Jami Jackson Email & Phone Number

San Antonio, Texas Area

• Planned, implemented, set milestones, managed, and reported on critical project plans for multiple channels: Medical device manufacturer and IDTF (Independent Diagnostic Testing Facility) accredited by the Joint Commission• Conceptualized, designed, and launched Salesforce CRM Health Cloud for 4 business units: Sales, Marketing, Clinical Operations, and Patient Management• Established lead generation, lead nurturing, content development, integrated marketing strategies, and external industry event planning with neurologist subject matter experts• Collaborated and communicated with cross-functional teams at all levels of the organization including the Board of Directors and C-Suite• Salesforce Administrator responsible for all aspects of CRM user and license management including multiple profile, role, and user setups, customization of objects, fields, record types, page layouts, permissions, validations, process flows, assignment rules, triggers, approval processes mobile administration, OWD, and sharing rules• Developed CRM strategies and roadmaps, implemented, dashboards and custom reports, and managed integrated applications and third-party suppliers including FedEx, Hubspot, Docusign, Mailchimp, Zen Desk, SAP, etc.• Defined, planned, and improved Patient Care Specialist productivity by 20% via business cases and outcomes• Provided guidance and practical solutions to senior leadership to make data-driven decisions and increase the revenue stream• Designed and implemented a new lead scoring process, improving conversion rate by 20%

Greater Nashville Area, Tn

Marketing & Business Development Strategist for private, New York City-based $135M Intraoperative Neurophysiological Monitoring (IOM) company• Provided guidance and practical solutions to senior leadership to expand business development and increase the revenue stream • Utilized business insight, intuition, and communication skills to help add complementary diagnostic service line of in-home video electroencephalogram (VEEG) division • Helped position company for sale and integration to a $3B public device manufacturer

Nashville, Tennessee, United States

• Orchestrated all lead generation and business development strategies to build brand equity: Website, Blog, SEO, Content Creation, Competitive Analysis, Buyer’s Journey, Social Media Strategy, etc. • Rebranded the company from Restore Sleep Centers (external diagnostic sleep lab) to RSC Diagnostic Services (Redefining Seizure Care) providing in-home diagnostic EEG services for pediatric and adult patients• Salesforce Administrator and primary point-of-contact responsible for all aspects of CRM user and license management including supporting users, managing data, maintaining security standards, conducting activity audits, and delivering actionable analytics• Served as CRM Trusted Advisor, proactively creating a roadmap, identifying unused or underutilized platform features, and increasing overall adoption by 80% • Worked directly with the sales team and R-EEG Technicians regarding new and ongoing user training, support issues, and problem troubleshooting• Identified and gathered requirements (via brainstorming sessions, interviews, data analysis, demos, surveys, user groups, and observation) translating into best practice, scalable solutions to meet customer needs• Developed innovative product approaches to drive revenue growth and increase market share• Initiated improved patient workflow mapping by analyzing marketing data, persona segmentation, tracking quality metrics, asset utilization, and patient experience benchmarks for B2B and B2C channels

Murfreesboro, Tennessee, United States

• Created marketing, inside sales, and customer service departments to transition from a distributor sales model to direct sales of an Original Equipment Manufacturer• Developed Salesforce Sales Cloud and Service Cloud instances including configuration, data migration, dashboards, and reports for users at all levels of the organization• Executed B2B opportunity pipeline and sales conversions resulting in revenue growth of 366% from 2009 – 2012• Identified operational bottlenecks, restructured roles, automated repetitive tasks, and optimized standard operating procedures resulting in a reduced average customer service ticket resolution time of 25%• Improved clinical and biotech user adoption of workstations by 30% via a program of platform enhancements, including branding, e-learning, custom apps, and standardized reports and dashboards.• Pioneered innovative ways to drive awareness and demand for our key platforms to advance patient care, improve clinical workflow, and deliver clinical and economic value to healthcare systems nationwide • Increased team efficiency, motivated the team, and advocated for changes to ensure quality and effectiveness across project teams and business units including sales, inside sales, marketing, customer service, clinical operations, technology, and engineering• Utilized Jira to create, maintain, and prioritize the list of product requirements and backlog to deliver value, scalable solutions, and a focus on exceptional user experience• Monitored and controlled inside sales, marketing, and customer service budgets

Greater Denver Area

• Lead requirements gathering, solution design, contributing to statements of work, communicated project outcomes to stakeholders, conducted user training, and actively promoted user adoption of new business development processes• Enhanced CRM platform by gathering requirements and feedback, designing automation and best practice solutions with a focus on exceptional user experience, managing the product roadmap, and conducting new user and ongoing user training• Collaborated with C-suite to define strategy and achieve near-term and long-range goals• Conducted needs analysis, communicated project outcomes to client-side project stakeholders, executed strategies, and provided knowledge relevant to client business challenges• Delivered training and development needs assessment based on performance reviews, skills gap analysis, corporate core competencies, and interviews per department, branch, team, and individual• Monitored and measured user adoption and compliance with business development strategies• Facilitated training events ranging in duration from a half-day workshop to a 5-day learning intensive

• Assessed and identified organizational training and development programs ensuring alignment with core competencies and business goals• Conducted annual training and development needs assessment based on performance reviews, skills gap analysis, and input per department, branch, team, and individual• Facilitated an array of training events ranging in duration from a half-day workshop to a 5-day learning-intensive• Liaised with various other departmental heads and managers to establish training metrics, evaluate the effectiveness of training, and measure results• Implemented coaching sessions and mentorship programs to develop a continuous learning culture• Budgeted quarterly and annual allocations for all learning activities, curriculum, and resources

Bachelor Of Arts (B.A.), Communication And Media Studies

Activities and Societies: Kappa Alpha Theta Fraternity

Med, Opc-Organizational Performance & Change