About Jack Ren
Academic Level Diploma
Employment Status Actively Interviewing
2022 - Present
Sales Development Representative
– Presented digital platform and CRM offerings for a company in the higher education industry to potential customers.
– Aggressively worked to reach prospects via cold calling, emailing and LinkedIn
– Maintained, cleaned up and expanded Outreach CRM with leads.
– Partnered with internal leadership to strategically break into target accounts.
– Determined initial use case when engaging with prospects to provide the most qualified initial meeting possible with a 75% show rate.
– Exceeded Quota at 162% month over month in the first two months with no prior sales experience.
2021 - 2022
Platinum Financial Specialist
– Served independent financial advisors with assets under management exceeded between $75M – $1B
– Managed relationships with advisors and staff via phone & email
– Utilized (CRM) Salesforce to organize expectations, changes, communication preferences or customizable processes.
– Expanded upon operations knowledge of existing account maintenance to expand across other teams and support the organization in other internal departments.
2021 - 2021
New Business Case Manager
– Managed new account processes for advisors onboarding new clients.
– Collaborated with internal teams and external firms to ensure tasks were completed in timely manner.
– Took individual ownership for delivery time, accuracy, and compliance standards on all new business material.