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, CPAsTulsa, OK
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
Strategic business development
Lead Generation and Prospecting
Sales negotiation proficiency
Collaborative strategic planning
Partnership development expertise
Training and development
Customer engagement strategies
Workflow improvement
Data Analysis and Reporting
Engaging presentations
Time Management and Organization
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
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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