Jason Leeds
Clayton,NC
Summary
Experienced technical sales/account manager with over 5 years of success in identifying challenges and delivering effective solutions for customers. Skilled at prospecting and consulting with new and existing customers, leveraging expertise in building strong partnerships, retaining key accounts, and driving volume growth. Recognized for strategic and analytical problem-solving approaches, consistently bringing in new customers, achieving profit targets, and surpassing sales goals.
Overview
5
5
years of professional experience
Work History
Technical Sales Manager
Extend
06.2023 - Current
- Generated over $750 million in net new charge volume going through the platform by partnering with Accounts Payable and Treasury Solution teams across American Express, BMO, and Texas Capital Bank.
- Hit or exceeded quota in 5/6 quarters through managing a portfolio of over 500 clients, ranging from SME to Large Market, handling demonstrations, onboarding, technical support, account management, and customer success.
- Trained and enabled over 60 banking partners on leveraging the platform via live and virtual sessions.
- Conducted market analyses and presented findings to product team to develop and enhance product offerings.
Account / Customer Success Manager
Lever
01.2022 - 06.2023
- Exceeded 100% quota in 5/6 quarters and obtained President's Club in 2022-2023 by conducting regular account reviews with clients to assess progress and strategize future growth opportunities.
- Managed a portfolio of over 350 clients, ranging from small to mid-market, assisting with onboarding, product adoption and usage.
- Leveraged Salesforce, Gainsight, Gong, MixMax, and Clari to help with forecasting and task management.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
Inside Account Executive
Tradeshift
02.2021 - 01.2022
- Increased charge volume of a portfolio of 300+ clients by over 20% throughout 2021 through monitoring growth opportunities and proactive outreach to prevent churn.
- Implemented a more streamlined support process that decreased ticket times by 24 hours by working cross-functionally with the support team to create automated responses based on the client ask/concern.
- Prospected and secured new business through telesales and partnering with American Express.
- Supported customers continuously from sales process to product set-up and use.
Business Development Representative
Dataminr
07.2019 - 02.2021
- Brought in over $650,000 in revenue through sourcing deals like DoorDash, Twilio, SoFi Stadium, and CrowdStrike.
- Hit or exceeded quota 13/16 months, leading to obtaining President's Club for the 2019-2020 year.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Partnered with marketing to create industry-specific use cases and campaigns to share with prospects.
Education
Bachelor of Arts - Strategic Communications
Elon University
Elon, NC05.2019
Skills
- Microsoft Office (Word, PowerPoint, Excel)
- Proficient using Webex, Zoom, Microsoft Teams and Google Meet for virtual meetings
- Sales Forecasting - Salesforce, Clari, Gainsight, Scratchpad, Tableau
- Product Demonstrations
- Customer Engagement/Satisfaction
- Strategic Partnerships and relationship building
- New account creation and management
- Business growth and retention
Timeline
Technical Sales Manager
Extend
06.2023 - Current
Account / Customer Success Manager
Lever
01.2022 - 06.2023
Inside Account Executive
Tradeshift
02.2021 - 01.2022
Business Development Representative
Dataminr
07.2019 - 02.2021
Bachelor of Arts - Strategic Communications
Elon University
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