Jacob Burris
Huntington Beach,CA
Summary
Dynamic sales professional with over 5+ years of experience driving revenue growth, building lasting client relationships, and consistently exceeding sales targets. Proven track record in both B2B and B2C sales environments, specializing in demo selling, lead generation, and closing high-value deals.
Overview
5
5
years of professional experience
3
3
Certification
4
4
years of post-secondary education
Work History
Account Executive
Shared Economy Tax & Advisory
04.2023 - Current
- Managed New Inbound Sales for our firm reporting directly to COO and CEO.
- Develop and implement tailored tax and advisory solutions for clients in the shared economy sector.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Drove successful product launches, coordinating with marketing and product development teams to ensure alignment with customer needs.
- Identified and addressed areas for improvement in sales strategies, leading to more efficient and effective sales cycles.
- Negotiated favorable terms in high-stake contracts, ensuring profitability and long-term partnership viability.
- Led negotiations, securing deals that aligned with both client expectations and company goals.
- Pioneered adoption of consultative selling approach, which became best practice within team.
Associate
Shared Economy Tax & Advisory
01.2022 - 04.2023
- Managed all new inbound leads/sales for Shared Economy Tax.
- Managed the upsell sales process for transitioning Retainer clients to Centurion Monthly Plans.
- Price out and upsell clients with RBM (Retainer Bookkeeping Manager) once books are completed.
- Create and send new client engagement letters.
- Send initial needs assessment questionnaire.
- Manage/own client check in calls (30, 60, 90, 120) - referral calls.
- Train and manage sales/account management associates.
- Support marketing efforts.
- Get low balance client retainer refreshes.
- Manage the Bookkeeping completed to Tax Return assigned stage.
- Handled billing disputes with clients
- Account Management for clients throughout their engagement with our firm. (Driving deliverables through pipeline)
Associate
Tax Hack Accounting Group
01.2022 - Current
- Support our COO from identifying leads to singing engagement letters.
- Supported tax-related projects, including gathering information for preparation and filing of tax returns.
- Conducted research and provided insights on tax regulations and compliance to our clients.
Marketing and Sales Specialist
IFront-End Technologies Inc
05.2021 - Current
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problemsolving.
- Provided first-rate service to all customers and potential customers.
Sales and Marketing Representative
Techtronic Industries (TTI)
02.2020 - 05.2021
- Acted as the Single Store Representative, focusing on maximizing sales with 1.7M within first year.
- Developed in-store marketing strategies to enhance product visibility and customer engagement.
- Built and maintained relationships with store management to optimize product placement and sales.
- Outside sales demo's identifying key and unique features our product has over competition.
Inside Sales Intern
Sendum
08.2019 - 01.2020
- Generated qualified leads and successfully moved them through the CRM pipeline for senior level sales staff.
- Assisted in the development of new training materials for incoming interns, ensuring they were prepared to succeed within their role.
- Enhanced team productivity with effective collaboration, sharing leads and market insights with colleagues.
- Conducted market research to identify new opportunities for expanding the company''s client base.
Sales and Marketing Intern
On Your Left! Marketing & Events
05.2019 - 08.2019
- Assisted in event operations and marketing for various B2B events.
- Conducted cold calling and outreach to generate new business leads.
- Supported the marketing team with social media campaign's.
- Demonstrated willingness and interest in learning new tasks and skills.
- Conducted market research to identify potential clients and developed tailored sales strategies.
- Enhanced overall efficiency by optimizing internal processes related to sales documentation management.
- Responded to general inquiries from members, staff and clients via mail, e-mail and fax.
Education
Bachelor of Science - Marketing
California State University, Chico
Chico, CA 09.2015 - 12.2019
Skills
- Sales Management
- Sales Strategy
- Negotiation / Rebutals
- Account Management
- Lead Development
- Marketing Strategy
- Lead Generation
- Sales Team Development
- Performance Tracking
- CRM Management
- Client Relationship Building
- Financial Analysis
- Market Research
Accomplishments
- Grew company profit margin 25% year over year through price increases and value added service upsells
- Exceeded monthly new sales quota 27/31 times
- Lead client transition to new engagement letter, billing, and time tracking systems
- Took over all billing and engagement disputes, vastly reducing refund requests and disengagements by 50%
- Spearheaded initiative to upsell over 300 clients to a new, higher priced, line of service - successfully converted over 70% of clients
- Successfully launched Pod Cast series with our firms CEO resulting in 50+ new clients
Certification
- Certificate of Communicative Leadership
Seufferlein Sales Program (SSP) at CSU, Chico
- Certificate of Analytical Leadership
Seufferlein Sales Program (SSP) at CSU, Chico
- Certificate in Professional Sales
Seufferlein Sales Program (SSP) at CSU, Chico
References
- Ashton Chanana, COO - Shared Economy Tax
-Ashton was my direct manager and can speak to my day to day activities & success
Phone: (310)-701-5993 Email: ashton.chanana@sharedeconomycpa.com
- Miguel Centeno, CEO - Shared Economy Tax
-Miguel was instrumental to my professional development and can speak to my professional growth
Phone: (512)-592-1402 Email: Miguel@sharedeconomycpa.com
- Renee Sobaram, Client Success Manager - Shared Economy Tax
-I worked very closely with Renee who was my counterpart on post-sales side
Phone: (954)-790-1797 Email: renee.sobaram@sharedeconomycpa.com
Playing guitar, fitness, outdoors, and my dog Cooper!
I love playing guitar and my saxophone in my free time. My favorite guitar brand is PRS. Going to the gym helps me recalibrate and refocus to make myself the best version of myself as possible. Being outdoors is just good for you, it helps with so many factors relating to your health. I have a Golden Retriever puppy who takes up a majority of my time because he is a handful but I love him!
Timeline
Account Executive
Shared Economy Tax & Advisory
04.2023 - Current
Associate
Shared Economy Tax & Advisory
01.2022 - 04.2023
Associate
Tax Hack Accounting Group
01.2022 - Current
Marketing and Sales Specialist
IFront-End Technologies Inc
05.2021 - Current
Sales and Marketing Representative
Techtronic Industries (TTI)
02.2020 - 05.2021
Inside Sales Intern
Sendum
08.2019 - 01.2020
Sales and Marketing Intern
On Your Left! Marketing & Events
05.2019 - 08.2019
Bachelor of Science - Marketing
California State University, Chico
09.2015 - 12.2019
[Certification Name], [Issuing Organization], [Year]
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