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.• Partnered with marketing to drive case studies and G2 reviews, increasing exposure and customer acquisition.

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.