Jon Wanczyk Email and Phone Number

Homebase makes work easier for 100,000+ small (but mighty) businesses with everything they need to manage an hourly team: employee scheduling, time clocks, team communication, hiring, onboarding, and compliance. Don’t call us Human Capital Management. We’re tools built for the busiest businesses, so owners and employees can spend less time on paperwork and more time on what matters. Homebase has been named the top time clock and scheduling software of 2020 by The Blueprint, business.com, Investopedia, and more, and was a gold medal winner of Inc Magazine’s 2020 Best in Business awards.Check out joinhomebase.com to learn more about how Homebase can help your small business improve team management.

Manage a portfolio of 25 client accounts with a current retention rate of 100%. ● Present and sell benefits packages to companies with up to 150 employees.● Negotiate and close contracts with new accounts.● Strategize with employers on benefits renewals by gathering employee feedback and delivering appropriate insurance plan options.● Train customers on online enrollment software and provide ongoing support.

Prospected over 100 new customers per month selling Gusto’s payroll, HR, and benefits software. ● Partnered with existing payroll customers to add benefits services.● Presented product features, options, and competitive advantages to customers.● Managed and moved prospects through full sales cycle with 25 phone calls and 35 emails per day. ● Collaborated with implementation team to reengage stagnant customers and increase revenue.KEY ACHIEVEMENT○ Sold at 145% to quota for three consecutive quarters.

Performed needs analysis with existing customers to identify new opportunities and meet companies’ benefits package goals. ● Worked cross-functionally to identify inefficiencies and develop process improvements. ● Served as the main point of contact for customer escalations to maintain an exceptional account retention rate.KEY ACHIEVEMENTS:○ Maintained a 99% customer retention rate through exceptional customer service and problem solving. ○ Partnered with BizTech team to streamline renewals platform into Salesforce, improving efficiency and user experience. ○ Developed and facilitated trainings, call scripts, and flow charts for Benefits Care team to reduce escalations by 44%.○ Received “Exemplar” rating in November 2017, awarded to only 5% of the company.

Hired to the inbound customer success team to onboard new clients and transitioned to outbound customer success, qualifying new prospects to move them through the sales funnel. ● Called up to 75 prospects per day to identify needs, qualify, present solutions, and close sales. ● Communicated with up to 200 customers per week via phone, email, and chat to qualify and move through the sales funnel.● Supported new customers with onboarding and implementation of payroll services.

Prospected and grew pipeline of new clients for health benefits services, growing a book of business to 135 accounts.● Performed needs analysis and advised clients on the most appropriate benefits options.● Trained new brokers on healthcare plans for the upcoming year. ● Implemented a process improvement using the healthcare exchange for individual clients and prioritize time spent on higher-revenue small group clients.

Sold financial planning and investment services and managed client services, building a multi-million AUM client portfolio from scratch.● Planned and coordinated client events to promote engagement and retention.● Built trust and rapport with clients through listening and understanding their needs and retirement goals.● Created financial plans for prospects using Plan Builder software.● Managed trading and paperwork for 100+ accounts.