Jamie Michelle Mcdonald

Jamie Michelle Mcdonald Email and Phone Number

Founding Customer Success Manager @ Consilium Labs
Detroit, MI, US
Jamie Michelle Mcdonald's Location
Detroit Metropolitan Area, United States, United States
Jamie Michelle Mcdonald's Contact Details

Jamie Michelle Mcdonald personal email

About Jamie Michelle Mcdonald

As a Customer Success Manager with over a decade of experience, I have a proven track record of driving customer satisfaction and business growth. My expertise spans across SaaS, tech, and product industries, where I've worked closely with startups and cross-functional teams to deliver exceptional customer experiences.At companies like ZenLedger and Divergent Financial, I led customer success initiatives that significantly improved onboarding completion rates, reduced support ticket resolution time, and drove product enhancements based on customer feedback. I excel at building and nurturing strong customer relationships, optimizing processes, and aligning customer success strategies with business goals.I’m passionate about transforming customer challenges into opportunities, using data-driven insights and collaborative approaches to exceed customer expectations and reduce churn. In addition to my professional experience, I also dedicate my time to animal fostering, as well as wildlife rescue and rehabilitation, showcasing my commitment to helping others and creating positive impacts in various aspects of life.Key Skills:Customer Relationship Management (CRM)Process Improvement & Training DevelopmentCross-Functional Collaboration (Product, Marketing, Engineering)Data Analysis & ReportingCustomer Onboarding & Retention StrategiesTechnical Support & Product ImprovementWildlife Rescue & Community Outreach

