Customer Success Manager @ From March 2014 to Present (1 year 10 months) Account Manager @ Utilize proprietary technology to build and optimize search engine marketing accounts for enterprise clients. Onboard new clients and deliver training both in-person and virtually. Deliver scheduled reports and ad-hoc requests. File and track bugs and new feature requests. Assist in training
Customer Success Manager @ From March 2014 to Present (1 year 10 months) Account Manager @ Utilize proprietary technology to build and optimize search engine marketing accounts for enterprise clients. Onboard new clients and deliver training both in-person and virtually. Deliver scheduled reports and ad-hoc requests. File and track bugs and new feature requests. Assist in training new hires. Attend conferences and staff company booth. Obtain Google AdWords Certification. From February 2012 to March 2014 (2 years 2 months) San Francisco Bay AreaBusiness Development @ The Lions is an angel-backed startup in San Francisco building a dominant data-driven hub of greater career opportunity for elite sales talent nationwide. So far, we've connected hundreds of reps in our exclusive community with the Founders, CEOs, and VPs of over 40 blue-chip angel and VC-backed startups with $1.2B in capital.
I joined The Lions at an early stage to help us grow into a dominant hub of data-driven career advice and job opportunities for elite sales talent nationwide. Day-to-day, I'm responsible for growing our network of elite salespeople within the Bay Area, providing them insider detail on any company they want to learn about, and (at the right time) helping them meet senior leaders at our hand-selected portfolio of companies. From August 2010 to January 2012 (1 year 6 months) Financial Analyst @ Support executive management team in day-to-day operations, forecasts, and ad-hoc requests. Manage accounting tasks, monthly close, and reporting for several accounts. Implement online system for electronic delivery and archive of client reports. Assist with high level banking needs such as large deposits, wire transactions, and loan compliance. Improve operational efficiencies with creative technological solutions. From March 2008 to March 2009 (1 year 1 month) Reporting Analyst @ Calculate, analyze, and report investment performance at multiple levels using various tools and applications. Lead and participate in the execution of projects to improve overall departmental efficiency and client satisfaction. Develop and implement new workflow procedures to improve accuracy and throughput. From June 2005 to March 2008 (2 years 10 months) Intern @ Support financial advisors and assist with recruitment of new accounts via research, analysis, and administrative projects. From May 2003 to May 2004 (1 year 1 month)
MBA @ Santa Clara University From 2007 to 2010 Bachelor of Science, Business @ Menlo College From 2000 to 2004 Jason Passanisi is skilled in: Personal Finance, Excel, Microsoft Office, Salesforce.com, Financial Analysis, Accounting, Phone Etiquette, Google Adwords Professional, SEM, Paid Search Strategy, Paid Search Campaigns, Microsoft Excel, PPC, Sales, Start-ups
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