Jessica P. Email and Phone Number
Specialties: account management, project management, CRM, banking practices and federal regulations compliance, sales, sales and service coaching
Software Advice
View- Website:
- softwareadvice.com
- Employees:
- 635
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Senior Client Success SpecialistSoftware Advice Oct 2022 - PresentAustin, Texas, United States -
Client Success Specialist, Digital Markets SalesSoftware Advice Dec 2018 - Oct 2022Austin, Texas Area -
Platinum Premier Service ManagerMood Media Aug 2015 - Sep 2017Austin, Texas Area• Promoted to Platinum Premier Service Manager to ensure client satisfaction by establishing and managing successful working relationships across a portfolio of national and international clients generating over $250,000 in monthly revenue.• Served as liaison between the client and all internal departments to coordinate and manage projects to completion while ensuring accuracy and timeliness according to client needs.• Implemented unique strategies, dependent on client and situation, to foster client relationships and reduce company expenditures. -
Premier Service ManagerMood Media Nov 2013 - Aug 2015Austin, Texas Area• Comfortable managing and resolving client issues with a focus on exceeding client expectations.• White -glove handling service calls to determine obstacles and implement improved processes.• Evaluate monthly and quarterly reports for accuracy, service and performance.• Successfully manage client Rollouts.• Initiate database integrity clean-up projects.• Collaborate with internal departments to complete projects and resolve issues effectively and efficiently.• Plan and lead client meetings and provide comprehensive recaps. -
Project Coordinator I & Ii For RolloutsMood Media Feb 2013 - Nov 2013Austin, Tx• Responsible for managing large-scale national and international equipment installations, creating timelines and managing above client expectations.• Track and communicate progress of all client deployments from initiation to completion.• Coordinate internal departments to work collaboratively to complete projects successfully.• Create and deploy internal operational processes, i.e. International Rollout Process• Responsible for contacting and coordinating technicians for both small and large scale equipment installations. -
Sales Support CoordinatorMood Media Oct 2011 - Feb 2013Austin, Texas Area• Responsible for contacting and coordinating self-installs for local clients, following-up and tracking progress from start to completion.• Coordinate the creation of new accounts and process internal and client requests working with sales representatives and other internal departments.• Lead and facilitate internal operational projects. -
Personal BankerWells Fargo Bank May 2008 - Jul 2010Austin, Tx• Handle customer concerns via email, phone, and face-to-face on a daily basis with a focus on exceeding expectations.• Achieved 100% perfect customer service surveys for the entire 2009-2010 calendar years.• Create and sustain positive client relationships through outstanding communication, follow-up, and problem resolution.• Oversee and support an account base of over two hundred households and small business owners.• Respond to inbound customer inquires as well as prospect clients through outbound calling on a daily basis.• Exceed client expectations by identifying and proactively recommending beneficial financial products and services, including new accounts and loans for both consumers and small businesses.• Consistently led our district in sales performance. -
Service Manager I & IiWells Fargo Bank Jun 2005 - May 2008• Customer service surveys consistently in top 90% of Regional Banking performance.• Manage the teller services function to ensure friendly and efficient transaction processing to foster customer loyalty and trust.• Manage, coach, and develop 13 direct reports to build customer relationships, exceed expectations, and deliver an outstanding experience.• Increase efficiency of cash resources by 20%. • Efficient scheduling of store staff to meet customer traffic demands.• Develop and facilitate monthly team meetings. • Maintain controls and processes to comply with governmental regulations. -
Customer Service & Sales RepWells Fargo Bank Feb 2005 - Jun 2005Austin, Tx• Problem resolution with customer retention and sales targets in mind.• Utilization of customer service and sales skills to profile and cross-sell.• Work directly with separate departments to solicit new accounts and various other products from customers.
Jessica P. Education Details
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The University Of Texas At AustinCultural Anthropology
Frequently Asked Questions about Jessica P.
What company does Jessica P. work for?
Jessica P. works for Software Advice
What is Jessica P.'s role at the current company?
Jessica P.'s current role is Senior Client Success Specialist at Software Advice.
What schools did Jessica P. attend?
Jessica P. attended The University Of Texas At Austin.
Who are Jessica P.'s colleagues?
Jessica P.'s colleagues are Dasari Vanajakshi, Susan Mitchell, Patrick Rey, Pradeeo Singh, Syji Jisy, John Brian, Dhrmendarsingh Raj.
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