Jason C. Scholz
Old Lyme,CT
Summary
Dynamic leader in sales and operations with a track record of exceeding revenue targets and reducing churn rates. Expertise in crafting and executing retention strategies and customer engagement initiatives that enhance loyalty and drive significant business growth. Committed to aligning operations with sustainable practices while fostering high-performing teams.
Overview
15
15
years of professional experience
Work History
Senior Retention and Billing Operations Manager
Rectangle Health
Valhalla, New York
09.2024 - Current
- Developed and executed customer retention strategies, significantly reducing churn rates.
- Developed customer engagement strategies to enhance loyalty and retention.
- Monitored retention metrics to evaluate program effectiveness and pinpoint improvements.
- Provided leadership insights and mentoring to new employees on company programs.
Senior Sales Manager
Leesa Sleep/3Z Brands
Glendale, AZ
01.2020 - 01.2024
- Ensured comprehensive distribution of the Leesa portfolio, developing deep relationships with key customer contacts to secure trust and partnership longevity. Created and implemented Joint Business Plan for all Leesa products and promotions, coordinating customer-specific events and unique marketing campaigns to boost engagement. Maintained Leesa's mission-centric culture by aligning personal actions with the company's core values, ensuring a positive and cohesive brand identity.
- Collaborated with supervisors and teams to meet KPIs, facilitating Leesa's retail business expansion within strategic guidelines.
- Grew and managed key customer accounts, notably increasing Costco's D2C annual business to $10MM (20% YoY), alongside fostering strong sales and partnerships with Macy's ($1mm a year, 10% YoY growth), Walmart, Kohl's, Target, Sit N' Sleep and 20+ other retailers ($5MM a year).
- Championed sustainable and socially responsible business practices in alignment with Leesa's former B Corp certification.
- Updated business plans to inform on progress towards goals, aiding in precise financial and supply chain forecasting.
- Negotiated contracts and agreements to maximize profitability while aligning Leesa's products and initiatives with retailer goals to foster mutual success. Managed full onboarding of customers including EDI implementations.
- Maximized sales opportunities with retailers through creative strategies and in-depth understanding of store-level business drivers, ensuring on-time shipments by working directly with factories.
- Built relationships and understood business drivers in stores, implementing plans to engage store associates effectively and drive sales.
- Remote
Director, Contract Sales, & Wholesale Sales Operations
Design Within Reach Inc.
Stamford, CT
01.2017 - 01.2020
- Guaranteed sales and operational excellence across all functions, consistently surpassing service, quality, and financial benchmarks. Devised and executed aggressive business and marketing strategies, meeting company objectives while ensuring product excellence and cost efficiency. Exceeded revenue objectives and led successful endeavors to acquire strategic key accounts, fueling substantial brand expansion. Championed initiatives critical to financial health, including setting company direction, long-term strategic planning, and managing product lifecycle processes.
- Spearheaded comprehensive strategic planning, operations, and management for national luxury design distributor, adeptly handling annual gross revenues of $45M and $2.5M across boutique and large wholesale and commercial divisions.
- Guided dynamic team of 20, orchestrating contract and wholesale operations to devise and implement business strategies.
- Collaborated with senior leadership to relay updates on operations, third-party logistics, and technological progress, aligning with overarching corporate goals.
- Motivated high-performing operational and sales teams to influence positive business results.
- Achieved assigned revenue targets for designated divisions, employing industry best practices in collaboration with executive leadership to enhance financial outcomes.
Senior Retail Sales Operations Manager
Design Within Reach Inc.
Stamford, CT
01.2014 - 01.2017
- Executed comprehensive management and leadership duties across critical sectors such as retail operations, product support, returns handling, payment, tax exemption procedures, and drop shipping logistics. Formulated and executed business management strategies and objectives aimed at propelling organizational growth and optimizing operations for peak productivity. Conducted thorough analyses of operational performance metrics against internal and external benchmarks, guiding strategic decisions to align costs and customer expectations with organizational goals.
- Excelled as visionary leader, employing strategic foresight in fostering business development and operational support across e-commerce platforms and 35 luxury retail outlets, overseeing a workforce of 350.
- Revamped and streamlined HR processes to elevate efficiency and effectiveness within human resource practices.
- Spearheaded adoption and integration of Salesforce POS and NetSuite ERP systems for enhancing business scalability and operational capabilities.
- Revolutionized operational frameworks, systems, and policies, including advancements in reporting, analytical methodologies, information flow, and overarching business processes.
- Recouped $1M in losses associated with defective products by strategically managing and improving vendor relations.
Global Customer Service Manager
Bongo International
Bridgeport, CT
01.2012 - 01.2014
- Orchestrated global customer service operations, aligning CEO and leadership visions to enhance member services cycle and maximize customer satisfaction. Oversaw establishment of performance metrics, providing clear success indicators to team and achieving service level goals. Maintained steadfast focus on customer engagement, addressing complaints effectively to foster loyalty and repeat business. Streamlined communication protocols to optimize interaction efficiency across email, chat, and phone channels.
- Developed and implemented comprehensive strategy for team of 13+ customer service representatives spanning three continents.
- Achieved and sustained service level goals exceeding 97% for all customer communication channels, demonstrating commitment to excellence in customer support.
- Enhanced customer retention rate by identifying specific client needs, resolving pain points, and ensuring high satisfaction levels, securing ongoing patronage.
- Established positive resolution environment, adeptly managing customer complaints to maintain high level of customer contentment and loyalty.
- Cultivated and nurtured culture of continuous improvement within customer service team, leading to increased efficiency and effectiveness in client interactions.
Education
Master of Science in Management | Master of Business Administration -
Albertus Magnus College
New Haven, CTBachelor of Arts - Legal Studies with minor in Psychology
Quinnipiac College
Hamden, CTSkills
- Sales and marketing management
- Strategic planning and execution
- Operational efficiency
- Project management
- Luxury retail expertise
- Business development
- Client relationship management
- Team leadership
- Customer experience management
- Reporting and analytics
Additional Experience
- Sales and Marketing Operations Manager, Pitney Bowes, Inc., Shelton, CT
- Project Manager, Enterprise Relationships, Pitney Bowes, Inc., Stamford, CT
- Sales Account Manager, Pitney Bowes, Inc., Bridgeport, CT
- Mortgage Loan Officer Remote, Total Mortgage., Milford, CT
- Bartender, Dockside Brewery., Milford, CT
Timeline
Senior Retention and Billing Operations Manager
Rectangle Health
09.2024 - Current
Senior Sales Manager
Leesa Sleep/3Z Brands
01.2020 - 01.2024
Director, Contract Sales, & Wholesale Sales Operations
Design Within Reach Inc.
01.2017 - 01.2020
Senior Retail Sales Operations Manager
Design Within Reach Inc.
01.2014 - 01.2017
Global Customer Service Manager
Bongo International
01.2012 - 01.2014
Master of Science in Management | Master of Business Administration -
Albertus Magnus College
Bachelor of Arts - Legal Studies with minor in Psychology
Quinnipiac College