Jacob Karlin Email & Phone Number

Austin, Texas, United States

I serve as a Client Partner for Infor's suite of technology solutions focused on the distribution, manufacturing, and food and beverage industries. I provide world-class services to these organizations. I specialize in large-scale, complex business transformation projects involving modernizing operational workflows, and enterprise applications, generally on the ERP and warehouse management side. Many of the projects I help to deliver involves implementation of new applications or upgrades of existing applications, organizational change management, and a thorough review of business goals and drivers in order to provide a project that empowers enterprises to reach new goals through the use of technology by empowering their employees.

Austin, Texas, United States

As a Unit4 Account Executive, I worked with people-centric organizations to streamline and optimize business processes through the adoption of Unit4's enterprise ERP, HCM, and FP&A applications. UNIT4 is a leading provider of enterprise applications empowering people in service organizations. With more than 4000 employees worldwide, I contributed to Unit4 by representing our existing clients, and our industry-focused and best-in-class applications. I was recognized as a North American Thought Leader for 2021 and served on an advisory board reporting directly to the CEO, Mike Ettling.

Austin, Texas Area

I worked with companies in the distribution and manufacturing space to evaluate Netsuite ERP in order to gain better visibility into the financial health of their business, achieve operational efficiency, streamline the order management process, and provide greater customer service.Today, more than 18,000+ organizations utilize Netsuite to run complex, mission-critical business process. Netsuite allows companies to scale and grow their business on a unified platform now, and in the future.I left this role to travel abroad and focus on new opportunities.

Austin, Texas Area

I worked with business leaders in IT, Sales, HR, Marketing, and Operations to enable growth through Cloud technology innovation. I strive to provide solutions for a range of modern business challenges face in today's ever-changing global market. My area of expertise is wide-ranging but generally resides in Cloud Platform and Infrastructure as a Service, as well as traditional on-premise database and middleware technologies.I am a member of Oracle’s Presidents club for consistent outstanding performance and have been recognized by my peers and past organizations as an MVP over multiple quarters.

Austin, Texas

The Customer Success Manager is a customer-facing install-base Account Manager.•Actively managed 25+ SaaS HCM and ERP accounts to promote renewal and expansion of service contracts. •Teamed with multiple groups within Oracle including Sales, Support, Operations and Consulting, the CSM is responsible for understanding the near and long-term Human Capital Management (HCM) and Enterprise Resource Planning (ERP) vision of the client. •Advocated account health by establishing predictive capacity and trending to maximize client’s ROI.•Advised clients by creating near- and long-term account success plans, maximizing product utilization and adoption while delivering on business objectives.•Assessed maturity of deployed cloud functionality to make recommendations for improvements and efficiencies.•Provided technical guidance on account cloud services by defining strategies, KPIs, and success criteria to ensure congruency with customer goals.•Responsible for coordinating Oracle resources, programs, and information to ensure the client’s value of the product. Retention of the client base and further expansion of their Oracle Cloud footprint is the key initiative for the CSM.•Attended the five-week Oracle Sales Academy program during a rigorous four-month long training process on a variety of topics ranging from sales techniques to product-specific based training on several Oracle Cloud Applications including HCM, ERP, EPM, and Taleo Busines Edition.•Recipient of the Oracle Sales Academy Austin HUB MVP Award.

Austin, Texas Area

•Founding member of Innovsion Concepts and Consulting, a small technology and engineering design startup based in Austin, Texas, whose mission it was to bring clients’ ideas to life through the use of 3D printing and design techniques.•Planned and executed short and long term marketing efforts and objectives.•Coordinated with other employees in order to oversee everyday business operations.

Alexandria, Virginia

•Assisted a team of 22 Email & Social Media Specialists in managing their restaurant clients'​ online marketing campaigns and strategies.•Managed clients' social media presence (e.g. Facebook and Twitter) by posting, responding to comments, optimizing profiles, creating Facebook ads, creating Facebook apps, etc.••Managed clients’ online reputation by claiming their restaurants’ profiles on sites like Yelp, TripAdvisor, and Google+ and responding to select reviews.•Created and sent compelling emails to their guests by utilizing photoshop.•Measured and evaluated the effectiveness of marketing efforts through a variety of reporting and analytics tools.

Bethesda, Maryland

•Planned and organized large social events in Washington D.C., Baltimore, the Delaware Shore, and New York City.•Assisted in strategy formulation and execution of company marketing plans and objectives.

Austin, Texas Area

•Maintained the company-wide Internet database containing all insurance policies and other financial information.•Completed insurance applications, engaged with clients over the phone, and maintained constant communication with insurance carriers.

Washington D.C. Metro Area

•Assisted Congressman Paulsen and his legislative staff in formulating and executing a strong political strategy.•Attended briefings and meetings on the Congressman’s behalf.•Prepared memorandum and researched complex issues.

Bethesda, Maryland

• Completed insurance applications, making and receiving phone calls from clients, and keeping the office tidy.• Responsible for direct customer contact: helping them through issues with their insurance policies, and maintaining a customer database.• Reorganized the management’s file system and digitally archiving the files.

Bachelor Of Science (Bs), Sport And Fitness Administration/Management, Graduate

Activities and Societies: Pi Kappa Alpha Fraternity - Beta Mu chapter, Manna Project InternationalBachelor of Science in Kinesiology.

Education record

Activities and Societies: Walter Johnson High School Student Government Association, Leukemia and Lymphoma SocietyServed as the president.