Jake Sher Email and Phone Number
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Jake Sher personal email
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I’m a sales operations professional who has designed, developed and delivered a robust sales fulfillment process through program expansion, going from two to ten cities in less than two years. This process includes aligning technology with clients, contractors, and the end user of the program.- Working as sole member of sales operations team, oversaw and collaborated with sales professionals on all new client onboardings, including developing testing protocol, integrating software, and seeing company-wide growth in total number of active clients from 167 to 327 (+95%) in first 11 months as sales operations specialist - Average monthly increase in 24 months prior was approximately 2k- Developed, tested, and implemented integration system with the company’s fastest growing and largest partner, bringing monthly transactions from $5k to $80k in 12 monthsIn a time when it has become vital to any business’s success, I have become a driver in helping the team to adopt information and knowledge sharing, and worked to make it transparent and findable across the entire organization.My successful track record demonstrates my ability to identify sales operation needs, develop processes and procedures and execute those approaches successfully. I maintain a disciplined yet flexible approach which has allowed me to adapt to any situation and to provide exceptional customer service to both internal and external stakeholders.
Performline
View- Website:
- performline.com
- Employees:
- 84
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Performline
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Customer Success ManagerBilltrust Nov 2022 - PresentLawrenceville, New Jersey, Us -
Head Of Customer EnablementFirst Jan 2022 - Oct 2022Philadelphia, Pa, UsIdentified need and established standard operating procedures for onboarding clients and managing accounts. Led collaboration with sales, CSM, partners, and clients and developed processes including setting and executing onboarding, training, and go-live schedules resulting in a reduction of onboarding time from 60 to 14 days- Created surveys that determined client satisfaction and attended to customer issue reporting protocol, resulting in identification of areas for improvement. Established and led weekly product team meetings to prioritize tasks resulting in on time delivery of functional improvements to system- Main point of contact for enterprise clients to provide training, resources, and guidance, resulting in improved operations and business growth through the use of our product/services- Owned partner relationships and worked hand-in-hand with implementation teams to integrate their services into our system, increasing profitability for both parties and for our shared customers- Took initiative to develop processes to train and onboard new members of the customer success team -
Manager, Customer SuccessFirst Dec 2020 - Oct 2022Philadelphia, Pa, UsResponsible for onboarding, training, launch, and successful implementation of program with key accounts and served as the main point of contact, helping them to maximize their return on investment.- Developed company-wide retention process and customer satisfaction survey to collect real-time data and feedback from customers, leading to the early identification of problems, increased upsell opportunities, and reduced client turnover- Directly interacted with customers by troubleshooting issues, answering operational questions and ensuring the smooth launch of the program, resulting in excellent customer feedback- Developed product training processes that were adopted and used by all Account Managers in the company
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Sales Operations SpecialistFirst Jan 2020 - Nov 2020Philadelphia, Pa, UsResponsible for the development of all processes necessary to operate remotely by identifying key stakeholders, ensuring the smooth transfer of information, and making it transparent and findable for all stakeholders. - Designed, developed and implemented a new streamlined sales onboarding process resulting in an improved first run experience for new clients.- Transformed the company’s manual onboarding process into an automated system that allowed for real-time documentation of all information needed to enroll, onboard and activate accounts- Created seamless aggregation process of account information through the development of testing, data collection, tables, and processes resulting in proper resourcing and profitability for each customer.- Connect Airtable and Slack via Zapier to automatically alert the live dispatch operations team of newly live accounts leading to improved customer experience, operational efficiency, and knowledge sharing
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Business DevelopmentFirst Jun 2019 - Jan 2020Philadelphia, Pa, Us
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Account ExecutiveLeagueside Dec 2018 - Jul 2019Philadelphia, Pennsylvania, Us- Collaborated on the development of a more efficient and scalable sales process that took clients through the sales funnel by systematically prospecting, qualifying, developing proposals, and closing the sale.- Developed a prospecting strategy to better connect with prospects and increase the pace of the sales cycle. A driving factor behind this strategy was attending strategic networking events in order to begin relationship building through direct contact with prospects.- Conducted discovery calls and in-person meetings in order to explain value proposition in a clear and concise manner, resulting in being able to qualify the lead and set up a screen-share more efficiently.- Worked to become the voice of the client by learning more about their needs and objectives. This customer-centric focus helped determine qualification, develop customized proposals, handle objections, and negotiate terms.- Effectively articulated our value to win new business. Regardless of the outcome, part of this process was to seek out feedback from the prospective client on the proposal they received, with the objective being to learn how we can better meet their needs and the needs of prospective clients in the future. -
Business Development RepresentativeLeagueside Dec 2017 - Dec 2018Philadelphia, Pennsylvania, Us- Collaborated to develop a sales process based on market research, outreach and offer development- Researched prospective companies and qualified them for initial outreach based on data analysis of KPIssuch as revenue and marketing spend.- Connected with multiple points of contact to identify solid prospects and to turn prospects and leads intolong-term, profitable relationships. Had to know where to look and how to bring someone to the table.- Developed and executed multi-pronged marketing plan that included customized emails, networkingevents, LinkedIn messaging, cold calls, video messaging, and direct mail- Strategized overall selling plan and single-handedly conducted discovery calls as a sales development representative in order to qualify prospective clients- Continued involvement on subsequent sales calls and acted as the main point of contact for prospects in order to answer their questions and keep them engaged- Involved in the planning and production of the overall marketing plan of the company- Conducted market research and created buyer personas for target brands and consumers- Participated in meetings involving C-suite members of the company relating to potential investors, salesprocesses, and the overall growth of the company as a whole
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StudentUniversity Of Pittsburgh Sep 2013 - Aug 2017Pittsburgh, Pa, Us -
Marketing AssistantSquare 2 Marketing May 2015 - Aug 2015Conshohocken, Pennsylvania, UsTrusted with several projects such as scheduling speaking engagements for senior staff members, editing written content intended for the company website, and managing the several social media outlets utilized frequently by the company. I also assisted in organizing a company event held at Citizens Bank Park, and was given the opportunity to sit in on live sales calls as well as war room meetings.
Jake Sher Skills
Jake Sher Education Details
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University Of PittsburghIndustrial And Organizational Psychology
Frequently Asked Questions about Jake Sher
What company does Jake Sher work for?
Jake Sher works for Performline
What is Jake Sher's role at the current company?
Jake Sher's current role is Customer Success | Sales Operations | Sales Enablement.
What is Jake Sher's email address?
Jake Sher's email address is js****@****itt.edu
What is Jake Sher's direct phone number?
Jake Sher's direct phone number is +121562*****
What schools did Jake Sher attend?
Jake Sher attended University Of Pittsburgh.
What are some of Jake Sher's interests?
Jake Sher has interest in Children, Health.
What skills is Jake Sher known for?
Jake Sher has skills like Public Speaking, Microsoft Office, Powerpoint, Microsoft Word, Social Media, Teamwork, Time Management, Customer Service, Leadership, Microsoft Excel, Event Planning, Research.
Who are Jake Sher's colleagues?
Jake Sher's colleagues are Julie D., Jake Alsdorf, Yukiko Shinzato, Sara Emil, Ashley La Rue, Michael Romans, Max Cohen.
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