Jonathan Chavez
About Jonathan Chavez
Jonathan Chavez is a Customer Success Manager with experience in managing client relationships and data reporting. He has worked at Primary.Health since 2022 and previously held similar roles at Spruce Technology, Inc. and GlobTek, Inc.
Work at Primary Health
Jonathan Chavez has been serving as a Customer Success Manager at Primary.Health since 2022. In this role, he focuses on enhancing client experiences and ensuring successful adoption of the Primary platform. He has developed training materials, including PowerPoint presentations, video recordings, and step-by-step guides, to facilitate client understanding. His responsibilities also include collaborating with engineering and product teams to launch new product features, contributing to improved client satisfaction.
Previous Experience in Customer Success
Before joining Primary.Health, Jonathan Chavez worked at Spruce Technology, Inc. as a Customer Success Manager from 2018 to 2022. During his tenure, he utilized Smartsheet to manage and track client issues, ensuring comprehensive oversight from initiation to resolution. His role involved direct interaction with clients to address their needs and enhance their overall experience with the company's services.
Internship Experience at GlobTek, Inc.
Jonathan Chavez completed two internships at GlobTek, Inc. He first worked as a Data Entry Intern from 2015 to 2016, followed by a position as an Associate Account Manager Intern from 2016 to 2017. These internships provided him with foundational skills in data management and client account handling, contributing to his professional development in customer success roles.
Education and Expertise
Jonathan Chavez earned a Bachelor of Science degree in Psychology from Plymouth State University, where he studied from 2014 to 2018. His educational background has equipped him with insights into human behavior, which he applies in his customer success management roles to better understand and address client needs.