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Jaren Bottema

Jaren Bottema

Customer Success professional with 8 years of experience

Talent
ColumbiaMember since September 24, 2026
Client Implementation & OnboardingPlatform Configuration & TrainingAccount Management & RetentionCross-Functional CollaborationSaaS PlatformsHealthcare / Dental Practice WorkflowsCRM & Pipeline Management (Salesforce)Troubleshooting & Issue Resolution
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Client Implementation & OnboardingPlatform Configuration & TrainingAccount Management & RetentionCross-Functional CollaborationSaaS Platforms

About

Customer Success professional with 8 years of experience owning the full customer lifecycle — implementation, onboarding, training, and long-term account management — across SaaS and healthcare platforms. Proven track record of leading new client go-lives, configuring products to fit each client's workflow, and turning at-risk accounts into loyal, long-term partnerships. Comfortable managing 30-40+ client relationships at once, troubleshooting issues quickly, and partnering cross-functionally with support and product teams to make the product better for everyone.

Experience

Account Coordinator at Sunbit (2025-07 – Present)

  • Own the full onboarding and implementation lifecycle for 30–40 dental and healthcare office accounts each month, configuring Sunbit's BNPL platform to fit each practice's workflow and guiding them to a successful go-live.
  • Run live training sessions with front-office staff, coaching them to offer financing consistently and confidently across both prime and subprime patient segments.
  • Monitor usage dashboards to spot trends and proactively reach out with best practices, helping push average purchases per practice up to 4.3 a month with an average loan value around $1,200.
  • Act as the day-to-day point of contact for client questions, partnering with sales, support, and product teams to diagnose and resolve system bottlenecks quickly.
  • Walk practices through compliance requirements and risk policies, and flag suspicious activity to the internal risk team when needed.

Sales Specialist at Aura (2024-04 – 2025-07)

  • Built trusted, long-term relationships with key accounts through regular check-ins, consistently hitting 100% of quota month over month.
  • Owned customer retention end-to-end — fielding inbound cancellation requests and running outbound save campaigns to protect recurring revenue.
  • Trained new hires on product knowledge and sales process, helping ramp them to full productivity faster.
  • Partnered with Salesforce architects to improve workflows across sales and retention operations.
  • Advised customers on online security and digital asset protection, translating technical concepts into clear, actionable guidance.

Paid Media Account Manager at Logical Position (2023-10 – 2024-03)

  • Served as the main point of contact for a book of small-to-medium business clients' PPC campaigns and broader digital marketing strategy.
  • Built performance reports and presented results and growth opportunities to senior management.
  • Kept accurate CRM records across multiple accounts while managing competing deadlines.
  • Provided hands-on technical support to clients when campaigns needed troubleshooting.

Renewal Account Manager at MarketStar (Asana Account) (2022-08 – 2023-10)

  • Managed contract renewals for Asana's mid-market customers, negotiating terms and pricing to maximize revenue retention.
  • Identified upsell and cross-sell opportunities within the existing customer base to grow account value.
  • Reported on renewal rates and customer trends to leadership to inform planning and strategy.
  • Partnered with finance, sales, and support teams to resolve customer escalations quickly.

Account Executive – Sales at Yelp (2020-11 – 2021-12)

  • Built relationships with small business owners across the US and Canada to grow their advertising with Yelp, bringing in over $105K in sales revenue within 12 months.
  • Advised customers on which advertising options fit their goals and handled escalations with a focus on long-term retention.

Account Manager, B2B Business Development at MarketStar (Dropbox Account) (2018-10 – 2020-04)

  • Maintained a 91% customer satisfaction score for 12 straight months while managing up to 80+ chat interactions a day.
  • Gathered client feedback through pilot programs that led to real changes in Dropbox's site and app UX, including pricing and landing pages.
  • Helped customers with product training, plan upgrades, and getting more value out of their subscription.
  • Sat in on weekly meetings with Dropbox's marketing and product teams to share customer feedback.

Credit Repair Specialist at Lexington Law (2018-05 – 2018-10)

  • Built rapport with clients, explained services clearly, and managed inbound/outbound calls about credit history.
  • Converted 20% of inbound credit repair inquiries into sales.

Education

Criminal Justice – Utah Valley University

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