Who is Brad Kaplan? Overview
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Quick answer
Brad Kaplan is listed as Customer Success Manager at Marigold, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Brad Kaplan.
Brad Kaplan previously worked as Solutions Associate at Attentive and Senior Sales Development Representative at Attentive. Brad Kaplan holds Bachelor Of Business Administration (Bba) Cum Laude, Finance, General, Cum Laude from California State University, Long Beach.
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Email format at Marigold
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Marigold
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Profile bio
About Brad Kaplan
Solutions at Attentive, specializing in SMS marketing and conversational commerce. Passionate about helping businesses thrive with 1:1 bespoke personalized customer journeys. Skilled in identifying client needs and providing tailored integrated solutions. Results-driven and collaborative team player. Let's connect to drive growth and boost engagement. bkaplan@attentivemobile.com
Current workplace
Brad Kaplan's current company
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6 roles
Brad Kaplan work experience
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Solutions Associate
Current
Jul 2024 - Present
Apr 2024 - Jul 2024
Sales Development Representative
Q1 2024 Quota Attainment: 113%Q4 2023 Quota Attainment: 100%Q3 2023 Quota Attainment: 106%• Sourced quality opportunities with key decision makers, and as a result, led all Mid-Market territory SDR’s in Launched Gross New Business in Q1 2024, and finished #3 in the same category in Q2, 2024• Defaulted to action in Q3 23’ by creating a territory planning spreadsheet for priority accounts with 2 teammates to share with the broader SDR organization for collaboration with AE quarterly partnership the following quarter, leading to better organization and time management• Consistently showcased a leadership mentality by meeting with newly hired SDR’s to engage in shadow sessions, reverse shadows, and coaching sessions on hard skills such as personalization, tech stack, calling, social selling, in order to help new hires hit the ground running • Managed a book of 600+ accounts QoQ representing $10M Gross New Business
May 2023 - Mar 2024
Cfaoc Smif Portfolio Coordinator
• Collaborated with a team of 27 diverse individuals to devise and implement effective investment strategies, while utilizing exceptional communication and leadership skills to ensure seamless operational processes• Conducted comprehensive market research and analysis to identify potential investment opportunities, devise strategic sales offerings, and recommend appropriate investment vehicles to clients, leading to a 7.8% increase in gains over six months• Cultivated strong relationships with clients by providing regular updates on portfolio performance, anticipating their needs, and proactively recommending new investment opportunities, thus establishing credibility• Leveraged my personal and professional network to gain valuable insights on potential investment leads, resulting in greater efficiency and enablement of more focused research to create high-value opportunities, ultimately contributing to increased portfolio performance
Jun 2022 - May 2023
Food Server
• Consistently exceeded sales goals, selling on average $2000 nightly, by effectively leveraging product knowledge and communication skills to educate customers on menu items, resulting in increased revenue and customer satisfaction• Adapted quickly to changing situations and demonstrated a flexible approach to problem-solving, resulting in efficient and effective service to guests• Repeatedly showcased a positive attitude and strong work ethic, contributing to a supportive team culture and overall success of the business
Mar 2018 - Jul 2020
1 education record
Brad Kaplan education
FAQ
Frequently asked questions about Brad Kaplan
Quick answers generated from the profile data available on this page.
What company does Brad Kaplan work for?
Brad Kaplan works for Marigold.
What is Brad Kaplan's role at Marigold?
Brad Kaplan is listed as Customer Success Manager at Marigold.
Where is Brad Kaplan based?
Brad Kaplan is based in Los Angeles Metropolitan Area, United States while working with Marigold.
What companies has Brad Kaplan worked for?
Brad Kaplan has worked for Marigold, Attentive, Beach Investment Group (Big), and Salt Creek Grille.
How can I contact Brad Kaplan?
You can use AeroLeads to view verified contact signals for Brad Kaplan at Marigold, including work email, phone, and LinkedIn data when available.
What schools did Brad Kaplan attend?
Brad Kaplan holds Bachelor Of Business Administration (Bba) Cum Laude, Finance, General, Cum Laude from California State University, Long Beach.
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