Jason Erickson Email & Phone Number

Cranbury Township, Nj, Us

Lead the acquisition process for Integris, coordinating with potential new partners and investors. In this role I manage the strategic development of the company’s acquisition pipeline, handling due diligence and contract negotiations that will help the company execute on its aggressive national expansion. So far, these efforts have resulted in more than doubling the size of the company while retaining and growing our client base.

Greenwood Village, Co, Us

• Direct the end-to-end merger and acquisition (M&A) process, including the prospecting, diligence, and deal closing process for all company acquisitions. • Managed the full company integration strategy, including but not limited to Human Resources, Technology, Vendor, Client Facilities, Product, Process, Compliance, Sales, Operations, and Finance.• Served as a valued member of the Senior Leadership Team, reporting directly to the COO while working directly with the CEO, CFO, and CTO.• Managed a high performing team comprised of professionals dedicated to both M&A and Integration strategy and execution. • Worked in collaboration with all aspects of the business to create efficiencies, streamline processes, and drove bottom-line profit to strengthen EBITDA valuation for PE ownership. Notable achievements while in the position included:- Led 8 successful acquisitions, 1 merger, and 1 private equity re-capitalization totaling $150M+ in transaction value.

Teaneck, Nj, Us

• Served as a Client Manager for several key national lines of business, including Optum Healthcare, United Med-Sup, and UHG Dental.• Facilitated and stabilized client delivery escalations, solutions management, and business development within the organization. • Set and managed yearly sales quotas for 25+ sales associates and led in terms of executive-level reporting and metrics. Notable achievements while in the position included:- Led in the management of $25M in annual revenue from key clients, while delivering $6M+ in sales and $3M+ in net revenue retention (NRR) annually. - Spearheaded the strategic pipeline management and quarterly forecasting for 75+ accounts valued at $250M+ in annual revenue.

Teaneck, Nj, Us

• Produced weekly and monthly dashboards for the Executive Leadership Team that consisted of financial metrics, client health, employee utilization, and other industry-specific benchmarks. • Drove strategic goals achievement and overall business process improvement through in-depth statistical analysis and developed corporate-level presentations for both monthly and quarterly BRM’s.• Led executive meetings to discuss ideas and identify resolution to outstanding issues in a timely manner. • Served in a financial analyst role at both the individual project and program levels in addition to recognized as a subject matter expert (SME) in OneSource, Oracle ERP, and Hyperion reporting systems.

• Served as the key decision-maker and purchaser for all retail merchandise with an average spend of $2M+ annually. • Led in the management of profit and loss (P&L) for all retail sales, pricing, margin analysis, sales cycles, and other highly effective sales strategies. • Performed in-depth strategic inventory analysis for multi-season markets to identify areas for improvement. • Implemented, configured, and maintained the company’s Point-of-Sales (POS) systems in addition to other IT systems storewide. • Responsible for the management of all internet sales, marketing, and post-sales activity within the company.

• Managed comprehensive day-to-day senior-level operations for multiple retail locations, assembling, developing, and managing a high performing team through proactive training and coaching on position best practices. • Added valued input while serving as a key member of the retail merchandising purchasing teams.• Proactively monitored and analyzed monthly and yearly sales reports to develop accurate merchandise forecasting and analyzed sales force and forecast needs for upcoming seasonal events.• Served as the internet marketing and search engine optimization (SEO) lead for the company’s retail website.• Leveraged in-depth knowledge of the retail Point-of-Sale (POS) systems, reporting, and configuration to deliver positive results.