James Ambrose Email and Phone Number
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Customer focused Customer Success/Sales Executive with a demonstrated history of working in SaaS and E-Commerce. Strong product and customer experience professional skilled in Customer Success, Operations Management, Innovation, Sales, and Product Incubation.HIGHLIGHTS OF QUALIFICATIONS:• Over fifteen years of diverse experience in management, operations, customer success, strategic planning, sales management, marketing, new product development and introduction, staff training and development, and customer engagement for SaaS and E-commerce• Adept in growing channels and programs from ideation, to Alpha, to fully scaled operations• Extensive sales management skills, able to successfully recruit, train, supervise, and mentor large groups of sales professionals with a passionate focus on customer experience and satisfaction • Creative problem solver, with a track record of success• Excellent organizational, communication, analytical, and people skillsSUMMARY:I am a Customer Experience and Sales executive with extensive experience in both SaaS and eCommerce. I have years of success in steering customer insights initiatives, operations, strategy, customer success, and sales efforts. I am also known to both be a an empathetic and inspirational team leader and a detailed and insightful individual contributor having innovated processes that have provided invaluable insight and guidance for new product development and significant enhancements to customer experience.CORE COMPETENCIES: • SaaS• Sales leadership• Customer Success• Legal Tech• AI• Customer Experience• Operations• Innovation• NPS• StrategyACCOMPLISHMENTS:• At MyCase, I successfully led three teams (Onboarding, Customer Success and Payments) totaling 2 managers, 3 team leads and 18 staff members, guiding employee development, planning for headcount and creating team and individual KPIs for each role.• At LegalZoom, co-developed and launched initial strategy for LegalZoom LifePlan, a new ancillary employee benefit that provides unlimited legal, tax, financial, insurance advice through a newly developed omni-channel technology platform.• At LegalZoom, I conceived of and implemented a new sales incentive program designed to drive revenue and strategic programs for over 250 inbound and outbound sales agents. Revenue increased by 15% year over year to $45 million dollars in topline revenue and decreased in OPEX costs on $1.2 million dollars annually.Contact me for any Customer Success or Sales opportunitiesEmail: jamesmatthewambrose@gmail.comMobile: (323) 842-1709
Workdone Inc.
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Head Of Sales, Marketing And Customer Success (Remote)Workdone Inc. Dec 2021 - PresentLos Angeles, California, UsWorkDone AI, focuses on machine learning and enables organizations to seamlessly automate business processes between major SaaS platforms with no user training or programming required.• Revamped product portfolio by adding a new product class to complement existing product portfolio and increasing new market opportunities by over 75%.• Created numerous new sales and marketing assets (website, product names, promotional materials), email content for an outbound drip campaign and a full omnichannel acquisition strategy roadmap with multiple touchpoints. -
Head Of Sales And SupportTelzio Feb 2021 - Nov 2021Beverly Hills, California, Us• Championed a sales team that lacked definition when started and ended with over $500k in subscription revenue and 41% conversion growth year over year, a 53% reduction in annual churn, in addition to developing and implementing long-term Sales and Client/Customer Success strategy, content, and processes.• Enthusiastically motivated a technical support team with an average Customer Satisfaction score of over 98% with a 24-hour SLA.• Implemented and designed a new CRM platform for technical support and implemented a new Net Promoter Score Program.• Upgraded and led the Affiliate and Reseller programs, increasing reseller engagement by 15% year over year. -
Sales And Marketing ConsultantWorkdone Inc. Nov 2019 - Jan 2021Los Angeles, California, Us• Built initial go-to-market strategy and service design to acquire and retain initial customers for upcoming product launch.• Created and nurtured a drip email a campaign to over 1,000+ leads and prospects with a 5% open rate and over 20 qualified leads. -
Director Of Customer SuccessAppfolio, Inc. (Mycase) Feb 2019 - Oct 2019Santa Barbara, California, UsMyCase is an all-in-one case management software for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations.• Lead three teams (Onboarding, Customer Success and Payments) totaling 2 managers, 3 team leads and 18 front-line staff members, regularly reporting on key metrics for each team, guiding employee development, planning for headcount and creating team and individual KPIs for each role• Improved Customer Satisfaction as measured by CS team transaction Net Promoter Score (tNPS) by 10% in three quarters• Created a scalable process for closed-loop feedback to customers and internal stakeholders regarding customer service cases, onboarding & training engagements, bug reports, tNPS, NPS, and direct customer interaction• Created a prioritized product feature needs list to provide real time product feedback to product team to help guide and prioritize future product roadmaps• Managed, analyzed and reported out monthly the MyCase Net Promoter Score program (NPS) focusing on identifying global trends with the NPS data and addressing customer feedback as needed• Reduced time to value for newly acquired firms from a fixed 90-day time frame to time frames dependent on firm size and needs (to an average of 35 days)• Initiated a new process with the Sales teams to reduce churn for newly acquired firms by 22%• Optimized data import process based upon labor analysis, size of data import and law firm size• Revamped and overhauled end-to-end onboarding experience, including training decks, webinars, kickoff call scripts, training calls, email content driving increased utilization and feature adoption by 17% over 8 months -
Go To Market ConsultantWorkdone Inc. Jul 2018 - Jan 2019Los Angeles, California, UsWorkDone AI, is a startup that focuses on machine learning and enables organizations to seamlessly automate business processes between major SaaS platforms with no user training or programming required.• Developed and assisted with early stage go-to-market strategy for WorkDone AI, a startup that focuses on machine learning and enables organizations to seamlessly automate business processes between major SaaS platforms. -
