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Jill Herbst Email & Phone Number
Advisor Experience Specialist | Central Region
at
Avantax
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Advisor Experience Specialist | Central Region
Location
United States
Company size
Who is Jill Herbst? Overview
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Quick answer
Jill Herbst is listed as Advisor Experience Specialist | Central Region at Avantax, a with 555 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Jill Herbst.
Jill Herbst previously worked as Senior Sales Support Specialist at Avantax® and Clerical Specialist at Peosta Warehousing. Jill Herbst holds Bachelor Of Business Administration - Bba, Organizational Leadership Minor In Project Management, 3.98 from Southern New Hampshire University.
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Avantax
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Profile bio
About Jill Herbst
Results-driven professional with extensive experience in customer service and sales processes, recognized for enhancing operational efficiency, and increasing customer satisfaction through strategic data analysis. Proven expertise in fostering strong customer relationships while providing exceptional team support, coupled with strong analytical and problem-solving skills. Experienced Project Manager adept at delivering complex projects on time and within budget, ensuring thorough documentation and effective communication throughout the project lifecycle.
Current workplace
Jill Herbst's current company
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Avantax
8 roles · 30 years
Jill Herbst work experience
A career timeline built from the work history available for this profile.
Advisor Experience Specialist | Central Region
Senior Sales Support Specialist
• Led critical initiatives.• Pioneered new system implementations to streamline operations.• Aggregate data from multiple sources to generate comprehensive reports.• Collaborated with team members to drive strategic sales efforts from planning to implementation.• Administered Microsoft Dynamics CRM system.• Oversee financial transactions including payments and receipts.• Work with Marketing and Communications teams to develop client-facing materials.• Utilized tools including Microsoft Excel, Project, Smartsheet, Salentica, Workday, Salesforce, Outlook, eMoney, Envestnet and Orion to improve efficiency.• Held diverse roles, including RIA Operations Assistant, Business Development Coordinator, and Senior Business Development Analyst.
Clerical Specialist
Peosta Warehousing
• Managed client shipments with accurate processing.• Managed accounts payable and receivable using Peachtree software.• Coordinate the warehouse's semi-annual inventory.
May 2007 - Oct 2008
Manufacturing Clerk/Industrial Engineering Dept.
• Administer benchmarks for performance standards and incentive rates.• Created and received purchase orders for tooling supplies.• Produced comprehensive production data with Excel.
Sep 2006 - May 2007
Clerical Supervisor
The Swiss Colony / Peosta Warehousing
• Supervised administrative team operations.• Analyzed supplier discrepancies and vendor chargebacks.• Provided OSHA regulation education to new hires.
Sep 2003 - Sep 2006
Electronic Banking/Customer Service Representative
• Relationship Manager for merchant credit accounts• Provide technical assistance for equipment issues
May 2001 - Sep 2003
Certified Nursing Assistant
• Perform daily living needs for the residents• School to work program assisting in the office with a medical chart clean up project
1997 - 2001
~4 yrs
Team & coworkers
Colleagues at Avantax
Other employees you can reach at avantax.de. View company contacts for 555 employees →
MW
Michael Warin
Colleague at AvantaxMonroe, New Jersey, United States
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TG
Troy Goldberg
Colleague at AvantaxBoca Raton, Florida, United States
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CR
Christy Ruffcorn, Pmp
Colleague at AvantaxLenexa, Kansas, United States
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IR
Ivette Ramirez
Colleague at AvantaxSan Angelo, Texas, United States
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IL
Ivana Liberatore
Colleague at AvantaxCanonsburg, Pennsylvania, United States
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RE
Ronald E. Bryant Ii
Colleague at AvantaxDecatur, Georgia, United States
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JW
Justin Wolfe, Cpa
Colleague at AvantaxPortland, Oregon Metropolitan Area, United States
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CM
Cam Morgeson
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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MK
Megan Karch Sa, Csp, Csasp, Csm, Cspo
Colleague at AvantaxGreater Tampa Bay Area, United States
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SK
Sajith Kurian
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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Michael Warin
Colleague at AvantaxMonroe, New Jersey, United States
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TG
Troy Goldberg
Colleague at AvantaxBoca Raton, Florida, United States
View →
CR
Christy Ruffcorn, Pmp
Colleague at AvantaxLenexa, Kansas, United States
View →
IR
Ivette Ramirez
Colleague at AvantaxSan Angelo, Texas, United States
View →
IL
Ivana Liberatore
Colleague at AvantaxCanonsburg, Pennsylvania, United States
View →
RE
Ronald E. Bryant Ii
Colleague at AvantaxDecatur, Georgia, United States
View →
JW
Justin Wolfe, Cpa
Colleague at AvantaxPortland, Oregon Metropolitan Area, United States
View →
CM
Cam Morgeson
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
View →
MK
Megan Karch Sa, Csp, Csasp, Csm, Cspo
Colleague at AvantaxGreater Tampa Bay Area, United States
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SK
Sajith Kurian
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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5 education records
Jill Herbst education
Bachelor Of Business Administration - Bba, Organizational Leadership Minor In Project Management, 3.98
Fpqp™ And Financial Paraplanner Qualified Professional™, Financial Planning And Services
Associate'S Degree, Business Administration And Management, General
Accounting Clerk Diaploma, Accounting And Finance
Certified Nursing Assistant (Cna)
FAQ
Frequently asked questions about Jill Herbst
Quick answers generated from the profile data available on this page.
What company does Jill Herbst work for?
Jill Herbst works for Avantax.
What is Jill Herbst's role at Avantax?
Jill Herbst is listed as Advisor Experience Specialist | Central Region at Avantax.
Where is Jill Herbst based?
Jill Herbst is based in United States while working with Avantax.
What companies has Jill Herbst worked for?
Jill Herbst has worked for Avantax, Avantax®, Peosta Warehousing, A.Y. Mcdonald Mfg. Co., and The Swiss Colony / Peosta Warehousing.
Who are Jill Herbst's colleagues at Avantax?
Jill Herbst's colleagues at Avantax include Michael Warin, Troy Goldberg, Christy Ruffcorn, Pmp, Ivette Ramirez, and Ivana Liberatore.
How can I contact Jill Herbst?
You can use AeroLeads to view verified contact signals for Jill Herbst at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Jill Herbst attend?
Jill Herbst holds Bachelor Of Business Administration - Bba, Organizational Leadership Minor In Project Management, 3.98 from Southern New Hampshire University.
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