Jesse Roberts
Austin
Summary
Customer success and onboarding leader with 8+ years of experience in fintech and SaaS, specializing in enterprise onboarding, enrollment growth, and process optimization.
Overview
8
8
years of professional experience
Work History
Client Onboarding Manager
PayActiv
01.2025 - Current
- Led end‑to‑end onboarding for employer implementations, increasing average employee enrollment rates by 20% within the first 90 days post‑launch.
- Reduced average client time‑to‑launch by 25% by redesigning onboarding timelines, dependencies, and stakeholder communication.
- Overhauled the onboarding process by standardizing workflows, documentation, and success metrics, resulting in a 50% decrease in onboarding escalations.
Customer Success Manager
DailyPay
10.2020 - 12.2024
- Managed a portfolio of enterprise clients, driving retention and expansion through strategic account management.
- Leveraged Salesforce, Tableau, and Amplitude to analyze usage trends and identify growth opportunities.
- Led cross‑functional initiatives to improve customer experience, adoption, and operational efficiency.
Customer Experience Consultant
Homecare Homebase
04.2019 - 09.2020
- Supported enterprise healthcare clients by resolving complex issues and improving product adoption.
- Analyzed customer feedback and usage data to inform product and process improvements.
Training & Reporting Coordinator
E3 Partners
01.2018 - 04.2019
- Developed and delivered training content for 400 remote staff, improving engagement and consistency.
- Analyzed company‑wide data to deliver actionable insights to leaders across 40 countries.
Education
Bachelor of Arts and Sciences -
Dallas Baptist University
05.2016
Skills
- Process optimization
- Salesforce management
- Client relationship management
- Strategic planning
Timeline
Client Onboarding Manager
PayActiv
01.2025 - Current
Customer Success Manager
DailyPay
10.2020 - 12.2024
Customer Experience Consultant
Homecare Homebase
04.2019 - 09.2020
Training & Reporting Coordinator
E3 Partners
01.2018 - 04.2019
Bachelor of Arts and Sciences -
Dallas Baptist University