Jason C. Whitehead Email & Phone Number

Washington, Us

As a pioneering Co-founder of Success Chain, I've spearheaded the development of an innovative professional services model dedicated to redefining Customer Success (CS) and user adoption within the B2B SaaS sphere. Our firm is renowned for its strategic consulting, coaching, and training solutions, driving collaborative success and strategic milestones for a broad spectrum of clients, from dynamic medium-sized businesses to leading Fortune 500 enterprises.Key Achievements:• Directed the strategic expansion of Success Chain, crafting a framework that profoundly enhances supplier-customer partnerships and sets new industry standards for mutual success.• Implemented cutting-edge customer success strategies and comprehensive training programs worldwide, boosting operational capabilities and success metrics across major markets.• Expanded client engagements into strategic executive roles, including acting as interim VP of Customer Experience, significantly impacting business outcomes and elevating customer satisfaction.• Led the formulation of robust internal processes and strategic technology management, ensuring scalable growth and operational excellence for Success Chain.• Cemented our status as thought leaders in collaborative success within the SaaS ecosystem, enhancing client capabilities and setting benchmarks for the industry.

Bethesda, Md, Us

As the visionary Founder and CEO of Tri Tuns, LLC, I lead an elite consultancy that champions Customer Success (CS) and IT system user adoption through top-tier consulting, coaching, and training services. Our innovative approach redefines technology adoption and operational efficiency for medium-sized and Fortune 500 companies worldwide, solidifying our standing as industry pioneers.Key Achievements:• Initiated the User Adoption Program Management Office (UA PMO) for a sweeping nationwide CRM system deployment, masterfully aligning technical, process, and organizational strategies to dramatically enhance user engagement and operational efficiency.• Revolutionized system adoption strategies, driving significant improvements that markedly enhanced utilization and delivered substantial business value to our diverse clientele.• Crafted and executed state-of-the-art "User Adoption Training" programs, significantly elevating the capabilities of internal teams, promoting a culture of continuous improvement and adoption excellence.• Led expansion into B2B SaaS domain with customized customer success strategies and developmental programs, positioning Tri Tuns as a beacon of innovation in customer success and system adoption landscapes.• Achieved industry-wide acclaim through numerous awards and sought-after speaking engagements, underscoring our pivotal role in shaping the future of IT adoption and customer success strategy.

** Customer Success Mastermind has evolved! It is now merging with Success Chain. Learn more about Success chain at www.successchain.net **Customer Success Mastermind is an ongoing professional growth subscription program. It combines the best customer success online training, live-instructor sessions, coaching, toolkits, resources and certification you need to excel through every stage of your customer success career. Join Customer Success Mastermind and take your career to the next level!

Washington, Dc, Us

Come join us for our fast-paced, insightful, unplugged conversations with two leading "Jasons" in Customer Success. Jason Noble, a UK based visionary Customer Success executive and leader, and Jason Whitehead, a US based Customer Success and Software Adoption leader, discuss a variety of topics and issues of importance in the field of Customer Success. Each month we explore a new and important topic related to Customer Success, so be sure to join each webinar in the series!Register to join us live or get notified of the replays at: https://trituns.co/jasons Join "The Jasons Take On..." group on LI to join in the discussions: https://www.linkedin.com/groups/12224398/

Maplewood, Missouri, Us

As Interim VP of Customer Experience at Engagedly, I've led a transformative initiative, driving growth and reshaping our global customer success strategy. My efforts have catalyzed significant advancements in operational efficiency and customer engagement. Highlights:• Global Customer Leadership: Assumed full responsibility for over 400 global customers, overseeing multimillion-dollar revenue streams, focused on reducing churn, and increasing upsells.• Executive Leadership and Collaboration: As a core member of the executive team, I focused on shaping company strategy, fostering cross-functional collaboration, and driving customer-centric outcomes.• Strategic Operations Scaling: Spearheaded the overhaul of CS operations, enhancing efficiency, and setting a robust foundation for scalable growth. • Merging of Newly Acquired CS Team: Led the integration of a newly acquired customer success team, aligning staff and processes across product lines.• Innovative Process Redesign: Revolutionized customer engagement strategies, standardized cross-departmental processes, leading to enhanced operational efficiency and team collaboration.• Data-Driven Decision Making: Leveraged data insights for actionable intelligence and optimizing resource allocation for peak performance.• Customer Onboarding & Training Innovations: Oversaw the development of comprehensive customer self-service training, implementation, and enablement program.• Technology & Data Utilization: Overhauled our CRM system to improve customer data quality, analytics, and operational efficiency through automation, ensuring high-impact customer interactions and strategic decision-making.• Team Development & Culture Building: Managed and mentored a team of 12 Account Managers and Success Consultants. Refined compensation structures for CS personnel to align with strategic goals.

Washington, Dc, Us

Provide strategic direction and hands-on leadership for the premier non-profit association serving Organization Development professionals in the Washington, DC area. Serve as the Chair of the Membership Committee and the Chair of the Technology/Website Redesign Committee. Provide oversight as a member of the Audit Committee.• Championed the first ever comprehensive strategic organizational analysis and planning effort for the 25 year old organization. Lead committee in identifying member needs, reviewing current competitive environment, analyzing strengths, developing a future vision, and defining recommendations for evolving the organization. • Successfully developed and lead efforts to increase membership, develop strategic partnerships, increase volunteer participation, and improve customer service and issue management processes.

Paris, Fr

Provided organization development, process definition, system implementation, and project management expertise to deliver successful Customer Relationship Management (CRM) systems for multiple global clients.

Dallas, Tx, Us

Transformed ineffective Siebel CRM implementation into a successful worldwide system. Directed all aspects of the CRM program including formulating strategy, defining business processes, developing the systems, managing project team members, and conducting vendor negotiations.

Burlington, Massachusetts, Us

Responsible for numerous system implementation activities associated with enterprise-wide deployment of CRM systems. • Planned and facilitated requirements gathering workshops, re-engineered business processes, and performed the full range of IT development activities. Created and delivered custom training program to clients’ IT staff. • Led client team in defining a change management strategy for deploying Siebel CRM to 900+ users worldwide.

Paris, France, Fr

Provided information system expertise on a variety of projects involving system implementations, Program Management Office (PMO) development, and sales support for an international IT consulting firm.

Responsible for pre-award and post-award contracting activities involving multi-million dollar procurements of petroleum products for various military and federal government agencies. Successfully developed solicitations, performed price analysis, evaluated competitive bids, conducted contract negotiations, and managed contracts.

Msc, Analysis, Design & Management Of Information Systems

Ms, Organization Development & Human Resources

Bba, Business Administration - Finance

Finance