Jack Shortell
New York,NY
Summary
Results-driven Account Executive with a strong track record of driving sales revenue and managing client relationships in both the public and private markets.
Overview
5
5
years of professional experience
Work History
Manager, Account Executive
Preqin
New York, NY
03.2024 - Current
- Hired by Preqin in a hybrid capacity (new business & account management)
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory (North East)
- Recorded the most demos booked in an AE's first selling month in Preqin's 21-year history.
- Performed product demos at conferences, meetings, seminars, and other venues as necessary.
- Created marketing materials, including brochures and presentations, to showcase products and services.
- Managed and grew multiple client accounts by providing ongoing support and identifying new growth opportunities within their Preqin subscription
Account Executive
Proactive Investors
New York, NY
03.2022 - 03.2024
- Joined Proactive as an account executive to grow their client-base in North America
- Responsible for the entire sales process (i.e. prospecting, discovery, demo’s, negotiation, etc.) ▪ Quickest sale (from onboarding to deal closed) in company’s 20-year history
- Top revenue generator across the international sales team in Q2 of 2022.
- Top revenue generator across the international sales team in Q1 and Q3 of 2023.
- Successfully achieved $600k quota in 2022 by 120%
- Successfully achieved $800k quota in 2023 by 105%
Manager
GLG
New York, NY
03.2021 - 03.2022
- Joined GLG’s New Business Team in a hybrid role (Sales and Account Management)
- Sales: full sales cycle AE responsible for sourcing new clients
- Account Management: primary point of contact for 1st year GLG clients (Private Equity/Hedge Funds)
Senior Research Associate | Strategic Projects
GLG
New York, NY
07.2019 - 03.2021
- Led end-to-end project execution of 500+research projects, driving success by developing targeted search strategies, recruiting and qualifying candidates, and delivering exceptional results to clients
- Managed senior client relationships across 100+ PE and VC firms, driving key account growth and surpassing individual targets quarter over quarter
- Successfully managed up to 10 concurrent search engagements, consistently delivering high-quality results for time-sensitive requests in a fast-paced, demanding environment.
Education
Bachelor of Science - Finance
Elon University
Elon, NC05-2019
Skills
- Business Development
- Outbound Sales
- Sales and digital marketing
- Sales Forecasting
- Contract Negotiation
- Lead Generation
- Pipeline Management
- Customer Relationship Management
Affiliations
- Surfing
- Sailing
- Rugby
Languages
Chinese (Mandarin)
Limited
Timeline
Manager, Account Executive
Preqin
03.2024 - Current
Account Executive
Proactive Investors
03.2022 - 03.2024
Manager
GLG
03.2021 - 03.2022
Senior Research Associate | Strategic Projects
GLG
07.2019 - 03.2021
Bachelor of Science - Finance
Elon University
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