Chaz Jackson Email and Phone Number

• Managing a varied portfolio of customers (SMB, mid-market, enterprise) through all phases of the customer lifecycle including renewals. (0% churn in first year in role) • Proactively building trusted relationships with customers to identify upsell and cross-sell opportunities while mitigating churn.• Advocate for customer to internal teams, (Product and Engineering, Revenue, Services) to convey customer feedback, identify challenges, and develop appropriate solutions.• Deliver… Show more • Managing a varied portfolio of customers (SMB, mid-market, enterprise) through all phases of the customer lifecycle including renewals. (0% churn in first year in role) • Proactively building trusted relationships with customers to identify upsell and cross-sell opportunities while mitigating churn.• Advocate for customer to internal teams, (Product and Engineering, Revenue, Services) to convey customer feedback, identify challenges, and develop appropriate solutions.• Deliver business reviews, communicating roadmap discussions and value of solution set.• Acquired and maintain an in-depth and technical knowledge base of Ardoq products, tools, best practices, and resources. Serve customer in both consultative, and "train the trainer"/teach-to-fish capacity. Show less

- Demonstrated capable handling of a mini-portfolio of smaller accounts. Successfully re-engaged multiple low-usage accounts, leading to upsell and expansion opportunities for those accounts.- Identified an operational gap and took the initiative to create process documentation specifically for Customer Success org. Endorsed by leadership and adopted by the global team. a) Recategorizing/re-structuring existing documentation increased CSMs' alignment on standard practices.… Show more - Demonstrated capable handling of a mini-portfolio of smaller accounts. Successfully re-engaged multiple low-usage accounts, leading to upsell and expansion opportunities for those accounts.- Identified an operational gap and took the initiative to create process documentation specifically for Customer Success org. Endorsed by leadership and adopted by the global team. a) Recategorizing/re-structuring existing documentation increased CSMs' alignment on standard practices. c) Created missing documentation for key processes (including new customer setup and registering churn) e) Enhancing with assets and resources for continued learning, both from a product standpoint and for industry/subject matter.- Assisted with revamp of Renewal&Upsell forecasting process. This involved: a) Creation of interactive CRM dashboards replacing previous static sheets. b) Assisting in both the planning and leading of in-person workshops to train the global team on new process. Annual forecast accomplished in fraction of previous time. c) Created all documentation, and established as a CRM expert.- Analysis of individual contracts and full global portfolio to aid in creation of Customer Segmentation, as well as defining Expansion opportunities. Worked with CS leadership define and implement Health Scores, Health Checks, establish touchpoint cadences, and more. Show less

- Utilized combination of outreach channels to discover, create, and nurture new business opportunities for Ardoq. - Defined, streamlined, and codified processes for outbound lead generation. - Applied industry best practices and creative thinking to both inbound/outbound lead generation. - Set pace for outbound activity metrics including contacts created and nurtured. - Cultivated expert knowledge in business development tools/CRM and presented tips, hacks, and best practices… Show more - Utilized combination of outreach channels to discover, create, and nurture new business opportunities for Ardoq. - Defined, streamlined, and codified processes for outbound lead generation. - Applied industry best practices and creative thinking to both inbound/outbound lead generation. - Set pace for outbound activity metrics including contacts created and nurtured. - Cultivated expert knowledge in business development tools/CRM and presented tips, hacks, and best practices to global sales teams. - Mentored new teams members. Show less

- Product Specialist: create lead-generating, informative engagements with consumers as the "face" of the brand, and collecting consumer feedback to deliver back to corporate. Familiarity with current, previous, and legacy Buick lineup. - Presenter: craft live, 5 min demos of new products, weaving together key selling points and fielding live consumer questions/comments.

Media Editing/Data Entry- Assisted with transition to new web interface- Created on-boarding protocol/documents for new employees/work-study students- Weekly reconciling of duplicate student-customer accounts- Weekly updates to website for faculty bios/headshots/media coverage- Created video archives of student program performances