Director Of Customer Success And Partner Management - B2B Sales And InnovationLegalzoom Jul 2016 - Jun 2018Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.• Co-developed and launched initial Go-to-Market strategy for LegalZoom LifePlan, a new ancillary employee benefit that provides unlimited legal, tax, financial, insurance advice through a newly developed omni-channel technology platform.• Sold to and closed accounts with over 2,000 subscribers and $360k in annual subscription revenue.• Created, managed and executed a direct to customer sales program, presenting to over 40 onsite locations countrywide with a conversion rate of 120% vs. direct marketing non-sales activities.• Developed engagement program utilizing omni-channel communications to LifePlan members, including the introduction of Spanish language service, increasing member engagement by 77% year over year.• Created competitive analysis reports and socialized to executive steering committee driving successful launch strategy and market positioning.• In conjunction with the B2B Sales team built out over $75 million dollars in the sales pipeline. -
Director Of Corporate Operations For Sales And Business DevelopmentLegalzoom Jan 2015 - Jun 2016Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.• Incepted, developed and implemented a brand-new sales incentive program designed to drive revenue and strategic programs for over 250 inbound and outbound sales agents. After implementation, revenue increased by 15% year over year to $45 million dollars in topline revenue and a decrease in OPEX costs on $1.2 million dollars annually• Created Annual Operating Plan (AOP) for the entire Sales and Business Development team with an annual operating budget of $25 million dollars for Sales and Business Development OPEX and Travel Expenses -
Director Of Sales Analytics And CommunicationsLegalzoom Jul 2012 - Dec 2014Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.• Created Quarterly reports out to the LegalZoom Board of Directors with team strategy, revenue, initiatives and other KPIs• Oversaw sales analytics team responsible for monthly sales compensation calculations of over $500k in monthly variable sales compensation, team revenue reports and sales forecasting for Sales management -
Director - Sales And Strategic Communications, Personal Services Division At LegalzoomLegalzoom Apr 2011 - Jun 2012Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.• (Promoted from Associate Director) From 2011 through 2012, spearheaded an impressive 51% increase in conversion rate through a revamped sales program, with operating revenue growing by more than 116% or $3.5 million dollars per year in team revenue.• Directed divisional Sales Operations, sales management, and P&L, while establishing sales goals, strategy development, new product introduction and UAT testing, assisting with product and service development, coordinating market research activities, sales report preparation, in addition to handling a wide variety of special projects. -
Associate Director - Sales And Strategic Communications, Personal Services DivisionLegalzoom Apr 2010 - Apr 2011Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.(Promoted from Sr. Manager) Led a 25 person inside sales team in multiple call centers in Texas and California, handling more than 100,000 calls and 15,000 e-mail inquiries annually resulting in $1.5 million dollars in revenue per year, which was a 25% increase from the previous year. In addition to this, I was the key architect of the extending call center hours of operation, increasing team revenue and lead volume by 27% after implementation. -
Sr. Manager - Sales And Strategic Communications, Personal Services DivisionLegalzoom Mar 2008 - Mar 2010Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.(Promoted from Sales Manager) Managed and created all sales team functions including communications coordination, sales reporting for senior executives, sales planning, incentive planning, new product introduction, and agent training resulting in an increase in sales efficiency of over 52% from 2006 to 2008 -
Sales Manager - Personal Services DivisionLegalzoom Feb 2006 - Feb 2008Mountain View, California, UsLegalZoom is the nation's leading provider of personalized, online legal solutions and legal documents for small businesses and families.Responsible for managing day to day sales operations, establishing sales goals, marketing and promotional work, managing major client accounts, sales reporting, assisting with new product introduction, customer relations, and other related assignments -
Assistant Marketing ManagerLegalzoom Jan 2005 - Feb 2006Mountain View, California, UsResponsible for the development, print production and distribution of over fifteen customer facing marketing materials, including long form guides, inserts. These guides were designed to be sent as ancillary marketing materials to assist customers in making an informed decision with the secondary goal of increasing brand awareness. In addition to this, in 2005, I initiated first iteration of the LegalZoom Customer Satisfaction and Net Promoter Surveys which is a program that has continued and expanded to the present. -
Estate Planning Specialist - Personal Services DivisionLegalzoom Jan 2004 - Jan 2005Mountain View, California, UsResponsible for the processing of over 75 estate planning documents per day including proofing, printing and packaging. -
Executive Assistant To A Vice President Of ProductionParamount Pictures Jul 2003 - Dec 2003Los Angeles, Ca, Us -
Department Intern - Warner Strategic Marketing, Warner Music GroupWarner Music Group Sep 2002 - Jan 2003New York, New York, Us
James Ambrose Education Details
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University Of Southern CaliforniaCommunication Management -
University Of California, Santa CruzHistory And Sociology
Frequently Asked Questions about James Ambrose
What company does James Ambrose work for?
James Ambrose works for Workdone Inc.
What is James Ambrose's role at the current company?
James Ambrose's current role is Senior Sales and Customer Experience ExecutiveSaaS | Legal Tech | AI | B2B | B2C | D2C |.
What is James Ambrose's email address?
James Ambrose's email address is ja****@****oom.com
What is James Ambrose's direct phone number?
James Ambrose's direct phone number is +161548*****
What schools did James Ambrose attend?
James Ambrose attended University Of Southern California, University Of California, Santa Cruz.
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