Summary
Overview
Work History
Education
Skills
Certification
Software
Timeline
Hi, I’m

Jillian Dolan

Draper,UT

Summary

Determined Client Service professional with over 20 years of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the corporate identity. Gifted in communication and understanding how to relay needs into solutions as well as providing a bridge between myopic minds to achieve our shared goals.


Overview

19
years of professional experience
2
Certification
3
years of post-secondary education

Work History

Car Hero LLC

Automotive Service Manager
08.2022 - Current

Job overview

  • I currently run an automotive repair shop that works on all makes and models; managing 3 technicians and overseeing customer interaction. When I started we were completing 16-22 jobs per month with a recheck rate over 40%. By my third month we were completing 100+ jobs monthly with a recheck rate around 3% or less. I achieved this by improving communication with my team and embracing the software we currently have to ensure consistent adherence to established company protocols.
  • Our customer satisfaction has increased drastically with our Google rating raising from the low 3's to 4.5 currently (with 123 reviews).
  • My Tasks: Create appointment schedule, receive phone calls, intake vehicles and work with technician to confirm diagnosis matches customer’s concern. Uncover further work the customer will benefit from addressing. Create the work estimate, sell the job, order parts and ensure the work is done to our standard of quality. Assist technicians to find solutions when they hit roadblocks. Finalize interaction and collect payment.

Third Eye Metal Design Inc

Business Manager
10.2018 - 08.2022

Job overview

  • Handled the full scope of business formation tasks, from initial filing to securing necessary permits and registrations.
  • Managed all financial aspects of the accounting cycle, including accounts payable, accounts receivable, payroll, and general ledger maintenance.
  • Prepared and filed federal, state, and local taxes, ensuring 100% compliance with tax regulations.
  • Conducted monthly and quarterly financial reporting, including balance sheets and profit and loss statements.

Peek Pro LLC

Client Success Manager
02.2015 - 02.2017

Job overview

  • Managed the top grossing accounts (a book of 30 accounts) and met with each weekly to review their website and make small changes to find increased bookings. On average their revenue increased by 20% with our platform.
  • Worked with all department heads to ensure a symbiotic relationship focusing on the best strategy to win new business, retain clients and increase profits.
  • Provided software demonstrations to the board and potential investors.
  • Served as the primary contact for conflict resolution, handling both client escalations and internal employee disputes.

JPMorgan

Client Service Manager
06.2011 - 05.2015

Job overview

  • Lead the ultra-high net worth ($25million+) client service team. Travel to meet clients in person to establish trust. Settle trades, send wires, obtain credit products and help them bring all of their investment accounts to JPMorgan.
  • Create policies and procedures for these clients' extravagant investment needs so the whole team could help at the level I could.
  • Understand clients' needs and match with other experts in the area they are looking to invest to further increase our relationship.

MonaVie LLC

Finance Specialist
05.2008 - 06.2011

Job overview

  • Create payment solutions in 17 different countries to hedge against US economic downturn while expanding the multi-level marketing opportunity.
  • Work closely with the IT team to build what was agreed upon with different payment processors and legalities in each new country.
  • Manage retention team and handle escalated customer service issues. Our efforts were able to retain approximately 9/10 lost auto ship members.

Education

Salt Lake Community College
Salt Lake City, UT

Associate of Arts from Psychology
09.2007 - 12.2010

University Overview

Skills

  • Relationship management
  • Prioritization and execution
  • Efficient system adaptation
  • Data-driven decision making
  • Leadership
  • De-escalation
  • Team optimization
  • Facilitating diverse personality understanding

Certification

Series 7 & 63 FINRA June 2013


YTT200 Yoga Alliance July 2015


Software

Salesforce

MS Office & iWork

ALLDATA

Squarespace

Autel & ZEUS Automotive Scanner

Timeline

Automotive Service Manager
Car Hero LLC
08.2022 - Current
Business Manager
Third Eye Metal Design Inc
10.2018 - 08.2022
Client Success Manager
Peek Pro LLC
02.2015 - 02.2017
Client Service Manager
JPMorgan
06.2011 - 05.2015
Finance Specialist
MonaVie LLC
05.2008 - 06.2011
Salt Lake Community College
Associate of Arts from Psychology
09.2007 - 12.2010

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Jillian Dolan