Jonathan Hubert Email & Phone Number

Austin, Texas, Us

Austin, Texas, Us

Austin, Texas, Us

Seattle, Washington, Us

As an Enterprise CSM, I am tasked with ensuring proper on-boarding for all new users of PitchBook. I am constantly driving adoption for the platform's features and updating clients on relevant additions to the platform. I am the day-to-day point person for large private equity firms, venture capital firms, law firms and investment banks. When speaking to clients, I have to understand the complexities of their business and investment strategy to help them navigate our data and conduct the research they need to make more informed decisions. I support two Enterprise Account Managers directly and collaborate with them to ensure that we are meeting our clients' expectations and driving growth within the accounts. I review usage metrics and end-user sentiment with key decision makers quarterly to prepare for a successful yearly renewal. I am maintaining and updating large Salesforce account contact lists to better understand my clients' organizational structure, and keep up with past conversations or concerns. I leverage other platforms like Gainsight to properly track the status of over 900 end-users. The total yearly revenue from my accounts is $3.5 Million.

Austin, Texas, Us

Using proven product expertise, I work with Account Executives and Sales Directors to optimize the client on-boarding experience. Proactively identifying opportunities and potential pain points for new and prospective clients. I personally represent 3 Sales teams (25 AE's). These teams total over $1,000,000 quarterly revenue; the majority of which is brand new business. I manage expectations, provide technical solutions and educate clients that are new to Indeed. Collaborating with Client Support teams to transition clients after on-boarding is complete. Serving as a liaison to align goals and initiatives between Sales and CS. Collaborating with Sales Training and Development to identify knowledge gaps within sales. Collaborating with the "New Products" team to help sales identify clients that qualify for products that will be launched in the near future or are currently in beta.

Austin, Texas, Us

Setup and Management of Pay-Per-Click advertising campaigns. Consulting with clients to implement website improvements and effective Applicant Tracking SystemsTechnical point of contact for issues and advice regarding Applicant Tracking Systems, XML feed configuration, conversion tracking and general indexing on IndeedEducating clients on SEO and industry trends to improve candidate quality, ROI and retentionPartnering with Account Executives and Account Managers for new and existing clients to ensure clients are using the product and budget best suited for their needsLiaison to sales teams providing communication workshops and relevant product updates as well as weekly office hoursMentor for a new full-time CSS and Summer Intern. Set quarterly goals while conducting weekly 1:1s to acclimate new hires into the role and ensure their successNumerous face-to-face meetings with clients to present campaign reviews and optimizations and propose business plans for following quarter/year

New York, Ny, Us

Generate proposals and portfolio reviews for potential and existing high net worth clienteleManagement of large-scale database transfer (EBIX SmartOffice) and transition to paperless office with sensitive client informationManagement of existing accounts and communicated regularly with clients regarding premium balances and important information regarding annuities and life insurance policies

St. Louis, Mo, Us

Daily branch operations with a focus on driving fleet growth and learning to run a business. Inside sales, customer service, business account marketing and database management are the general responsibilities for the position. A promote-from-within system ranks all regional employees based on performance. Consistently high ranking employees with balanced numbers will qualify for management upon proving their overall knowledge of the company and its various aspects of business. -Participated in the company's "Best of the Best" program; A four month tenure at a nearby Airport branch reserved for well-qualified employees. -Multiple top 20 finishes on the Hudson valley reigon's monthly performance matrix

New York, Ny, Us

Ny, New York, Us

Consistently seek out opportunities to increase and retain membership and service levels.Search for and manage qualified leads; create traffic through mailers, referrals, outreach, etc.Develop relations with local small businesses by organizing and involving club in community events. Plan and execute team strategy to meet personal and club sales goals daily.

Carmel, In, Us

Actively participated in community service including: Relay for Life, Brain Injury Alliance of Connecticut, World AIDS Day, Mercy House Hartford and raised proceeds for Livestrong. Served as scholarship chair, rituals director, Organized Intramural activities. Active Participant on The Interfraternity Council (IFC); Went to weekly meetings and judicial hearings.

West Hartford, Ct, Us

Conducted phone solicitation for annual funds and scholarship programDeveloped rapport-building skills, generated enthusiasm and sense of community amongst alumni and friends of the university by informing them of current events and initiatives.

Stocked and delivered summer camp equipment and supplies to programs throughout New York, Connecticut, Massachusetts and Pennsylvania

Issued summer pool passes/photo ID’s to residents, monitored admissions booth

Supervised group of 10 year-old boys to ensure their safety and well-being

Observed court procedures ranging from parole hearings to murder cases for multiple county and state Supreme Court justices. Acquired knowledge of office procedures pertaining to the organization of legal records.