Jennifer D'Erasmo

• Own the success and growth strategy for a portfolio of 160+ educator-led travel programs, driving repeat participation, referrals, and long-term customer retention.

• Exceeded repeat sales targets by 120% and referral goals by 110% through consultative relationship management and strategic program planning.

• Partner with Product, Sales, and Operations teams on strategic initiatives that improved operational efficiency and contributed to a 40% increase in key performance metrics.

• Led a cross-functional project to improve the overall customer experience, analyzing customer feedback and internal workflows to implement process improvements that enhanced onboarding and client satisfaction.

• Analyzed Salesforce engagement and program performance data to identify adoption gaps and implement targeted engagement strategies that improved customer retention and drove program growth.

• Managed healthcare client relationships generating $11K+ in average monthly revenue, identifying expansion opportunities and improving profit margins by 10%.
• Leveraged CRM and pipeline analytics to identify expansion opportunities and support cross-sell initiatives that increased client revenue and strengthened long-term partnerships.
• Collaborated with operations and delivery teams to streamline client onboarding and implementation, improving overall client satisfaction and retention.
• Improved outbound prospecting effectiveness by 11% through targeted lead generation and account segmentation strategies.

• Increased branch profitability by 70% through strategic portfolio growth and tailored financial product recommendations.
• Generated $65,000 in quarterly revenue by identifying customer needs and recommending personalized financial solutions.
• Exceeded sales and relationship management benchmarks, contributing to improved client retention.
• Managed portfolio of 150+ retail and small business clients, providing consultative financial solutions that enhanced client relationships.