Jeff Ball

Jeff Ball Email and Phone Number

Skilled & Experienced Customer Success Leader | Unicorn SaaS Leader | Driving Growth & Customer Satisfaction @ PandaDoc
San Francisco, California
Jeff Ball's Location
St Petersburg, Florida, United States, United States
About Jeff Ball

Highly motivated and ambitious Manager of Customer Success with impeccable work ethic, honesty, and integrity. A very reliable, hard working, and goal-oriented professional with a proven track record for streamlining processes and creating more efficient procedures that increase revenues for both my company and clients.SKILLS:• Google Analytics Certified• Time management• Multi-task & prioritize workload• Coaching and mentoring CSMs• Customer support/service• Promote company products & services• Knowledgeable in Microsoft Office Suite

Jeff Ball's Current Company Details
PandaDoc

Pandadoc

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Skilled & Experienced Customer Success Leader | Unicorn SaaS Leader | Driving Growth & Customer Satisfaction
San Francisco, California
Website:
pandadoc.com
Employees:
51
Jeff Ball Work Experience Details
  • Pandadoc
    Sr Manager, Customer Success
    Pandadoc Aug 2022 - Present
    San Francisco, California, Us
  • Trustlayer
    Director Of Customer Success
    Trustlayer Apr 2021 - May 2022
    San Francisco, California, Us
  • Pandadoc
    Manager, Customer Success
    Pandadoc Oct 2016 - Mar 2021
    San Francisco, California, Us
    • Manage a team of CSMs across the globe, which consists of ~$38M in coverage to ensure success with adoption, upsell and NRR of over 120%• Create playbooks, processes, and procedures to drive CSM team to consistent metrics and achieve company OKRs• Support sales and revenue organization in positioning customer success offerings and provides weekly customer success forecast
  • Arbitrage Compliance Specialists, Inc.
    Technical Account Manager
    Arbitrage Compliance Specialists, Inc. Mar 2012 - Jun 2016
    Centennial, Colorado, Us
    • Liaison between internal and external customers, prioritizing client projects to meet deadlines, ensuring quality service, and solving problems with contracts and records• Multi-task between client interactions (via. phone and email), addressing client questions in a prompt and timely manner to build and continue client relationships while providing superior costumer service• Increased production volume and sales by 25% in the first year joining the team• Assisted in training, teamwork development, and implementing corporate policies• Promoted from assistant account manager
  • Sex + Money (Human Trafficking Documentary)
    Tour Coordinator
    Sex + Money (Human Trafficking Documentary) Feb 2011 - Jan 2012
    • Coordinated, strategized and planned venues for a viewing of our documentary about human trafficking in America in both a church and public setting• Assisted in leading a team of 15 with logistics and administrative duties• Responsible for responding to emails and phone calls about our documentary and screenings
  • Wex Inc. (Nyse: Wex)
    Merchant Specialists
    Wex Inc. (Nyse: Wex) Dec 2009 - Feb 2011
    Portland, Maine, Us
    • Managed multiple tasks for new and existing clients and created a system for each priority to ensure customer satisfaction• Resolved merchant issues by identifying, and following up on the issue with the customer in a timely manner
  • Youth With A Mission
    Marketing
    Youth With A Mission Apr 2008 - Dec 2009
    Everywhere, God'S Kingdom, Oo
    • Assisted in creating a marketing strategy for bringing in new students and designing a new website• Helped maintain and update website and social media facet• Coordinated and implemented advertising designs and flyers for promoting the different schools and functions of the university with both internal and external clients
  • Enterprise Rent-A-Car
    Management Trainee
    Enterprise Rent-A-Car Oct 2007 - Apr 2008
    St. Louis, Mo, Us
    • Assisted clients by providing the right type of product, while maximizing profits for store location
  • Option One
    Account Executive
    Option One Apr 2004 - Oct 2007
    Us
    • Managed and created relationships with both current and new clients• Responsible for obtaining legal documents and personal files prior to closing, to assure correct information and meeting deadlines• Produced over $1.5 million in sales revenue from inactive clients (most in my department)• Promoted from Account Manager I to/through Account Manger III and promoted from there
  • Downeast Mortgage
    Mortgage Processor
    Downeast Mortgage Nov 2002 - Apr 2004
    • Maintained, updated, organized, and underwrote numerous loans for final review• Finalized preparation of loan to suffice closing attorneys’ policy• Created and strengthened client relationships

Jeff Ball Skills

Leadership Sales Customer Service Crm Marketing Mortgage Lending Strategic Planning Team Building Business Development Risk Management Sales Management Microsoft Office Relationship Management Financial Analysis Loans Process Improvement Mortgage Banking Budgets Banking Fha Underwriting Loan Origination

Jeff Ball Education Details

  • Roger Williams University
    Roger Williams University
    Marketing

Frequently Asked Questions about Jeff Ball

What company does Jeff Ball work for?

Jeff Ball works for Pandadoc

What is Jeff Ball's role at the current company?

Jeff Ball's current role is Skilled & Experienced Customer Success Leader | Unicorn SaaS Leader | Driving Growth & Customer Satisfaction.

What is Jeff Ball's email address?

Jeff Ball's email address is jb****@****ail.com

What is Jeff Ball's direct phone number?

Jeff Ball's direct phone number is +130375*****

What schools did Jeff Ball attend?

Jeff Ball attended Roger Williams University.

What skills is Jeff Ball known for?

Jeff Ball has skills like Leadership, Sales, Customer Service, Crm, Marketing, Mortgage Lending, Strategic Planning, Team Building, Business Development, Risk Management, Sales Management, Microsoft Office.

Who are Jeff Ball's colleagues?

Jeff Ball's colleagues are Nora Hanagan-Breen, Raman Kalesnikau, Lydia Markwick, Alyssa Dambach, Gphr®, Lady Ritz Paje, Aliaksei Mikitsevich, Sarina Madan, Cpa.

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