Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Sherman

New Haven,CT

Summary

Results-oriented Client Service Executive with 15-year background educational and business meeting and events sector. Building excellent client relationships through interaction and rapport. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

16
16
years of professional experience

Work History

Client Service Executive

TransPerfect Legal Solutions
07.2023 - Current
  • Built a reputation as a trusted leader to clients by consistently providing recommendations and customer care support.
  • Designed niche client marketing strategies and delivered client events via promoting educational programs and in-person meetings.
  • Facilitator and host lead for brand sponsored events for up to 300+ attendees and business leadership.
  • Demonstrated excellent problem-solving skills in handling challenging situations that arose in client engagements.

Regional Sales Director

Consilio
09.2021 - 07.2024
  • Operated in a direct sales capacity leveraging personal track-record of originating and closing large engagements within corporations and national law firms.
  • Worked with the US Northeast Manager of Sales to develop, deploy and deliver a One Consilio approach.
  • Utilized well-developed operations skills and organizational IQ (including meeting management, meeting planning, and conference delivery) to coordinate client activities with multiple internal and external stakeholders.
  • Helped to coach and lead employees using a performance management and development process including goal setting, feedback, and performance development planning.

Client Growth Representative

Cobra Legal Solutions
02.2020 - 09.2021
  • Generate new client leads through market research and establish initial contact with corporate counsel, legal ops professionals, c-level executives, and law firms.
  • Trusted advisor for current client roster, supporting existing services and conceptualizing new solutions to support department initiatives and growth.
  • Develop customized content for email campaigns and presentation materials to effectively narrate Cobra’s mission and services for action-based results by key targets and clients.
  • Manage the organization’s Salesforce instance, system updates, creation of dashboards, and team workflow implementations to provide greater clarity to Executive Leadership on the team’s activity and forecasting.

Senior Enterprise Account Manager

Ayfie
07.2019 - 02.2020
  • Key responsibilities include building, managing, and delivering high performing sales results within Enterprise Accounts in North America. Responsible for driving a significant share of revenue for the Ayfie Enterprise Sales team.
  • Provide timely and insightful input back to other corporate functions, particularly product management and marketing.
  • Negotiate favorable pricing and business terms with large private and public organizations by selling value and ROI.
  • Account penetration, account planning and opportunity management

Senior Event Coordinator

Electronic Discovery Institute
07.2017 - 07.2019
  • Responsible for the planning, development, management and implementation of the department's program specific special projects, events and conferences.
  • Increased attendance rates through targeted outreach initiatives and strategic partnerships with industry influencers.
  • Led pre-event training sessions for staff members, reinforcing best practices in customer service and on-site problem-solving techniques.
  • Managed faculty portals for scholarship, travel and reimbursement
  • Liaised with outside suppliers and vendors for needs outside venue including transportation, facilities, and within ADD compliance guidelines.

Chief of Staff and Marketing Director

Waffle Waffle
03.2016 - 07.2017
  • Marketing, market research and supply chain operations leader for product specific initiatives exclusive for consumer markets and retail suppliers, management of special events.
  • Conference planner for product demo and brand promotion including site location visits and planning, booth design, lead tracking, travel logistics and budgeting.
  • Lead project manager for multiple projects concerning product R&D, market management, and revenue growth management – including social media campaign development, consumer savings and marketing demographic analysis, brand content exposure, and internal/external communications.
  • Supply chain organization for order fulfillment and tracking with retailers and distribution metrics management.

Chief of Staff

Leadership IQ
11.2012 - 11.2015
  • Led global operations, sales, strategy and business development supporting all lines of business for Leadership IQ and performed executive administration of company operations reporting to the Chief Executive Officer.
  • Managed special events both internal and external including local meetings and conferences.
  • Managed and approved contracts for all vendors and clients.
  • Demonstrated team capabilities and build trusting relationships during prospective and new client meetings setting the stage for successful engagement, development, and delivery of client curricula.

Corporate Executive Chef

Middlebury Consignment
03.2011 - 11.2012
  • Played a key role in the establishment of new restaurant locations, providing expert guidance on menu development, kitchen design, and staff training.
  • Developed unique and appealing menus for special events, resulting in increased bookings and positive customer feedback.
  • Collaborated with other executive team members to develop strategic plans for business growth and profitability.
  • Coordinated successful seasonal promotions that attracted new customers while satisfying existing clientele preferences.

Executive Community Coordinator

ExecuNet
09.2008 - 11.2010
  • Creatively and proactively assisted senior executive members serving as the initial point of contact when they joined the membership
  • Identified and analyzed concerns, patterns and trends in customer requests & product performance.
  • Developed and managed customer database used for reporting metrics and to create presentation material for management meetings.
  • Identified and engaged advocates from the membership to encourage greater participation.
  • Management of all presentation materials used in high volume customer webinar programming (12-16 programs/month).
  • Managed the online programming schedules and advance planning, project coordination across departments and ensured team was delivering to the milestones set.

Education

Graduate of Culinary Arts - Culinary Arts

Lincoln Technical Institute - Shelton
Shelton, CT
07.2010

Skills

  • Meeting & Event Management
  • Clear communication skills
  • Strong negotiation skills
  • Client Relationship and Retention Building
  • Meeting facilitation and logistics
  • Persuasive speaking skills
  • Microsoft Office and MS Suite
  • Staff Management
  • Customer Relationship Management (CRM)

Timeline

Client Service Executive

TransPerfect Legal Solutions
07.2023 - Current

Regional Sales Director

Consilio
09.2021 - 07.2024

Client Growth Representative

Cobra Legal Solutions
02.2020 - 09.2021

Senior Enterprise Account Manager

Ayfie
07.2019 - 02.2020

Senior Event Coordinator

Electronic Discovery Institute
07.2017 - 07.2019

Chief of Staff and Marketing Director

Waffle Waffle
03.2016 - 07.2017

Chief of Staff

Leadership IQ
11.2012 - 11.2015

Corporate Executive Chef

Middlebury Consignment
03.2011 - 11.2012

Executive Community Coordinator

ExecuNet
09.2008 - 11.2010

Graduate of Culinary Arts - Culinary Arts

Lincoln Technical Institute - Shelton

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Jeffrey Sherman