Jamie Michelle Mcdonald's Current Company Details
Consilium Labs

Consilium Labs

View
Founding Customer Success Manager
Detroit, MI, US
Website:
consilium-labs.com
Employees:
18
Jamie Michelle Mcdonald Work Experience Details
  • Consilium Labs
    Founding Customer Success Manager
    Consilium Labs
    Detroit, Mi, Us
    View
  • Divergent Financial
    Head Of Customer Success
    Divergent Financial Aug 2022 - Jul 2023
    San Diego, Us
    Oversaw investor relations and customer operations for a cryptocurrency hedge fund founded by Crypto 101 Podcast.Managed all investor inquiries, ensuring timely and accurate responses, increasing investor satisfaction by 25%.Handled documentation for investments, achieving a 100% compliance rate with regulatory standards.Organized and maintained operational programs like HubSpot, DocuSign, and Typeform to keep investor records up-to-date.Developed and implemented a secure portal for managing all investor documents and communications, reducing processing time by 30%.Collaborated with the executive team to align investor relations strategies with overall business goals.Provided regular reports on investor activities and fund performance to stakeholders, increasing transparency by 40%.
    View
  • Divergent Financial
    Manager Of Investor Relations
    Divergent Financial Jun 2021 - Aug 2022
    San Diego, Us
    Served as the primary contact for all investors, addressing their inquiries and ensuring a 98% satisfaction rate.Coordinated the documentation process for new investments, ensuring all paperwork was accurately completed and filed.Managed administrative tasks related to investor relations, including maintaining databases and ensuring compliance with industry regulations.Customized, created, and implemented a secure portal to enhance communication and document management for investors, increasing efficiency by 35%.Worked closely with the compliance team to prepare documents for audit and ensure all investor records were compliant with regulatory standards.Provided detailed investor reports and updates to the executive team, resulting in a 20% increase in investor confidence.
    View
  • Zenledger
    Head Of Customer Success
    Zenledger Jan 2021 - Jun 2021
    Chadds Ford, Pa, Us
    Led the customer success and onboarding team for ZenLedger, a cryptocurrency tax software during and throughout the startup phases. Ensured customers had a seamless onboarding experience by providing thorough guidance and support, improving onboarding completion rates by over 50%.Managed customer support operations, addressing technical issues and inquiries related to tax calculations.Developed and implemented training materials and processes to improve customer onboarding and support efficiency, reducing support ticket resolution time by 40%.Collaborated with the product development team to provide feedback and insights from customers, driving a 30% improvement in product features.Ensured customers received accurate and timely tax forms, enhancing their overall experience with the software.
    View
  • Zenledger
    Customer Success Manager
    Zenledger Nov 2020 - Jun 2021
    Chadds Ford, Pa, Us
    Managed the customer success and onboarding processes for ZenLedger, focusing on cryptocurrency, SaaS, taxes, and FinTech.Provided exceptional customer support, resolving complex technical issues and ensuring a 95% customer satisfaction rate.Developed and maintained training manuals and tutorial articles to support both customers and internal teams.Collaborated with marketing, business development, and UX/UI teams to implement new ideas and improve the customer experience, resulting in a 25% increase in customer retention.Conducted advanced support meetings with clients via telephone or video conference, generating additional revenue through upselling by 15%.
    View
  • Zenledger
    Customer Success Specialist
    Zenledger Feb 2020 - Nov 2020
    Chadds Ford, Pa, Us
    Provided direct support to customers for cryptocurrency tax calculations, maintaining a 90% customer satisfaction (CSAT) score.Handled account reconciliations and technical support, ensuring customers received accurate and timely assistance.Created and implemented internal training materials and point-of-action plans for onboarding new employees.Developed tutorial articles for customers, enhancing their understanding of the product and its features.Worked closely with the marketing, business development, and UX/UI teams to drive product improvements, resulting in a 20% increase in customer engagement.Consistently maintained a 90% or higher CSAT score by delivering exceptional customer service.
    View
  • My Solo 401K Financial Llc
    Senior Customer Success Manager
    My Solo 401K Financial Llc Jun 2018 - Jun 2019
    Carlsbad, Ca, Us
    Assisted customers in starting businesses or making investments using rolled-over retirement funds.Ensured all documentation complied with state and IRS regulations.Provided comprehensive support to customers, helping them achieve their business goals.Managed over 200 clients simultaneously, providing guidance and support throughout the corporation setup process.Created training manuals and streamlined processes to improve efficiency and compliance.Trained and guided fellow employees and senior executives on new processes and compliance requirements.Became the main point-of-contact for customers due to ability to build sustaining customer relationships and provide excellent service.Serviced over 200 clients simultaneously, aiding them through corporation setup.Created training manuals and streamlined processes to facilitate efficiency, reducing processing time by 25%.
    View
  • Michigan Accident Associates
    Executive Legal Secretary
    Michigan Accident Associates May 2017 - Sep 2017
    Supported four attorneys primarily focused on assisting clients involved in vehicular accidents.Managed casework for over 100 clients, ensuring all documentation was accurately prepared and filed.Delivered documents to courthouses on behalf of clients and the law firm.Developed expertise in interrogatories and insurance practices, enhancing the firm's legal services.Managed casework for over 100 clients.Delivered documents to courthouses on time, improving the firm's efficiency by 20%.Became proficient in understanding interrogatories and insurance practices, increasing case resolution rates by 15%.
  • Advantage One Credit Union
    Bank Teller
    Advantage One Credit Union Mar 2016 - May 2017
    Brownstown, Mi, Us
    Opened new customer accounts, including checking, savings, and lines of credit.Processed sales referrals and promoted bank services and products.Balanced cash deposits and vault inventory, providing resolution for member inquiries and issues.Increased sales percentages in three branch locations by 15% through building customer relationships and engaging in meaningful conversations regarding the credit union’s value-added service offerings.Established new customer accounts through participation in business development and other community events.Assigned to the Risk Management team, working on strategies to reduce fraud and other risks, decreasing fraud incidents by 10%.Assigned to Business Development team to assist in customer adoption through referrals, on site visits to local businesses, and special events.
    View
  • Aulo Gonano, P.C.
    Executive Legal Secretary
    Aulo Gonano, P.C. Jan 2008 - Apr 2015
    Seasonal employment during tax season only.Kept track of master planner for one attorney, handled all messages, incoming calls, and scheduling appointments.Gathered tax documents from all clients, photocopied and filed all correspondence, e-filed, typed up documents with MS Office and a typewriter, and maintained office organization.
  • Comerica Bank
    Vault Teller
    Comerica Bank Mar 2014 - Mar 2015
    Dallas, Tx, Us
    Processed large amounts of money daily from highly profitable local businesses such as casinos and chain grocery stores.Maintained general ledgers and balanced the funds at the end of the day.Became proficient at identifying counterfeit money, reducing counterfeit incidents by 20%.Worked closely with the Risk Management team to develop strategies for risk reduction.
    View
  • Planet Fitness
    Assistant Manager
    Planet Fitness Mar 2013 - Feb 2014
    Hampton, New Hampshire, Us
    Managed daily operations of the club, including interviewing, hiring, scheduling, and maintaining staffing levels.Increased the number of membership automatic bank drafts by 77%, resulting in an additional $240,000 in revenue.Met or exceeded goals each month.Hired and retained high-performing team members through skillful interviewing, coaching, and mentoring.Conducted training and led monthly sales calls with team members, establishing solid techniques for increasing sales and customer retention.Managed sales transactions, bookkeeping, inventory, and reordering of stock.
    View
  • Wendy'S/Arby'S Group, Inc.
    Assistant General Manager
    Wendy'S/Arby'S Group, Inc. Nov 2006 - Dec 2011
    Atlanta, Georgia, Us
    Managed restaurant operations, including inventory, scheduling, and customer service.Ensured food quality control and maintained restaurant cleanliness, becoming a Dave's Way store. Trained staff members and conducted pre-shift and weekly meetings.Handled all customer complaints or concerns, ensuring prompt and satisfactory resolutions.
    View

