Customer Support Solutions Engineer

Jodi Colbert Dallas, TX 971-***-**** ***********@*******.***

Sales Engineer

Executive Summary and Notable Contributions

Talented, energetic, positive attitude, team oriented, client centric, motivated pre-sales solutions engineer with extensive experience in SaaS software sales, design, setup, and configuration of client systems to meet and exceed varying business workflow needs. Proven team leader who works well within tight timelines and constraints. Successfully develops and executes strategies that improve the bottom line. Passionate, enthusiastic, team player and an adaptive learner of new software.

Skills Summary

●Microsoft Office Suite

●Salesforce

●Best Practices

●Change Management

●Data Analysis

●Project Management

●Risk Mitigation

●Consulting

●Critical Event Management Solutions

●Sales Cycle Support

●Product Development

●Solution Design

●Web-based User Training

●Client-driven Sales Demonstrations

●API

Effectively configured custom client solutions for over 20 complex projects,

oRanging from $15,000 to $2.4M in revenue

Provided more than 50,000 employees with exceptional consulting and configuration design using a single platform within a 16-week timeframe; adopted by all departments

Designed custom web-based reporting mechanism for information/data breach, thereby mitigating risk by potentially millions of dollars

Professional Experience

BrightFi (5/2022 - present)

Banking for your life. We help the unbanked, underbanked communities. Say goodbye to check cashing fees and waiting in line. We believe banking can and should be better using banking as a serivce

Solutions Engineer (5/2021 - 4/2022)

Participate in meetings facilitated by BrightFi sales or account management with customers, prospects, and business partners

Deliver tailored solution presentations to customers, including technical product demonstrations, to highlight solution capabilities and value add features

Work closely with Marketing, product development, product owner and implementation teams

Small startup, I worked closely with many departments assisting with many different items, support, implementation, creating PowerPoint presentations and user manuals

OnSolve (5/2021 - 4/2022)

Activate your crisis team anytime, anywhere. We help identify risks and communicate in real-time, all from one easy-to-use platform

Solutions Engineer (5/2021 - 4/2022)

Participated in meetings facilitated by OnSolve sales or account management with customers, prospects, and business partners

Delivered tailored solution presentations to customers, including technical product demonstrations, to highlight solution capabilities and value add features

Collaborated with Sales, Customer Success, and Project Management teams during the sales cycle to identify and uncover customer business goals, needs, pains, and to tailor customer specific product solution options discussions accordingly

Served as the solution expert and liaison between the customer and internal teams (i.e., Sales, Account Management, Customer Support, Product Management and Engineering)

Collaborated with customers and internal teams to provide consultative services to our customers, including onsite whiteboarding sessions and our product specific use case product demonstrations

NAVEX Global (9/2012 - 5/2021)

Provides leading GRC management solutions. Company policy, risk, incident, and procedure management, as well as code of conduct and industry benchmarking software solutions

Senior Solutions Engineer (12/2016 – 5/2021)

Supported Hunter Account Executives, assisting with SOWs, RFPs, RFIs and RFQs

oSupported Account Executives from initial sales introductions, providing baseline, scenario based, high level demonstrations, as well as detailed technical sales conversations

oAssisted Account Executives with creating quotes, discussing our products and services with prospective customers and assist with contract negotiations

oWorked closely with our product, implementation and customer succuess teams

Solutions Engineer (12/2013 - 12/2016)

Liaison between Sales, Product Engineering, and Implementation Specialists to deliver accurately scoped business requirements and solution designs

Primary sales support resource for Leaders of Business, Senior Directors, Strategic Accounts

Functioned as the primary liaison between the product team and international sales team

Provided sales engineering and account strategy for both internal and field sales representatives

Onsite client meetings to provide product demonstrations for Fortune 100/500 companies

Attended conferences

Worked closely with LOBs and Product Engineering on enhancement requests

Have technical discussions in a nontechnical manner

Solutions Consultant (9/2012 - 12/2013)

Liaison between Sales, Product Engineering, Implementation Specialists to deliver accurately scoped business requirements and solution design

Worked closely with our customer success teams to ensure the handoff after implementation to support went smoothly

Developed and maintain thorough understanding of functional architecture of system’s platform, modules, and features

Quantified clients’ business needs and identify value gained by leveraging Professional Services Methodology within Governance Risk and Compliance (GRC) programs

Education, Training, and Professional Development

Bachelor of Science, Social Science, Portland State University

Associate of Arts, Clackamas Community College

Associate of Science, Clackamas Community College

Selling Through Curiosity

Sandler Sales Training, Leadership, Management

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