Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Results driven professional with a proven ability of building and retaining client relationships, managing projects from concept to completion and balancing operational efficiencies. Skilled in demonstrating exceptional communication skills and making critical decisions during challenges. Adaptable and transformational leader with an ability to work independently, exceeding customer initiatives, and developing opportunities that further establish organizational goals.

  • Business plans
  • Business processes
  • Competitive
  • Conversion
  • Clientele
  • Client
  • Clients
  • Customer support
  • Government
  • Information systems
  • Marketing strategies
  • Marketing
  • Market
  • MS Office
  • Enterprise
  • Operations management
  • Organizational
  • Policies
  • Presentations
  • Problem resolution
  • Quality
  • Selling
  • Sales
  • Six Sigma
  • Staffing
  • Strategic
  • Trainer
  • Customer retention
Client Success Manager, 03/2017 - 03/2020
Morgan Stanley Sugar Land, TX,
  • Managed the on-boarding ands implementation process for program and enterprise clients.
  • Served as an advocate for clients, helping them to become effective users of our services and ensuring they continued to receive quality products and services, while working to meet and exceed retention goals.
  • Managed the client problem resolution process: took ownership of client service concerns and followed up to ensure problems were resolved promptly with the necessary actions taken to guard against reoccurrences.
  • Proactively monitored client accounts based on their defined success plans and provided guidance/advice based on marketing best-practices as needed.
  • Prepared and conducted regular success checkpoints and account reviews with key client contacts to ensure adoption of and success with SANS, provided recommendations for improvement, as well as continued re-alignment of client goals.
  • Conducted train the trainer sessions to instruct and train internal customers as well as external customers on changes, new systems or new procedures.
Business Solutions Manager, 05/2014 - 03/2017
Cognizant Technology Solutions Lutherville Timonium, MD,
  • Planned, coordinated, and supervised all activities related to the design, development, and implementation of organizational information systems and software applications.
  • Supported the initiation process for new project requests including analysis of possible solutions, scope definition, resources, costs, and schedule planning.
  • Delivered contractual results and growth for clients around the forecast, metrics, specific product lines, staffing and operations, developing and implementing product and service standards.
  • Represented clients internally and coordinated with other functions to implement client systems, complete projects and address ongoing service needs.
  • Worked with operations management to analyze cause of failures and assists with the development and implementation of corrective action plans.
  • Acted as an on-site resource during conversion and answered questions, troubleshoots problems as they occur, supported implementation of new procedures, conducted last minute training if necessary and provided support during conversion week.
Account Manager, 09/2007 - 12/2012
Xero Miami, FL,
  • Cultivated key client relationships and developed account strategies with clients in diverse industries in order to establish trends and opportunities to capitalize on retaining and growing the customer base.
  • Exercised independent judgment and analysis in determining the best method(s) to resolve issues and ensure customer loyalty and satisfaction.
  • Awarded for promptly resolving escalations, expertise in cementing client relationships, improving operations, stimulating new business and strategically securing accounts in highly competitive sectors.
  • Consistently ranked among top performers, met or exceeded sales objectives that required significant new as well as retained business, achieving over 150% of sales objective.
  • Established strong consultative relationships with clientele to maintain growth of both new and existing product lines and trained clients on Managed Internet Service, wire line and mobility, resulting in a 35% increase in territory despite influx of competition.
Business Development Manager, 03/1999 - 04/2005
Franklin Resources Rancho Cordova, CA,
  • Built lasting relationships with a broad base of clients across different markest by ensuring steadfast proactive and reactive customer support.
  • Trained the sales department on new computer software, product knowledge, company policies and procedures, developing sales tools and marketing strategies.
  • Identified and implemented improvements in business processes yielding increased sales performance and/or higher operational efficiency.
  • Frequently achieved and exceeded quota by creating trust, building relationships and customizing presentations, resulting in an opportunity to move into major accounts and federal government accounts.
  • Successfully managed a highly competitive territory, regularly established business plans and efficiently used resources which resulted in 40% increase in sales.
  • Developed our consistently growing pipeline of opportunities by understanding what was being offered in the market place; helped the company solidify and strengthen our competitive advantage.
Education and Training
Doctor of Business Administration: , Expected in
Leadership (DBA), Argosy University - Atlanta, GA
Master of Business Administration: Management, Expected in
- ,
Bachelor of Arts (BA): Political Science, Expected in
University of Alabama - Tuscaloosa, AL
  • Software, Training and Certifications
  • Six Sigma Green Belt, Miller-Heiman: Conceptual Selling & Strategic Selling, McLeod, ServiceNow, Sales Force & MS Office
  • Activities and Honors

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    Resume Overview

    School Attended

    • Leadership (DBA), Argosy University
    • University of Alabama

    Job Titles Held:

    • Client Success Manager
    • Business Solutions Manager
    • Account Manager
    • Business Development Manager


    • Doctor of Business Administration
    • Master of Business Administration
    • Bachelor of Arts (BA)

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