Cassie A. Jackson

Cassie A. Jackson Email and Phone Number

VP of Enterprise Solutions @ AdvicePay | Nonprofit Founder @ Suffer Out Loud @ MFGR Designs
Bozeman, Montana, United States
Cassie A. Jackson's Location
Bozeman, Montana, United States, United States
Cassie A. Jackson's Contact Details

Cassie A. Jackson work email

Cassie A. Jackson personal email

n/a
About Cassie A. Jackson

With AdvicePay's enterprise platform, you can enable your advisors to bring more fee-for-service financial planning into your organization's revenue mix with scalable and efficient workflows, up-to-date compliance tools & management, and intuitive portals for optimal home office, advisor, and client experiences.-------------------------------------------------------------------------------------------------------With over a decade of experience in relationship management and business development, Cassie is a seasoned FinTech leader and sales strategist. She specializes in consultative sales, contract and pricing negotiation, new business development, sales and marketing leadership, and account strategy. Cassie's passion lies in getting better financial advice to consumers by utilizing smart technology and showing advisors how they can charge for their advice. As an Advisory Council member at Bento Engine, she provides strategic guidance and insights to the company. Cassie is driven by the vision of empowering financial consumers and creating positive social impact.

Cassie A. Jackson's Current Company Details
MFGR Designs

Mfgr Designs

View
VP of Enterprise Solutions @ AdvicePay | Nonprofit Founder @ Suffer Out Loud
Bozeman, Montana, United States
Website:
mfgrdesigns.com
Employees:
14
Cassie A. Jackson Work Experience Details
  • Mfgr Designs
    Mfgr Designs
    Bozeman, Montana, United States
  • Advicepay
    Vp Of Enterprise Solutions
    Advicepay Oct 2023 - Present
    Bozeman, Montana, Us
  • Bento Engine
    Advisory Council
    Bento Engine May 2023 - Present
    Westport, Ct, Us
  • Bento Engine
    Chief Growth Officer
    Bento Engine Oct 2022 - May 2023
    Westport, Ct, Us
  • Suffer Out Loud
    Executive Director/Founder
    Suffer Out Loud Apr 2017 - Oct 2024
    Bozeman, Montana, Us
    Currently stepping in as interim ED to guide SOL through our next phase of growth! As the Founder of Suffer Out Loud, I played a pivotal role in shaping the organization's mission, vision, and growth strategy. Key Responsibilities:Fundraising: Developed and executed comprehensive fundraising strategies to secure financial support for the organization. This includes cultivating relationships with individual donors, corporate partners, and foundations.Grant Strategy: In collaboration with The Dotted I, I identified relevant grant opportunities and assisted in preparing compelling grant proposals to secure funding for Suffer Out Loud's programs and initiatives.Board Development: Collaborate with the Board of Directors to strengthen the organization's governance structure, engage board members in fundraising efforts, and ensure alignment with the organization's mission and values.General Operations: Oversee day-to-day operations, ensuring the effective delivery of SOL’s programs and services. This includes managing budgets, financial planning, and organizational compliance.Marketing: Developed and implemented marketing and communication strategies to raise awareness of SOL’s mission and initiatives. Utilize digital media, social platforms, and traditional marketing channels to engage with the community.Program Management: Oversee the design, implementation, and evaluation of programs and services that align with the organization's mission, ensuring they have a positive impact on the mental health community.As the Founder of Suffer Out Loud, I played a pivotal role in shaping the organization's mission, vision, and growth strategy.
  • Advicepay
    Senior Director Of Enterprise Sales
    Advicepay Jan 2022 - Oct 2022
    Bozeman, Montana, Us
  • Advicepay
    Director Of Sales
    Advicepay Dec 2020 - Jan 2022
    Bozeman, Montana, Us
    Integrate sales, marketing, and enterprise relationship management strategies to bring our technology solution to financial planners. Our team is solution-focused and strives to help financial planners best serve their clients!
  • Advicepay
    Enterprise Sales Manager
    Advicepay Feb 2018 - Dec 2020
    Bozeman, Montana, Us
    -Answer questions from prospective users about why AdvicePay is the bomb.com, how AdvicePay works, and pricing and implementing the fee-for-service business model. -Demo AdvicePay and all of its glory for groups and individuals.-Provide onboarding support and training for users who have signed up for AdvicePay to set them up for success.-Support our CEO to facilitate and grow enterprise relationships.
  • Modern Woodmen Of America
    Financial Representative
    Modern Woodmen Of America Jan 2016 - Apr 2018
    Rock Island, Illinois, Us
  • Southwestern Montana Financial Center, Inc.
    Renewal Manager And Licensed Insurance Agent
    Southwestern Montana Financial Center, Inc. Sep 2014 - Jan 2016
    Belgrade, Montana, Us
    -Assisted a substantial amount of Montana owned businesses to administer their group benefits, including medical insurance, dental and vision insurance, life insurance, disability income insurance, and retirement plans-Explained various insurance policies and helped clients choose the plans that suit them.-Maintained books and records to ensure FINRA compliance-Supervised and monitored the work of the Group Renewals Department and Group Retirement Planning department-Organized meetings with the staff to ensure efficiency of our work and proper delegation of tasks
  • Elite Commercial Cleaners, Inc
    Founder/Owner
    Elite Commercial Cleaners, Inc Aug 2011 - Sep 2014
    Running a small business as an owner required me to oversee a multitude of duties, tasks, and responsibilities to ensure the success of the business. This included:-Creating a business plan and carrying out feasibility studies on the Janitorial Industry -Carrying out plans for promoting, sales, and budgeting for the business -Review and compare the short and long term goals of the business -Hire and train qualified and skilled employees -Perform employee evaluations-Tracking and maintance of inventory-Compare between expenditures and actual financial gain and relate them with the budget-Prepare customer service approach for the business -Ensure customer satisfaction as a priority -Create and manage the business development and sales process.

Cassie A. Jackson Skills

Leadership Team Building Eos Sales Strategy Strategic Partnerships Public Speaking Hubspot Account Management Sales Microsoft Products Microsoft Powerpoint Nonprofit Management Business Development Communication Negotiation Meddic Sales Methodology Team Management Finance Fundraising Strategic Planning Life Insurance Outlook Enterprise Technology Sales Nonprofit Organizations Non Profit Leadership Microsoft Office Sales Processes Microsoft Word Entrepreneurship Hubspot Sales Hub Microsoft Excel Saas Sales New Business Development Training Customer Service Enterprise Software Software Sales Contract Negotiation Social Media Marketing Sales Pipeline Development Email Marketing Management Teamwork Health Insurance Grant Writing Enterprise Software Sales Employee Benefits

Cassie A. Jackson Education Details

  • Montana State University-Bozeman
    Montana State University-Bozeman
    Finance

Frequently Asked Questions about Cassie A. Jackson

What company does Cassie A. Jackson work for?

Cassie A. Jackson works for Mfgr Designs

What is Cassie A. Jackson's role at the current company?

Cassie A. Jackson's current role is VP of Enterprise Solutions @ AdvicePay | Nonprofit Founder @ Suffer Out Loud.

What is Cassie A. Jackson's email address?

Cassie A. Jackson's email address is ca****@****ine.com

What schools did Cassie A. Jackson attend?

Cassie A. Jackson attended Montana State University-Bozeman.

What skills is Cassie A. Jackson known for?

Cassie A. Jackson has skills like Leadership, Team Building, Eos, Sales Strategy, Strategic Partnerships, Public Speaking, Hubspot, Account Management, Sales, Microsoft Products, Microsoft Powerpoint, Nonprofit Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.