JEFF RAILSBACK
Paso Robles,CA
Summary
I am excited to expand my role within Central Coast Community Energy by taking on additional challenges and finding new ways to bring value to the company. The Senior Customer Accounts Manager position is an opportunity for me to demonstrate my skills at a higher level.
Overview
21
21
years of professional experience
Work History
CUSTOMER ACCOUNTS MANAGER
Central Coast Community Energy
2022.06 - Current
- Maintain comprehensive client records within CRM systems, ensuring accurate tracking of interactions and facilitating effective follow-up activities
- Increase awareness of 3CE through targeted outreach efforts and presentations to the community
- Streamlining account management processes for better organization and time management
- Boost client satisfaction by effectively managing accounts and addressing concerns promptly, ensuring customer satisfaction
- Develop comprehensive reports for leadership, ensuring transparency and informed decision-making.
- Resolve complex customer issues, maintaining professionalism and preserving long-term relationships.
- Assist in the development of marketing materials
- Identify partnership opportunities and established favorable business connections with like-minded organizations
EXECUTIVE DIRECTOR (Volunteer)
Paso Robles Eduation Alliance, Inc.
2013.05 - Current
- Oversee and perform statutory business functions of non-profit
- Facilitate fundraising and disbursement of over $350,000 without staff
- Engagement of strategic partners at school district, other aligned nonprofits and community
MEMBERSHIP COORDINATOR
Paso Robles Chamber Of Commerce
2019.12 - 2022.06
- Created and implemented benefit based tiered membership dues structure with goal of increasing member engagement and member revenue by 20% in first year
- Maintained membership database, ensuring that all information was current and accurate
- Bolstered customer retention by creating and offering new stewardship and billing program. Maintained a 90% retention rate despite difficult business climate
- Created targeted prospecting plans based on type of business and decision maker profile
- Planned and executed regular member events- both virtual and in person
- Developed relationship with high value members and local businesses
- Coordinated with City and partner organizations to enhance membership program
DEVELOPMENT COORDINATOR
Boys & Girls Club
2018.08 - 2019.10
- Developed and executed fundraising and donor stewardship best practices including fostering relationships with current and potential donors
- Oversaw monthly giving program, annual fund solicitations, end of year solicitations, event sponsorship and assisted with event planning as necessary
- Managed database of over 2000 donors
- Researched grant opportunities corresponding with organizational mission and objectives; coordinated preparation and submission of applications
- Worked with marketing team on development and delivery of creative campaigns to support fundraising goals
AGENCY OWNER & PRODUCER
J. Railsback Insurance Agency (Farmers Insurance)
2003.09 - 2015.02
- Prospecting, marking, sales, service, staff management, developing and implementing procedures, managing client relationships
- Secured new partnerships by cultivating relationships with large and industrial accounts and presenting competitive agency offerings
- Maintained and grew client base of over 600 households and nearly 2000 policies
- Honed sales pitches and presentations based on client/prospect profiles
- Developed and implemented successful business plans focused on cost-effective service delivery and revenue development
Education
Bachelor of Arts - Humanities
THE EVERGREEN STATE COLLEGE
Olympia, WA1998
Skills
- Cultivation and stewardship of accounts
- Teamwork/Collaboration
- Effective Communication
- Using relevant data to determine effective path forward
- Comfortable with small or large groups
- Engaging presentation skills
- Implementation of goal focused strategies
- Adjusting quickly to new challenges
- Relationship/Consultative approach to business
- Strong grasp of Microsoft Office Suite, Salesforce, and CRM programs
- Understanding of utility terminology, rate & program design, and customer billing
Affiliations
- Rotary Club of Paso Robles, Member, 2016 to present
- Business Networking International (BNI), Central Coast, Member/Leadership Team 2003-2016
- Atascadero Chamber of Commerce, Board of Directors 2018-19
- Paso Robles Chamber of Commerce, Member, 2013 to present
- Paso Robles Public Schools School Bond Oversight Committee, Member, 2018 - 2020
- Paso Robles Education Alliance, Board President, 2013 to 2019
- Paso Robles Education Alliance, Board Member, 2008 to present
- 4A Foundations for Paso Robles Schools, Chairperson, 2018 to present
- Paso Robles High School, JV Football Coach, 2018
- Morro Bay High School, Varsity Football Coach, 2017
- Plymouth Congregational Church, Paso Robles, Trustee 2021-present
Ongoing Training
LEADERSHIP SLO San Luis Obispo, CA 2024
A group of community members learning, collaborating, and working together to obtain a better understanding of the issues our community faces with the intent of developing new leaders.
LEADERSHIP TRAINING FOR MANAGERS San Luis Obispo, CA 2019
A Dale Carnegie program focused on moving beyond managing employees and emphasizing leadership and best practices including problem solving, effective delegation, communication, coaching and how to handle mistakes.
DALE CARNEGIE COURSE San Luis Obispo, CA 2019
Focused on the personal relationship skills necessary to thrive in any setting. Topics included how to form more rewarding relationships built on trust and respect, and increase confidence and competence in interacting with others to gain the influence needed to reach new heights personally and professionally
ADVANCED STEWARDSHIP PRACTICES Denver, CO June 2019
Evaluated current stewardship program and worked within small groups to recognize weaknesses and opportunities in order to establish and implement changes
ADVANCED PHILANTHROPY CONFERENCE Orlando, FL February 2019
Training on recognizing and pursuing major gift opportunities including leveraging non-cash donations, end of life options, and maximizing income tax deductions
RESOURCE DEVELOPMENT TRAINING CONFERENCE Garden Grove, CA November 2018
Sponsored through the Boys & Girls Club of America, taught fundamentals of fundraising with an emphasis on stewardship and individual giving
BEST PRACTICES IN NONPROFIT GOVERNANCE San Luis Obispo, CA 2014
Utilizing Organizational Assessment and Implementation Planning Tool© with the help of Spokes for Nonprofits, conducted an organizational evaluation and implementation of practices to ensure the Paso Robles Education Alliance (PREA) is meeting all compliance, ethics and accountability standards
CONSULTATIVE SALES PROCESS Various Locations 2003-2015
Ongoing training through Farmers Insurance Group on developing relationships with clients in order to develop trust and understand underlying needs and motivations (based on the work of Troy Korsgaden)
Timeline
CUSTOMER ACCOUNTS MANAGER
Central Coast Community Energy
2022.06 - Current
MEMBERSHIP COORDINATOR
Paso Robles Chamber Of Commerce
2019.12 - 2022.06
DEVELOPMENT COORDINATOR
Boys & Girls Club
2018.08 - 2019.10
EXECUTIVE DIRECTOR (Volunteer)
Paso Robles Eduation Alliance, Inc.
2013.05 - Current
AGENCY OWNER & PRODUCER
J. Railsback Insurance Agency (Farmers Insurance)
2003.09 - 2015.02
Bachelor of Arts - Humanities
THE EVERGREEN STATE COLLEGE
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