Jason S. Connell
Glenolden,PA
Summary
Highly motivated sales professional with extensive customer service and relationship management experience. Outgoing sales professional with a track record of driving increased sales, improving buying experience and elevating company profile within target market
Overview
29
29
years of professional experience
Work History
Senior Inside Sales Representative
Ferguson Enterprises
10.2021 - Current
- Handle both commercial and residential sales to all trade clients for the largest distributor of plumbing/HVAC supplies
- Maintain a book of customers in support of our outside sales team, where I write/process orders and draft proposals
- Consistently write/process between $700k-$900k per month in sales over the past six quarters
- Utilized CRM systems to track customer interactions and manage sales pipeline effectively
- Exceeded targeted sales goals each year with the company
- Developed and built strong and meaningful relationships with clients and vendors
Client Relationship Manager
BNY Mellon Asset Servicing
12.2002 - 10.2021
- Supported institutional clients representing $75B+ in assets, ensuring service delivery aligned with contractual and regulatory standards
- Contributed to $10B+ pension asset realignment and major client initiatives including fund launches and conversions
- Partnered cross-functionally to implement regulatory-driven process improvements and automation
- Supported revenue forecasting, contract updates, and executive-level client communications
Project and Relations Manager
BNY Mellon Asset Servicing
12.2000 - 12.2002
- Coordinated strategic initiatives for high-net-worth clients representing $25B+ in assets
- Played a key role in $1B+ retirement asset conversion following client acquisition
- Managed project planning, documentation, risk tracking, and stakeholder communication
Operations Manager
BNY Mellon Asset Servicing
11.1998 - 12.2000
- Supervised 10–12 associates processing 1,200–1,500 daily mutual fund transactions
- Ensured SLA compliance, workflow efficiency, and regulatory adherence
- Resolved escalated client and senior management inquiries
Operations Specialist
BNY Mellon Asset Servicing
05.1997 - 11.1998
- Processed high-volume mutual fund transactions with strong focus on accuracy and timeliness
- Conducted transaction analysis and resolved client-related inquiries
Education
Associate of Science - Communications
Community College of Philadelphia
Philadelphia, PASkills
- Account Management
- Relationship Management
- Microsoft Suite
- Google Suite
- B2B Sales
- CRM Systems
- Contract Negotiation
- Project Coordination
- Process Improvement
- SLA Management
- Financial Services Operations
Timeline
Senior Inside Sales Representative
Ferguson Enterprises
10.2021 - Current
Client Relationship Manager
BNY Mellon Asset Servicing
12.2002 - 10.2021
Project and Relations Manager
BNY Mellon Asset Servicing
12.2000 - 12.2002
Operations Manager
BNY Mellon Asset Servicing
11.1998 - 12.2000
Operations Specialist
BNY Mellon Asset Servicing
05.1997 - 11.1998
Associate of Science - Communications
Community College of Philadelphia