Jaclyn Heredia
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Jaclyn Heredia Email & Phone Number

Elevating Financial Wellness for Today's Workforce | PerkSpot.com at PerkSpot
Location: San Diego, California, United States 7 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Elevating Financial Wellness for Today's Workforce | PerkSpot.com
Location
San Diego, California, United States
Company size

Who is Jaclyn Heredia? Overview

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Quick answer

Jaclyn Heredia is listed as Elevating Financial Wellness for Today's Workforce | PerkSpot.com at PerkSpot, a company with 91 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Jaclyn Heredia.

Jaclyn Heredia previously worked as Enterprise Account Executive at Perkspot and Account Executive at Shiji Group. Jaclyn Heredia holds Bachelor'S Degree, Fashion Merchandising from Western Michigan University.

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PerkSpot

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Profile bio

About Jaclyn Heredia

With over 12 years of experience, I've had the privilege of collaborating with a diverse range of professionals, spanning from Total Rewards specialists to COOs, Directors of HR, and everyone in between. My primary focus? Enhancing financial wellness.Throughout my career, I've discovered immense joy in helping people achieve their goals while finding creative solutions to their unique challenges. I'm a firm believer in the power of personal connections and have been fortunate that my roles have allowed me to get to know individuals on a deeper level.On a personal note, I'm originally from the Midwest, but I'm currently living the dream in beautiful San Diego with my husband and two amazing kids. When I am not working, you'll find me enjoying the sunny California weather, exploring new adventures with my family, and soaking in all that life has to offer.

Current workplace

Jaclyn Heredia's current company

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PerkSpot
Perkspot
Elevating Financial Wellness for Today's Workforce | PerkSpot.com
chicago, illinois, united states
Website
Employees
91
AeroLeads page
7 roles

Jaclyn Heredia work experience

A career timeline built from the work history available for this profile.

Enterprise Account Executive

Current

PerkSpot is the leading provider of corporate discount programs to over 15 million employees, inspiring them to love where they work by delivering meaningful savings and recognition in their workplace.

Nov 2022 - Present

Account Executive

  • Achieved the title of Top Sales Representative in 2021 by consistently surpassing quarterly sales targets, while effectively managing client accounts and ensuring high customer retention.
  • Successfully generated new business by proactively prospecting and engaging with hotels, restaurants, and other hospitality venues to promote the Infrasys Point of Sale and MyCheck Dine solutions within an assigned.
  • Conducted market research and data analysis to pinpoint strategic areas for sales growth. Formulated a comprehensive sales strategy for the West Coast region. Identified key property stakeholders, conducted product.
  • Enhanced the organization's visibility and reputation through strategic networking and community involvement.
Nov 2020 - Nov 2022

Territory Account Executive

  • Created a comprehensive list of potential restaurant clients and guided them through the entire sales process, from the initial contact to successful closure.
  • Orchestrated product demonstrations and customized solutions tailored to each prospect's unique requirements.
  • Collaborated closely with cross-functional teams within the organization to guarantee the alignment of pre-sale promises with post-sale delivery.
  • Regularly surpassed monthly targets by achieving an exceptional number of new business sign-ups.
Oct 2019 - Nov 2020

Senior Sales Representative

Greater San Diego Area

  • Successfully identified and cultivated new business partnerships across the U.S. and Canada by consistently making over 100 high-impact outbound calls daily.
  • Conducted comprehensive assessments of small to medium-sized businesses, effectively gauging their unique needs and challenges. Provided tailored consultations on optimizing their business presence and marketing.
  • Expertly managed the entire sales cycle, from initial contact and partnership acquisition to seamless onboarding, ensuring a positive transition for new partners.
  • Consistently met and exceeded monthly sales expectations by proactively identifying and capitalizing on emerging sales opportunities, resulting in revenue maximization.
Oct 2017 - Sep 2019

Sales Manager

  • Oversaw a team with up to 26 Enrollment Services Advisors responsible for drivingbusiness and managing daily activity to meet monthly goals
  • Developed and maintained individualized coaching plans for all team members, ensuring their alignment with daily, weekly, and monthly objectives. This approach enhanced staff productivity and resulted in the delivery.
  • Spearheaded the hiring, training, and onboarding processes for new Enrollment Service Advisors, facilitating their seamless integration into the team and equipping them with the necessary skills and knowledge to excel.
Aug 2015 - Sep 2017

Account Executive

Greater San Diego Area

  • Enrolled students into the Undergraduate program, delivering exceptional, tailored customer service to address each student's unique situation and needs effectively.
  • Provided coaching and mentorship to new team members, leveraging best practices to empower them to achieve their full potential, fostering their professional growth within the organization.
  • Retained current students through my exceptional communication, consistency, andensuring all students have the tools and resources to succeed in specific scholastic goals.
  • Surpassed monthly enrollment goals for 15 consecutive months, showcasing a track record of exceptional performance.
Feb 2014 - Aug 2015

Sales Support Specialist

Greater San Diego Area

  • Acted as a liaison between the Art Department and Sales Staff, promoting seamless synergy within the company by leveraging exceptional verbal and written communication skills.
  • Coordinated large-scale retail trade show exhibitions with unwavering enthusiasm and meticulous organization, setting a positive example for the entire team.
  • Spearheaded sales management responsibilities by providing sales staff with samples, innovative concepts, and customized catalogs for each customer, contributing to increased sales and customer satisfaction.
Aug 2012 - Jan 2014
Team & coworkers

Colleagues at PerkSpot

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3 education records

Jaclyn Heredia education

Bachelor'S Degree, Fashion Merchandising

Activities and Societies: Vice President of Recruitment of Alpha Phi, Member of Alpha Phi, Member of Sigma Alpha Lamda Honors

Master’S Degree, Business Administration And Management, General

Ashford University

Activities and Societies: Deans list

Education record

Walled Lake Central High School
FAQ

Frequently asked questions about Jaclyn Heredia

Quick answers generated from the profile data available on this page.

What company does Jaclyn Heredia work for?

Jaclyn Heredia works for PerkSpot.

What is Jaclyn Heredia's role at PerkSpot?

Jaclyn Heredia is listed as Elevating Financial Wellness for Today's Workforce | PerkSpot.com at PerkSpot.

Where is Jaclyn Heredia based?

Jaclyn Heredia is based in San Diego, California, United States while working with PerkSpot.

What companies has Jaclyn Heredia worked for?

Jaclyn Heredia has worked for Perkspot, Shiji Group, Toast, Inc., Houzz, and Bridgepoint Education.

Who are Jaclyn Heredia's colleagues at PerkSpot?

Jaclyn Heredia's colleagues at PerkSpot include Brittany Butkiewicz Gonzalez, Marisa Zapata, Elizabeth Martin, Stephen Hamza, and Calvin Oh.

How can I contact Jaclyn Heredia?

You can use AeroLeads to view verified contact signals for Jaclyn Heredia at PerkSpot, including work email, phone, and LinkedIn data when available.

What schools did Jaclyn Heredia attend?

Jaclyn Heredia holds Bachelor'S Degree, Fashion Merchandising from Western Michigan University.

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