Summary
Overview
Work History
Education
Skills
Timeline
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Jeremy Day

Dunn Loring,VA

Summary

Accomplished client success leader with experience in SaaS, fintech, and edu-tech industries. Specializes in onboarding, adoption strategy, and customer retention, achieving 100% renewal rates and increasing platform usage by 30%. Skilled in driving upsells, monitoring customer health, and promoting team collaboration.

Overview

22
22
years of professional experience

Work History

Instructional Assistant

Pine Spring Elementary (FCPS)
07.2021 - Current
  • Provided tech support to teachers and K–6 students, improving digital tool usage.
  • Delivered ad-hoc training to staff, elevating platform adoption and classroom efficiency.
  • Supported lesson tech logistics and IEP implementation coordination.

Founder & Client Success Consultant

JSDay Financial
01.2017 - 12.2022
  • Managed a portfolio of 5 small-business clients with 100% renewal rate.
  • Created onboarding/adoption programs boosting usage by 30%.
  • Led upsell efforts that increased average deal size by 20%.
  • Partnered with finance, HR, and vendors to enhance client health and scale processes.

Financial Services Consultant

Pinnacle Financial Partners
06.2018 - 06.2019
  • Onboarded SMB clients to banking platforms, increasing usage by 18%.
  • Created training materials and led sessions to ensure onboarding success.
  • Monitored account performance and advised on platform utilization trends.

Earlier Roles

01.2003 - 01.2018
  • Supported digital tool adoption, technical training, and process improvement across banking, nonprofit, and academic organizations: Bank of America, SunTrust, United Way, University of Memphis, US FoodService, iBeriaBank.
  • Delivered user-facing guidance across platforms (online banking, ArcGIS, PC systems).
  • Managed QA/data tasks (GIS/CAD tools, SQL, database audits) and coordinated staff training.

Education

Calculus I–III, Linear Algebra, Differential Equations, MATLAB, AutoCAD

University of Tennessee
Knoxville, TN

Associate of Science - undefined

Pellissippi State Community College
Knoxville, TN
05.2011

Skills

  • Client Success: Onboarding
  • Adoption Strategy
  • Customer Retention
  • Renewal & Upsell Planning
  • Stakeholder Engagement
  • Salesforce
  • Hubspot
  • Zendesk
  • Zoom
  • Slack
  • Asana
  • Excel/Access
  • ArcGIS
  • AutoCAD
  • SQL
  • Technical Support: Classroom Tech
  • Banking Platforms
  • GIS/CAD Tools
  • Certifications: CAPM (Jul 2025, in progress)
  • Certified ScrumMaster (Q3 2025)
  • USSF Youth Soccer Coaching Licenses

Timeline

Instructional Assistant

Pine Spring Elementary (FCPS)
07.2021 - Current

Financial Services Consultant

Pinnacle Financial Partners
06.2018 - 06.2019

Founder & Client Success Consultant

JSDay Financial
01.2017 - 12.2022

Earlier Roles

01.2003 - 01.2018

Associate of Science - undefined

Pellissippi State Community College

Calculus I–III, Linear Algebra, Differential Equations, MATLAB, AutoCAD

University of Tennessee

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Jeremy Day