Jordan Sigmon
San Diego,CA
Summary
Goal-oriented and upbeat Enterprise Customer Success Manager with extensive experience in driving customer satisfaction, building strong partnerships, and achieving sales targets. Leveraging a results-driven and customer-focused mentality, I excel at guiding enterprise clients through all stages of the customer journey. My proven skills in relationship management, strategic planning, and effective communication have consistently led to increased customer retention and revenue growth.
Overview
20
20
years of professional experience
Work History
Enterprise Customer Success Manager
Linewize
09.2022 - Current
- Assisted management with first-level support inquiries.
- Provided business, technical and product knowledge in support of post-sales activities.
- Met or surpassed renewal rates and upgrade goals.
- Negotiated contract renewals skillfully, securing long-term commitments from key clients while maintaining profitability standards.
- Manage relationships with enterprise clients, ensuring their successful adoption and ongoing use of Linewize products.
- Collaborate with internal teams to develop strategic plans that align with client goals and drive product utilization.
- Conduct regular check-ins with clients to address concerns, identify opportunities for growth, and maintain high levels of customer satisfaction.
- Provide detailed product training and support, ensuring clients have the resources they need to succeed.
- Facilitate communication between clients and the technical support team, ensuring timely resolution of any issues.
Regional Sales Representative
Acute Care Pharmaceuticals
11.2018 - 08.2022
- Achieved territory, individual and company goals for call metrics, sample distribution, market share and sales.
- Educated clients on product benefits and provided demonstrations.
- Educated customers on product features and technical details to highlight benefits.
- Implemented and developed strategic business plans.
- Assessed client needs and sold appropriate products.
- Increased profit by 25% through effective salesmanship of products.
- Explained key features of pharmaceutical equipment, resulting in increased sales.
- Enhanced customer relationships while exceeding sales objectives by 25%.
- Promoted sales directly with Health Systems Corporate Buyers, Materials Management and Pharmacy buyer.
- Increased ongoing revenue from existing customers by 25% by encouraging product implementation and utilization.
- Initiated sales opportunities by coordinating promotional activities during peak selling periods.
Premier Banker
Wells Fargo & Company
03.2008 - 04.2018
- Created strategic financial solutions to suit individualized client needs.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Offered clients personalized options to answer wide range of needs.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Addressed inquiries from clients and department team members.
- Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
- Provided expert support to Branch Manager through operational oversight and strong team leadership.
Personal Banker
Wells Fargo & Company
10.2005 - 02.2008
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Created strategic financial solutions to suit individualized client needs.
- Expanded client base through consistent product promotion and sales strategy.
- Maximized branch revenue by optimizing daily operations.
- Increased teller efficiency by developing and implementing improved service methods
- Profiled customers effectively to identify needs and match bank products.
- Supported current and prospective customers with personalized banking services.
- Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
Bank Teller
Wells Fargo Bank, N.A.
10.2004 - 09.2005
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Education
Associate of Arts -
Palomar College
San Marcos, CA06.2004
Skills
- Performance Management Skills
- Proficiency in CRM Software
- Needs Analysis
- Revenue Generation
- Effective Customer Upselling
- Friendly, Positive Attitude
- Reliable & Trustworthy
- Problem Resolution
- Relationship Building
Timeline
Enterprise Customer Success Manager
Linewize
09.2022 - Current
Regional Sales Representative
Acute Care Pharmaceuticals
11.2018 - 08.2022
Premier Banker
Wells Fargo & Company
03.2008 - 04.2018
Personal Banker
Wells Fargo & Company
10.2005 - 02.2008
Bank Teller
Wells Fargo Bank, N.A.
10.2004 - 09.2005
Associate of Arts -
Palomar College
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