Jason Prichard Email & Phone Number

Morganton, Nc, Us

United States

Raleigh, Nc

Raleigh, Nc

• Consistently exceeded team unit and revenue targets• Provided oversight across 2700 client relationships, focusing on implementation, adoption and increased share of wallet, though quick response and proactive outreach campaigns• Served as technical and relationship point of contact for critical issue escalation, leading resolution efforts through cross-departmental resource coordination• Developed and delivered presentations at industry conferencesDeveloped and delivered presentations at industry conferences• Oversaw team pipeline development and prospect growth, tracking leads and progress to goal in Salesforce CRM• Partnered with business leadership to shape product and business strategy• Developed end-to-end client journey and product adoption experience through ongoing client focus group participation• Hired, trained and developed remote and onsite talent• Managed the successful integration of 300 new firms, acquired from a business partner• Served as a founding member of the Mentor program, serving as a career coach for new and junior employees

Raleigh, Nc

• Consistently exceeded individual unit and revenue targets for new sales and product renewals within assigned territories• Expanded prospect channels through proactive client engagements, building third party relationships and attending industry conferences• Conducted in-person and web-based product demonstrations• Consulted on firm-wide technology strategy, guiding goals-based decision-making process• Built client loyalty and fulfillment for firms sized $5MM to greater than $3B through needs-based consulting, proactive outreach and fast cross-team collaboration to resolve issues• Conducted in-office product training sessions• Served as Salesforce subject matter expert upon initial deployment

Raleigh, Nc

• Co-created implementation timeline and support structure, though cross-functional team participation and client focus group oversight• Managed implementation milestones for individual clients, collaborating with internal partners and external vendors to ensure successful website implementation and deployment• Led product demonstrations and best practice presentations at industry conferences and events• Shaped product strategy and direction and supported sales efforts by routinely providing user feedback and usage and adoption metrics to business leadership• Trained clients on comprehensive application feature set• Conducted full-spectrum technical support and ensured customer success through proactive follow-up and scheduled check-ins

Raleigh, North Carolina

• Consistently achieved and exceeded unit and revenue targets• Conducted web-based product demonstrations• Ensured client satisfaction and product renewals through proactive outreach campaigns• Served as subject matter expert for new CRM product launch• Developed and expanded sales pipeline through establishing relationships with internal partners and third party vendors

Raleigh, Nc

• Conducted direct phone and email-based technical support for full product suite• Led client implementation and training modules• Co-created certification process for new technicians• Documented software bugs for escalation to development• Conducted implementation training for new clients