Jake Thompson Email & Phone Number

Boise, Id, Us

Atlanta, Georgia, Us

Lehi, Utah, Us

As a Senior Account Executive/AE4 I worked with small businesses to modernize their company's communication and customer interaction.

Lehi, Utah, Us

In January 2022 I was promoted to one of two team leads over the newly formed team dedicated to financial institutions. In addition to managing my own territory, I was the first point of contact for my team of four AEs for sales process education, training, and prospecting strategies. I onboarded 2 new AEs and held weekly team and 1-on-1 meetings with my team.

Lehi, Utah, Us

As the fourth member of the sales team, I worked as an Account Executive for SimpleNexus, a fintech SAAS startup. I covered territories all over the nation targeting banks, credit unions, and independent mortgage lenders and was consistently a top performer. In this role, I personally closed over $3.3M ARR, plus hundreds of thousands in one-time fees on deals ranging up to over $300k ARR with financial institutions up to $26B in AUM.

Lehi, Utah, Us

I began as an intern and later worked in Customer Success, Account Management, and Implementation roles. Particularly, I grew into a training specialist, key in onboarding and driving adoption for our largest clients.

New York, Ny, Us

▪ Consulted organizations with up to 25B market cap in designing and implementing pension and 401k retirement plans▪ Maximized client investments by identifying and enlisting top performing asset managers to fill specific investment roles▪ Presented research, proposals, and quarterly update reports at client sites to describe recommended action▪ Coordinated with internal research departments, an off-shore support team, and asset managers to complete client projects▪ Ensured investment success by analyzing and reporting on total fund performance relative to benchmarks on a risk-adjusted basis ▪ Gained industry expertise by attending conferences, networking events, and information sessions with high-profile investors▪ Developed a plan to fully fund a client’s pension early, amassing an expected savings of 1.2M in fees, taxes, and lowered risk

▪ Examined target companies in the service and SAAS industries with over 1m EBITDA and over 5m recurring revenue ▪ Built leveraged buyout models to analyze deals including the company taking on large amounts of debt▪ Conducted due diligence of industry and company analysis using company financial documents, market reports, etc.▪ Managed inbound leads and interviewed brokers and potential sellers to assess company fit▪ Qualified potential targets to determine fit before entering the pipeline

Pleasant Grove, Utah, Us

▪ Team leader of a group of 4 tasked with consulting on best ethical measurement techniques for international supply chain ▪ Spearheaded the research on measurement options and industry best practices to guide doTERRA▪ Focused corporate social initiative by building a scorecard to measure the impact of global operations▪ Authored the code of conduct used as the ethical base for doTERRA’s current supply chain▪ Presented recommendation and 30+ page research analysis to executive team