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Jake Peters

Jake Peters

Education Consultant - Systems specialist

Talent
FallbrookMember since August 1, 2026
JenzabarPeopleSoftProcess DocumentationWorkflow TestingData ValidationCorporate Account GovernanceAccount RenewalsProcess ImprovementOperational Excellence
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JenzabarPeopleSoftProcess DocumentationWorkflow TestingData Validation

About

Corporate education and enrollment operations professional with 10+ years of experience at GIA supporting key accounts, corporate education programs, client and student communications, CRM administration, contract coordination, account governance, application and enrollment management, reporting, process improvement, and cross-functional service delivery. Proven track record supporting 50+ corporate education accounts, managing high-volume enrollment operations, developing reporting solutions, supporting account renewals, and partnering with stakeholders across multiple departments to deliver exceptional client experiences. Extensive experience with Salesforce, Jenzabar, PeopleSoft, operational excellence initiatives, and corporate education account management.

Experience

Admissions Advisor / Former Admissions Supervisor / Admissions Representative at Gemological Institute of America (GIA) (2016-05 – Present)

  • Serve as a primary resource for prospective, admitted, and current students, providing guidance on application requirements, enrollment processes, documentation, scheduling, registration, academic policies, and program offerings.
  • Manage high-volume communications across phone, email, text, virtual, in-person, and campus tour channels while ensuring timely follow-up, exceptional service, and accurate CRM activity tracking.
  • Supported onboarding, enrollment management, account maintenance, client communications, issue resolution, and service delivery for 50+ corporate education accounts, coordinating with internal stakeholders to support more than 1,000 enrollments and ensured a seamless client experience.
  • Contributed to Global Corporate Education initiatives by identifying account opportunities, developing presentations, documenting workflows, recommending process enhancements, and supporting client-facing improvements.
  • Collaborated with New York and Carlsbad teams during the transition of corporate lab enrollment operations and trained team members on block enrollment functionality.
  • Partnered with Salesforce, IT, consultants, Education Records, Marketing, and leadership teams on CRM/SIS integrations, workflow testing, data validation, and operational readiness efforts.
  • Played a key role in PeopleSoft-to-Jenzabar transition initiatives and Salesforce integration projects by documenting defects, validating fixes, and clarifying business requirements.
  • Partnered with Salesforce teams to redesign lead management workflows, improving CRM organization, reporting accuracy, operational efficiency, and data integrity.
  • Maintained accurate CRM records and activity tracking while supporting reporting needs, enrollment metrics, pipeline visibility, and operational decision-making.
  • Coordinated corporate account agreements, contract-related documentation, approval workflows, and account records supporting onboarding and ongoing account management.
  • Assisted with corporate account governance activities, including eligibility reviews, benefit administration, documentation retention, renewal tracking, and stakeholder communications.
  • Developed and maintained reports, dashboards, and enrollment tracking tools used by leadership and operational teams to monitor pipeline activity, enrollment trends, account performance, and key operational metrics.
  • Analyzed enrollment data, client feedback, and operational trends to identify opportunities for process improvements and enhanced service delivery.
  • Partnered with leadership and cross-functional stakeholders to support account renewals, corporate education growth initiatives, reporting needs, and operational planning efforts.
  • Maintained high levels of CRM data integrity through auditing, data validation, activity tracking, process documentation, and continuous improvement initiatives.
  • Served as a trusted resource for internal stakeholders by providing reporting insights, operational recommendations, troubleshooting support, and guidance on enrollment and account management processes.
  • Trained and onboarded new team members on Salesforce, Jenzabar, enrollment procedures, communication standards, SOPs, and operational best practices.

Social Media Coordinator Intern at Give and Surf (2018-09 – 2019-01)

  • Supported website updates, content planning, campaign development, organizational messaging, and digital engagement initiatives.

Field Director & Website Manager at Hands in Nepal (2014-10 – 2019-01)

  • Managed community projects, disaster relief initiatives, fundraising efforts, stakeholder communications, and website management activities.

Assistant Manager at G&R Automotive (2008-11 – 2016-05)

  • Oversaw customer service operations, scheduling, inventory management, invoicing, workflow coordination, and issue resolution in a high-volume service environment.

Education

Master of Arts in Leadership Studies – University of San Diego (2019)

Bachelor of Arts in Global Studies – California State University San Marcos (2014)

Associate of Arts in Liberal Studies – Palomar College (2011)

Skills

Education Consultant - Systems specialist

Reviews

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