Jonathan Wicker
Cotality (formerly CoreLogic)
Dallas,Texas
9
years of professional experience
Strategic Account Manager, Product Leader, and licensed Property & Casualty specialist with over 10 years of experience driving SaaS product performance, enterprise account growth, and insurance operations. Combines technical expertise in CRM systems and SQL analytics with market research and strategic planning to bridge client strategy with technical execution. Proven track record of optimizing customer workflows, executing end-user enablement, and driving $14M in revenue growth while maintaining a 95% customer satisfaction rate.
Work History
Data Product Manager & Account Lead
2 Years 11 Months- Managed product implementations and client success workflows for SaaS-based analytics platforms serving commercial and residential stakeholders.
- Partnered cross-functionally with software engineering, IT, and development teams to implement CRM enhancements, release updates, and resolve technical issues.
- Executed SQL data integrity and product performance queries to analyze client usage trends, recommending targeted platform optimizations for accounts performing below benchmark standards.
- Evaluated portfolio accounts to identify upsell and expansion opportunities, consulting key executive stakeholders to drive $14M in departmental revenue growth.
- Guided enterprise accounts on regulatory governance standards and best practices, maximizing product ROI and client satisfaction.
Analyst, Fixed Asset Management (Insurance)
1 Year 5 Months- Directed key client relationships across commercial asset portfolios valued between $1M and $100M+, optimizing coverage strategies and policy lifecycle management.
- Configured and audited RMIS and CRM platforms to ensure high data integrity for asset valuations and recurring billing workflows.
- Identified client service gaps and recommended expanded platform functionality to streamline operations for underwriters and insureds.
- Conducted structured client briefings, technical training sessions, and executive account reviews to accelerate platform adoption and client retention.
P&C Large Loss Claims Adjuster
5 Years 1 Month- Managed full claim lifecycle operations and client communications for complex coverage claims, maintaining a 95% client satisfaction rate.
- Designed and executed over 100 client and adjuster training programs to optimize platform navigation, operational workflows, and claim accuracy.
- Analyzed root causes of technical and policy inquiries, logging issues in internal CRM systems and collaborating cross-functionally to deliver timely solutions.
- Analyzed claims to determine coverage eligibility and coordinate claim resolutions.
Education
Bachelor of Science (B.S.) - Computer Science & Information Systems
Bachelor of Arts (B.A) - Business Communication
Skills
Salesforce & Account Management: Client Success Advocacy
Portfolio Growth
Relationship Building
Contract Renewals
Strategic Consulting
Executive Stakeholder Management
CRM & Technical Platforms: Salesforce CRM Ecosystem
RMIS (Origami
FAIMS)
JIRA
SaaS Architecture
System Configuration
SQL Analytics
Operations & Implementation: Software Development Lifecycle (SDLC)
Platform Implementation
Product Onboarding
End-User Enablement & Training
Domain Expertise: Property & Casualty (P&C) Risk Analytics
Loss Performance
Regulatory Governance & Compliance
KPI tracking
Product lifecycle management
Timeline
Data Product Manager & Account Lead
Cotality (formerly CoreLogic)
06.2023 - 05.2026Read More
Analyst, Fixed Asset Management (Insurance)
Kroll LLC
01.2022 - 06.2023Read More
P&C Large Loss Claims Adjuster
State Farm
12.2016 - 01.2022Read More
University of North Texas
Bachelor of Arts (B.A) from Business Communication
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University of Texas at Dallas
Bachelor of Science (B.S.) from Computer Science & Information Systems
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