JAKE POREDA
Oakland,CA
Summary
Strategic and results-driven sales professional with a proven track record in fin-tech and banking, boasting 17 years of experience. A dynamic problem solver and influential leader, excelling in driving successful sales engagement by cultivating lasting partnerships. Thriving in dynamic environments with minimal oversight. Passionate about embracing change.
Demonstrated ability to exercise outstanding independent judgment, creativity, and initiative, setting apart from peers. Consistently drives results based on sound business judgment and acumen. Poised to contribute to the continued success and growth of fin-tech and banking initiatives through strategic thinking and leadership.
Overview
17
17
years of professional experience
6
6
years of post-secondary education
2
2
Language
Work History
E-Receivables Consultant III, VP
Wells Fargo
Oakland, CA
09.2018 - Current
- Provide digital payment solutions for Commercial Banking clients $50MM+ in SF, East Bay, and North Bay markets
- 2019 Runner up for Golden Spoke award (179% of goal) with net new recurring revenue of $567,000
- 2020 participated in M&A "Project Goal Post" to begin dissolving and integrating WF's JV partnership with FiServ
- 2021 152% of goal with $532,000 in net new recurring revenue
- 2022 107% of goal with $535,000 in net new recurring revenue
- 2023 127% of goal with $698,500 net new in recurring revenue
- 2023 collaborated on M&A "Project Uplift" to standardize processes and supporting documentation in preparation of dissolving JV partnership with FiServ
- Conduct detailed Business Process Reviews and financial analysis to uncover customers' challenges, understand their priorities and project roadmaps, and create efficiencies for their Accounts Receivable department
- Source, structure, and negotiate deals with C-level executives based on data uncovered from BPR and financial analysis
- Help clients reduce fraud/chargeback related risks by leveraging fin-tech AI: rules based payer authentication, Decision Manager, 3DSecure, Verified by Visa, TC40, MC SAFE
Business Consultant
Wells Fargo
San Jose, CA
02.2014 - 10.2018
- Consult with local business to drive increased revenue while reducing overhead and improving/accelerating cash flow
- Collaborate with district managers to develop and execute partnership strategy that aligned with market goals
- Communicate insights and strategic recommendations to district managers based on market engagement
- Consistent top producer (2016 top 5%, 2017 top 3% and 13th out of 500 nationally, 2018 top 5%) with perfect sales conduct score
- Negotiate fair pricing structures and execute contracts with customers up to $20MM annual revenue
- 3X Presidents Club (top 5% nationally)
Business Development Manager
Ingram Micro
Pleasanton, CA
08.2012 - 02.2014
- Generated new business with marketing initiatives and strategic plans
- Direct successful SEO and link-building campaign to increase website's credibility and drive traffic.
- Build and nurtured relationships with technology partners, VARs, user groups, and corporate decision makes
- Established both internal and external sales channels
- Established key performance indicators to track and analyze business progress and adjust strategies accordingly
Training Program Manager (Dynamics + Citrix)
Unitek Education
Fremont, CA
01.2011 - 08.2012
- Grew program from >30K (2010) to 200K (2011) to $500K+
- 1800%+ growth in two years with highest profit margins in company portfolio 70-90%
- Conduct market research for SEO campaigns and collaborated with marketing to increase conversions
- Plan and delivered monthly sales training
- Develop relationship with Instructors, Channel Partners, VARs and Citrix.
Corporate Account Manager - Team Lead
Unitek Education
Fremont, CA
10.2008 - 08.2012
- Top Producer with annual sales approaching $1 mil.
- 845K (2009) $920K (2010) $915 (2011) Consistently exceeding quota – by as much 275% (Sept 2011, Aug 2010, Sept 2008)
- Monthly sales in excess of $150K (Sept 2011, Aug 2010, Sept 2008) – surpassing colleagues by 250-300%
- Monthly sales in excess of $100K (April, June, July, Aug, Sept 2011; April, June, Sept, Nov 2009.
- First year sales - $700K Highest monthly sales - $140K Sept 2008 100+ calls and 2+ hours talk time daily Promoted to Corporate Account Manager on 1 year anniversary (fast track).
Education
Bachelor of Arts - Economics
University of California - Davis
Davis, CA 10.2001 - 01.2007
Bachelor of Arts - German
University of California - Davis
Davis, CA 08.2001 - 01.2007
Skills
Negotiation
undefinedTimeline
E-Receivables Consultant III, VP
Wells Fargo
09.2018 - Current
Business Consultant
Wells Fargo
02.2014 - 10.2018
Business Development Manager
Ingram Micro
08.2012 - 02.2014
Training Program Manager (Dynamics + Citrix)
Unitek Education
01.2011 - 08.2012
Corporate Account Manager - Team Lead
Unitek Education
10.2008 - 08.2012
Bachelor of Arts - Economics
University of California - Davis
10.2001 - 01.2007
Bachelor of Arts - German
University of California - Davis
08.2001 - 01.2007