Jeremy S. Jamnik

ad3s3q@r.postjobfree.com 815-***-**** LinkedIn

Address:

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Geneva, IL 60134

EDUCATION

The University of Iowa, Tippie College of Business, Iowa City, IA May 2014

Bachelor of Business Administration

Major: Finance Minor: Economics

PROFESSIONAL EXPERIENCE

Skills: Business Consulting Business Innovation Customer Experience Customer Engagement Negotiation Renewals Upsells Communication Strategic Thinking Partner Relationship Management Mentor Leadership Organization

CB Insights – New York, NY (Remote)

Sr Enterprise Customer Success Manager & Financial Services Team Lead January 2023 – Present

Manage and advocate for a portfolio of 45 enterprise clients within the financial services, insurance and industrials space, surpassing $4MM in total annual subscription value

Serve as a liaison between Customer Success and Product to review, triage and prioritize customer product feedback

Represent the Financial Services Account Managers through monthly calls with analyst and product teams, authoring weekly outreach campaigns to existing clients and prospects

Partner cross-functionally with our research team to optimize customer experience and business outcomes

Support onboarding, training, and knowledge growth of current and new success managers in the financial services vertical

Own the planning, implementation and results tracking of key strategic initiatives as set forth by leadership on a quarterly basis

Provide subject matter expertise to customers, leveraging deep knowledge of the technologies within the financial services industry and driving measurable outcomes in customers' internal strategies

Proficient in various sales methodologies including Sandler Sales, The Challenger Sale, and SPIN selling, consistently surpassing quarterly and annual retention and upsell targets since Q4 2021

Enterprise Customer Success Manager August 2021– January 2023

Managed a $3.5MM portfolio of 30+ financial services accounts headquartered across 15 countries

Drove software engagement and development of power users across organizations to achieve ARR retention goals

Maintained gross retention rate of 95%, converting 58% of my portfolio to multi-year renewals

Collaborated with marketing on communication campaigns and provided customer feedback to product teams

FactSet Research Systems, Inc. – Chicago, IL March 2019 – August 2021

Enterprise Account Manager

Oversaw approximately 160 full client accounts across North America, totaling more than $12MM in annual subscription value

Operated as the lead point of contact for all commercial matters specific to my accounts

Advanced new business with existing clients by identifying areas of improvement to maintain and grow the business

Served as the primary contact point for clients in relation to the standards of client service, execution of initiatives, training of users, and assisting with challenging or time sensitive client requests

Partnered and strategized closely with product development, consulting, and sales management teams to align resources and define strategy on accounts

Scheduled on average 20+ client meetings a month through proactive contacting, goodwill initiatives and project work

Clearly communicated the progress of monthly/quarterly initiatives to internal and external stakeholders

Investment Management Consultant September 2016 – March 2019

Supported investment professionals with daily workflow and project implementation at 26 different client locations across the Midwest, which contribute to annual subscription value

Exhibited strong analytical, communication, coding, and written skills to resolve challenges and successfully accomplish all customer related assignments

Effectively trained and taught users on the always evolving FactSet financial software

Obtained new client assignments regularly, demonstrating my ability to handle an increased workload successfully complete client requests and go above and beyond to ensure everything is getting completed in a timely and professional manner

Participated in FactSet mentor/mentee program, intramurals, and numerous community service opportunities

Providence Bank & Trust – Shorewood, IL August 2014 – September 2016

Credit Analyst II

Responsible for analyzing financial statements, projections and assumptions, ratings, key bank and financial ratios, collateral reports, covenant compliance certificates and legal documentation to accurately construct load recommendations and approvals

Oversaw and updated bank watch list reports, transitory risk rating report and Federal Reserve Borrower-In-Custody report

Demonstrated proficiency by leading the credit team in number of credit requests completed and approved in 2015

SOFTWARE PROFICIENCY

Salesforce MS Office Zoom Seismic Outreach Jira Gong Catalyst G Suite SQL

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