Jake Sadler Email & Phone Number

North Carolina, United States

Remote

- Foster technical support to financial advisors via phone, email and live-chat to troubleshoot issues in a timely manner to ensure their clients received accurate portfolio reporting and entry.- Consistently meet or exceed performance metrics including first-response times, resolution rates, customer satisfaction scores, and follow-ups with users, contributing to the overall success of the Customer Support Team.- Collaborate closely with cross-functional teams including Engineering and Product Development to identify and resolve new and recurring customer issues, leading to product improvement initiatives. - Articulate complicated information into simplified steps to financial professionals after learning the language of advisors, broker dealers, corporate RIAs, etc., empowering them to maximize the capabilities of our software.- Train and mentor incoming Care Reps through Peer Reviews and shadowing sessions to teach best practices in ticketing workflows and product knowledge in order to delightfully serve the platform’s users.

United States

- Facilitated league games for youth sports, set up equipment, coached participants during practices held throughout the week while adhering to COVID-19 protocols.- Traveled to different branches to maintain fields/courts and worked with branch directors to plan for the seasons (building rosters, emailing parents, ordering equipment).- Connected with parents of the players to retain interest in league membership, provided them with player equipment, built relationships over the seasons to have them return the next year.- Organized and maintained the Fitness Center/Weight Room, including inventory checks of equipment, interacting with members, cleaning exercise areas.

High Point, North Carolina, United States

- Developed a self-maintained youth soccer program while leagues were shut down due to COVID-19, with proper precautions.-Marketed the program to parents through social media platforms to gain interest for their child's participation.- Reached out to potential sponsors in order to fund the future league seasons for the branch.- Partnered with local branches in order to collaborate ideas on how to preserve the program for years to come.

Raleigh-Durham, North Carolina Area

- Designed interactive programs including diverse and educational topics for students to explore during their first year.- Campaigned special events created by myself and supporting team.- Co-facilitated Exploratory Studies' first ever village orientation for 500 students.- Guided first year students in the dormitory by familiarizing them with campus resources and tips for success with academics.- Administered lectures for first year students in a major and career exploration-oriented course

High Point, Nc

- Supervised 15-20 children per day in varying age groups while organizing a full schedule that engaged their learning experience, demonstrated their ability to self-reflect, and taught valuable life lessons.- Facilitated organized sports games that promote physical activity and teamwork.