Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Jason Jordan

Clayton

Summary

Dynamic Client Success Manager with a proven track record at Phreesia in enhancing client engagement and retention through innovative growth strategies and effective project management. Excelled in leveraging data analytics for insightful decision-making and fostering strong stakeholder relationships, driving substantial business growth. Skilled in communication, client relationship management and customer service, consistently exceeding performance targets.

Overview

7
7
years of professional experience

Work History

Client Success Manager

Phreesia
06.2018 - Current
  • Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
  • Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
  • Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
  • Streamlined communication between clients and internal teams for smoother project execution.
  • Collaborated with cross-functional teams to develop innovative, client-centric strategies and drive business growth.

Education

Bachelor of Science - Marketing

North Carolina State University
Raleigh, NC
06-2018

Skills

  • Client engagement
  • Project management
  • Customer retention
  • Data analytics
  • Stakeholder relationships
  • Customer service and support
  • Customer satisfaction
  • Growth strategies
  • Client relationship management

Interests

  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Hiking
  • Playing Sports
  • Woodworking

Timeline

Client Success Manager

Phreesia
06.2018 - Current

Bachelor of Science - Marketing

North Carolina State University
Jason Jordan