Andy Jacobsen Email & Phone Number

Cary, North Carolina, United States

United States

• Managed the transition of over 200 clients to a new cloud-based Dealer Management System (DMS), ensuringsmooth data conversion, system setup, and functionality.
• Directed a team of 23 Implementation Consultants, optimizing deployment processes and enhancing efficiency inmulti-site installations.
• Developed and implemented the company's first promotional tier system for consultants, contributing to theprofessional growth and structure of the team.
• Played a key role in the formulation of the 2022 Implementation budget, aligning financial resources with strategicdepartmental goals.

• Led the transition and implementation process for clients, ensuring efficient migration to a cloud-basedmanagement system and optimizing system utilization through strategic process support.
• Developed and delivered customized training programs and materials, achieving effective knowledge transfer andsystem adoption in both individual and group settings.
• Maintained and enhanced customer relationships through diligent issue resolution and consistent satisfactionacross management levels, reinforcing client confidence and loyalty.

Baton Rouge, Louisiana Area

After the contract is signed, I am the implementation project manager for at least the next thirty days. This includes building a relationship with multiple members of the client's team, customized software set-up, training their team, and ensuring a successful deployment.

Baton Rouge, LA

• We are the number one Family Owned Coffee Company in the United States.
• Call on major grocery chains as well as locally owned chains.
• Write presell orders to get them through their next delivery.
• It is Sales as a service for the chains, as we personally deliver product, not a warehouse. We service these chains every day to maintain stock.
• Build relationships with store managers to ensure shelf space and displays are gained or maintained.
• Coordinate with my merchandisers for special instructions or building displays.

• Function as part of a team that implements and transitions clients from competing DMS systems to ADP DMS system.
• Assigned Team Lead on multiple projects.
• Optimize utilization of DMS system for clients by planning and administering specifications and daily operations training and providing live support.
• Cultivate creative methods to deliver customized training and documents to clients to enhance delivery and facilitate learning of DMS software one-on-one and in a classroom setting.
• Resolve software system errors in a timely manner with exceptional trouble shooting skills.
• Sustain customer relationships and ensure customer satisfaction with all levels of management.

Nationwide

• Function as part of a team that transitions, trains and implements clients from competing CRM and DMS systems to Reynolds DMS system.
• Optimize utilization of CRM and DMS system for clients by planning and administering specifications and daily operations training and providing live support.
• Cultivate creative methods to deliver customized training and documents to clients to enhance delivery and facilitate learning of DMS software one-on-one and in a classroom setting.
• Resolve software system errors in a timely manner with exceptional trouble shooting skills.
• Sustain customer relationships and ensure customer satisfaction with all levels of management.
• Increase and maintain personal knowledge of applicable product applications via self-study, training, and documentation.