Seismic

I partner with the largest financial institutions and organizations in the world to help build and mature active global social media programs that get results and build relationships.

Using story-telling and proven case studies I help program managers target their users to optimize the value of each connected employee - whether your social program is focused on employee advocacy, relationship management, prospecting/leads, or brand awareness.  I help de-mystify social media for executives, middle management, sales leadership and every employee in between using Seismic LiveSocial.

Customer Success Director

Mamma Finance

I am passionate about empowering families and educators to teach the next generation about positive financial behavior.  Deliver workshops, keynotes, or resources for families and educators to share strategies for healthy budgeting, financial literacy and forming sound, simple money habits and resources/tools to share with kids ages 5-19.

Founder

Grapevine6

At Grapevine6 I had the pleasure of working with our largest Wealth Management clients to help start, train, build and mature their social media programs within a highly regulated industry.  

I worked with the G6 founders to help build deep multi-threaded relationships with my clients to expand their social media programs and get the program-owner promoted within their organization.

Client Success Manager

J.P. Milton Consulting

Helping organizations lead efforts to healthy, adopted, referenceable customers that achieve value based outcomes and are eager to expand their use across client organizations.
Immediate Deliverables: 
- Customer Adoption - Identify challenges, create/run plays to increase adoption
- Develop cross-functional knowledge across Technology teams IT Sec/Ops and Infrastructure
- Renewal/Expansion focused
- Define and deliver strategic roadmap
- Qualitative Data - Listening and measuring customer
- Customers biggest fan!!

Customer Success Leader/Consultant

Hearsay Systems

Collaborate across multiple teams and partners including support, sales, professional services and executives to drive new sales, identify service offering opportunities, and reduce/eliminate churn.  Develop and build relationships with C-level contacts to drive business development across multiple lines of business. (Saas)

Customer Success Executive

Appway

Customer relationship manager and advocate. Engaged with C-level enterprise client contacts, program managers, project managers and product leads to develop and implement digital banking platforms/systems for Private Banking and Wealth/Financial Advisors. Managed client-life cycle management (CLM) programs and expanding the client-vendor relationship, delivering on value and having 100% renewal. (Software platform and professional services).

North America Customer Relationship Manger / Customer Success

Markit

Buy-side and sell-side account management. Managed priority client accounts, operations and projects cross-functionally with multiple teams to increase asset manager coverage with strategic initiatives while coordinating with development teams to improve customized growth solutions for clients.  Established and oversaw the client adoption, training and development of best practices and continually drive incremental value and return on the client investment.  Participated and steered content and strategic planning with internal and client working groups.  Scheduled presentations and training demonstrations to C-level partners, clients or prospects for all service offerings, as well as upcoming functionality and licensing opportunities

Consistently exceeded annual goals, accelerating client activity and growth more than 130% for 3 years.

Successfully upgraded and up-sold existing client accounts for over 50% of client list, directly increasing net revenue, surpassing expected account activity month-over-month. (SaaS model)

Vice President - Markit Counterparty Manager

Operations manager - Managed daily operations for multiple teams locally and offshore remote while coordinating the recruiting, training and mentoring team members and continuously motivating overall group success.  Worked with product team to address client needs and prioritize product road map. 
 Worked directly with clients to streamline the operational processes, while assisting with point-of-contacts for prospects and renewal contracts. Developed reporting and metrics to manage teams, track and analyze improvements.

Fostered client relationships with senior contacts to ensure a good connection with key decision makers. (Saas and outsourced services)

Vice President - WSOFax/Data

J.P. Morgan FCS Corp

Created and updated the marketing materials and transaction proposals. Communicated software specific customization requests to software developers and consultants.  Managed marketing/business development budget of over $300,000; organized sponsorship for trade shows; designed and maintained client/prospect information database; draft and reviewed legal documents such as non-disclosure agreements, request for proposals (RFP’s), contracts and amendments.
	
Key developer of proof of concept (POC) project management activities which included extensive testing of customized software applications meant to assist sales teams in closing important accounts

Completed Request for Proposal (RFP)/Request for Information (RFI)– Proactively created an RFP template for the sales team to present to prospects

Managed process of creating, editing, and publishing new informational marketing material for the company’s products and services distributed at conferences in the United States and Europe.

Business/Sales Analyst

SIMON, PERAGINE, SMITH & REDFEARN, LLP

Responsible for developing and leading a team of 10 associates for receipt of lawsuits, motions, filings, and internal documents on behalf of clients in 34 states.

Assistant Director

I partner with the largest financial institutions and organizations in the world to help build and mature active global social media programs that get results and build relationships.

Using story-telling and proven case studies I help program managers target their users to optimize the value of each connected employee - whether your social program is focused on employee advocacy, relationship management, prospecting/leads, or brand awareness. I help de-mystify social media for executives, middle management, sales leadership and every employee in between using Seismic LiveSocial.

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Jennifer Milton's Linkedin Analytics

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Jennifer Milton's Linkedin Analytics