Jonathan Josset Email & Phone Number

• Create, maintain, and enhance relationships with key individuals within identified organizations (CEO, MD, FD).• Plan & develop customer focused programs. Ensure PM programs are designed and implemented collaboratively across the organization by understanding customer segmentation & personalization strategies.• Provide thought leadership on how to evaluate the business from a customer/customer segment perspective.• Build and maintain strong business relationships with all… Show more • Create, maintain, and enhance relationships with key individuals within identified organizations (CEO, MD, FD).• Plan & develop customer focused programs. Ensure PM programs are designed and implemented collaboratively across the organization by understanding customer segmentation & personalization strategies.• Provide thought leadership on how to evaluate the business from a customer/customer segment perspective.• Build and maintain strong business relationships with all departments to ensure client satisfaction is met and exceeded.• Assist & coach team members in providing efficient services to clients in order to achieve set targets.• Work with clients to ensure maximum facility utilization and analyze comprehensive client records to help clients maximize profit. Show less

• Managed the new client on-take process from a credit risk perspective including legal, financial, and risk categories.• Performed in depth financial and credit analysis on companies from a wide range of industries.• Assessed and resolved potential credit risk through recommended risk mitigants.• Assessed, analyzed and interpreted financial information from a wide base of clients and ensured that financial covenants and targets were met.