Summary
Overview
Work History
Education
Skills
Websites
Timeline
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JAKE ARTHUR

Cleveland,Ohio

Summary

Motivated account executive with a proven ability to build strong client relationships, drive successful sales campaigns, and effectively manage teams of account managers. Adept in financial analysis, providing exceptional customer service, and solving complex problems. Experienced in coordinating activities across multiple departments to achieve strategic objectives.

Overview

6
6
years of professional experience

Work History

ACCOUNT EXECUTIVE

MRI SOFTWARE
2021.12 - Current


  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Streamlined account management processes for increased efficiency and improved client retention rates.
  • Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
  • Prepared additional quotes for current clients to upsell products and services.
  • Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
  • Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.

Financial Representative Intern

Northwestern Mutual
2018.12 - 2019.05
  • Utilized strong attention to detail when developing financial strategies for clients
  • Demonstrated phone skills while calling and speaking with potential clients
  • Demonstrated strong sales skills while presenting financial strategies to clients.

Education

BBA, Required to learn and use Microsoft Excel and its functions. Comfortable using Excel’s features for things such as financial forecasting, projections, probabilities, and data recording/organization. Learned how to use Excel for business-like reasons and to comfortably communicate information to peers., Entrepreneurship courses helped solidify the idea that there’s always a way if there’s a will. These courses made me think about ways in which businesses can improve and become more efficient. -

KENT STATE UNIVERSITY
08.2021

Skills

  • Communication
  • Prospecting
  • Organization
  • Leadership
  • Pipeline Management
  • Relationship building and management
  • Account Management
  • Client Relationship Building
  • Strategic selling
  • New business opportunities
  • Sales Quota Achievement

Timeline

ACCOUNT EXECUTIVE

MRI SOFTWARE
2021.12 - Current

Financial Representative Intern

Northwestern Mutual
2018.12 - 2019.05

BBA, Required to learn and use Microsoft Excel and its functions. Comfortable using Excel’s features for things such as financial forecasting, projections, probabilities, and data recording/organization. Learned how to use Excel for business-like reasons and to comfortably communicate information to peers., Entrepreneurship courses helped solidify the idea that there’s always a way if there’s a will. These courses made me think about ways in which businesses can improve and become more efficient. -

KENT STATE UNIVERSITY
JAKE ARTHUR