Jordan Jackson Email and Phone Number
I am an experienced Customer Operations Specialist with 5+ years of experience in consumer and business banking, lending, special purpose accounts, early-wage access, neo-banking, and payments. I have a proven track record of enhancing customer experience and improving KPIs. I have a data-driven approach and ability to understand complex customer datasets which have enabled me to negotiate with product and engineering teams to drive product enhancements that reduced complaint and contact volumes and drive positive CSAT. I am currently a Customer Ops Analyst at MoneyLion.Prior to working at MoneyLion, I served as a Branch Supervisor at America First Credit Union, where I led a team of full-time tellers and loan staff, fostered growth, and managed relationships with high-profile business accounts. I am a Member of the International Coaching Federation (ICF), a Member of the National Society of Collegiate Scholars, and an ACA Coach Academies Certified Professional Life Coach. I am currently pursuing an ICF Associate Certified Coach (ACC) credential and have plans to pursue a ChFC designation. I am also the founder of Be You Finance LLC, a financial coaching business that utilizes a three-pillar program involving life coaching, financial education, and financial technology to provide a personalized and holistic financial wellness program.Throughout my career, I have successfully negotiated and coached a variety of stakeholders to develop improved practices and products that surprise and delight customers through their product and company journeys. I have had strong affiliations and affinity to finance and technology and truly believe that fintech is a positive force that is improving access, aiding in wealth building, and providing better customer experiences for those that embrace it.
Flourish Therapy, Inc.
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Administrative AssistantFlourish Therapy, Inc. Feb 2024 - PresentOrem, Utah, Us -
Executive DirectorLgbtq.Ut Mar 2020 - Present
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Customer Operations AnalystMoneylion Jul 2021 - Jan 2024New York, Ny, UsActs as the voice of the customer throughout the organization, using data insights to drive conversations and influence product roadmaps. Works closely with product and engineering teams and the customer operations team to ensure that the needs and experiences of our customers are at the forefront of everything we do.- Using data insights to drive conversations and influence product roadmaps- Analyzing customer metrics such as CSAT, NPS, and ASO to identify areas for improvement and develop recommendations for product enhancements- Uses data to identify opportunities to deflect contact volume, reduce business costs, and improve the overall customer experience- Collaborates with cross-functional teams to ensure that customer feedback is incorporated into the development of new products and features and is used to iterate and enhance current product offerings- Presents data to a variety of stakeholder, from generalist to expert/executive, in order to drive influence and product change -
Financial CoachThe Neurodiversity Clinic Mar 2023 - Dec 2023My mission is to help every client spend authentically, live fearlessly, and walk away from each session feeling empowered to move toward a brighter financial future. I'm excited to announce a partnership with The Neurodiversity Clinic to bring my three-pillar financial coaching program to their clients! I'm leveraging life coaching, financial education, and financial technology to create a holistic and personalized financial game plan. Learn more about the team at The Neurodiversity clinic and check out their services here: https://www.theneurodiversityclinic.com/the-team
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Lead TellerAmerica First Credit Union Oct 2018 - Mar 2021Riverdale, Utah, Us -
Leader Teller InternAmerica First Credit Union Oct 2017 - Nov 2018Riverdale, Utah, Us
Jordan Jackson Education Details
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Weber State UniversityPsychology -
Nuames Early College High SchoolGeneral Studies
Frequently Asked Questions about Jordan Jackson
What company does Jordan Jackson work for?
Jordan Jackson works for Flourish Therapy, Inc.
What is Jordan Jackson's role at the current company?
Jordan Jackson's current role is Data are just summaries of thousands of stories — tell a few of those stories to help make the data meaningful.” - Dan Heath.
What schools did Jordan Jackson attend?
Jordan Jackson attended Weber State University, Nuames Early College High School.
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