Marsha Jaramillo

• • Provide retirement financial planning services by conducting thorough financial analyses including client financial goals, risk tolerance and investment preferences
  • Deep knowledge of investment strategies, retirement planning, risk management and tailoring recommendations to client needs
  • Strong interpersonal and communication skills, with a focus on building trust and maintaining long-term client relationships
  • Proficient in financial software tools including MoneyGuide and Longevity
  • Planned, tracked and executed retirement financial planning courses in/around greater Houston area including personally teaching a 2.5 hour course

• Demonstrated experience in complex solution sales to C-suite using a value-based, consultative sales approach
• Responsible for closing SaaS technologies as well as managing implementation process, ensuring delivery of training and support for all stakeholders
• Developed/delivered engaging digital presentations, live and web-based particularly during COVID
• Strong focus on project management to drive complex sales cycle from lead development through close, including extensive follow up and customer solution development
• Managed integration of customer focused solutions across multiple departments involving several verticals
• Collaborated with internal teams to collectively integrate new tools/products providing user training and ongoing technical support, boosting market share while creating repeat subscription purchases
• Established and nurtured long-term relationships with faculty, deans, chairs, and bookstore managers by determining areas of low utilization and assisting faculty in increasing buy-in
• Negotiated product price and delivery terms with multiple marketing channel participants in competitive environment while gaining experience in institutional pricing models
• Served as a mentor to less experienced colleagues

• Key advisor to high level decision makers with university partners through out adoption process
• Devised and delivered best-practice training support both virtually and on-site to nursing leadership
• Project management of key national accounts ensuring outcomes are met for faculty with a need to learn quickly and implement curriculum wide learning solutions
• Identified campus champions to personally train and mentor them to expert level on new technology while consulting on curriculum content options
• Consistently reviewed current services to identify up-sell opportunities and expand sales base

• Directed thirteen-state territory in southeastern US increasing market share by 10% annually five consecutive years
• Managed portfolio of multiple technology based products from prospect to adoption to implementation across curriculum in higher education institutions with a focus on nursing and health professions
• Collaborated with internal teams to deliver training and support for deans, directors, faculty and students
• Demonstrated natural ability to engage, influence, and build relationships with customers, stakeholders, and teams across the business
• Educated faculty on multiple digital products and implementation including high stakes testing methods both pre and post-sale
• Achieved Top 5% performance status 3 out of 6 years