Jonathan Chavez Email & Phone Number

• Primary.Health works in the IT Healthcare Tech space, who uses its platform as a SaaS. Primary focuses on providing high-quality diagnostic/data solutions that provide clients and patients with relevant, actionable.
• Training clients on how to use the Primary platform by creating; PowerPoint presentations, video recordings, step by step guides, etc.
• Striving for elite client communication, frequent outreaches proved to be vital in retaining clients.
• Used ticketing based system (Smartsheet) to track client's issues of the platform. Each CSM was responsible for overlooking the completion of each assigned ticket, from start to finish.
• Using BI tool (Looker) to pull complex data from Primary's database and presenting reports for clients.
• Coordinated with the Engineering and Product team to successfully launch new product features, positively impacting client satisfaction.

Greater New York City Area

• Spruce Technology Inc works in the IT field providing high-quality consultants and IT projects in the private and government sectors. Responsibilities:
• Lead a cross-functional team to secure a contract renewal of 36 millions dollars with New York City’s government agency.
• Built and maintained strong relationships through communications and on-site visits with key customers, which led to an increase in customer loyalty and a 20% increase in customer satisfaction.
• Streamlining the customer onboarding process by leading a cross-functional team to revamp the onboarding workflow. Resulting in a 30% reduction on onboarding time.
• Networked through consultants to develop relationships with their vendors for opportunities to provide staffing services.

• Responsibilities:
• Designed workflows to support Production and Sales team needs and oversaw their implementation via Salesforce application.
• Developed inventory analytics using Oracle SQL, this helped give multiple departments a precise estimate of inventory on any given product.
• Managed day to day inspection procedures
• Maintained all necessary quality records and document via Salesforce

• Responsibilities:
• Managed complete data entry for company website
• Analyzed and maintained all sales data
• Utilizing Salesforce software for inventory management
• Performed general office duties