Jonathan C. Email & Phone Number

United States

New York, NY, US

• Provide consultation with Executive Leadership on optimal data-related processes, translating stakeholder business needs into technical solutions and successful implementations.
• Implement data quality management best practices, ensuring accurate of client data imports for implementation handoff.
• Setup and manage integrations with a multitude of third-party accounting vendors (Yardi, MRI, RealPage OneSite, Jenark, CINC, Vantaca, FSRConnect, etc) via FTP, Email and API methods.
• Conduct domain setup and QA for newly onboarded accounts via GoDaddy and backend software tools.
• Conduct User Acceptance Testing (UAT) and content reviews for various product module releases and article publications.
• Collaborated with CX and Professional Services department SMEs to continually develop and refine scalable workflows for improved Time to Value results for implementations.

Richardson, Texas, US

• Served as SME on Knock CRM product configuration processes, highlighting automation opportunities on product features and workflows for effective product scaling.
• Led small-scale implementation teams, providing project setup, overviews, and guidance on Pre-Integration and Post-Integration construction of Knock CRM product deliverables.
• Configured/Implemented Knock properties utilizing Back-End Admin tools to input data and activate CRM, Tours, and Voice AI SaaS Products within new/existing Enterprise accounts.
• Conducted QA reviews on newly created Knock accounts to identify and rectify discrepancies in product deliverables.
• Investigated, escalated, updated, and deprovisioned SaaS products on client accounts and associated account data within Salesforce.

Seattle, Washington, US

Knock® CRM was acquired by RealPage, Inc. in October 2022

Denver, Colorado, US

Led quarterly initiatives to standardize, update and redefine software documentation processes across the company's Knowledge Base. Emphasized Goal Points for internal and external facing content, providing greater value to users and staff.Provided best-in-class technical support to prospects and users to address software bugs, usability issues, and.

Arlington, Virginia, US

• Supported NY Operating Region with leadership initiatives, providing exemplary onboarding experiences via coaching of new hires across 8 communities.
• Conducted training and coaching of new hires, contingents, and third-party teams on company software, operating procedures, and support guidelines
• Configured/deprovisioned Schlage and Latch Security Systems, Butterfly Mx Access Control Systems, and Amazon Hub Portals during scheduled resident move-in and move-out.
• Documented and communicated daily operations across eight on-site locations through Outlook, Teams, Salesforce, and Origami Risk to identify potential risks and liabilities for Sales, Maintenance, Property, and Risk.

Columbus, GA, US

• NYS Licensed Life/Accident/Health Agent (7/2018-3/2019) Developed and refined client-centric processes to increase product education to small business owners about Health Insurance Policies and riders, options in.
• Addressed client inquiries, resolved issues, and assisted with policy-related questions.
• Managed insurance policies by processing applications, endorsements, and renewals accurately and efficiently. Ensured that all policy documents and information are up to date.
• Analyzed data related to insurance policies and clients to identify trends, assess risk, and provide recommendations for policy adjustments or enhancements.