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Jake Roberson Email & Phone Number
Regional Director - IMB
at
nCino, Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Regional Director - IMB
Location
Wilmington, North Carolina, United States
Company size
Who is Jake Roberson? Overview
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Quick answer
Jake Roberson is listed as Regional Director - IMB at nCino, Inc., a with 16 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jake Roberson.
Jake Roberson previously worked as Sales Development Representative at Addshoppers and Business Development Representative at Element451. Jake Roberson holds International Business, 3.5 from Unc Charlotte Belk College Of Business.
Company email context
Email format at nCino, Inc.
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nCino, Inc.
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Profile bio
About Jake Roberson
Jake Roberson is a Regional Director - IMB at nCino, Inc.. They is proficient in German. Colleagues describe them as "Jake’s engaging style and sharp thinking make every conversation a winner. He’s not just about getting great results; he's also about learning and growing every step of the way. Jake’s ability to connect and seek mentorship is something you don’t see every day. Excited to follow along as his journey continues!"
Current workplace
Jake Roberson's current company
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12 roles
Jake Roberson work experience
A career timeline built from the work history available for this profile.
Sales Development Representative
Current
Apr 2024 - Present
Business Development Representative
Sep 2023 - Feb 2024
Sales Development Representative
Mar 2023 - Sep 2023
Sales Development Representative
Mar 2023 - Sep 2023
Client Data Manager
Fair Isle Advisors
• Preformed project creation, edited and navigated in ProSystems, Axcess and Intuit software• Processed all tax returns, e-filed where applicable and released them to clients firm wide • Provided front line contact with client relations, especially regarding tax related issues• Filed monthly and quarterly sales and use tax reports • Filed quarterly domestic payroll reports• Provided family office and accounting services for multiple clients • Created financial reports for clients on monthly basis
Mar 2021 - Jun 2022
Client Services Associate
Fair Isle Advisors
• Developed, maintained and expanded client relationships• Provided accounting services for multiple clients• Completed research projects for tax and other business topics• Pulled financials for clients and integrated them into the firm’s new accounting system
Sep 2020 - Mar 2021
Assistant Sales Manager
• Performed opening and closing duties• Developed different sales promotions • Greeted customers, responded to questions, improved engagement with merchandise and provided outstanding customer service • Presented, promoted and sold using solid arguments to prospective customers by using various social media outlets
Sep 2019 - Jan 2020
Sales/Business Development Internship
• Provided support for different company internal social media activities• Completed various analytical projects, including working with spreadsheets, presentations, and database applications to create analytical reports• Attended investment meetings and contributed to the decision-making process• Visited and accessed different real estate properties• Established, developed and maintained positive business and customer relations
Jun 2019 - Aug 2019
Marketing Internship
Spaceinvadersmarketing
• Manage a marketing team to help successfully execute marketing activities for Space Invaders and their clients• Organize and execute street teams, dorm and competitor storms, and other strategic marketing efforts for Space Invaders• Continually seek out new distribution locations • Meet with clients to pick up marketing goods and set goals
Apr 2019 - Aug 2019
Sales Associate
Southern Marsh
• Greet customers, respond to questions, improve engagement with merchandise and provide outstanding customer service • Introduce promotions and opportunities to customers as well as cross-sell products• Operate the cash register and maintain a professional sales floor appearance
Mar 2019 - Aug 2019
Apr 2018 - Jan 2019
1 education record
Jake Roberson education
FAQ
Frequently asked questions about Jake Roberson
Quick answers generated from the profile data available on this page.
What company does Jake Roberson work for?
Jake Roberson works for nCino, Inc..
What is Jake Roberson's role at nCino, Inc.?
Jake Roberson is listed as Regional Director - IMB at nCino, Inc..
Where is Jake Roberson based?
Jake Roberson is based in Wilmington, North Carolina, United States while working with nCino, Inc..
What companies has Jake Roberson worked for?
Jake Roberson has worked for Ncino, Inc., Addshoppers, Element451, Revgen, and Profitsolv.
How can I contact Jake Roberson?
You can use AeroLeads to view verified contact signals for Jake Roberson at nCino, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jake Roberson attend?
Jake Roberson holds International Business, 3.5 from Unc Charlotte Belk College Of Business.
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