Jacob Nicholson
Portland
Summary
Energetic and organized individual with strong communication and problem-solving skills. Deep understanding of customer relations coupled with proficiency in project coordination. Dedicated to driving efficiency and optimizing workflows to enhance organizational performance.
Overview
11
11
years of professional experience
Work History
Business and Cooperative Loan Technician
USDA Rural Development
10.2024 - Current
- Streamlined communication between various departments involved in the grant and loan process, leading to a more efficient workflow.
- Ensured proper documentation was collected from applicants prior to submission for underwriting review, decreasing instances of delays due to missing information.
- Collaborated with loan specialists to expedite the approval process, resulting in faster disbursements of grants and loans.
- Learned to use multiple government and private sector computer systems, databases, and web portals necessary for grant and loan approval and disbursement processes
Business Development Representative
Sopheon
09.2023 - 05.2024
- Designed and executed pre-sales campaigns to generate interest in Sopheon’s suite of product and project management tools, researched key accounts in my territory to create personalized cold outreach, and secured meetings for account executives.
- Increased client base by identifying potential customers and initiating strategic outreach.
- Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
Business Development Representative
Momentive
01.2022 - 10.2022
- Worked alongside Account Executives to conduct account research, identify likely product fit, and find best contacts for outreach.
- Maintained a daily average of 80 outbound activities (calls, email, and LinkedIn), and scheduled a minimum of 6 monthly meetings resulting in qualified opportunities.
Sales Development Representative
ZoomInfo
07.2021 - 01.2022
- Called, emailed, and qualified inbound web traffic to turn leads into qualified prospects, set appointments with the inside sales team, and maintained CRM hygiene
- Met and exceeded expectation of 125 calls per day, as well as utilizing email, text, and social media to reach leads
Sales Advisor
Shift
03.2021 - 07.2021
- Maintained outbound and inbound phone traffic, guided customers through the purchasing process, maintained records in our CRM software, resolved objections and solved problems for our customers and implementation team to come to mutually beneficial arrangements
Sales Development Representative
Shift
10.2020 - 03.2021
- Qualified sales leads and setting appointments, maintained call volume of at least 70 inbound and outbound calls per day, and met and exceeded quota of 50 completed appointments per month
Sales Representative
Subaru
04.2018 - 03.2020
- Assisted walk-in customers with their auto purchase, leveraged product knowledge and fact-finding questions to guide customers to a vehicle that fits their needs
- Handled customer objections to steer customers towards a same day purchase, and maintained contact with those customers who did not buy on their first visit to bring them closer to a purchasing decision
Machinist Mate
US Navy
02.2014 - 02.2018
- Read and interpreted technical documentation.
- Planned and prioritized service actions on shipboard equipment.
- Reduced machine downtime by performing regular maintenance checks and repairs as needed.
- Inspected, repaired and replaced system components.
- Coordinated with other teams on the ship as well as civilian contractors to implement large scale repairs, as well as routine maintenance.
Education
High School Diploma -
Seymour High School
Portland, OR06-2011
Skills
- CRM management
- Goal-oriented mindset
- Sales experience
- Scheduling management
- Customer relations
- Creative problem solving
Timeline
Business and Cooperative Loan Technician
USDA Rural Development
10.2024 - Current
Business Development Representative
Sopheon
09.2023 - 05.2024
Business Development Representative
Momentive
01.2022 - 10.2022
Sales Development Representative
ZoomInfo
07.2021 - 01.2022
Sales Advisor
Shift
03.2021 - 07.2021
Sales Development Representative
Shift
10.2020 - 03.2021
Sales Representative
Subaru
04.2018 - 03.2020
Machinist Mate
US Navy
02.2014 - 02.2018
High School Diploma -
Seymour High School
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