Summary
Overview
Work History
Education
Skills
Timeline
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JAMESON MONTGOMERY

Clovis,CA

Summary

Master of Business Administration educated Technical Support and Operations Leader with over ten years of experience managing high-volume service desks and customer success teams. Proven track record of reducing ticket volume by improving root cause analysis and streamlining workflows. Expert in administering enterprise systems, including Salesforce, ServiceNow, and Office 365, while mentoring technical staff to achieve over 95% Service Level Agreement compliance.

Overview

13
13
years of professional experience

Work History

Client Services Manager

Uptime Ontime (UTOT)
Remote
05.2026 - Current
  • Managed technical service team operations to ensure high-quality service and operational efficiency.
  • Led client engagement initiatives, enhancing customer satisfaction and retention rates.
  • Developed and implemented service delivery strategies to streamline operations and improve efficiency.
  • Managed cross-functional teams to ensure alignment on client objectives and deliverables.
  • Analyzed client feedback to identify areas for service improvement and drive strategic enhancements.

Customer Success Manager (Technical Escalations)

VertexOne
Remote
10.2025 - 02.2026

(Note: Position eliminated due to corporate restructuring/layoffs)

  • Addressed complex technical escalations and led strategic account planning by aligning software capabilities with enterprise client needs, resulting in a 15% increase in client satisfaction scores (CSAT).
  • Analyzed customer usage data and CRM metrics to identify system bottlenecks, proactively resolving underlying technical issues and reducing recurring ticket escalation by 25%.
  • Directed customer onboarding and technical training initiatives, developing comprehensive knowledge base materials that reduced new-user time-to-competency by 14 days.
  • Collaborated with cross-functional engineering teams to implement service enhancements, directly impacting product stability and revenue retention.

Senior Customer Service Analyst (Contract)

Simpro Software
Remote
06.2025 - 10.2025

(Note: Successfully completed 4-month contract engagement)

  • Executed root cause analysis and complex software/hardware troubleshooting, maintaining a 92% first-call resolution (FCR) rate for Tier II/III tickets.
  • Optimized Help Desk support workflows and ticketing queues, improving team response times by 30% and elevating overall service delivery quality.
  • Mentored 5 junior technicians and new hires on advanced technical support protocols, creating a standardized onboarding process that improved team efficiency.
  • Utilized CRM and ticketing analytics to track interactions, proposing self-service solutions that reduced inbound ticket volume by 20%.

Senior Technical Support Engineer

United Health Group, Optum
Remote
09.2022 - 05.2025

(Note: Impacted by company-wide reduction in force)

  • Resolved high-level, escalated technical issues to enhance system functionality, achieving a 98.5% adherence to strict Service Level Agreements (SLAs).
  • Authored and maintained comprehensive IT documentation for support processes, establishing a centralized knowledge base that accelerated team knowledge transfer by 40%.
  • Facilitated personalized technical troubleshooting sessions and led staff training, ensuring high support standards and compliance across a heavily regulated healthcare environment.
  • Contributed to product development meetings by delivering actionable insights derived from customer feedback, directly influencing 3 major product updates.

Support Desk Technician

Trinity Health With Saint Agnes Medical Center
09.2016 - 08.2022
  • Managed enterprise ticketing systems to process, route, and resolve hardware, software, and connectivity failures for over 2,500 endpoints in a large-scale healthcare environment.
  • Secured corporate networks and endpoints by rapidly identifying and removing malware, ransomware, and vulnerabilities, ensuring zero data breaches during tenure.
  • Administered user accounts and permissions in Active Directory while maintaining strict compliance protocols.
  • Provided immediate technical assistance via phone and in person, maintaining a consistent 95% positive user feedback rating.

Systems Manager

Eye Medical Center Of Fresno
07.2015 - 08.2016
  • Evaluated and implemented new technology solutions, conducting hardware/software research that modernized clinic operations and improved system uptime to 99.9%.
  • Supervised daily IT operations to ensure compliance with company data policies and patient safety standards.
  • Managed IT infrastructure, ensuring optimal performance and security.
  • Led system implementations to enhance operational efficiency across departments.

Customer Support Supervisor

Aetna, a CVS Health Company
Fresno, CA
04.2013 - 07.2015
  • Managed a high-volume support team of 15+ agents, overseeing daily operations to ensure 100% adherence to HIPAA compliance and service level agreements (SLAs).
  • Designed and delivered technical training curriculums for new hires, reducing onboarding time by 20% and increasing First Call Resolution (FCR) rates by 15%.
  • Leveraged Salesforce, ECHS, Aetna ASD, Rumba to analyze customer feedback trends, identifying system bottlenecks that reduced escalation rates by 10%.
  • Spearheaded workflow optimization initiatives that reduced average hold times by 30 seconds and raised Customer Satisfaction (CSAT) scores from 3.5 to a 4.5/5.

Education

Master Of Business Administration - Business Administration

Business School of Barcelona
Barcelona, Spain
08-2024

General Studies -

Fresno City College
Fresno, CA

Skills

  • Help Desk & Ticketing: ServiceNow, Jira Service Desk, Zendesk, BMC Helix, Freshdesk
  • Technical Support: Active Directory, Office 365 Administration, Remote Desktop (RDP), VPN Configuration, Malware Removal, Hardware/Software Troubleshooting
  • Operations: SLA Management, Incident Management, Root Cause Analysis, Workflow Optimization, Vendor Management
  • CRM & Analytics: Salesforce, HubSpot, Data Visualization, Customer Usage Analysis
  • Client relationships
  • Client relationship building

Timeline

Client Services Manager

Uptime Ontime (UTOT)
05.2026 - Current

Customer Success Manager (Technical Escalations)

VertexOne
10.2025 - 02.2026

Senior Customer Service Analyst (Contract)

Simpro Software
06.2025 - 10.2025

Senior Technical Support Engineer

United Health Group, Optum
09.2022 - 05.2025

Support Desk Technician

Trinity Health With Saint Agnes Medical Center
09.2016 - 08.2022

Systems Manager

Eye Medical Center Of Fresno
07.2015 - 08.2016

Customer Support Supervisor

Aetna, a CVS Health Company
04.2013 - 07.2015

Master Of Business Administration - Business Administration

Business School of Barcelona

General Studies -

Fresno City College