Jacob Alvarado

Leadership and Team Management:

• Manage a team of 8 Sales Associates
• Successfully scaled the Sales Associates team through an efficient hiring process and effective onboarding of new team members.

Stakeholder Collaboration:

• Collaborate internally and externally with stakeholders to onboard new merchants to our SaaS application platform, focusing on growing their Shopify revenue through SMS.

Merchant Portfolio Management:

• Manage a portfolio of 30+ merchants, achieving a 4x increase in incremental return on ad spend and a 30% increase in average new customer conversions.

Cross-Functional Collaboration:

• Partner with Customer Success and Account Executive teams to ensure each merchant's success and maximize their revenue potential.

Consulting and Advisory:

• Provide consulting to merchants on their journey with Postscript, ensuring it becomes their most profitable avenue for ad spend.

• Conducted extensive research to determine if outbound leads were viable business opportunities, resulting in a higher conversion rate by 10%.
• Developed strategic sequences for outbound prospecting that resulted in an increase of sales pipeline by 25%.
• Partnered with sales teams to increase pipeline by 50% through targeted outbound prospecting and account management
• Achieved 110% of quarterly quota in first two months through effective sales cycle management
• Developed relationships with C-level executives at companies with an average deal size of $35-$100k ACV selling SaaS subscription packages B2B.

• NMLS#: 2011357
• Purchase Mortgage Banker for the #1 Mortgage provider in the U.S helping 10-15 families achieve homeownership per mo.
• Managed an active portfolio of 30-50 loans per mo.
• Collaborated with internal associates and clients to complete and coordinate mortgage transactions within turn times of 14-45 days.
• Originated $4.7 million.
• Analyze and interpret financial and legal documents to ensure proper qualifications of roughly 250 loan files throughout 2021-22.

• NMLS#: 2011357
• Licensed in 14 states.
• Evaluated an average lead flow of 220-275 loan applications per month of loan documents, credit reports, income documentation, tax returns, asset and appraisal reports for accuracy completeness.
• Detailed in loan approval rational, including clearly noting income and asset calculations to properly recommend loan solutions in accordance with lending guidelines and clients' requirements.
• Managed a portfolio pipeline of 50-60 active loans in processing/underwriting handling customer relationships.
• Corresponded with internal associates and clients to coordinate mortgage transactions.
• 128 loans funded for over 46.9 million.

• Be apart of the Sales Force for multiple Dealerships under the Fletcher Jones Brand (Audi Beverly Hills, Mercedes Benz Newport Beach, Audi Fremont and Mercedes Benz of Temecula.
• Handled all sales accounts for the #1 Audi Dealership at Audi Beverly Hills from 2017-2019.
• Initiated 18-32 sales opportunities per mo. with contact clients through internet requests, lease retention, inbound sales calls.
• Determined client needs and suggesting appropriate products/services for 52-65 clients per mo.
• Reported to the Business Development Manager on (weekly/monthly/quarterly) sales results.
• Sold 400+ units in my tenure.