Jessica P.

Jessica P. Email and Phone Number

Senior Client Success Specialist at Software Advice @ Software Advice
texas, united states
Jessica P.'s Location
Round Rock, Texas, United States, United States
About Jessica P.

Specialties: account management, project management, CRM, banking practices and federal regulations compliance, sales, sales and service coaching

Jessica P.'s Current Company Details
Software Advice

Software Advice

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Senior Client Success Specialist at Software Advice
texas, united states
Employees:
635
Jessica P. Work Experience Details
  • Software Advice
    Senior Client Success Specialist
    Software Advice Oct 2022 - Present
    Austin, Texas, United States
  • Software Advice
    Client Success Specialist, Digital Markets Sales
    Software Advice Dec 2018 - Oct 2022
    Austin, Texas Area
  • Mood Media
    Platinum Premier Service Manager
    Mood Media Aug 2015 - Sep 2017
    Austin, 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.
  • Mood Media
    Premier Service Manager
    Mood Media Nov 2013 - Aug 2015
    Austin, 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.
  • Mood Media
    Project Coordinator I & Ii For Rollouts
    Mood Media Feb 2013 - Nov 2013
    Austin, 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.
  • Mood Media
    Sales Support Coordinator
    Mood Media Oct 2011 - Feb 2013
    Austin, 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.
  • Wells Fargo Bank
    Personal Banker
    Wells Fargo Bank May 2008 - Jul 2010
    Austin, 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.
  • Wells Fargo Bank
    Service Manager I & Ii
    Wells 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.
  • Wells Fargo Bank
    Customer Service & Sales Rep
    Wells Fargo Bank Feb 2005 - Jun 2005
    Austin, 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

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Cultural 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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