Jill Montera Email & Phone Number

Customer success, operations, strategy, and technology consulting focused on growing companies, including startups. Client Projects listed in the Projects section below.

Cu Anschutz Medical Campus, Denver, Co

The Ludeman Family Center for Women’s Health Research performs cutting-edge research, mentors and funds the next generation of MD and PhD researchers, and educates the public and health care providers.

Canopy Advisory Group is an innovative talent management firm that places highly-qualified professionals in fractional and project-based executive roles.

Software company that creates cloud-based CRM solutions for Alternative Asset Fund Managers (venture capital and private equity), Institutional Investors, and Impact Investors. Received investments from Techstars (2008), Bow River Capital (2020), and Marlin Equity Partners (2022). Hired as employee #3 for start-up company that has grown to 65 employees and $10M in revenue.• Original and ongoing member of the Leadership Team, responsible for creating and executing company strategy. Active culture champion who has helped Altvia earn recognition as a one of the Best Places to Work.• Led Customer Journey initiative to understand and improve customer experience throughout the customer lifecycle. Worked cross-functionally with all teams to identify CX improvements.• Conducted ESG (environmental, social, and corporate governance) research to create company strategy and product recommendations to help clients address ESG standards.• Created and executed JEDI (Justice, Equity, Diversity and Inclusion) strategy for the company. Focused on hiring, training, and culture initiatives to drive awareness and change.• Developed and led new hire onboarding training program strategy. Program was created after investment from Bow River to successfully and quickly onboard 35+ employees in six months. Includes three levels of certification for new customer support representatives.

Broomfield, Colorado, United States

• Created Customer Success function for the company. This included conducting research on best practices, creating the strategy, and soliciting buy-in from CEO and COO.• Managed day-to-day operations for the team responsible for managing over 200 clients, representing more than $7M in annual recurring revenue.• Grew customer relationships with senior level executives including Managing Partners. Understood strategic needs and helped to increase value while driving product usage and growth. This led to increased revenues, customer churn less than 10%, and negative net churn year-over-year.• Responsible for a team of 7 employees. This includes managing the department budget (salary and expenses) and all HR needs.

• Scoped, sold and delivered professional services for client implementations. • Acted as project manager to assist clients with implementation of Altvia products. Average project budget of $25,000 per client.• Created project plans, process documents, client training and product collateral to increase efficiency and scalability of Altvia professional services.

• Managed the strategy, team, projects, and day-to-day operations for team of 8-14 employees. This includes managing $735,000 budget and all HR needs.• Led re-organization and strategic planning efforts for the Career Center to solidify roles, responsibilities, goals, metrics and execution plans in order to improve upon services. • Led effort to create and implement Career Management curriculum for MBA students. Conducted research, created plan, and rolled out program to students. Curriculum led to 10% increase in student placement and 15% increase in student salary.• Developed Executive Mentor Program with more than 180 mentors and 620 students. Program has earned excellent ratings from participants and has resulted in more than 40 jobs, internships and partnerships with the Daniels College of Business.• Managed Daniels Placement Survey. Gathered career information for more than 400 graduates, analyzed data and reported placement statistics to national business school ranking entities, including The Wall Street Journal, Business Week, and Forbes.• Led college-wide rankings strategy project, which led to first ranking in The Wall Street Journal.

Halliburton - SAP Software Implementation• Led organizational readiness team to ensure successful software deployment to over 20,000 users worldwide. Deliverables included communication plan and materials, training curriculum, and training delivery plan.Enron - Global Human Resource Management• Developed talent management strategies, processes, and tools to assess employee skills and strategically place and retain top performers.Qwest Communications/CenturyLink - Call Center Workforce Transformation• Managed team of 6 employees who planned and implemented process improvement and training initiatives to increase call center customer service and sales effectiveness.• Managed team of 17 employees who designed, developed, and delivered training for 250 broadband technicians to decrease training time and increase proficiency levels.

Graduate Certificate - Developing Healthy Communities (Nutrition, Behavior, And Physical Activity)

Bs, Business Administration

Cross Cultural Academic Experience Incorporating Visits To 12 Countries That Integrated Studies In E

50 For Colorado Leadership Program