HubSpot
Jonas Goldman
Virginia Beach,VA
Summary
As a driven executive in financial and tech sales, I utilize my extensive experience in B2B consulting to enhance account management processes and minimize telecommunications costs. Collaborating with managers and directors at SMBs, I employ advanced tools to optimize spending and operations. I lead my team to save clients over $5 million annually, reallocating numerous FTEs to core business functions. In 2020, I founded Goldman Tyler Tile Co., a thriving custom tile installation and consulting business. By upholding high standards of accountability and leadership in a competitive market, I secured contracts with top contractors in the Outer Banks area; which has allowed me to transition to a consultant role. We consistently deliver superior quality and service, maximizing customer value and satisfaction on every project.
Overview
12
12
years of professional experience
Work History
Senior Business Account Manager
Iconic Management Solutions
07.2019 - Current
- B2B consulting with finance, IT, tech, and operations managers and directors to streamline account management processes for small to medium size businesses with 500-10,000 employees.
- Leveraged the use of HubSpot CRM, cost reduction and financial analysis, and personnel/tech management tools, to help save over $5 million/year in excess spending on telecommunications expenses as well as countless hours that our clients' team members can reallocate to their primary business functions.
- Increased client satisfaction with personalized one-on-one consultations and tailored solutions, achieving a 98% customer retention rate.
- Conducted thorough market research and analysis to identify new business opportunities and industry trends.
Small Business Owner
Goldman Tyler Tile Co.
08.2020 - Current
- Now fulfilling a consultant role, I am the co-owner of a successful custom tile installation and consulting business.
- Completed over 50 custom tile projects last year, earning over $150,000 in revenue in our first year and growing at a rate of 20% year-over-year.
- Established and continue to maintain working relationships with the most respected and reputable major contractors in the Outer Banks area, to grow revenue and profit year over year.
- Surpassing expectations through development of high-level integrity, efficiency, and professionalism standards.
Vice President Of Commercial Sales and National Accounts Manager
DirectConnect VM
01.2018 - 07.2020
- Designed and instructed sales training modules to increase the adaptability and sales effectiveness of our clients' sales teams and call centers.
- Implemented a holistic sales process to transform target client profiles into a precision database of potential customers, and subsequently, through a non-intrusive method, into qualified inbound leads for that exact target customer at varying desired rates of return.
- These processes exponentially increased our clients' outreach and marketing response rate 10-fold, at approximately 40% of the cost.
Business Account Executive
Cellular Sales, Verizon Wireless Major Retailer
10.2018 - 06.2019
- Assisted small to medium businesses (1-500 employees) with profitability maximization, by increasing revenues and decreasing expenses through Verizon Services.
- Developed and maintained working relationships with key decision-making contacts at companies across all industries in the Virginia market.
- Ensured customer satisfaction on 100% of sales and achieved 120% of sales quota.
- Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
Small Business Account Manager and Market Development Leader
The Wireless Center, Verizon Wireless Premium Retailer
10.2016 - 10.2018
- Handled 250+ business accounts with up to 200 lines, across the entire Mid-Atlantic and Eastern Markets.
- Utilized my problem-solving, team-leadership, and sales-training proficiency to surpass personal and market-level sales goals in all metrics, including new activations results of 200%-to-goal and 130%-to-goal, respectively.
- Served small business owners at a 1-on-1 level, dedicating my direct attention to specific company needs.
- Learned and mastered all levels of management, while earning promotions from store-level sales representative to market-level business account manager and leader.
Loan Participation Analyst and Collections Representative
PortAlliance Federal Credit Union
01.2015 - 09.2016
- Prepared loan portfolio analysis to minimize risk, for loan packages with +$1 million asset value, for purchase or sale to credit unions across the state of Virginia.
- As a dedicated team member, I assisted the collections department in outbound collections techniques, earning below 1% average delinquency rate on approximately $100 million in direct and indirect loans.
- Identified, tracked, and managed general ledger and expense report items, crucial to the credit union's business operations.
Staff Tax Accountant
Dixon Hughes Goodman LLP
10.2013 - 12.2014
- Gained knowledge on Tax Preparation of corporations and individuals, while I increased Financial Statement Analysis skills earning experience to progress to mid-level employment.
- Conducted thorough research on tax laws to ensure full compliance and minimize liabilities for clients.
Human Resources Administrator and Accounting Assistant
Ripley's Entertainment
12.2011 - 12.2012
- Responsible for the seamless and timely onboarding and offboarding of 200+ seasonal full-time employees across all Ripley's Entertainment locations.
- Ensured brand awareness and representation for new employees across 5 locations.
- Applied my education in GAAP principles and accounting practices to assist with payroll, general ledger, and other finance and accounting related duties.
Education
Master of Science - Accounting And Finance
Coastal Carolina University
Conway, SC01.2013
Bachelor of Science - Accounting
Coastal Carolina University
Conway, SC01.2011
Skills
- Direct and Indirect Sales
- Interpersonal Communication
- Relationship Building
- Entrepreneurial and Self-Motivation
- Problem Solving and Adaptability
- Proficient with several CRM's
- Financial Management
- Business growth and retention
- Customer Service
- Tech-Savvy
- Sales Cycle Management
- Vendor Relations
Websites
Certification
Tax Law Data Research Certified - Thompson Reuters
Bass Player and Music Enthusiast
Having played in several bands since college, I once headlined a benefit concert at the Myrtle Beach House of Blues.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Salesforce
Microsoft Office
QuickBooks
Lead Generation Tools
Email and Voicemail Marketing
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork from home optionPersonal development programsCareer advancementTimeline
Small Business Owner
Goldman Tyler Tile Co.
08.2020 - Current
Senior Business Account Manager
Iconic Management Solutions
07.2019 - Current
Business Account Executive
Cellular Sales, Verizon Wireless Major Retailer
10.2018 - 06.2019
Vice President Of Commercial Sales and National Accounts Manager
DirectConnect VM
01.2018 - 07.2020
Small Business Account Manager and Market Development Leader
The Wireless Center, Verizon Wireless Premium Retailer
10.2016 - 10.2018
Loan Participation Analyst and Collections Representative
PortAlliance Federal Credit Union
01.2015 - 09.2016
Staff Tax Accountant
Dixon Hughes Goodman LLP
10.2013 - 12.2014
Human Resources Administrator and Accounting Assistant
Ripley's Entertainment
12.2011 - 12.2012
Master of Science - Accounting And Finance
Coastal Carolina University
Bachelor of Science - Accounting
Coastal Carolina University
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