Jay Eggert Email & Phone Number

Polson, Montana, US

• Executive responsible for all aspects of customer operations which include leadership and P/L responsibility of Professional Services, Consulting Services, Training Services, and Customer Support organizations focused.
• Leading a large Delivery and Support organization, including 9 direct report managers, 5 product lines, and 200+ employees, managing over 14,000 customers.
• Responsible for creating a standardized and automated migration process to move 2,500+ clients from sunsetted platforms to Bonterra product solutions.
• Merging and integrating 5 newly acquired businesses into a consolidated and high-functioning Operations organization with a focus on retention, revenue growth, and scale to maximize gross margin, while delivering.

Bethesda, Maryland, US

• Oversee all aspects of Salsa’s customer and revenue retention, including all client-facing services: Adoption, Customer Onboarding, Implementation, Software Support, Upsell/Cross-Sell, Customer Success, and Training &.
• As a member of the Senior Management team, collaborate with Sales, Product Management, Development, and other key stakeholders to address support-debt issues, evaluate client needs that drive product changes, and help.
• Accountable for meeting and exceeding Salsa Logo and Revenue retention targets.
• Create and drive services that ensure high levels of customer satisfaction, retention, revenue, and referrals.
• Provide strategic direction and coaching to department heads that is in line with organization goals and objectives.
• Develop, standardize, and maintain KPIs that all departments use to measure success and measure the effects of business decisions.

Bethesda, Maryland, US

• Responsible for the day-to-day operations of Web Services, Onboarding, Implementation, and Data Migration teams.
• Developed Onboarding and Implementation methodology that ensured continuous client satisfaction, the highest level of customer service, and easily scalable operations.
• Established clear and measurable objectives in line with overall client satisfaction and retention strategy.
• Hired and managed multiple third-party vendors and consultants as part of partnership program designed to scale data conversions based on demand.
• Designed and Implemented a new project management and reporting system using Salesforce.
• Partnered with Sales Team to design project scopes, timelines, and deadlines.

Wexford, PA, US

• Carried out all phases of a data conversion from project kickoff to project close in a SaaS environment.
• Performed detailed data analysis of client databases and data files.
• Used various means to extract client data from their native systems.
• Cleansed and standardized client data using SQL, VBA, and Excel functions.
• Converted various databases and data files, including Microsoft Access, Microsoft Excel, SQL Server, CSV files, and text files to our software’s MySQL database, using MySQL scripts.
• Worked with clients directly to meet their data conversion requirements.

Youngstown, Ohio, US

• Worked with enhancing, designing, and maintaining SQL Server data warehouses and other SQL Server databases.
• Designed and coded DTS/SSIS packages and stored procedures to support extracting, transforming, and loading (ETL) of data into various database formats and data warehouses.
• Wrote stored procedures to process various raw data formats into fact and dimension tables.
• Was completely responsible for updates to several major data warehouses.
• Worked with clients to meet their data needs. Including data changes, schema changes, and customized report analysis and generation.
• Wrote customized reports using a combination of T-SQL, DTS, SSIS, and Microsoft Reporting Services.

Pittsburgh, Pennsylvania, US

• Guided project teams to automate various manual processes and reports.
• Wrote VB programs that retrieved data from different sources and created complex reports.
• Created and maintained SAS programs, datasets, and statistical reports for different bank departments.
• Saved time and money, while increasing the accuracy of reports.
• Responsible for auditing system software access.
• Analyzed financial reports and made recommendations based on analysis.

Providence, Rhode Island, US

• Lead VB programmer of Software & Development Support Group.
• Wrote numerous ad hoc VB data extraction programs and customized reports for management.
• Wrote custom reporting solutions using Visual Basic and Crystal Reports 2.0 through 5.0.
• Wrote complex SQL queries and prepared executive reports in MS Access and MS Excel.
• Was accountable for gathering business requirements and requests from customers and users.
• Programmed inventory/accounting system for Purchasing Department.