Jake Sher Email & Phone Number

Lawrenceville, New Jersey, Us

Philadelphia, Pa, Us

Identified 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

Philadelphia, Pa, Us

Responsible 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

Philadelphia, Pa, Us

Responsible 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

Philadelphia, Pa, Us

Philadelphia, 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.

Philadelphia, 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

Pittsburgh, Pa, Us

Conshohocken, Pennsylvania, Us

Trusted 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.