Summary
Overview
Work History
Education
Skills
Timeline
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Jalen Stanley

Franklin Township,NJ

Summary

Dynamic and results-driven professional with a proven track record across customer service, sales development, and business development in both high-volume B2C and fast-paced B2B environments. Adept at building strong client relationships, exceeding revenue targets, and driving growth through strategic outreach, solution-oriented selling, and exceptional service delivery.

Brings over 5+ years of progressive experience supporting top-tier clients including Microsoft, leading Medicare-focused sales initiatives, and driving outbound pipeline generation for a fintech leader in a fully remote setting. Combines frontline customer empathy with advanced business acumen to deliver tailored solutions that meet client needs and align with organizational goals.

Holds a Bachelor of Science in Business Administration from Rutgers Business School, with concentrations in Marketing and Business Analytics and a background in financial modeling, data-driven decision making, and cross-functional collaboration.

Highly proficient in CRM systems (Salesforce, HubSpot), data tools (Excel, Tableau, Google Analytics), and communication platforms, with a deep commitment to operational excellence, continuous improvement, and client success.

Overview

8
8
years of professional experience

Work History

Business Development Representative

Upstart
09.2023 - 03.2025
  • Played a pivotal role in expanding Upstart’s lending platform by proactively identifying, qualifying, and nurturing high-value leads through strategic outbound prospecting and inbound inquiry management.
  • Consistently surpassed quarterly pipeline generation targets by 30%+, driving a steady flow of qualified opportunities to Account Executives and contributing to a 25% year-over-year revenue growth.
  • Utilized advanced CRM tools (Salesforce, Outreach) and data analytics to tailor outreach campaigns, increase lead engagement rates by 40%, and reduce average sales cycle time by 15%.
  • Developed a deep understanding of AI-driven lending solutions, credit risk assessment models, and partner financial services, enabling consultative conversations that resonated with diverse client stakeholders.
  • Collaborated cross-functionally with marketing, product, and customer success teams to align messaging, optimize lead qualification criteria, and improve handoff efficiency.
  • Delivered high-impact presentations and demos to C-level prospects, articulating Upstart’s unique value proposition and ROI benefits, which accelerated decision-making processes.
  • Maintained impeccable pipeline hygiene and documentation standards, ensuring 100% compliance with regulatory and internal sales policies.
  • Earned recognition as a top 5% performer nationwide for lead conversion velocity, call quality, and customer feedback scores.
  • Key performance metrics:
    Lead Qualification Rate: 70%+
    Pipeline Generation: Exceeded quota by 30%+
    Average Deal Size: Increased by 20% through targeted prospecting
    CRM Data Accuracy: 100%
    Customer Satisfaction: 95%+

Sales Development Representative – Medicare

Integriant Ventures Insurance Services, Inc.
07.2022 - 09.2023
  • Spearheaded outbound and inbound sales efforts for Medicare Advantage, Medicare Supplement, and Prescription Drug Plans, guiding clients through complex healthcare choices with a consultative, compliance-driven approach.
  • Consistently ranked in the top 10% of SDRs nationwide for call-to-close conversion rates and qualified lead volume, exceeding monthly quotas by up to 150%.
  • Conducted high-volume outreach averaging 100+ calls and emails daily, utilizing CRM tools to manage pipelines and ensure timely, personalized follow-ups.
  • Built trust and rapport with senior clients, simplifying Medicare-related topics and aligning plan recommendations with individual health, budget, and eligibility needs.
  • Maintained strict adherence to CMS guidelines, including scope of appointment documentation, verification protocols, and annual enrollment period compliance.
  • Leveraged platforms like Salesforce, RingCentral, and Quote & Enroll to qualify leads, track client interactions, and streamline enrollment processes.
  • Collaborated with licensed agents and cross-functional teams to ensure seamless handoff from qualification to enrollment, improving conversion efficiency by 30%.
  • Recognized for exceptional communication skills, empathy, and professionalism, contributing to client retention and referral rates above industry benchmarks.
  • Key metrics:
    Quota Attainment: 120–150% monthly average
    Lead Qualification Rate: 75%+
    Call Quality Scores: 95–100%
    Client Satisfaction (post-enrollment): 98%+

