Jeff Schaffner
Operational Strategy & Training Consultant, Set 2 Close @Set 2 Close | B Corp™
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WORK HISTORY
Operational Strategy & Training Consultant, Set 2 Close @Set 2 Close | B Corp™
CA
I serve as the bridge between strategic RevOps and successful client enablement for Set 2 Close, combining deep RevOps consulting with high-impact client training. I am dedicated to driving client success, high platform adoption, and efficient revenue operations post-onboarding.RevOps & Strategy Consulting:I engage with client stakeholders to conduct comprehensive diagnostics of their Revenue Operations (RevOps). By applying structured methodologies, I analyze client-specific needs and proactively monitor usage metrics to identify critical adoption or efficiency gaps. My goal is to craft and propose strategic improvements to the client enablement process, documentation standards, and overall Go-To-Market (GTM) methodology. This work directly informs a path to successful platform adoption and maximum client ROI.Client Enablement & Training:I design, develop, and deliver engaging, custom training programs for clients, specializing in HubSpot, CRM, sales tools, and marketing automation. My curriculum is rooted in Adoption Enablement, focusing on empowering clients to achieve their business goals—not just learn system features. Success is measured by achieving 4.7/5 client satisfaction and ensuring 90% of clients report confident, independent CRM management post-completion.
EDUCATION
Thompson Rivers University
Bachelor's degree, Business/Commerce, General
SKILLS
ABOUT JEFF SCHAFFNER
I build and lead Account Management divisions that scale. My work sits at the intersection of Client Success, Revenue Growth, and RevOps Process Development by aligning Sales, Service, and Operations into frameworks that consistently deliver measurable results.Currently serving as Senior Account Manager (operating as Director of Account Management) at a HubSpot Elite Solutions Partner, I design systems and lead teams that transform account management from “relationship support” into a core driver of growth, renewals, and expansion revenue. My leadership is focused on creating structure, empowering teams, and ensuring clients achieve long-term ROI.Key outcomes and initiatives• Scaled Account Management team from 1 to 6 within a year through structured hiring, training, and process development• Partnered with leadership to grow the company from 12 to 35 employees in under 12 months• Onboarded the company to Confluence, creating a standardized SOP library for Account Management, Project Management, and RevOps processes• Designed HubSpot, Teamwork, and Vasco reporting frameworks to track revenue, forecasting, and fulfillment KPIs• Standardized onboarding, renewal, and upsell processes, reducing delivery friction and increasing recurring revenue opportunities• Taught and implemented Sales Methodologies (Sandler, SPICED, Revenue Architecture) to strengthen client-facing teams and drive adoption of best practices• Structured expansion projects, Schedule B retainers, and long-term client roadmaps in collaboration with executive leadershipI thrive in SaaS and B2B environments where process development, RevOps strategy, and Account Management leadership directly impact growth. My focus is on building repeatable systems that scale, while maintaining strong client relationships that lead to retention and expansion.
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