Summary
Overview
Work History
Education
Skills
Timeline
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Jason R. Massey

Boca Raton,FL

Summary

Success inspired professional prided on effectiveness through meticulous work habit. Proficient in both individual & team-oriented environments with a dedication for improvement

Overview

7
7
years of professional experience

Work History

Customer Success Lead

Bond Sports
Boca Raton, FL
11.2021 - Current
  • Oversee 25+ client accounts in the multi-sport facility, private athletic club & university athletic department SaaS space, varying between $250k - $2M (top clients of $3M+) in yearly revenue.
  • Responsible for existing customer consultation, status calls, ongoing support & deficiency identification to improve system usage, alongside new customer onboarding/implementation, full system training & data migration efforts and prospective customer sales demos
  • Additional responsibility includes financial reconciliation reports documenting customer monthly revenue, organization of client task needs & system bug fixes & facilitation of full customer website redesign, branding & host domain transfers.

Account Assistant

Cothrom Risk & Insurance Services
Fort Lauderdale, FL
12.2020 - 11.2021
  • Integral role in the firm's insurance marketing process through wholesale brokers & national insurance carriers for the property & casualty commercial lines new business & marketing department
  • Responsible for client onboarding in policy binding, finance contracting, invoicing & implementation serving as a primary layer of client contact & during marketing efforts.

Financial Representative

Northwestern Mutual
Boca Raton, FL
05.2019 - 08.2020
  • Comprehensive financial planning focused in wealth accumulation, retirement planning, personal insurance & preliminary portfolio management across 40+ account clientele base.

Education

Masters of Science - Organizational Leadership

Mercyhurst University
Erie, Pennsylvania
12.2020

Bachelor of Arts - Psychology

Brown University
Providence, Rhode Island
05.2018

Skills

  • Account Management
  • Client Relationship Management
  • Common OS Knowledge (Notion, Webflow, Qlik Analytics, Jira)

Timeline

Customer Success Lead

Bond Sports
11.2021 - Current

Account Assistant

Cothrom Risk & Insurance Services
12.2020 - 11.2021

Financial Representative

Northwestern Mutual
05.2019 - 08.2020

Masters of Science - Organizational Leadership

Mercyhurst University

Bachelor of Arts - Psychology

Brown University