Dan Jachera
Pompton Plains,NJ
Summary
Highly organized and motivated individual with a demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing multiple teams at once. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Account Executive/ BDR
BQE Software
02.2022 - 03.2023
- Achieved consistent sales quota or exceeded targets by effectively selling BQE Software's leading cloud-native platform to professional services firms.
- Demonstrated expertise in B2B SaaS sales within a high-velocity inside sales environment, generating significant revenue for the company.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Built and maintained a strong sales pipeline through effective lead qualification, nurturing, and follow-up activities.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Successfully managed the entire sales cycle, from prospecting and initial contact to negotiation and contract.
- Established strong relationships with key decision-makers and stakeholders in target organizations, leading to increased sales and customer retention.
Virtual Engagement Associate
Morgan Stanley
10.2020 - 11.2021
- Use the Firm's digital tools on behalf of Financial Advisors to enhance client relationships and generate increased business.
- Manage Financial Advisor's digital presence via channels such as Social Media and FA Websites. Tasks would include (but not limited to) initial set-up, monitoring metrics, and updating /posting new content.
- Publish client newsletters, created from pre-approved content,on behalf of Financial Advisors to create consistent communication catered to specific audiences.
- Proactively analyze client relationships and make recommendations to Financial Advisors on how to supplement the client experience.
- Establish, maintain and support strong working relationships with their Financial Advisors.
Education
Bachelor of Arts - Economics
Rutgers, The State University of New Jersey
New Brunswick, NJ05.2019
Skills
- Strategic Selling
- Client Correspondence
- Salesforce
- Strong organizational, time management, and follow-up skills
- Ability to work independently to asses user requests and execute within set standards, process and timelines
- Outreach Initiatives
Accomplishments
2022 BQE Top Sales Development Award- Most Meeting Held
Certification
FINRA Series 7 Certifcation
FINRA Series 66 Certification
Timeline
Account Executive/ BDR
BQE Software
02.2022 - 03.2023
Virtual Engagement Associate
Morgan Stanley
10.2020 - 11.2021
Bachelor of Arts - Economics
Rutgers, The State University of New Jersey
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