Khaleel Jacobs
Charlotte,NC
Summary
Motivated professional with a history of taking on leadership roles in competitive environments. Adept knowledge in Client-Relationship Management, People & Project Management and Training & Leadership Development. Exceling in client acquisition & retention through relationship building; setting accurate client and business expectations, analyzing and tracking market trends, and creating implementation plans to achieve key performance indicators and business objectives. Talented networker building strong departmental and client relations. Passionate sales leader proficient in building strong client sales force through identifying performances gaps, coaching, monitoring performance and implementing strategy.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Specialist
Vanguard
07.2024 - Current
- Acted as a subject matter expert for all investment products at Vanguard brokerage, executing mutual fund, etf and stock trades, providing real-time quotes for clients.
- Collaborated with internal departments on strategic initiatives to enhance client and employee experience.
- Provided exceptional client service during onboarding and offered guidance on various account types and investment instruments.
- Acted as liaison between company''s technical staff and clients by translating complex product/service specifications into easily digestible formats for non-expert audiences to comprehend during sales pitches or consultation sessions held thereof via proa
- Developed strong relationships with key clients, resulting in increased revenue and repeat business.
SMB OTM Sales & Marketing Manager
Charter Communications, Spectrum Business
11.2020 - 07.2023
- Successfully managed and provided guidance to multiple teams of 14 outbound agents, overseeing client acquisition and relationship process from start to finish. Handled both pre and post-sales activities, focusing on construction PRISM projects, telecommunications network expansion, and contracting.
- Achieved consistent sales success, ranking within top 10% in Team sales objective in Q4, 2022; Q1,Q2 2023. Achieving Top Team Internet/Mobile monthly sales 4x within sales channel.
- Collaborated closely with Learning & Development, Operations, Human Resources, and Senior Management. Oversaw and assessed Training & Delivery to identify areas for improvement and develop a strong sales force within the department.
- Actively communicated with various departments through written and verbal channels to identify and implement process improvements.
- Proficiently utilized various company *CRM databases, including CSG, ICOMS, PRISM, SaaS, Salesforce, People Soft, Oracle, Microsoft Office, Excel, PowerPoint, Outlook, Google Suite, and Webex.
- Implemented initiatives such as new business solutions, campaigns, and technologies to drive growth and success.
- Designed and implemented department programs aimed at motivating, recognizing, and incentivizing employees.
- Effectively monitored day-to-day operations, ensuring compliance adherence, resolving escalations, and collecting data for higher management and stakeholders
Sr. Sales Consultant
Lugoff Automotive
04.2018 - 11.2020
- Generated new business through effective prospecting, telemarketing, territory planning and relationship building.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Top %10 Ford new car Sale Consultant.
- Training new employees on both store and manufacturer sales process and standard practices.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Field Marketing Manager
2020 Companies
06.2016 - 12.2017
- Increased local brand awareness and generated sales leads while managing internal and external marketing campaigns and programs.
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
- Identified appropriate marketing channels and target customers for campaigns.
- Transformed North Carolina territory revenue by leveraging strategic business development plan, allowing company to expand our contract into neighboring markets.
- Trained and managed local personnel on best practices and protocols to maximize productivity.
Education
Bachelor of Science - Business Administration: Economics
Winthrop University
Rock Hill, SCHigh School Diploma -
Ridge View High School
Columbia, SC06.2012
Skills
- Outbound/Inbound call center sales
- B2B Sales & Marketing
- Series 7, Series 63
- Client Relations
- Business Development
- Team Leadership
- Sales Presentation
- *CRM Proficient
Certification
CRM system proficient
CSG/ICOMS/Salesforce
Series 7, Series 63
AML/CIP
Microsoft Suite
Sales Organizational Leadership Development-2023
Ford Level 3 Sales Certification-2019
Timeline
Client Specialist
Vanguard
07.2024 - Current
SMB OTM Sales & Marketing Manager
Charter Communications, Spectrum Business
11.2020 - 07.2023
Sr. Sales Consultant
Lugoff Automotive
04.2018 - 11.2020
Field Marketing Manager
2020 Companies
06.2016 - 12.2017
Bachelor of Science - Business Administration: Economics
Winthrop University
High School Diploma -
Ridge View High School
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