Jeffery Jackson

About Jeffery Jackson

A progressive Professional Services Manager specializing in Business Process Management (BPM) and Robotic Process Automation (RPA) workflow optimization. I lead high-impact initiatives that drive efficiency, transformation, and business growth. Managing multiple project teams and BPM consultants across insurance, healthcare, and mutual funds, I ensure seamless execution of automation strategies. Focused on client relationships and workflow optimization, I bridge the gap between business needs and successful implementation, driving sustainable improvements. In a customer success role, I oversee onboarding, ensuring smooth transitions and lasting partnerships.

Experience

1. Implementation Consulting Manger

   SS&C Technologies

   May 2014 — Present

   I oversee multiple BPM and RPA projects, ensuring alignment with business objectives and operational efficiency. Leading multiple project teams, I optimize resource allocation and drive seamless execution of enterprise initiatives. I manage a group of BPM consultants across industries such as insurance, healthcare, and mutual funds, ensuring industry-specific process optimization. As a customer success manager during new client onboarding, I ensure smooth transitions, successful adoption, and long-term engagement. Focused on workflow optimization, I help clients enhance operational effectiveness and eliminate inefficiencies. I develop and refine statements of work contracts reflecting business priorities and client expectations. I spearhead cloud-based software transitions, collaborating with the executive leadership team to modernize operations. My experience spans engagements ranging from projects to multimillion-dollar initiatives ($1M–$5M), ensuring on-time delivery while proactively mitigating risks. Through strategic client partnerships, I shape business engagements that prioritize mutual success over transactional vendor relationships. I also deliver executive-level presentations, articulating company strengths, solutions, and proposals to key stakeholders.

Education

• Northwest Missouri State University

  Bachelor of Science

• Avila University

  Masters