Jonathon Ramos Email & Phone Number

● Managed a team of New Nurses to ensure that new accounts were set up properly, increasing the likelihood that they would stay active longterm.● Maintained relationships longterm and still have many nurses from the beginning of my hire.● Routinly checked in with teams to ensure all processes run as smooth as possible.

Delray Beach, Fl, United States

● Managed a team of New Account Onboarders to ensure that new accounts were set up properly, increasing the likelihood that they would stay active longterm ● Managed a book of revenue of up to a 700k (i.e Helped grow book consistently by 15-20% month over month) ● Operated as the point of contact for assigned customers and managed between 400-500 accounts each month ● Helped generate additional sales among client accounts via referrals, including upselling and cross-selling… Show more ● Managed a team of New Account Onboarders to ensure that new accounts were set up properly, increasing the likelihood that they would stay active longterm ● Managed a book of revenue of up to a 700k (i.e Helped grow book consistently by 15-20% month over month) ● Operated as the point of contact for assigned customers and managed between 400-500 accounts each month ● Helped generate additional sales among client accounts via referrals, including upselling and cross-selling additional products (i.e. bundling Home Insurance calls with Auto Insurance) ● Developed and maintained long-term relationships with accounts ● Identified opportunities to grow business with existing clients (i.e increasing their CPA and ROI) ● Coordinated with sales staff members working on the same account to ensure consistent service ● Collaborated with the sales team to reach prospective clients ● Ran reports to help forecast and tracks client account KPI metrics (i.e conversion rates, quote rates, refund rates) ● Routinely logged all account activities and client engagements via Salesforce CRM (Logged calls, emails, notes, tasks) ● Resolved client issues and concerns via ZenDesk ticketing system ● Assisted with challenging client requests or issue escalations as needed● Prioritized my time managing accounts based on opportunity level and revenue potential Show less

Boca Raton, Fl

● Managed a team of New Account Onboarders to ensure that new accounts were set up properly, increasing the likelihood that they would stay active longterm ● Managed a book of revenue of up to a 700k (i.e Helped grow book consistently by 15-20% month over month) ● Operated as the point of contact for assigned customers and managed between 400-500 accounts each month ● Helped generate additional sales among client accounts via referrals, including upselling and cross-selling… Show more ● Managed a team of New Account Onboarders to ensure that new accounts were set up properly, increasing the likelihood that they would stay active longterm ● Managed a book of revenue of up to a 700k (i.e Helped grow book consistently by 15-20% month over month) ● Operated as the point of contact for assigned customers and managed between 400-500 accounts each month ● Helped generate additional sales among client accounts via referrals, including upselling and cross-selling additional products (i.e. bundling Home Insurance calls with Auto Insurance) ● Developed and maintained long-term relationships with accounts ● Identified opportunities to grow business with existing clients (i.e increasing their CPA and ROI) ● Coordinated with sales staff members working on the same account to ensure consistent service ● Collaborated with the sales team to reach prospective clients ● Ran reports to help forecast and tracks client account KPI metrics (i.e conversion rates, quote rates, refund rates) ● Routinely logged all account activities and client engagements via Salesforce CRM (Logged calls, emails, notes, tasks) ● Resolved client issues and concerns via ZenDesk ticketing system ● Assisted with challenging client requests or issue escalations as needed● Prioritized my time managing accounts based on opportunity level and revenue potential Show less

Boca Raton, Fl

Boca Raton, Fl

Miami/Fort Lauderdale Area