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.