Jonathan Shadid Email & Phone Number

Dallas, Texas, United States

Providing Go-to-Market templates, tools and insights to revenue leaders at companies with $5mm to $50mm in revenue

Charlotte, Nc, Us

Yield Group is a specialized go-to-market advisory firm tailored for predominantly lower middle-market B2B software companies. Yield supports private equity firms as fractional operating partners, providing go-to-market diagnostics, data-driven strategic advisory, and foundational frameworks for portfolio companies and their revenue leaders.1. Go-to-market audits / diagnostic reports - developed and delivered 18+ go-to-market diagnostic reports over a 3 year period, used by private equity firms and prospective portfolio companies to make investment decisions and form growth strategies. ❎ Customer Breakdown - revenue distribution, segmentation by detailed attributes, cohorts, time-series retention/churn ❎ Revenue Process / Buyer Journey - full-funnel conversion metrics, lead sourcing, opportunity history, sales cycle ❎ Product Usage - feature hotspots by customer/buyer type, power user analysis, leading/lagging indicators to churn ❎ Revenue Efficiency - LTV:CAC, magic number, payback period, salesperson efficiency breakdowns2. Process architecture and management - designed, implemented, and managed data-driven revenue processes and new software for 10+ marketing and sales teams, including but not limited to: ❎ CRMs, sales enablement, marketing automation, customer intelligence, data enrichment, and data warehouses 3. Data-driven strategic advisory - assumed fractional chief revenue role to inform, recommend, and execute: ❎ Information flow across revenue teams - ensuring iterative test/learn environments and systems-thinking philosophies ❎ Account-based marketing/sales, product-led sales motions, and strategic marketing investment ❎ Headcount reductions and re-organizations, re-pricing opportunity/risks, product packaging, and mergers ❎ Customer interviews according to jobs-to-be-done framework to determine positioning, messaging, and product changes.

Davidsonville, Maryland, Us

The National Prayer Breakfast (NPB) is an annual event hosted by the U.S. House of Representatives and U.S. Senate to gather world leaders to put aside differences and discuss the value of servant leadership. The National Student Leadership Forum (NSLF) is an annual event held for college-aged student leaders from around the country for the same purpose.- Organizing the promotion and recruitment effort for the 2019 NSLF, attended by over 200 students worldwide- Engaged in extensive leadership and relational training with business and political leaders both nationwide and internationally.- Participated in various forums on political and racial reconciliation in Washington DC, Missouri, Alabama, and Kenya- Facilitated over 100 hours of leadership development training for approximately 300 emerging student leaders at the annual National Student Leadership Forum, National Prayer Breakfast, and Congressional Fellows Program in Washington DC. Training pertained to group dynamics, conflict resolution, and communication/reconciliation techniques.

St. Charles, Il, Us

Assisted medical professionals through the following:- Registering and Rooming Patients- Recording HPI Information for Medical Records- Prepping medical equipment and medication for physician useAssisted management through the following: - Troubleshooting issues with insurance companies and out-of-network medical practices- Formulated strategic initiatives to improve operational efficiency and increase capacity, resulting in a 67% increase in patient visits year-over-year.

Chapel Hill, North Carolina, Us

As Kenan-Flagler's most prestigious undergraduate program, the GLOBE® program brings together three of the world's best business schools to provide undergraduate students a premier business education that spans the globe. UNC partners with the Chinese University of Hong Kong (CUHK) and the Copenhagen Business School (CBS) to offer a unique, integrated global business curriculum to prepare students as future managers and business leaders.This tri-continental program exposes top 18 students from each school to global business topics, international corporate case competitions, guest speakers, study trips, networking events, and cultural immersion.

Washington, District Of Columbia, Us

- Conducted legislative and sector research in the policy areas of healthcare, manufacturing, small business and trade - Prepared informational and persuasive memos for both legislative support staff and Senator King- Attended relevant committee hearings and policy meetings, briefing legislative staff on pertinent material- Assisted legislative staff in constituent correspondence and administrative duties- Received constituent phone calls and letters, organizing and tallying messages based on policy area using IQ- Provided visiting constituents with certified tours of the US Capitol building- Drafted media clips containing Sen. King’s mentions in local and national publications, distributing to all office employees

Chicago, Illinois, Us

Ziegler is a financial services firm equipped with investment banking, capital markets, and wealth management capabilities. I worked as an analyst on the sales and trading floor, completing various projects and tasks for the institutional sales and trading force. The majority of my work focused on the analysis of senior living, healthcare, and higher education organization credits, which would be reported to our trading and sales force. Using Bloomberg, I was also responsible for tracking the trade history of various municipal bonds on the market, conducting spread analysis to key benchmark data. Over the course of two months, I shadowed multiple institutional investor meetings, workshops, webinars, and site visits. I participated in eight bond deals totaling over $1B in new issue money. Additionally, I was responsible for drafting weekly market comments, which reported on the previous week's news in equity, fixed income, and international markets. The market comments were sent to all company employees and clients.

St Charles, Il, Us

Project World Impact is a marketing company dedicated to the success of nonprofit organizations. I led a sales team of five members that sold marketings services to nonprofit organizations, personally acquiring over 200 clients. I worked to establish goals, create incentives, and conduct meetings for my sales team. Among other tasks, I implemented and discussed key marketing and sales strategies with company leaders and formulated creative analyses strategies to find the most successful sales tactics for team members. In three months, our team acquired over 3000 new clients.

Chicago Golf Club is one of the most exclusive and oldest golf clubs in the United States. I worked as a caddy for members and guests. Working at the highest possible standards, I acquired in-depth golf and course knowledge and effectively communicated my expertise with members and guests. I leveraged my effective relational skills and communication skills by serving numerous corporate executives.

Bachelor Of Science - Bs, Business Administration

Education record