Jason Chalarca
Trabuco Canyon,CA
Summary
Goal-oriented Account Manager with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
14
14
years of professional experience
Work History
Client Relations Manager
Portfolio
Lake Forest, CA
05.2024 - 05.2025
- Served as the liaison for internal and external customers and was consistently meeting and exceeding client expectations.
- Took initiative to formally document relevant processes and updates on a regular basis.
- Responded in accordance with Key Performance Indicators (KPIs).
- Regularly communicated in a professional friendly manner and proactively and consistently followed up with a sense of urgency on open items.
- Fielded calls and emails from agents and dealers regarding rates, products, contracts, marketing materials, dealer agreements, dealer production inquiries, etc.
- Assisted in developing, updating, storing, and distributing required documentation.
- Provided training and support for Agent and Dealer Portal.
- Developed and implemented training for team members and agents.
- Ran and analyzed reports as requested and as needed.
- Took ownership of projects until completion and ensured success through proper documentation and follow-up.
- Consistently worked towards providing a wow customer experience in support of the company mission.Took ownership of changes and was personally responsible for managing change in an upbeat positive manner.
Program Manager I
Balboa Capital
Irvine, CA
07.2022 - 03.2023
- Managed a portfolio of over 200 current business referral partners.
- Motivated and drove broker relationships towards stated sales objectives.
- Assisted in strategic management of broker accounts with principals and/or designated contacts of brokers, in conjunction with Balboa Capital’s management team.
- Worked effectively with internal partners in Credit, Documentation, Marketing, IT, Post Funding, Recruiting, and other segments in Sales Management.
- Met and exceeded quarterly quotas assigned.
ISO Relations Representative
Simply Funding
New York, NY
11.2021 - 06.2022
- Managed a portfolio of over 200 current business partners while providing a direct funding source for all.
- Maintained positive relationships with new and existing partners; Managing new partner on-boarding process.
- Sourcing and recruiting potential partners.
- Marketed all MCA products to targeted audience at trade shows and events.
- Met and exceeded quarterly quotas assigned.
Senior National Accounts Manager
LoanMe
Anaheim, CA
09.2018 - 10.2021
- Managed a portfolio of over 250 current business referral partners.
- Maintained positive relationships with new and existing partners; Managing new partner on-boarding process.
- Sourcing and recruited potential partners, providing a direct funding source for the partner's.
- Responsible for reviewing partners performances and providing insight on how to increase submissions and quality of partner leads.
- Reviewed results and established goals for long term growth with the LoanMe Business Development staff.
- Exceeded funding goals every month set by the Director.
- Marketed all SBL products to targeted audience at trade shows and events.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Premier Service Account Manager
Paysafe
Irvine, CA
01.2011 - 07.2018
- Acted as the main point of contact for over 250 relationships.
- Responsible for building, prospecting and expanding the merchant relationships by understanding the merchant's wants then offering additional products and or solutions in a timely manner to save the merchant time and money.
- Proactively formulated strategies and analyzed trends to provide guidance and advice to maximize client growth.
- Monitored daily reports to identify the health of the accounts.
- Met and exceeded quarterly quotas assigned.
- Worked with channel and alliance partners on joint marketing and sales opportunities.
- Set meetings and managed obligations to achieve established goals and commitments.
- Supported sales team members to drive growth and development.
- Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
Skills
- Strong Communication Skills
- Training & Development
- Team Leadership
- Process Improvement
- Confident Public Speaker
- Proficient in Salesforce, Microsoft Office Suite and CRM systems; able to navigate, create and develop presentations and spreadsheets as needed
- Relationship Building
- Policy and Procedure Improvements
- Account Management
- Strategic Account Planning
- Business Development
- Customer Service
- Verbal and Written Communication
- Problem-Solving
- Acquiring New Customers
- Customer Relationships
- Team Training and Motivation
- Revenue Growth
Timeline
Client Relations Manager
Portfolio
05.2024 - 05.2025
Program Manager I
Balboa Capital
07.2022 - 03.2023
ISO Relations Representative
Simply Funding
11.2021 - 06.2022
Senior National Accounts Manager
LoanMe
09.2018 - 10.2021
Premier Service Account Manager
Paysafe
01.2011 - 07.2018