Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Campbell M.A

Avon,OH

Summary

Goal-oriented director with distinguished experience in financial industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent. Extensive experience working with and enhancing CRMs (Salesforce.com, HubSpot and Microsoft Dynamics).

Overview

10
10
years of professional experience

Work History

Director of Client Services

United Consumer Financial Services
05.2023 - Current
  • Provides leadership, training and direct supervision of the client support team, including overseeing and coordinating daily loan support activities
  • Manages the processing of all aspects of client incoming and outgoing correspondence
  • Develops and implements effective policies and procedures to ensure timely, accurate, cost effective and excellent service to UCFS clients
  • Oversees the escalation process and service-related complaints from clients and assists the loan support administration team in identifying solutions
  • Actively monitors, manages and ensures prompt resolution to: Problem queue accounts, negative client accounts, and payback on any Merchant debts owed by reviewing daily, weekly, and monthly client reports to ensure the level of risk assumed is appropriate for that client.

Inside Sales and Sales Operations Manager

United Consumer Financial Services
11.2019 - Current
  • Manage day-to-day business operations for the US sales channel that has seen tremendous growth while scaling system and process to ensure best in class sales operations delivery
  • Collaborated with sales management team in planning and execution modeling of strategic initiatives
  • Fluid collaboration with other departments to successfully drive process improvements
  • Manage and continue to improve an efficient client onboarding process
  • Database management including development, customization, and integration of our Customer Relationship Management software (HubSpot)
  • Work closely with the marketing team to support channel and partner programs
  • Lead an Inside Sales team to perform and meet their measurable goals for the organization
  • Train sales representatives on multiple sales tools, processes, and operational changes

Senior Sales Operations Manager

Asurint
04.2019 - 09.2019
  • Coordinated forecasting, planning and budgeting process for the sales organization
  • Supervised employees, provides direction, coaches, trains and develops, hires, and manages performance to organization goals and expectations
  • Acted as the key business leader for Salesforce.com and other sales tools
  • Managed processes on lead management, execution of lead nurturing, scoring, routing and impact on pipeline
  • Drove collaborative teamwork among enablement team and fosters communication and collaboration among Sales and Marketing teams
  • Provided input to Chief Revenue Officer regarding the development and administration of sales compensation plans

Sales Operations Team Lead

Asurint
02.2018 - 03.2019
  • Defined the key sales support systems/processes required to meet the rapid growth of the business
  • Ensured accurate and timely sales commission calculations and payments
  • Generated proposal and service agreements through the Configure, Price, Quote module in Salesforce.com
  • Conducted client credentialing
  • Worked directly with the Chief Sales Officer to generate weekly, monthly, executive, and miscellaneous reports
  • Handled all travel arrangements for the Chief Sales Officer

Business Support Specialist

Asurint
01.2016 - 01.2018
  • Managed the generation and execution of proposals, sales agreements, addendums, and client correspondences for new accounts and existing Key Accounts
  • Conducted web demos and training for customers

Owner Services Representative

Flexjet
06.2014 - 01.2016
  • Provided world-class service while interacting with our clientele
  • Strived to excel in a group environment during high volume calls

Education

Master of Arts - Sport And Recreation Management

Kent State University
Kent, OH
12.2013

Bachelor of Arts - Sport Management And Marketing

Baldwin Wallace University
Berea, OH
06.2010

Skills

  • Pre-sales support
  • Salesforce Software
  • Sales Technology
  • Sales Quota Management
  • Documentation and Reporting
  • Prospect management
  • Territory Management
  • Pricing strategy
  • MS Office
  • Excellent Communication

Timeline

Director of Client Services

United Consumer Financial Services
05.2023 - Current

Inside Sales and Sales Operations Manager

United Consumer Financial Services
11.2019 - Current

Senior Sales Operations Manager

Asurint
04.2019 - 09.2019

Sales Operations Team Lead

Asurint
02.2018 - 03.2019

Business Support Specialist

Asurint
01.2016 - 01.2018

Owner Services Representative

Flexjet
06.2014 - 01.2016

Master of Arts - Sport And Recreation Management

Kent State University

Bachelor of Arts - Sport Management And Marketing

Baldwin Wallace University
Jessica Campbell M.A