Tech Support & Customer Service Representative

Concentrix
06.2020 - 07.2022
  • Delivered world-class technical and customer support on behalf of Microsoft, consistently achieving 95–100% CSAT and first-call resolution (FCR) targets.
  • Handled an average of 80+ daily inquiries across multiple channels (phone, chat, email) with professionalism, empathy, and expert-level troubleshooting.
  • Diagnosed and resolved complex hardware, software, and account-related issues across Windows OS, Microsoft 365, Azure, and other Microsoft products.
  • Acted as a liaison between customers and Tier 2/3 support teams, expediting escalations and contributing to internal knowledge base improvements to enhance team-wide efficiency.
  • Mastered CRM and support systems including Salesforce, Zendesk, and Microsoft’s internal tools, ensuring 100% documentation accuracy and SLA compliance.
  • Earned multiple accolades including Top Performer of the Month and received internal recognition for "Customer Delight" impact scores and QA performance.
  • Mentored and trained new hires, reducing onboarding ramp time by 30% and enhancing first-week productivity through shadowing and SOP refinement.
  • Maintained outstanding performance metrics:
    Customer Satisfaction (CSAT): 97% average
    First-Call Resolution (FCR): 92% average
    Average Handle Time (AHT): Under 6 minutes
    Quality Assurance (QA) Scores: 98%+

Customer Service Associate

Kmart
05.2017 - 06.2018
  • Delivered exceptional customer service in a fast-paced retail environment, assisting an average of 100+ customers daily with inquiries, purchases, returns, and product information.
  • Demonstrated strong problem-solving skills by efficiently resolving customer complaints and issues, achieving a 95%+ customer satisfaction rating during tenure.
  • Processed transactions accurately and efficiently using POS systems, consistently maintaining 100% cash handling accuracy and compliance with company policies.
  • Assisted in merchandising, inventory management, and stock replenishment to ensure optimal product availability and store presentation.
  • Collaborated with team members and management to improve customer experience initiatives, contributing to a 10% increase in repeat customer visits during promotional periods.
  • Trained and mentored new hires on customer service protocols, POS operations, and store policies, helping to reduce onboarding time by 20%.
  • Maintained a clean, organized, and safe store environment, adhering strictly to company standards and loss prevention policies.

Education

Bachelor of Science - Business Administration

Rutgers University – Rutgers Business School
New Brunswick, NJ
05-2023

Skills

Sales & Business Development

  • Outbound & Inbound Prospecting
  • B2B & B2C Sales Strategies
  • Lead Qualification & Pipeline Management
  • CRM Systems: Salesforce, HubSpot, Quote & Enroll
  • Cold Calling, Email Campaigns, & Objection Handling
  • Client Needs Analysis & Solution Selling
  • High-Volume Outreach & Quota Attainment
  • Medicare & Financial Product Sales

Customer Success & Client Engagement

  • Customer Retention & Relationship Building
  • Empathetic Communication & Issue Resolution
  • Technical Support & Troubleshooting (Microsoft Products)
  • Post-Sales Support & Onboarding Coordination
  • Customer Lifecycle Management
  • Call Center Operations & High-Ticket Inquiries
  • CMS & HIPAA Compliance Knowledge
  • Conflict De-escalation & Service Recovery

Business & Data Analysis

  • Market Research & Competitive Analysis
  • Sales Forecasting & Performance Metrics
  • Go-To-Market Strategy Development
  • A/B Testing & Campaign Optimization
  • Data Visualization: Tableau, Power BI
  • Advanced Microsoft Excel (PivotTables, VLOOKUP, Macros)
  • SQL for Reporting & Business Insights
  • Google Analytics & Digital Reporting

Professional Tools & Technology

  • Salesforce, Outreach, HubSpot, RingCentral
  • Microsoft 365 Suite (Excel, PowerPoint, Teams, Outlook)
  • Google Workspace (Docs, Sheets, Slides, Analytics, Ads)
  • Quote & Enroll (Health Insurance Sales Platform)
  • POS Systems & Inventory Software (Retail/Customer Service)

Soft Skills & Business Acumen

  • Executive-Level Communication
  • Cross-Functional Collaboration
  • Time Management & Prioritization
  • Active Listening & Emotional Intelligence
  • Adaptability in Fast-Paced Environments
  • Critical Thinking & Strategic Problem Solving
  • Presentation & Public Speaking
  • Professionalism, Integrity & Attention to Detail

Timeline

Business Development Representative

Upstart
09.2023 - 03.2025

Sales Development Representative – Medicare

Integriant Ventures Insurance Services, Inc.
07.2022 - 09.2023

Tech Support & Customer Service Representative

Concentrix
06.2020 - 07.2022

Customer Service Associate

Kmart
05.2017 - 06.2018

Bachelor of Science - Business Administration

Rutgers University – Rutgers Business School

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Jalen Stanley