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Executive relationship manager with a combination of experience in client services, sales, finance, and leadership. A self-driven critical thinker who exceeds expectations while establishing long term relationships both internally and externally.
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Customer Success ManagerQlik Apr 2022 - PresentKing Of Prussia, Pa, UsAs a trusted advisor to major Federal and Department of Defense customers, I help drive strategic initiatives and achieve organizational goals. With expertise in Qlik Analytics and Data Integration, I deliver value through consistent engagement focused on Onboarding, Enablement, Adoption, and Expansion. My work empowers customers to maximize ROI and enhance the impact of their operations. -
Key Account ExecutiveAdp Dec 2018 - Apr 2022Roseland, New Jersey, UsManaged a $15M Book of Business of Key Accounts across multiple industries throughout the southeastern United States. Client deliverables included HR Technology, Compliance Management, Risk Mitigation, Employee Benefits, Workers Compensation and Business Financials.• Focused on Long-term Retention and Value Proposition resulting in 15% YOY Growth in Revenue for Book of Business• Strategic Planning around Business Impact initiatives with the Executive Suite including the CEO, CHRO, CFO, CTO/CIO and COO• C-Level Negotiations and Client Save Strategies centered around Quantitative Results, Industry Knowledge and Competitive Insight.• Skilled in Human Capital Management (HCM) Technology Including HR Management Systems, Applicant Tracking Integration, Analytics and Customized Reporting • Expertise in HCM Strategies Including Talent Acquisition, Turnover Analysis, Financial Budgeting and Benefit Market Trends.• Graduated from ADP’s Emerging Leaders Program and Served as Team Lead with Projects focused on Client Presentations, Critical Thinking, CARES Act Rollout and Sales Training. -
Senior District ManagerAdp Nov 2013 - Dec 2018Roseland, New Jersey, UsOutside Sales for ADP's Professional Employer Organization (PEO), Totalsource providing employers with a comprehensive human resources outsourcing solution that helps reduce the complexities and costs related to employee benefits, workers compensation insurance, payroll and human resources.• Developed Successful Outside Sales Process that Included Lead Generation, Gaining Access, C-Level Meetings, ROI Analysis, and Implementation• Presidents Club Achievement: 2015 and 2016 • Attained Sales Quotas: 108% in 2018, 176% in 2016 and 197% in 2015• Client Outreach Initiatives Post-Sale, Resulting in 95% Retention Over Five Years• Mentored Two Key PEO Producers; Both of Whom Achieved Presidents Club in Their First Year -
Licensed Bank ManagerWells Fargo Dec 2010 - Nov 2013San Francisco, California, Us• Trained Team Members on Credit Products, Policies and Procedures Including Consumer Loans, Lines of Credit, Home Equity, Business Loans, Credit Cards, and Mortgages.• Manage Operations and Ethics of the Bank by Reviewing Technical Exceptions, Document Disclosures, and Lending Practices Daily• Consistently Increased Cross Sell Relationships Between Bank and Partners, Including Mortgage, Insurance, Business, and Financial Advisors.• Lead 9 Member Team in Branch with over $80 Million in Deposits. -
Licensed Personal BankerWells Fargo Aug 2008 - Dec 2010San Francisco, California, Us• Excelled as Top Producer in Key Areas Including Small Business, Lending, Investments, and Insurance.• Improved Customers Financial Picture by Conducting Thorough Customer Needs Analyses, Leading to Increased Cross-Selling Opportunities and Solutions.• Assisted Branch Manager with Leading Bank Team Members, Creating Atmosphere Consisting of Trust, Dependability, and Responsibility for Results. -
Mortgage Loan OriginatorWells Fargo Home Mortgage May 2004 - Oct 2007San Francisco, California, Us• Initiated Loan Originations for Private Bank Clients Navigating Variable Wages, Tax Benefits, and Real Estate Investing.• Ranked 3rd among 80 Originators in Closed Loan Volume at Corporate Mortgage Services in 2006 and 2007.• Completed Underwriting of Personal and Business Tax Returns to Compute Cash Flow Analysis for Lending Deals.
Jason Wade Skills
Jason Wade Education Details
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East Carolina UniversityGeneral
Frequently Asked Questions about Jason Wade
What company does Jason Wade work for?
Jason Wade works for Qlik
What is Jason Wade's role at the current company?
Jason Wade's current role is Customer Success Manager at Qlik.
What is Jason Wade's email address?
Jason Wade's email address is ja****@****adp.com
What schools did Jason Wade attend?
Jason Wade attended East Carolina University.
What skills is Jason Wade known for?
Jason Wade has skills like Credit, Customer Service, Banking, Management, Leadership, Financial Services, Employee Benefits, Sales, Business Development, Account Management, Strategic Human Resources Leadership, Human Resources.
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