
Jill J.

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About me
Client Success Manager Higher Education SaaS|Training Facilitator|Systems Analyst|Workflow Analyst|Client Strategist
Education

Eastern Washington University
2007 - 2012Masters Adult Education
Eastern Washington University
2003 - 2005BA Communications Studies
Experience

Eastern Washington University
Feb 2006 - Mar 2012•Counsel students regarding educational issues such as course and program selection, class scheduling, school adjustment, study habits, and career planning•Utilize programs Symplicity and BANNER to assist students through various career planning processes•Maintain accurate and complete student records as required •Assist recruiters and outside agencies with drafting and posting vacancy and internship announcements •Conduct pre-internship orientations, resume, job search, and mock interview workshops for students and alumni to facilitate the career development skills•Advise students, staff, alumni, employers, community partners and general public regarding various program’s specific content, career planning, recruiting, policies, procedures, and activities, while maintaining confidentiality and sensitivity in regards to information•Experience in providing career specific information to a variety of student populations that include but are not limited to; traditional, non-traditional, diverse populations, veterans, on and off campus students•Inform employers and university staff on hiring regulations, processes, and procedures for interns and take corrective action to resolve issues •Respond to inquiries from students, staff, faculty, employers in regards to general HR processes and regulations •Review online database of resumes and provide constructive feedback to assist students in strengthening their resumes to enhance competiveness, and align skills with job qualifications •Develop and implement marketing campaigns and advertisements for experiential learning(internships), and professional opportunities to targeted students demographics•Coordinate special events and programs which include career fairs, networking events, and other career related activities•Prepare students for later educational experiences by encouraging them to explore learning opportunities and to persevere with challenging tasks Show less • Establish and maintain a comprehensive filing system for reconciling fiscal activity for many different programs and processes. • Develop and implement new methods of reconciling, summarizing, and reporting fiscal activity. • Exercise independent judgment in interpreting and applying rules and regulations to resolve programs, advise staff and administrators regarding applicable policy and procedures, selected and recommended alternative courses of action. • Reconcile daily work, identify cash drawer’s over/short and correct student account balance and general ledgers. • Utilized problem solving skills to trouble shoot and provide alternative solutions for all job related problems, both written and verbally. • Established technical procedures and processes for highly technical accounting functions. Implemented training with various office staff and departments to be in compliance with federal and state regulations. Show less • Process payments and enter corresponding data on to student, department, and special university accounts through Banner and other university software platforms.• Initiate review and update university student’s account for financial assessments.• Responsible for communicating verbally and written program guidelines, account balance breakdowns, and specialized programs while maintaining integrity of the university and the student. • Liaison with internal departments, external agencies, and contractors regarding Student Financial Service business. • Perform analysis of student accounts and financial aid impacts when withdrawing from the University for medical, traumatic, or personal reasons while keeping the student and related departments informed of all steps of the process. Show less
Career Advisor
Oct 2009 - Mar 2012Fiscal Specialist
Jul 2007 - Oct 2009Program Coordinator
Feb 2006 - Jul 2007

University of Colorado Colorado Springs
Mar 2012 - Jan 2015Academic Advisor•Provide academic advising to caseload of 830+ undergraduate students within the College of Letters, Arts, Sciences and School of Public Affairs by analyzing student’s career and academic goals, degree progress, deficiencies and test results, and by recommending appropriate course of action or referrals•Counsel students and complete academic probation and suspension contracts.•Assist students in the process of completing the necessary steps in order to complete a withdrawal from the university and also aid in their assistance when they return •Actively participate in Early Alert program to assist students within caseload who have been identified by faculty that are struggling with coursework and connect with students to plan the best course of assistance •Provide academic advising and general assistance to traditional, non-traditional, diverse populations, veterans, on campus, and online students •Responsible for overseeing student applicants for graduation have met all university and major requirements and complete documentation for referral of graduation. •Determine how to best facilitate the student’s academic success and personal development, and provide advising that improves overall student retention•Develop collaborative relationships with department chairs, faculty, staff, and deans to maintain and uphold major and minor requirements•Evaluate transfer credit from other colleges for application toward undergraduate degree programs by determining how the transfer courses equate to our requirements•Present and provide essential advising information to new students at orientations and help the students get registered for their first semester of classes and acclimated to the registration process •Assist with the development of efficient business practices through the development and implementation of functions within PeopleSoft (ISIS) student database Show less

Symplicity Corporation
Jan 2015 - Apr 2021Client Manager• Successfully onboarded and provided guidance to new enterprise customers, resulting in long-term product adoption success.• Created end of year one reports to track and highlight efficiencies gained for new customers based on their original goals determined at the time of purchase.• Managed a global customer account base of 55 European, 30 Canadian, and 13 Australian/New Zealand customers, with an annual revenue responsibility of approximately $1.5 million+.• Developed and implemented engagement strategies for both new and existing customers, resulting in enhanced module configurations and increased usage of platform tools.• Delivered training sessions virtually and onsite, utilizing system analytics and data, and empowered customers through follow-up tasks for knowledge retention.• Acted as an advocate for customers, securing new feature requests and enhancements to improve their workflow.• Proactively anticipated customer needs and built trust through effective rapport.• Built and maintained key relationships with customers and stakeholders, resulting in high retention rates averaging between 95% and 100%. • Continuously exceeded sales goals by identifying upsell opportunities with existing customers.• Utilized project management methodologies for on-time delivery and within budget for customer software implementations.• Conducted technical troubleshooting and assisted customers with understanding REST API functionality, resulting in successful data connectivity.• Contributed to product and agile development meetings to capture global customer needs for feature updates.• Defined a strong onboarding experience and developed a trusted advisor relationship with customers to build loyalty.• Worked closely with business and engineering teams to monitor and own customer health metrics, and influenced the product roadmap by sharing customer insights. Show less

Symplicity
Jul 2023 - nowSolutions Engineer
Oct 2024 - nowClient Manager
Jul 2023 - now
Licenses & Certifications
- View certificate

Managing Customer Expectations
Dale Carnegie Training - View certificate

Outstanding Customer Service
Dale Carnegie Training - View certificate

Transforming Customer Complaints into Opportunities
Dale Carnegie TrainingJun 2015
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