Jason Balliet Email & Phone Number

Pleasanton, California, US

Driving customer engagement and journey orchestration product strategy for the Thunderhead product line at Medallia.

• A member of the global leadership team, reporting to the CTO, to:
• Develop & manage a modern integration framework to elevate product value and ensure implementation success
• Provide strategic and operational direction for a global staff of technical architects, ensuring clients and partners design and deliver a premium value solution
• Foster strong collaboration with the SVP of Customer Success in service frameworks, staffing, and global best practices
• Liaise with the Product Management team on product direction and roadmap
• Communicate product vision and roadmap to key partners and customers

• Thunderhead is a privately owned software company, who since launching in 2004, has become a recognized global leader in the customer engagement and business communications market. With its cloud-based, intuitive ONE.
• Provided strategic and operational leadership for a global staff of Solution and Application Architects, ensuring clients and partners design and deliver premium, value-add solution with the Thunderhead ONE platform
• Liaised with Product Management team on product direction and roadmap
• Developed and Managed internal demonstration (Engagement Lab) and training (Training Lab) environments
• Provided bespoke demonstrations for prospective clients and partners to envision the value of Thunderhead ONE to the brand.Accomplishments:
• Developed the initial team enablement program for the Thunderhead ONE solution team.

• Responsible for overall practice growth portfolio and target accounts including ensuring project success and maintaining revenue targets. Detailed responsibilities include:
• Managed more than $2 million book of new project business; create and deliver business scope proposals to existing and potential clients; negotiate contract terms.
• Serve as project manager on key client projects; outlined solution roadmaps; inform clients on project status; and ensure client attains milestones to avoid any delay and/or derailment of overall project timeline
• Design large-scale, multi-channel, highly integrated CRM solutions to create a complete view of customer data and generate relevant, real-time messaging.
• Develop processes and solutions to enhance client project experience, efficiency of operations and project communications, e.g. internal customer portals, and automated deployment processes or anytime/anywhere.
• Generated $1M of new revenue within the first six (6) months of employment

Englewood, Colorado, US

• VisualCube, Inc. is the leading provider of Infor Sales, Service, and Marketing CRM solutions. As a Managing Partner, oversaw day-to-day business operations, including: sourcing and hiring core team around the world.
• Grew start up business to $5 million annual revenue consultancy business.
• Developed successful fixed price contracts maximizing flexibility of virtual teams to drive sales and deliver superior service and solutions.
• Conceptualized and implemented new user interface platform for vendor CRM system that kept client competitive in the marketplace.
• Utilized technology to drive processes and create agile, flexible just-in-time global teams that could respond quickly to changing project needs for 30 customers around the world; surpassed competitors’ net revenue by.
• Established subsidiary business, Connexus Solutions, the first offshore model for customizing and configuring legacy CRM solution by leveraging technology to drive the development process.o Organized and facilitated.

San Francisco, US

• Responsible for leading a group of Pre-Sales consultants in day-to-day activities for positioning the value of the Epiphany Digital Marketing and Operational CRM products. Key activities include:
• Assisted global sales team to capture key, global accounts and increase revenues to $100 million annually.
• Received highest performance reviews of peers.
• Demonstrated functional aspects of CRM program relevant to potential clients’ needs.
• Assisted account managers and tech teams with selling and installing company’s CRM suite of products to key accounts; provided guidance on problem resolution and troubleshooting.
• Developed innovative strategies and principals for sharing demonstrations that benefited worldwide sales team.

US

US