Jason Grose

Jason Grose

Project Coordinator

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location of Jason GroseSan Diego, California, United States

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  • Timeline

  • About me

    Project Manager | CAPM | Planner | Motivator | Organizer | Leader | Interpersonal Skills Master | Software Implementation Manager | Life-Long Learner

  • Education

    • Everest College-Bremerton

      2008 - 2009
      Massage Degree and License Massage Therapy/Therapeutic Massage

      Activities and Societies: National Association of Massage Therapists

    • Western Governors University

      2017 - 2020
      Bachelor of Science - BS Business Management

      Was strong in courses focused on Project Management, Operations, Supply Chain Management, Human Relations and recruitment.

  • Experience

    • Clear Chiropractic

      Oct 2011 - Jan 2019
      Project Coordinator

      • Responsible for coordinating health fair events with Human Resource Managers to outline the scope, requirements, as well as initiate and draw up a plan for a successful event. • Executed action steps required to properly staff each event with appropriate and prepared vendors.• Secured appropriate permits when necessary to ensure that appropriate legal requirements were met. • To close out each event, a follow-up with vendors was performed to ensure the event was productive for their company and secured their services for future events. • Manager of the marketing and massage programs full time, simultaneously. • Office administration duties such as scheduling, insurance billing, answering complex insurance questions to facilitate appropriate business communication with clientele. Show less

    • Aduro

      Jun 2013 - Jan 2019
      Contract Work/Corporate Events

      • Provided value to client employees, by providing chair massage services.

    • Velo Sports Rehabilitation

      Jan 2019 - Apr 2020
      Project Coordinator

      • Increased marketing results by ensuring a good client referral base was established. Also increased new client visits by 50% or better by attaining five-star reviews for the massage program.• As the lead therapist, implemented performance standards which lead other therapists to increased repeat business. • Set client care plans while growing my own client referral base, resulting in a consistently full schedule of repeat clientele. • Onboarded new therapists and provided training and guidance in complex insurance billing issues through the ERP system, resulting in standardized charting, insurance billing, and accounting practices. • Used medical ERP systems to facilitate client progress charts for insurance billing and client satisfaction tracking. Show less

    • Inside Real Estate

      Jun 2021 - now

      PROJECT MANAGER, INSIDE REAL ESTATE - JAN 2023 – PRESENT● Collaborate with Sales, Consulting, Training, Development, and Customer Success teams to ensure successful enterprise project implementations.● Conduct scope planning and requirements documentation through internal and external discovery meetings.● Act as the primary point of contact for projects and sponsors; communicate project plans and timelines to clients.● Monitor CRM solution design and provide coaching to admins for improved platform adoption (aiming for 60%+).● Consult with trainers on essential client needs for effective product training.● Minimize escalations through time and risk management using JIRA, Intercom, Salesforce, and Asana.● Create and track JIRA tickets for product development needs.● Collaborate with management to enhance platform adoption strategies and presentation materials.● Document problem-solving processes for future reference and communication.● Maintain stakeholder communication through spreadsheets, Confluence, Google Slides, email, and Slack.● Achieved 5-star reviews for all client implementation KPIs.Achievements:● Currently onboarding accounts with 850+ users, generating $215k annually.● Gained product development experience through multiple software release plans, including CORE Design Center and Social Media Automation.● Played a crucial role in launching SellState and NextHome Enterprise clients, refining onboarding processes for projects that followed.● Resolved complex client issues through effective communication and prioritization.● Met/exceeded monthly KPIs, achieving 36 launches and 15 perfect customer satisfaction surveys.● Contributed to process documentation in Confluence and leveraged HTML coding for template customization. Show less • Communicate progress and challenges that arise to appropriate stakeholders to help facilitate individual and team progress.• Effective communication to promptly secure client assets, including managing and processing the IDX approval paperwork amongst the customer, Inside Real Estate, and the MLS. • Conduct and effectively hold complex platform setup meetings to review account information and technical setup of DNS records.• Adept at configuring settings on the accounts, including kvCORE backend/websites, CORE Present, and CORE Listing Machine. Additional configuration items include - Smart Numbers, Multi-Office Setups, Smart Campaigns, and Web & IDX Settings to maximize client experience.• Successful launch of all phases of an account through the launch process appropriate for the client tier, including account activation and nameserver configuration.Achievements:• Promoted from entry-level to enterprise within six months of hire date.• Worked on Phase One for launching both SellState and NextHome Enterprise clients. Helped refine the strategic processes for Phase Two - add franchise.• Resolved complex client scenarios through resourceful communication, issue/resource prioritization, and technical strategy.• Met or exceeded monthly KPIs, including perfect customer satisfaction surveys. Achieved a personal best of 36 launches and 15 perfect surveys, surpassing the monthly standard. • Share all explicit and implicit knowledge bases with coworkers, embracing the vision/CORE value that success is a team sport. • Added value through my HTML coding knowledge and have been able to customize templates via custom coding and the website editor. Show less

      • Project Manager

        Jan 2023 - now
      • SR. Enterprise Implementation Specialist

        Jun 2021 - Feb 2023
  • Licenses & Certifications

    • Certified Associate in Project Management (CAPM)®

      Project Management Institute
      Jun 2021
      View certificate certificate
  • Volunteer Experience

    • Public Relations Event Coordinator

      Issued by Clear Chiropractic on Oct 2011
      Clear ChiropracticAssociated with Jason Grose