Eric Jones

About Eric Jones

I’m an enterprise relationship manager with over a decade of experience leading strategic accounts, driving portfolio growth, and building high-impact partnerships across banking, fintech, and technology-enabled environments. I’ve spent my career managing complex client relationships, solving operational problems, and guiding customers through change with clarity and confidence.In my most recent role in business and commercial banking, I oversaw large portfolios, led client onboarding and digital banking adoption, coordinated credit and compliance teams, and served as the primary advisor for high-value commercial clients. My background includes KYC/AML expertise, lending strategy, process optimization, and executive-level relationship ownership.Alongside my banking career, I’ve built strong experience in technology-driven workflows, CRM platforms, customer lifecycle management, and cross-functional collaboration — all directly aligned with modern SaaS and fintech relationship management. I work comfortably with product, engineering, risk, and operations teams to support customer goals and drive adoption.What I’m known for:Managing and growing enterprise accountsHelping customers adopt new platforms and workflowsDriving renewals, retention, and long-term valueTranslating complex processes into clear business outcomesLeading QBRs, roadmap discussions, and multi-team initiativesI’m exploring opportunities in Business Banking, Commercial Relationship Management, SaaS Customer Success, and Fintech Relationship roles where I can bring a mix of financial expertise, technical curiosity, and strong partnership leadership.If you’re looking for someone who understands both financial clients and modern software ecosystems, I’d love to connect.

Experience

1. Treasurer- Member Board of Directors

   New America School

   Apr 2025 — Present · CO, US

   Serve on the Board of Directors for a 9–12 public charter school focused on providing quality education to underserved and immigrant youth. Offer strategic leadership, financial oversight, and policy guidance to support the school’s mission of equity and academic achievement. Partner with school leadership to ensure culturally responsive practices, inclusive community engagement, and measurable student outcomes that create long-term educational opportunity.

Education

• Front Range Community College

  Associate of Arts (A.A.), Business

  2008 — 2011

• Metropolitan State University of Denver

  Bachelor of Arts (B.A.), Hospitality, Tourism, and Events Managment

  2011 — 2013

Skills

• Hospitality
• Customer Service Management
• Travel Management
• Customer Service
• Banking
• Time Management
• Travel Planning
• Adventure Travel
• Tourism
• Training
• Sales
• Management
• Marketing
• Event Planning