Jeff Vincent

Experience

• 

  Robert Half International

  Jan 2007 - Jan 2011

  Account Executive

  Initially hired as an Account Executive for RHI, the world’s largest specialized staffing agency, with 2006 revenues exceeding $4 billion. Subsequently asked to take over as Midwest Account Manager for the company’s largest client, with the responsibility of sourcing audit and financial professionals for contract project work.► Served exclusively as RHI's Account Manager for Protiviti, the largest Midwest client, for three years of my time at Robert Half.► Tripled number of contractors on billing from 10 to a high of 29 within 11 months, effectively increasing gross margin from $.75 million (annualized) upon takeover to approximately $1.96 million (annualized) for 2005, a difference of 161%.► Consistently received outstanding feedback and satisfaction ratings from various client personnel for level of service and dedication. Show less

• 

  Behalf

  Feb 2013 - Dec 2017

  Account Management / Customer Success and Support

  I drove revenue growth for Behalf --- performing both as an Account Manager and Customer Success Manager. As an Account Manager, my work entailed training the vendor's sales team on our product, understanding their business needs and, helping them utilize their Behalf portal to close more deals. As a Customer Success Manager, my primary role was building relationships with top customers so that they saw the value Behalf brings and utilized it to pay their vendors. This included campaigns to engage the customer, customer education about how to use Behalf, and connecting with vendors.> As Account Manager, increased the number of transactions and loan volume for several Vendor accounts by more than 100%.> Received repeated accolades from users for outstanding service. > Prepared slide decks to present training materials to customers and also conducted live product demos on conference calls> Collaborated with both Product and Marketing to drive product usage amongst users of the Behalf product/platform).> Strong focus on documenting customer complaints and feedback and then advocating for improvements with R&D and Product to better User Experience and drive more transactions.> Created reports in Salesforce and Datorama to analyze both internal activity and that of customers and vendors for actionable responses.About Behalf:Behalf is a simple, new way for businesses to finance all the items they need, including inventory, supplies, equipment & services. It gives businesses more money to make purchases. We provide online & mobile access, instantaneous approvals, 100% payment guarantees and unparalleled flexibility. Show less

• 

  MyQuest

  Jan 2019 - Jul 2019

  Partnership and Sales Development

  myQuest is a learning engagement platform that can fit both Enterprise companies and individual coaches. It enables you to train customers and employees anywhere, anytime. Our platform and methodology for delivering content results in the students engaging with the material at a rate ten times higher than the average. I executed numerous business development strategies for myQuest in order to reach the right audience for our product. Examples include Inbound and Outbound calls, hunting with ZoomInfo, and targeted email campaigns using Apollo. Additionally, I qualified B2B Sales leads and worked closely with the Sales team in following up with prospective customers via calls and emails to fully understand their needs and challenges regarding learning and development. Show less

• 

  Exigence Ltd.

  Jul 2019 - Jul 2022

  Head of Customer Success

  As the Head of Customer Success, my primary role was building relationships with our customers, understanding their business and their needs, and helping them fully utilize our solution to achieve their desired outcome. This included a variety of responsibilities> Conducting product demo's on pre-sales calls> Running trials/POC's, and post-sale customer education> Onboarding and Training> Leading Discovery calls with the customer to map their incident management process before Exigence and then after Exigence is implemented> Gaining a deep understanding of the customer's business to help them maximize the impact of Exigence on their organization and identify upsell and cross sell opportunities for Exigence> Creating "How to" videos and Knowledge Base articles> Handling Support tickets (in some cases)> Project Management (managing the adoption and go live of Status Page purchases by customers)> Collaborate with the Product and Dev teams to write tooltips and additional wording for new features> Draft and publish Release Notes each monthAbout Exigence:Exigence developed a unique platform that puts enterprise and mid-market companies in control of the incidents that impact their business, allowing them to resolve each one with clarity, structure, and speed. Show less

• 

  Gaviti

  Jul 2022 - Dec 2022

  Presales Consultant

  Gaviti is a platform for A/R Collections teams that enables companies to get more of their invoices paid faster. the solution optimizes the complete collections process, from automating highly personalized dunning emails to perfecting task management.> Configured Gaviti demo environments to reflect the requirements of prospects, thereby increasing the number of deals closed.> Served as the Gaviti product expert on calls with prospects to facilitate demos and answer technical questions about the product, implementation, and onboarding.> Due to our rapid growth and my previous experience, I was asked to onboard customers. Ultimately had responsibility for onboarding ten customers before handing off to CSM’s. Show less

• 

  Click-Ins

  Feb 2023 - now

  Senior Customer Success Manager

  Click-ins has developed an automatic AI-based solution used to examine damage caused to vehicles based solely on images taken from any mobile device, in real-time. The company’s technology reduces the need for specialized assessment equipment typically employed by rental, insurance, and automotive companies by discovering, analyzing, processing, and evaluating external damages caused to vehicles with high precision.> Worked with both Enterprise and SMB customers> Led POC’s for prospects - refined process to increase efficiency and reduce completion time> Onboarded new customers - refined process to improve time to value> Worked closely with the Product and Dev teams to better user experience by acting as VOC> Created “how to” docs and videos to increase efficiency of POC’s and customer onboarding, while bettering user experience> Drafted and sent Release notes to customers and standardized process to eliminate errors> Managed the monthly Billing and Collections process from end to end> Improved and standardized the following processes - Customer POCs/trials - Customer Onboarding - Preparation and Distribution of Release Notes - Customer Billing and Accounts Receivable Show less