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!"
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Regional Director - ImbNcino, Inc.Wilmington, Nc, Us -
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Client Data ManagerFair Isle Advisors Mar 2021 - Jun 2022Greensboro, Nc• 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
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Client Services AssociateFair Isle Advisors Sep 2020 - Mar 2021Greensboro, Nc• 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
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Assistant Sales ManagerGotta Have It Sep 2019 - Jan 2020Charlotte/Concord, North Carolina• 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 -
Sales/Business Development InternshipJb Fitzgerald Venture Capital℠ Jun 2019 - Aug 2019Charlotte, North Carolina Area• 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 -
Marketing InternshipSpaceinvadersmarketing Apr 2019 - Aug 2019Charlotte, North Carolina• 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
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Sales AssociateSouthern Marsh Mar 2019 - Aug 2019Charlotte, North Carolina• 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
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TutorUniversity Of North Carolina At Charlotte Apr 2018 - Jan 2019Charlotte, North Carolina Area
Jake Roberson Education Details
Frequently Asked Questions about Jake Roberson
What company does Jake Roberson work for?
Jake Roberson works for Ncino, Inc.
What is Jake Roberson's role at the current company?
Jake Roberson's current role is Regional Director - IMB.
What schools did Jake Roberson attend?
Jake Roberson attended Unc Charlotte Belk College Of Business.
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