Jonathan Michael Stevens Email & Phone Number

Salt Lake City, Ut, Us

Provo, Utah, United States

Halda is a full-funnel engagement platform that allows colleges and universities to segment and personalize their prospective student population. We're hiring! Come be part of what we're building!

Greater Salt Lake City Area

In my time at Clozd, I've been able to see the company grow from 9 to over 130 employees and from $1 million in annual revenue to over $14 million. Here are some of my other key accomplishments:- Reported directly to the CEO and led the customer success, professional services, implementation and renewals functions.- Grew the team and managed 17 client success managers overseeing 240+ client software and services contracts.- Directed the delivery and renewal of $14+ million of annual revenue. - Drove adoption of key software features leading to greater renewal outcomes.- Collaborated with both sales and marketing departments to win new business and generate pipeline.

Salt Lake City Metropolitan Area

As a team lead, my responsibilities grew to training and developing the team and designing systems and processes to help the business scale. Here are some of the things I accomplished in this role: - Grew consulting team from 4 to 8 consultants with direct management and hiring responsibilities. - Responsible for the delivery and renewal of over $9 million of win-loss contracts annually. - Led team to achieve over 106% net revenue retention. - Designed KPI and variable compensation structure for effective performance management.

Greater Salt Lake City Area

The consulting function at Clozd is a hybrid of Client Success Management and Consulting. Consultants are responsible for making sure clients implement, adopt and engage with Clozd software and drive renewals and contract expansions. In addition, Consultants provide interview and feedback collection services for their clients. Here are some of the things I did while I was working in this role:- Renewed over $1.4 million of client contracts after successful delivery of win-loss programs.- Managed client relationships for the largest Clozd clients, including ADP, Adobe and Zendesk.- Conducted over 1,300 win-loss interviews with a wide range of interviewee personas.- Presented findings and recommendations to executives in several industries.

Greater Salt Lake City Area

Worked to kick off a start-up impact investing fund at Cicero called Enoch Capital Partners. Enoch Capital Partners makes growth equity investments in middle-market essential services businesses in frontier markets, with a focus on Sub-Saharan Africa and Latin America. It was exciting to see how access to capital can make such a huge differences for entrepreneurs in developing countries.Responsibilities:- Financial analysis, modeling and valuation of prospective investments- Market and business opportunity analysis- Fundraising for both proprietary capital and deal-based capital- Fund infrastructure and systems

Greater Salt Lake City Area

As a Cicero Associate, I had the opportunity work on a engagements that spanned several industries and business functions.Operational Improvement Engagements:- Managed Cicero team and served as Interim VP of Operations leading a department of 46 client employees during the implementation of Lean process improvement project for a venture-backed biotechnology firm. This CEO-level project resulted in projected cash position improvement of 55% and contribution margin improvement of 29% - Directed consolidation of several business units to streamline hardware maintenance for a multinational technology firm, which involved new process creation, financial analysis and marketing strategy design. Our efforts resulted in projected process cost savings of over 59%.Marketing Research Studies:- Advised national university on go-to-market strategy using in-depth interviews and consumer behavior conjoint modeling- Performed brand evaluation for local community college by conducting focus groups and surveying target population - Conducted market research study for arts and entertainment client to determine optimal targeting of customer segments- Evaluated customer acquisition strategy for regional food retail chain through survey-based research of target market

San Mateo, California

My position as a Credit Research Analyst allowed me to dive right into the deep end of the asset management world. I was given and industry to cover and, with very little direction, had a summer to develop buy/hold/sell recommendations for the fixed-income securities in that industry. Accomplishments:- Performed in-depth analysis of the fixed-income securities of 24 high-yield companies in the US Food & Beverage industry - Built extensive financial statement projection models, which included capital structure analysis and relative value assessments- Advised portfolio managers to overweight Food & Beverage relative to index weighting due to favorable overall industry outlook - Submitted individual investment recommendations to portfolio managers based on fundamental securities analysis

Salt Lake City, Ut

As an analyst at Wells Fargo Securities, I created financial models, presentations and proposals for municipal clients seeking investment banking solutions to their capital needs. I was involved in every aspect of deal execution including document review, internal due diligence and financing structure. Key Responsibilities:- Provided transaction support for the origination and execution of over $7.8 billion of public bond offerings- Responded to 34 Requests for Proposal, resulting in 16 underwriting mandates- Pitched transactions to high level government officials including state treasurers, chief financial officers and finance directors- Mapped 18 distinct client capital structures, resulting in dozens of potential bond refunding opportunities- Worked as the sole analyst in the office, requiring a large degree of independence and entrepreneurial motivation - Created 81 presentations for clients showing financing structures, marketing plans and current market updates- Streamlined sourcing methods to dramatically increase number of potential transactions evaluated- Performed market research of several municipal sectors to include transit agencies, utilities districts and school districts- Structured numerous complex potential fixed-income transactions, including bond, swap and direct purchase products

Provo, Ut

Conducting research in both the economics and finance departments at BYU gave me the opportunity see the process of developing insightful academic research. It was exciting to be working on projects with the potential to push the frontier of economic thought. Key accomplishments:- Received $1,500 research grant from Office of Research and Creative Activities based on research originality- Managed multiple projects for three professors and was invited to speak at regional research conference- Analyzed initial public offering performance and youth educational attainment measures using regression models

Provo, Ut

I find teaching to be an incredibly rewarding experience. When I was at BYU, I had the opportunity to help students understand difficult economic and statistical concepts and enjoyed seeing them have their "aha" moments. Accomplishments:- Invited to instruct "Introduction to Econometrics" without applying due to highest final exam score in section- Independently lead class and test review sessions for two undergraduate economics courses- Subject matter included game theory, monopoly, and expected utility theory, statistical inference and empirical research methodology

Master Of Business Administration (M.B.A.), Finance And Entrepreneurship

Activities and Societies: Deans Honor List GMAT Total Score: 760 (99th percentile)

B.S., Double Major In Economics And Mathematics

Activities and Societies: Economics Student Association; BYU Mens ChorusAcademic Half Tuition Scholarship Recipient