Hi, I’m
Jennifer Simmons
Client Success, Business Development, Operations
Tulsa,OK
Summary
Eager to join a rapidly growing company with over 3 years of experience in SaaS and Fintech, bringing a proven track record in boosting client success, driving business development, and enhancing operations. Adept at managing client relationships, increasing renewal rates, and surpassing sales targets in fast-paced environments. Apply strong communication, analytical skills, and problem-solving to foster growth, streamline processes, and lead client acquisition efforts across multiple states, delivering consistent year-over-year improvements.
Overview
18
years of professional experience
1
Certification
1
Language
3
years of post-secondary education
Work History
Retirement Tax Services
Director of Business Development, Advisor Relations and Operations
02.2022 - 05.2025
Job overview
- Drove $100K+ Q1 2025 revenue as sole sales representative at a SaaS Fintech startup, securing 20% new memberships (avg. $3,000) and 50% more summit tickets (avg. $2,000) through value-based sales, exceeding quotas and boosting growth.
- Built and nurtured trusted relationships with 250+ financial advisors, achieving a 75% retention rate via quarterly check-ins, tailored solutions, and upselling premium plans, enhancing client success and revenue.
- Conducted 100-150 weekly prospect calls and 10-15 engaging demos/webinar intros, closing 15-25% of opportunities by overcoming objections, driving lead generation and client acquisition for business development goals.
- Streamlined onboarding for advisors and clients by implementing Zoho CRM, creating videos and strategy calls, and optimizing workflows, improving adoption and operational efficiency.
- Led planning and execution of the Annual Tax Planning Summit, managing budgets, vendors, and 250+ attendees, closing 20 memberships in two days, and collaborating cross-functionally to align sales and client success strategies.
- Trained and coached team members on client success processes, fostering cross-departmental collaboration and operational effectiveness in a fast-paced startup environment.
Hood & Associates, CPAs
Senior Operations Executive Assistant
05.2020 - 03.2022
Job overview
- Led development of a client success team and streamlined onboarding for tax clients across multiple states, designing processes that boosted client satisfaction and engagement while standardizing workflows for 175+ employees, enhancing operational efficiency.
- Designed and led training programs for 175+ employees across multiple states, coordinating travel and venues, while training acquired firm staff on Hood processes for operational consistency, and orchestrated the annual Christmas party for 300+ employees and top clients, managing logistics and budgets for seamless execution.
- Collaborated with COO to deploy client success initiatives, optimizing office equipment and processes across 14 offices, improving resource management and efficiency.
- Supported COO and CEO as Executive Assistant, coordinating travel, calendars, and presentations, while handling confidential tax data with discretion in a high-stakes environment.
- Streamlined tax season operations, overseeing return assembly and client communications, leveraging vendor partnerships to enhance service delivery and client satisfaction.
Tiger Self Storage
Facilities Manager
01.2007 - 05.2020
Job overview
- Delivered exceptional client service using empathy and listening skills from a young age in a family-owned business, addressing inquiries, offering tailored storage solutions, upselling units and U-Haul rentals, and maintaining a welcoming facility, retaining clients for 20+ years.
- Optimized invoicing and operations by implementing the Web Self Storage platform and online payment portal, streamlining billing and enhancing customer experience.
- Assisted with a partner buyout, contributing to operational transitions and stakeholder coordination.
- Provided executive support to the owner as EA, managing business operations, handling delinquent accounts, and acting as authoritative decision-maker during absences.
- Delivered exceptional client service, addressing inquiries and offering tailored solutions, building trusted relationships that retained clients for 20+ years.
- Optimized operations by implementing Web Self Storage platform and online payment portal, enhancing customer experience and efficiency.
Education
University of PhoenixOnline
Bachelor's from Business Management
08.2021 - 10.2022
University Overview
- Summa Cum Laude Graduate
- Dean's List Fall 2022
- 3.96 GPA
- Ranked in Top 10% of class
- The National Society of Leadership and Success – Member Date 2021 - Present
- Professional Development: The Black Swan Academy (Negotiation)
- Professional Development: The Sales Collective (Sales Coaching)
University of PhoenixOnline
Certification from Operations Management
08.2021 - 10.2022
University of PhoenixOnline
Associate's Degree from Business
08.2020 - 08.2021
University Overview
- Dean's List: Spring 2021
Skills
Customer relationship development
Accomplishments
At Retirement Tax Services, achieved a 75% retention rate by cultivating trusted relationships with advisors and tax clients through tailored support and engagement, drove $100k+ Q1 2025 revenue as sole sales rep by securing 20% new memberships ($3,000 average) and 50% more event tickets ($2,000 average) in 2024-2025, surpassing 2024 Tax Summit ticket sales for the 2025 event in Q1 2025, necessitating a larger venue, and built foundational sales, onboarding, and client success processes as second employee of a fintech startup to optimize business development.
Certification
Business Operations Management
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Business Operations Management
10-2022
Director of Business Development, Advisor Relations and Operations
Retirement Tax Services
02.2022 - 05.2025
University of Phoenix
Bachelor's from Business Management
08.2021 - 10.2022
University of Phoenix
Certification from Operations Management
08.2021 - 10.2022
University of Phoenix
Associate's Degree from Business
08.2020 - 08.2021
Senior Operations Executive Assistant
Hood & Associates, CPAs
05.2020 - 03.2022
Facilities Manager
Tiger Self Storage
01.2007 - 05.2020
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