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James RecordsJR
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James Records

@jamesrecords

I lead enterprise account programs that improve customer outcomes, revenue growth, and operational execution.

United States
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What I'm looking for

I'm looking to lead enterprise customer programs where I can strengthen client relationships, align cross-functional teams, use data to improve delivery, and drive retention, growth, and long-term customer value.

At Coates Group, I lead McDonald’s US enterprise rollout and modernization programs totaling more than $300M, coordinating executive stakeholders, field operators, partners, and internal teams through implementation, migration, and launch readiness.

Across customer success, account management, and business development roles at Kotis Design, Feather, 226 Companies/Compel, and Echo Logistics, I’ve managed key accounts, exceeded sales targets, built a $500K pipeline in two months, and supported complex client delivery. I use data, KPIs, forecasting, and strong stakeholder relationships to improve retention, identify expansion opportunities, and deliver measurable customer value.

Experience

Work history, roles, and key accomplishments

Coates Group logoCG
Current

Account Manager, McDonalds US

Apr 2025 - Present (1 year 5 months)

• Lead a nationwide enterprise rollout for McDonald's US and territories, overseeing large-scale client implementation, launch readiness, and migration onto Coates' proprietary software platform (~$300M multi-year program).
• Manage a parallel $50M enterprise modernization program supporting large-scale asset replacement and lifecycle upgrades across an existing national footprint.
• Serve as prim

Kotis Design logoKD

Customer Success Manager

Jan 2022 - Jan 2025 (3 years)

• Cultivated and managed 65+ key accounts. Applied pipeline development and maintenance strategies to meet and to exceed $1.3M average quarterly sales quotas ($5.2M annual). Implemented collaborative client meetings and business reviews to build culture of exceeding customer expectations and to support role as a trusted business partner.
• Achieved average 95% customer satisfaction with Customer S

Feather logoFE

Business Development Lead

Jan 2022 - Jan 2022 (0 months)

• Built a $500K sales pipeline in 2 months. Managed relationships with key strategic partners and client executives to establish and to extend brand partnerships and revenue growth.
• Collaborated with account management, finance, merchandising, and logistics on deal structure and quotes.

226 Companies/Compel logoC

Account Manager

Jan 2020 - Jan 2022 (2 years)

• Directed team of about 50 sales representatives and dealers across 30 states and Canada.
• Consistently surpassed quarterly sales quotas. Delivered 200% of 2021 quota and 43% of total company revenue.
• Trained national dealerships on brand positioning and inventory management to elevate customer experience. Managed and analyzed client data and coordinated across functions and departments to lif

J&L Catering logoJC

Event Planner

Jan 2018 - Jan 2020 (2 years)

• Planned and executed 90+ events up to 300-person functions. Managed multiple venues and assisted with numerous additional events.
• Interacted regularly with C-level and senior executive clients on matters from negotiation to execution.
• Provided strategy and design for company branding initiative, including graphics and logos.

Echo Logistics logoEL

Senior Account Executive

Jan 2014 - Jan 2018 (4 years)

• Headed client projects from concept to delivery, including scope, scheduling and timelines, budgets, resource planning and management, communications, risk management and mitigation, and project accountability.
• Expanded revenue and customer base by proactively creating customized client profiles embracing logistics solutions, implementation processes, communication expectations, and related s

Education

Degrees, certifications, and relevant coursework

LC

Loyola University Chicago

Bachelor of Arts and Sciences, International Film & Media Production

2008 - 2012

DS

DeSmet High School

High School Diploma, General Studies

2004 - 2008

Completed high school education, building a foundation for further academic pursuits.

DS

DeSmet High School

2004 - 2008

Tech stack

Software and tools used professionally

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