Jason Wallis Email & Phone Number

Sydney, New South Wales, Australia

CEO and Co-Founder at Appointiv where we're building the best appointment booking engine on the Salesforce platform. I'm excited by finding creative ways to solve interesting problems and the world of appointment booking and scheduling on Salesforce provides lots of opportunities to create amazing solutions. I love working with a growing team of passionate individuals and seeing just how much we can achieve together.Find out more at www.appointiv.com

Sydney, Australia

DataColada is a Salesforce Silver Salesforce Partner and Registered AWS Partner with offices in Sydney and Melbourne. Established in 2014, we have completed over 200 projects to enable business transformation for our customer.We work closely with our customers to build a long-term relationships and a true partnership where we embark together on a proven transformation journey. We understand the power of the Salesforce platform and that maximising value from technology is a progressive journey.

Sydney, Australia

Sydney, Australia

Amazon Web Services (AWS) provides a complete set of cloud computing services that enable you to build sophisticated & scalable applications. AWS cloud computing delivers low cost, on-demand IT resources via the Internet with pay-as-you-go pricing.Learn more at http://aws.amazon.com/what-is-cloud-computing/Thomson Reuters - "We were able to reduce operating expenses by 40% - 50%..." http://aws.amazon.com/solutions/case-studies/thomson-reuters/Shazam - “AWS gave us the flexibility to easily bring a massive amount of capacity online in a short period of time.” http://aws.amazon.com/solutions/case-studies/shazam/

Sydney, Australia

Focused on bringing organizations and those they serve closer together. Serving more than 50,000 customers & 300 million users, Zendesk's beautifully simple approach enables you to listen, respond, and delight your customers.

Sydney, Australia

Corporate Sales Account Executive covering a mix of industries including Financial Services, Real Estate, Media & Communications and Entertainment. Proven abilities to bring diverse groups within large and complex accounts together in order to help them move forward with transformative projects. Focused on building long-term relationships with clients to enable their success through closer engagement with our teams and resources.President's Club 2014Closed largest transaction in the Australian Corporate Sales division in 2012Consistently at the top of my team for total sales. Recognized for bringing a diversified product mix to my customers.

Redwood Shores, Ca

Core Technology Sales rep covering Fortune 100 accounts including Apple, NetApp, and Computer Sciences Corporation (CSC). Represent the technology stack including database, security, BI, and enterprise management. Manage sales cycle from finding opportunities, qualifying leads and recommneding solutions, to negotiating and closing deals. Carry a $2.15 million annual quota with monthly and quarterly forecasts.Enterprise Q4-10 Award Winner: "Against All Odds"Fiscal 2010 Budget Attainment 117%Fiscal Q3 2011 Budget Attainment 315%

Co-founded this company to fill the need for customer education in the increasingly complicated marketplace for retail mortgage products. Naviloan distinguished itself by providing a consumer-focused online loan comparison tools including real-time multiple lender pricing and rate vs. closing cost data Directed high-level sales strategy; created and managed a marketing campaign covering multiple media channels; supervised the creation of an interactive website that integrated data feeds from vendors; recruited, hired and managed employees through growth and contraction phases. Managed relationships and alliances with lenders, negotiated contracts with vendors, ensured legal licensing and regulatory compliance with multiple states, and managed the company financesLed a team of 8 salespeople- defined their duties, mapped their workflow in a customized CRM platform, set their compensation structure, set goals and held them accountable for performance, assisted in analyzing and pricing transactions, held motivational and educational meetingsCreated a call center with 6 employees on a rotating 10 hour shift, created and implemented sales scripts, created an innovative system for transferring "hot leads" to salespeopleExpanded the company into multiple states, increased market share and profitability; aggressively cut spending and saved capital during the incredibly difficult mortgage market meltdown that started in late 2007.

Joined these early-stage startup companies to help build their wholesale lending teams and open new sales territoriesLaunched a northern California territory for Lenders Direct eventually managing over 30 separate client relationships including 120 individual loan officersBecame the top producer in the wholesale group at Bryco, earning over $30 thousand per month and over 300% of quota Worked with management to define the position, responsibilities and workflow for the entire wholesale sales team

Developed an investment sales group specialized in San Francisco high-rise office buildings for this traditionally leasing-based commercial brokerage firmSecured exclusive listings, created marketing and analysis packages, solicited and met with buyers, and closed transactions on over $15 million in assets Conducted industry, market, and property-specific analysis including valuation using discounted cash flows

This wholly owned subsidiary of SunTrust Bank is the 10th largest manager of endowments and foundations funds in the country with over $75 billion in assets Managed over $500 million for institutions including endowments, foundations, healthcare companies, and corporations totaling over 25 separate client relationships in over 40 investment portfoliosTraded securities daily for my accounts including treasury bonds, corporate bonds, mortgage and asset backed securities, and commercial paper Managed a $1 billion money market fund for SunTrust Bank while a co-worker was on maternity leaveSupported new business development and pitched fixed income management sucessfully winning contracts for over $150 million in new assets

Wrote a Visual Basic program that automated 2/3 of my daily workload thus allowing me to assist more with portfolio analysis and trade recommendations Was the only assistant promoted from assistant to portfolio manager in company history

Mba, Entrepreneurship & Real Estate

Bba, Finance & Economics

Bachelor Of Business Administration (Bba), Finance, General