Jonathan Martin
Customer Success Manager @SS&C Intralinks
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WORK HISTORY
Customer Success Manager @SS&C Intralinks
New York, NY, US
Debit Capital Market focused CSM, overseeing a new product launch for the loan syndication market. Successfully onboarded 8 new clients in our controlled availability stage globally.• Successfully created the CSM training manual for future use of new and existing CSM.• Currently overseeing a book of business of around 20 to 30 clients ranging from 5 million to 6 million in ARR. • Created all CSM certifications for the training team. I also graded those certifications and executed the onboarding CSM walk-throughs.• Created the 10-point email needed for the integration of Salesforce within the platform.• Built client training manuals, product guides, cheat sheets, and video tutorials ensuring ease of use in the platform.• Worked directly with new clients during onboarding and troubleshooting of issues through video conference, phone, or in person.• Responsible for working directly with the product team to ensure a smooth rollout of the new product.• Conduct daily feedback meetings with the product team to uncover any potential roadblocks or issues clients would encounter. • Lead CSM on the release of the new SecurityHub platform, responsible for onboarding clients, training internal CSMs, and creating guides for in-house
EDUCATION
The Culinary Institute of America
Associate's degree, Culinary Arts Managment
ABOUT JONATHAN MARTIN
Combines over 20 years of sales, retail operations, and leadership experience with a history of fast track promotions within a nationally recognized grocery chain. Supports regional growth by hiring and developing top talent, with proven success in leading and motivating groups under a shared strategic vision. Well-versed in all areas of store financial operations, with experience managing inventory, purchasing, and profit margins to turn around underperforming units. Empower team members through leading by example, and by championing a culture of collaboration, open communication, and trust.
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