Jake Walter

Spearhead and elevate a high-velocity inside sales team to surpass revenue targets. Directly manage performance for multi-level sales org comprising 100 professionals, including BDRs, AEs, Sales Mgrs, and Director-level roles.

Responsibilities:

• Lead highest quota carrying teams that generates over 54% of total revenue, consistently exceeding revenue.
• Drive performance of recurring and usage-based revenue models.
• Influence business initiatives as voice of customer for sales, driving strategic growth direction.
• A steward with finance on quota, capacity modeling, and conversion performance.
• Conduct regular funnel reviews with marketing to optimize conversion performance.
• Collaborate cross-functionally to ensure successful implementation of new GTM strategies.
• Build and lead high-performing teams through ongoing performance review and coaching.

Accomplishments:

• Led successful expansion and scaling of sales team, growing it from 15 to over 100+ sellers.
• Implemented new job descriptions, comp models, interview process, and onboarding programs for clarity in expectations and role objectives.
• Spearheaded creation and expansion of BDR and New Logo teams, now top revenue streams generating 60MM+ annually.
• Led largest team during company's achievement of unicorn status, 1B evaluation.
• Achieving 20%+ YoY growth across sales teams.
• Integrated FinTech, Factoring with over 1B in total load volume factored, generating 30MM+ annually.
• Transformed Factoring team, achieving 41% application conversion improvement and accelerated customer adoption.
• Achieved exceptional sales team growth, scaling from 17MM ARR to 70MM ARR.

Optimize sales, service, and member experiences across branch locations through a consultative approach.

Responsibilities:

• Provide consultative coaching to retail bank at all levels across designated region of 20 branches.
• Develop action plans with leadership and establish inspection and coaching to drive achievement.
• Collaborate with executive-level leaders on trends, branch demographics, and strategic alignment.

Accomplishments:

• Developed and implemented needs analysis tool, enhancing customer experience and improved product penetration per household.
• Attained highest adoption of needs analysis tool, leading region to becoming top performer company-wide.
• Consistently surpassed required branch consultations, establishing trusted advisor relationship at all levels.

Successfully led multiple retail locations, culminating in role as leader of one of Idaho's largest and highest performing retail locations.

Responsibilities:

• Lead branch team to understand value propositions, competitor landscape, and sales process.
• Engage in outside calling to small businesses, generating referral revenue streams.
• Drive business growth through retention, expansion, and acquisition strategies.
• Provide guidance for staff compliance with regulatory, security, and internal control requirements.

Accomplishments:

• Elevated middle-of-pack branch to top-ranked within two quarters.
• Established multiple new referral streams, consistently surpassing new accounts, deposit and lending targets.
• Actively engaged in community and networking events, resulting in increased brand awareness and stronger relationships per household.
• Appointed as district leader to spearhead and lead branch manager onboarding and mentorship program, enabling quicker onboarding for new leaders.