Jamie Michelle Mcdonald Skills

Legal Document Preparation Team Building Adobe Acrobat Sales Customer Retention Investor Reporting Investor Relations Roth Ira Compassion Robs Customer Support Salesforce.com Administration Apple Pages Management Inventory Management Easily Adaptable Key Performance Indicators Back Office Operations Hedge Funds Investment Management Leadership Salesforce Training Multi Task And Handle High Volume Workloads Accounting Salesforce.com Record Of Success Legal Writing Gmail Volunteering Troubleshooting Customer Satisfaction Working With Investors Google Docs Strategy Microsoft Office Solo 401k Plans Operations Management Microsoft Excel Training Customer Service Cryptocurrency Attention To Detail Teamwork 401k Rollovers Scheduling Analytical Skills Egnyte Creativity Software As A Service Telephone Manner Remote User Support Client Services Patience Business Development Communication Customer Service Management Customer Relationship Management Strategic Planning Email Management Fintech Customer Loyalty Multitasking Time Management High Degree Of Initiative Traditional Ira Empathy Organization Skills 401 Retirement Savings Plans Customer Experience Banking Client Relations Executive Management Account Management Investments Office Administration Call Logging Relationship Building Microsoft Word Paralegals On Call Support Customer Engagement Staff Development Problem Solving High Level Of Accuracy Customer Service Operations Key Client Relationships Self Learning

Jamie Michelle Mcdonald Education Details

  • Eastern Michigan University
    Eastern Michigan University
    Economics
  • Wayne County Community College District
    Wayne County Community College District
    Business/Managerial Economics

Frequently Asked Questions about Jamie Michelle Mcdonald

What company does Jamie Michelle Mcdonald work for?

Jamie Michelle Mcdonald works for Consilium Labs

What is Jamie Michelle Mcdonald's role at the current company?

Jamie Michelle Mcdonald's current role is Founding Customer Success Manager.

What is Jamie Michelle Mcdonald's email address?

Jamie Michelle Mcdonald's email address is jm****@****ail.com

What schools did Jamie Michelle Mcdonald attend?

Jamie Michelle Mcdonald attended Eastern Michigan University, Wayne County Community College District.

What skills is Jamie Michelle Mcdonald known for?

Jamie Michelle Mcdonald has skills like Legal Document Preparation, Team Building, Adobe Acrobat, Sales, Customer Retention, Investor Reporting, Investor Relations, Roth Ira, Compassion, Robs, Customer Support, Salesforce.com Administration.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.