subcommittee Lead of Employee resource group Bridge voluntary led group that serves as a resource for members of the organization to foster diverse and inclusive work group
• Operated in hybrid work environment to enhance team collaboration

• Hybrid work environment
• Built rapport with customers and assessed needs from a consultative approach.
• Assisting Families with transitioning into new living environment due to loss of home due to fire, flood, or natural disaster with use of insurance policy funding
• Built strong relationships with realtors, landlords and property management companies in order to partner on facilitating a short-term lease.
• Facilitated placement of families into temporary housing solutions families in temporary housing such as single family, apartments, duplex and or hotel
• High level of negotiation, sales, administration and customer support with insurance companies and property management companies
• Distribute payment to landlords via insurance policy ALE each month for all rental costs and fees
• Communicated with insurance adjusters to clarify policy details and secure funding for short-term housing
• Maintained claims data with the use of Sales Force
• Worked flexible hours to meet demands of catastrophe seasons and or high flood or fire seasons
• Sales and metrics driven work environment exceeding monthly goal of 15 move ins, averaging 19-29 move ins a month

Oversaw resident intake processes, ensuring compliance with housing regulations and smooth transitions.

Developed and implemented community engagement programs, enhancing resident satisfaction and fostering collaboration.

Managed conflict resolution initiatives, promoting a harmonious living environment among diverse residents.

• Promoted to merchant support level two, enhancing ability to assist merchants with complex inquiries.
• Enhanced customer satisfaction by promptly addressing and resolving merchant inquiries and concerns.
• Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
• Provided technical support to merchants, resolving issues related to payment processing and account management.
• Developed tailored recommendations for merchants based on detailed analysis of their business needs and goals.
• Achieved monthly sales goals through effective promotion of product benefits and successful enrollment of new clients.
• Exceeded sales goals, increased revenue, and facilitated sales
• Resolved issues efficiently and enhanced customer satisfaction ratings
• Assessed client needs to determine and suggest relevant product solutions in alignment with small business client budgets and schedules
• Oversaw large business accounts, managing relationships that generated over $30,000 in monthly revenue.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
• Participated in event planning committee to coordinate and execute events effectively