Jonathan Allred Email & Phone Number

Lewisville, NC, US

Indianapolis, Indiana, US

• Overture Consulting Solutions offers:
• Strategic Social Media Content Planning
• Proactive Social Media Engagement Management
• Comprehensive Executive Function Management
• Efficient Virtual Assistant Services managing your daily tasks to improve productivity
• Website review, build and re-design services

New York, New York, US

Owned the entire client lifecycle for 16 large organizations, achieving an average 9.8/10 client satisfaction score through strategic initiatives, resulting in a $1.7M CARR increase and a 100% renewal rate with 3-year contracts. Additionally, enhanced operational excellence, mentored CSMs, and played a pivotal role in Salesforce implementation for improved.

San Francisco, California, US

Successfully managed relationships with 21 mid-market and enterprise clients, fostering loyalty through personalized quarterly business reviews and tailored success plans. Acted as the key liaison, ensuring seamless communication between clients and internal teams, contributing to a $3.5 million Annual Recurring Revenue (ARR) book of business, and.

San Francisco, CA, US

Managed a $4.5 million portfolio of large-market and global enterprise clients, prioritizing client satisfaction to drive revenue growth through successful renewals and upsells. Oversaw the entire customer lifecycle, from sales finalist presentation to renewal, achieving a 100% renewal rate, and ensured efficient customer implementations with strategic.

Boston, Massachusetts, US

Successfully managed a diverse portfolio of over 350 accounts spanning healthcare, nonprofit, transportation, technology, and food service, supporting 19 brokers nationwide to expand market reach. Achieved a remarkable 115% revenue increase within the existing client base by consistently exceeding growth targets and delivering exceptional service. Enhanced.

Eden Prairie, Minnesota, US

Collaborated with clients and brokers both on-site and virtually to successfully implement the Ascentis HR System’s suite of benefits, attendance, and employee/manager self-service portals. Partnered with Technical and Payroll Teams to map and ensure operational connections to internal and external carriers and payroll systems, and provided training to new.

Chicago, IL, US

Led and mentored a team of 13 Implementation Consultants, ensuring their performance, coaching, and training. Addressed client escalations, audited systems for compliance, and achieved the highest customer satisfaction survey results for Small Market Business units. Designed client-facing documentation, SOPs, and implemented an efficient new-hire.

Chicago, IL, US

Ensured successful implementation of new features and technical support processes, providing direct technical sales support to clients. Participated in system development activities, achieving the highest customer satisfaction survey results across the Implementation Team.

London, GB

Led end-to-end client project execution with a focus on satisfaction, adherence to timelines, and budgets, while performing data analysis to inform strategic benefit decisions. Managed workload and performance for a team of 8 Benefit Administrators and Project Managers, creating business plans, defining project parameters, and fostering key client.

London, GB

As the primary liaison between consultants and client team members, facilitated collaboration on scopes, specifications, and client initiatives. In a project management role, conducted capacity planning, team allocation, and maintained the master schedule to meet organizational and customer needs, while also resolving routine benefit administration issues.

Marketed and sold residential real estate. Implemented a digital documentation system to streamline contracting and sales processes.

Courses Taken In General Studies

Education record