Jonathan Chavez

Experience

• 

  GlobTek, Inc.

  May 2015 - Aug 2017

  Responsibilities: ▪Designed workflows to support Production and Sales team needs and oversaw their implementation via Salesforce application.▪Developed inventory analytics using Oracle SQL, this helped give multiple departments a precise estimate of inventory on any given product.▪Managed day to day inspection procedures ▪Maintained all necessary quality records and document via Salesforce Responsibilities: ▪Managed complete data entry for company website ▪Analyzed and maintained all sales data▪Utilizing Salesforce software for inventory management▪Performed general office duties

  • Associate Account Manager (Internship)

    May 2016 - Aug 2017

  • Data Entry (Internship)

    May 2015 - Aug 2016
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  Spruce Technology, Inc.

  Sept 2018 - Jul 2022

  Customer Success Manager

  Spruce Technology Inc works in the IT field providing high-quality consultants and IT projects in the private and government sectors. Responsibilities:▪ Lead a cross-functional team to secure a contract renewal of 36 millions dollars with New York City’s government agency.▪Built and maintained strong relationships through communications and on-site visits with key customers, which led to an increase in customer loyalty and a 20% increase in customer satisfaction.▪Streamlining the customer onboarding process by leading a cross-functional team to revamp the onboarding workflow. Resulting in a 30% reduction on onboarding time.▪ Networked through consultants to develop relationships with their vendors for opportunities to provide staffing services. Show less

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  Primary.Health

  Aug 2022 - Sept 2024

  Customer Success Manager

  Primary.Health works in the IT Healthcare Tech space, who uses its platform as a SaaS. Primary focuses on providing high-quality diagnostic/data solutions that provide clients and patients with relevant, actionable clinical information.Responsibilities:▪ Training clients on how to use the Primary platform by creating; PowerPoint presentations, video recordings, step by step guides, etc.▪ Striving for elite client communication, frequent outreaches proved to be vital in retaining clients.▪ Used ticketing based system (Smartsheet) to track client's issues of the platform. Each CSM was responsible for overlooking the completion of each assigned ticket, from start to finish.▪ Using BI tool (Looker) to pull complex data from Primary's database and presenting reports for clients.▪Coordinated with the Engineering and Product team to successfully launch new product features, positively impacting client satisfaction. Show less

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  Agent IQ

  Jan 2024 - now

  Customer Success Manager