Jonathan Hoffmann Email & Phone Number

Tampa, FL

• Developed a comprehensive Client Segmentation and engagement model, optimizing outreach efforts.
• Led strategic account plans, aligning with client success metrics to drive results and foster partnerships.
• Developed the CSM playbook to standardize processes, improve data capture, and enhance efficiency.
• Reduced annual churn by more than 70% by implementing a proactive loss mitigation strategy.
• Launched a high-touch engagement model for new clients, boosting adoption by 30% in the first 180 days.
• Recruited, hired, and trained CSMs, preparing them for client engagement within weeks of their start date.

Tampa, FL

• Managed a $4.2M ARR portfolio of enterprise accounts, achieving 98%+ gross revenue retention.
• Drove 7% annual portfolio growth by expanding client use cases via integrations and referrals.
• Worked with cross-departmental teams to drive smooth product rollout, adoption, and retention.
• Increased renewal terms from 12 to 36 months, with an average fee increase of 6.5% on six-figure ARR deals.
• Led executive business reviews with C-Suite stakeholders, driving value and client satisfaction.
• Conducted adoption assessments, increasing platfrom usage by 18% within 90 days of project completion.

Salt Lake City, UT

• Managed a $1.8M ARR portfolio of automotive dealerships, driving adoption, satisfaction, and retention.
• Identified and mitigated at-risk clients, optimizing software usage, and ensuring retention.
• Delivered on-site and remote consultations, business reviews, and training enhancing platform adoption.
• Partnered with internal teams to resolve complex issues, ensuring client satisfaction and upsell opportunities.

Salt Lake City, UT

• Managed a $1.2M portfolio of automotive dealerships.
• Proactively identified and addressed potential at-risk customers, optimizing their software utilization.
• Oversee the integration of software by working with implementation and consulting teams.
• Foster relationships with existing customers to keep accounts current and upsell new products.

Apopka, Florida

• Conducted detailed client meetings to assess their potential legal case.
• Facilitated the signing of legal representation contracts, ensuring clarity and legal compliance.
• Managed high volumes of client inquiries with thorough documentation and clear communication.
• Drafted and sent written communications to all relevant parties ensuring clarity and conciseness.
• Communicated effectively regarding representation, liens, liability, records, and property damage.
• Developed efficient documents to streamline processes and enhance productivity and time management.

Lake Mary, Florida

• Delivered outstanding service to Chase card members, ensuring exceptional customer satisfaction.
• Resolve complex enquiries promptly and effectively, prioritizing customer needs.
• Processed credit card payments and maintained accurate collection statuses.
• Collaborated with various departments to meet customer requirements.
• Proactively addressed customer issues, fostering positive experiences.

Lake Mary, Florida

• Facilitated the timely filing of initial loss reports to initiate the claims process.
• Coordinated and scheduled appointments for damage appraisal, ensuring accurate assessment of losses.
• Discussed policy coverage with the insured customer.
• Conducted diligent assessments of liability when relevant, providing insights to support claim evaluation.