Summary
Overview
Work History
Education
Skills
Languages
Timeline
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JONATHAN OCHOA

Scottsdale,AZ

Summary

Experienced in driving adoption, optimizing client outcomes, and scaling success across cross-functional teams. Skilled in delivering impactful product trainings and strategic support that enhance client ROI and satisfaction. Adept at aligning customer success initiatives with company goals, leveraging process optimization, resource planning, and team collaboration to exceed performance metrics. Known for cultivating high-retention relationships and delivering measurable growth in revenue, efficiency, and customer value.

Overview

11
11
years of professional experience

Work History

Interim COO

Get Your Nest
06.2024 - Current
    • Managed budgets and financial forecasting , resulting in an 80% year-over-year increase in revenue and a 40% reduction in operational expenses , significantly improving overall profitability.
    • Led weekly leadership meetings to monitor and drive strategic initiatives, which contributed to an 800% increase in client appointments and streamlined decision-making across departments
    • Recruited and developed high-performing teams , implementing performance management systems that enhanced team efficiency and supported a 400% increase in client savings outcomes .
    • Collaborated with cross-functional departments to optimize workflow and enhance communication channels.
    • Oversaw the development of new products or services from conception to market launch.
    • Implemented innovative solutions to drive continuous improvement in product quality and customer satisfaction.
    • Negotiated contracts and agreements to secure favorable terms and maximize profits.

Operations Executive

Get Your Nest
02.2024 - 06.2024
  • Oversee daily operations, manage budgets, and conduct financial forecasting to ensure fiscal responsibility and optimize profit margins.
  • Boosted operational efficiency by streamlining processes and implementing cost-saving measures that led to 50% decrease in expenses from 2023.
  • Coordinated seamless communication between departments, resulting in successful completion of projects within deadlines and budget constraints.
  • Drove revenue growth through the development of marketing campaigns and sales strategies.

Executive Operations Consultant

Cardone Ventures
10.2022 - 01.2024
  • Led onboarding and strategic success plans for 15+ business owners across diverse industries—including veterinary practices—resulting in client revenue growth of 50–200% YoY and EBITDA increases of 100–200% .
  • Developed and executed cross-selling strategies that expanded client product adoption and deepened engagement, contributing directly to higher client satisfaction and lifetime value .
  • Supported a high-performing veterinary client in achieving national recognition, including preparing them for and securing a TED Talk opportunity , showcasing thought leadership and industry impact.
  • Partnered closely with cross-functional teams to deliver tailored operational and financial strategies, leading to expansion, team growth, and improved internal performance management .
  • Drove client satisfaction by managing end-to-end relationships, from onboarding through retention, delivering measurable results and positioning clients for long-term success.

Senior Manager of Operations & Client Success

Bridgecrest
09.2016 - 09.2022
  • Led four departments in Customer Success managing 90+ staff
  • Identified new revenue streams that increased revenue by 25% and improved client retention and profitability
  • Collaborated with engineers to automate processes and workflows
  • Led quality control audits across contact and administrative functions
  • Directed vendor relationships, achieving $10M in cost savings and compliance with national/state laws
  • Implemented risk management framework, mitigating potential threat, and ensuring compliance with financial servicing regulators

Operations & Vendor Manager

Bridgecrest
08.2014 - 08.2016
  • Oversaw 40+ agents and 100+ vendors, improving performance and reducing impound unit repossession time
  • Spearheaded the development of a new CRM from scratch with our technology partners, enhancing business efficiency in accounts worked by 30%
  • Managed vendor performance to maximize profitability and achieve financial objectives.
  • Collaborated with compliance partners to develop a vendor claim process and management system, improving service quality, which led to reduction of complaints by 75%
  • Collaborated closely with legal counsel to ensure compliance in all contracts executed with vendors.

Education

License - Real Estate Sales

Arizona School of Real Estate & Business
Scottsdale, AZ
12-2024

Skills

  • Customer onboarding
  • Customer retention
  • Key accounts development
  • Training and mentoring
  • Revenue growth
  • Negotiation
  • Sales proficiency
  • Business development
  • Sales management
  • Cross-functional coordination

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Interim COO

Get Your Nest
06.2024 - Current

Operations Executive

Get Your Nest
02.2024 - 06.2024

Executive Operations Consultant

Cardone Ventures
10.2022 - 01.2024

Senior Manager of Operations & Client Success

Bridgecrest
09.2016 - 09.2022

Operations & Vendor Manager

Bridgecrest
08.2014 - 08.2016

License - Real Estate Sales

Arizona School of Real Estate & Business

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