Shawn Jarvis
Rocklin,CA
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
18
18
years of professional experience
Work History
Regional Vice President – Financial Services Insurance
Salesforce.com
02.2022 - 03.2024
- Lead a team of 5 Account Executives and cultivated a culture of excellence and accountability, fostering motivated and highly engaged team committed to achieving and surpassing goals.
- Built high-performing teams through effective recruitment processes, ongoing training programs, coaching sessions.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Championed diversity and inclusion efforts within the organization to create an inclusive workplace culture that attracts top talent.
- #1 MM team in all Insurance
- $5.441 Million in Annual ACV/106% for FY23
- $6.100 Million in Annual ACV/102% FY24
Senior Regional Sales Manager GRB – Financial Services
Salesforce.com
02.2020 - 01.2022
- Lead a team of 7 Account Executives and executed complex, multi-cloud deal cycles across sales, service, marketing, platform and AI offerings
- Gathered valuable market intelligence through regular field visits, conferences, trade shows, and other networking events to stay updated on industry trends and customer preferences.
- Exceeded quarterly revenue targets consistently through rigorous pipeline management and strategic planning.
- Monitored performance metrics closely to identify areas requiring attention or improvement efforts while celebrating team successes along the way.
- Led a high-performing team of sales professionals, providing coaching and mentoring for continuous improvement.
- Assembled/Hosted an SMB N.America Financial Services sub-industry enablement for employees
- $5.500 Million ACV/130% Quota Attainment FY21
- $6.354 Million ACV/112% Quota Attainment FY22
- Peak Performer/Club
Senior Regional Sales Manager SB – Financial Services
Salesforce.com
02.2018 - 01.2020
- Develop and managed a team of 10 Account Executives and executed complex, multi-cloud deal cycles across sales, service, marketing, and platform offerings
- Sell to financial services companies such as Venture Capital/Private Equity, Hedge Fund, Insurance, Wealth Management, Crypto Currency
- Gathered valuable market intelligence through regular field visits, conferences, trade shows, and other networking events to stay updated on industry trends and customer preferences.
- Exceeded quarterly revenue targets consistently through rigorous pipeline management and strategic planning.
- Monitored performance metrics closely to identify areas requiring attention or improvement efforts while celebrating team successes along the way.
- Led a high-performing team of sales professionals, providing coaching and mentoring for continuous improvement.
- $4.750 Million in closed ACV/115% Quota Attainment FY19
- $5.633 Million in closed ACV/130% Quota Attainment FY20
- Peak Performer/Club
Account Executive – Financial Services
Salesforce.com
01.2013 - 01.2018
- Develop and managed relationships within small business/financial services industry
- Sell to financial services companies such as Venture Capital/Private Equity, Hedge Fund, Insurance, Wealth Management, etc…
- Present to C-Level executives and manage complex sales cycles
- Cross Sell/Upsell into existing accounts/break into new accounts
- Constant mentor to new Account Executives
- Salesforce bootcamp presenter responsible for SR/AE relationship
- 125% Quota Attainment
- Peak Performer/Club
Enterprise Business Representative
Salesforce.com
01.2011 - 01.2013
- Enterprise net-new sales of Salesforce.com full suite of cloud solutions- CRM/ Salesforce Automation, Customer Service and Support, Custom Cloud/Force.com PaaS (Platform as-a-Service)
- Create and prioritize strategic target account lists within Fortune 500 companies
- Conduct high level conversations with Senior Executives in prospect accounts
- Achieve monthly quotas of Qualified Opportunities and Closed Business
- Member of closing pilot to uncover and close opportunities for up to 15 users
- Use of Salesforce app to create target call lists and marketing campaigns
- Create, maintain, and utilize corporate hierarchies to strategically prospect
- Member of Audit team, SPIFF Chair and Mentor Program for new hires
- Research and build new and existing accounts (i.e
- Adding contacts, sending emails, strategic calling) using various resources such as LinkedIn and Data.com
- $8 Million in Generated Pipeline
- 108% Opportunity Quota
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2006 - 01.2011
- Successfully sourced, developed, analyzed, and structured financial needs for clients such as purchasing or refinancing their home and credit counseling to help improve their financial picture
- Partner with all levels of the organization, including Regional Manager, Sales Director, Branch Managers, and Operations
- Develop sales and marketing strategies to generate/maintain/exceed goals with companies such as Intero Real Estate, Century 21, Coldwell Banker, Old Republic Title Company, and Chicago Title
- Facilitate, organize, develop, solve, and comply with all Federal and State mandated guidelines to complete transactions
- Educate clients and realtors about market trends and fluctuations to make informative and sound decisions
- Daily sales calls, field calls, lunch meetings, business travel, and sales presentations to new and existing clients and/or realtors to inform, educate, and generate new business
- Manage client information through AOW (App taker on the Web) and ACT! Systems
- Top 10% Company Sales Producer: May 2010- December 2010
- Top 10% Company Sales Producer: March 2009- October 2009
- Top 10% Company Sales Producer: March 2008- July 2008
- Top 10% Company Sales Producer: February 2007- September 2007
Education
B.S. - Business/Marketing
San Jose State University
Skills
- Staff Leadership
- Sales management
- Contract Negotiations
- Leadership and People Development
- Relationship and Team Building
- Self-motivated
- Strategic Decision-Making
- Operations Management
- Operational planning
- Business Forecasting
References
Available upon request
Timeline
Regional Vice President – Financial Services Insurance
Salesforce.com
02.2022 - 03.2024
Senior Regional Sales Manager GRB – Financial Services
Salesforce.com
02.2020 - 01.2022
Senior Regional Sales Manager SB – Financial Services
Salesforce.com
02.2018 - 01.2020
Account Executive – Financial Services
Salesforce.com
01.2013 - 01.2018
Enterprise Business Representative
Salesforce.com
01.2011 - 01.2013
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2006 - 01.2011
B.S. - Business/Marketing
San Jose State University
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