Jon Delmonico Email & Phone Number

Houston, Texas, Us

Chicago, Illinois, Us

Trained and led a team of educators responsible for delivering oneSOURCE services. Worked with the team to improve the client experience through product support and handled customer complaints and requests. Led implementation and onboarding services to new clients. Maintained ongoing relationships by suggesting enhancements to their subscriptions and driving sales. Provided insight and suggestions on project management teams for new and existing products.

Chicago, Illinois, Us

Onboarding Manager with a proven track record at oneSOURCE, demonstrating a dedicated commitment to enhancing client experiences. Specialized in facilitating successful end-user training sessions and initiating outreach to new customers for seamless onboarding. Pioneered the role as the company's first Onboarding Manager, establishing efficient workflows and progress tracking templates in Salesforce. Created accessible training materials hosted on the oneSOURCE website to elevate client learning resources. Adept at mastering the intricacies of the oneSOURCE product, becoming a go-to resource for cross-departmental inquiries and contributing to overall company success.

Raleigh, Nc, Us

Ensured thorough and consistent onboarding and training of all new Magnus Health clients by understanding the client’s demands. Worked closely with Client Success, IT, Sales, and Client Relations to ensure tickets opened related to onboarding were researched and corrected to avoid future issues. Updated procedures as required as it pertained to new training or technical changes in Confluence. Managed a team of direct reports and measured performance based on implementation metrics.

Raleigh, Nc, Us

Owned the success of Magnus Health’s most strategic customers throughout the life cycle, including customer onboarding, implementation success, retention, and renewal. Drove seamless onboarding processes and worked cross-functionally with the support and services team to proactively manage each customer’s successful deployment. Identified and developed new opportunities for expansion across the customer's business and collaborated with the sales team to ensure subscription growth and increased solution input. Proactively managed each customer’s business needs and environments, actively seeking opportunities to up-sell, cross-sell, and generate referrals.

Raleigh, Nc, Us

Oversaw account maintenance and ensured efficient utilization by clients of the Magnus SMR within an assigned territory. Conducted product training sessions for existing clients, contributing to enhanced product understanding and user proficiency. Formulated and executed Customer Care Plans, identifying clients at risk of loss and ensuring instances of client success. This strategic approach resulted in improved client retention. Played a key role in the product development process, actively contributing to business use case testing before new releases. Collaborated closely with support assistants to ensure accurate and prompt execution of tasks according to specified requirements, timelines, and processes.

Durham, North Carolina, Us

Provided high-level administrative support to a portfolio of over 450 accounts in the quick-serve restaurant industry and offered solutions to maximize energy savings. Evaluated current business processes to maintain a higher quality of product delivery to the client. Collaborated with management and the executive team to find customer solutions and engaged with clients for feedback on product experience. Analyzed data from end-user energy consumption to verify the accuracy of modeled savings.

Raleigh, North Carolina, Us

Operated the Customer Service Department on a daily basis and led productivity in the team. Proactively analyzed key metrics for calls to evaluate Customer Service Representatives’ performance. Delivered a 98% client satisfaction rate as a team, due to clear expectations. Integrated procedural improvements for higher responsiveness and efficiency for clients. Successfully negotiated with vendors for cost savings and used additional resources to implement an enhanced service after-hours.

Raleigh, North Carolina, Us

Managed Highwood’s largest account, the Government Service Administration (GSA). Analyzed lease contracts thoroughly for the GSA and provided analysis to Property Managers for annual budgeting. Identified trends within monthly work order reports for colleagues to address potential issues arising proactively.

Boston, Ma, Us

Evaluated data collected by the Help Desk team to bring insights to the Customer Service Department, improving the level of service and maintaining business relationships with clients. Consistently led and supervised the Help Desk team to strive for leadership in service metrics within the firm. Initiated efforts to reduce Xtrac work orders from a 28-day backlog to 3 days. Gained expertise in Defined Contribution and Defined Benefit Pensions and in Health Benefits.

Boston, Ma, Us

Monitored department workflow and operating practices to ensure compliance with department standards and business requirements. Allocated staff appropriately to maintain proper staffing coverage. Calmed volatile customer situations involving high dollar amounts and mutual fund trades calmly and courteously.

Boston, Ma, Us

Solely managed the client-facing functions of the IBM pension and medical benefits funds, including over 100 individual participant accounts. Competently explained pension and medical benefits available, based on certain criteria including marital status, contract, and employment service. Maintained a high level of client satisfaction, as documented by various ex-IBM employees.

Mass Communications, Communication, Journalism, And Related Programs

Education record