Jason Phee Email & Phone Number

Calgary, Alberta, Canada

Nanaimo, British Columbia, Canada

Specializing in SaaS contract renewals and increases, I averaged 166% to target over my 5-year tenure. Additionally, I sold search engine marketing (PPC & SEO) and development work for clients’ real estate and CRM platforms.Responsible for between 3 to 5 million dollars of annual SaaS contracts and approximately 200 accounts made up of single agents, teams, brokerages, and enterprise level clients (including approx. 20 of the top 50 accounts at any time).Managed and cultivated a database of inbound leads, converting prospects through persistent follow-ups, platform demos, business reviews, and tailored pitches for strategies in alignment with client objectives.Continuously collaborated with existing clients to refine and optimize their websites, CRM, and marketing strategies, ensuring alignment with their objectives and delivering a positive return on investment.

Nanaimo, British Columbia, Canada

My colleague and I spearheaded the implementation of our customer success program, recognizing a gap in the onboarding experience for new and existing clients. Developed a comprehensive 30-day onboarding playbook to gather and add initial website assets, configuring basic CRM setups, and provide initial training for both new and upgrading clients.Collaborated with the sales team to align client website builds with their overall marketing and design goals.Streamlined and expanded onboarding process by training additional CSMs to enhance efficiency and effectiveness.

Nanaimo, British Columbia, Canada

Assisting the sales team with more in depth demos, questions, and objection handling for potential clients.Act as an intermediary between the sales team and the development team with putting together project scopes and estimates for potential and existing clients.Ran training sessions and produced training documentation for the sales team with new product releases.

Nanaimo, British Columbia, Canada

Addressed customer inquiries via various channels, including phone, email ticket system, and chat, with a focus on troubleshooting technical issues, navigating software functionalities, and ensuring customer satisfaction.Demonstrated proficiency in the company's products, assisting clients with training, technical procedures, and fixes.Skillfully managed and resolved escalated technical issues, ensuring effective solutions and maintaining a high standard of customer satisfaction.

Nanaimo, British Columbia, Canada

Demonstrated customer service skills by assisting shoppers, answering inquiries, and providing guidance on products.Responsible for running my own departments which included writing orders, receiving products, moving products to the sales floor, and answering customer questions.Collaborating with team members and following safety protocols were integral aspects of my role, contributing to the overall success of the grocery store's daily operations.

Education record

Education record