Jennifer Castleman Email & Phone Number

Nashville, Tennessee, United States

• Responsible for managing the onboarding of new and existing construction lending clients, specializing in multiple programs across the Built SaaS product line.
• Created and implemented a pre-implementation kick-off survey, with aspects later adopted by Sales earlier in the prospecting phase, in an effort to set proper expectations and achieve a greater level of client.
• Manages a portfolio of up to nine new customers at a time, including large, complex enterprise clients, and serves as the primary point of contact throughout the implementation process.
• Conducts extensive discovery of client workflows to properly define success criteria, then designs and configures the platform to meet or exceed that standard.
• Creates and maintains the client’s project plan to achieve an expeditious time-to-value realization.
• Partners with Built’s Training team to determine client training needs based on tailored workflow using best practices, and frequently steps in as the trainer.

Brentwood, Tennessee, United States

• Managed and oversaw a team of Implementation Project Managers, providing overall coordination and management to client product implementations for specific Comdata Corporate Payments product lines.
• Collaborated with the sales division to ensure the provision of effective presentation and implementation sales support, as well as timely and well-executed project launch plans.
• Acted as project sponsor and primary point of escalation in order to maintain internal Service Level Agreements.
• Collaborated with the Implementation Project Management team to identify opportunities for continuous process improvement focused around scalability and automation.
• Managed subordinate staff in the day-to-day performance of their jobs and ensured that internal projects, department milestones, and goals were met and adhered to approved budgets.
• Coached and mentored team members in the fulfillment of current responsibilities and professional development.

Greater Nashville Area, TN

• Owned and created the most timely, efficient, and positive implementation process for new customers with extensive technical and consultative support.
• Identified any efficiency gains to the implementation process to improve time-to-revenue (reduced from an average of 90 days to 58 days), customer satisfaction, and overall success of the project.
• Developed robust and comprehensive training plans by listening to new customers’ pain points, thereby ensuring their ongoing success on the platform.
• Acted as the main point of contact between LASSO and the customer, and provided a seamless transition from new customer to LASSO Champion.
• Advocated for customers by providing the product and technology teams with key product feedback that served to strengthen and improve the platform, while managing customer expectations for new future releases.
• Provided customer solutions through creative thinking and a collaborative approach as part of the Customer Success team.

Brentwood, TN

• Maintained ownership of between 8 to 10 assigned non-profit hospital and healthcare organization accounts at a time, serving as the main point of contact.
• Created and managed all direct marketing fundraising project schedules, ensuring accuracy and timely delivery within a set budget.
• Served as consultant and company liaison by offering best practices for client questions and program details.
• Acted as a liaison between client and Creative Director with extensive input in the creative process.
• Handled full production coordination for all client projects including securing mailing permits, creative assignments and approvals, price quotations from vendors, and mailing list recommendations and counts.
• Handled management of client mail files for production projects.

Brentwood, TN

• Created, managed and maintained all event marketing schedules.
• Secured event accreditation for continuing education needed by attorneys, CPAs, and those involved in corporate governance.
• Participated in creation and production of all event marketing materials.
• Attended all events to run registration and ensure that attendees’ needs were met.
• Ordered event supplies and materials while maintaining a working relationship with vendors.
• Served as a back-up for taking registrations.

Nashville, TN

• Coordinated business-to-business direct marketing mailings.
• Assisted in the execution of on-site marketing events.
• Produced all assigned client invoices.
• Proofread work of production department to ensure accuracy of marketing materials.
• Collected all materials by a specific deadline from clients including artwork, mailing lists, and letters.
• Organized and owned over 100 accounts.

Nashville, TN

• Assisted the Guild Board in coordinating activities and programs to achieve the goals of the Nashville Symphony Guild.
• Collected information for the Guild newsletter and coordinated with the Vice President of Marketing and marketing staff.
• Coordinated all bulk mailings.
• Coordinated all Guild activity in conjunction with development and marketing activities of the Nashville Symphony Association.
• Provided support, participated in planning, and assisted in execution all Guild fundraisers, events, membership drives, and other related activities alongside volunteer event chairs.
• Wrote media alerts and press releases to gain public exposure for Guild activities and events.

Bachelor Of Science In Communications, Public Relations

Activities and Societies: PRSSA

Education record