As a Customer Success Administrator at Alter Domus, I reconciled and investigated up to 100 accounts per day, maintained accurate records, and coordinated smooth onboarding for new clients. I worked with 13 different clients on thousands of combined accounts covering $2+ billion in assets under management, developing and executing professional and engagement-focused plans.With a BS in Chemical Engineering from the University of Utah College of Engineering, I have a strong analytical and problem-solving background that I applied to various sales and customer success roles in the financial services industries. I have over 5 years of experience in growing business opportunities, expanding territories, and building relationships with customers and potential clients. I have a proven track record of achieving and maintaining key KPIs and taking advantage of strategic sales opportunities. I am motivated by creating value for my clients and contributing to their success.
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Sales Team LeadBilldAustin, Tx, Us -
Customer Success AdministratorAlter Domus Jul 2020 - Oct 2022Salt Lake County, Utah, United States• Reconciled and investigated any variances on up to 100 accounts per day, maintaining clean, accurate and accessible records based off transaction updates.• Worked with 13 different clients on thousands of combined accounts covering $2+ billion in AUM.• Coordinated smooth onboarding for new clients by developing and executing professional, engagement-focused plans.• Managed full sales cycle including cultivating strong personal relationships with customers and potential clients. -
Digital Financial Relationship ManagerWells Fargo Advisors Dec 2018 - May 2020Salt Lake City, Utah, United States• 40+ Sales opportunities worked per day with both new and existing customers• Proven track record of achieving and maintaining key KPIs and to take advantage of strategic sales opportunities• Developed a minimum of three comprehensive investment plans daily to fit client’s future life and retirement goals• Built relationships with new and existing client base to help service WFA’s over $1.6 Trillion in assets under management -
Promotions & Business Development ManagerLive Nite Events Apr 2015 - Dec 2018Salt Lake City, Utah, United States• Built and developed team of 10+ promoters to drive ticket sales for two major music festivals in the Salt Lake City and Heber Valley areas with over 15,000 attendees per day.• Required networking and people skills as well as adaptable leadership styles in order to manage different types of workers.• Coordinated marketing opportunities with creators and influencers• Promotions directly proportional to ticket sales for major events.
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Sales Brand AmbassadorMonster Energy May 2014 - Dec 2017Salt Lake City, Utah, United States• Increased brand awareness through event marketing, sampling, sales and brand promotion.• Communicated successes, deals, product introductions, potential accounts, resets and demo opportunities via recaps.• Executed 200+ brand activations to standards and with professionalism, including events, seeking and sampling.• Worked directly with models and influencers for brand activations in the Southwest market.
Jesse Woods Education Details
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Chemical Engineering
Frequently Asked Questions about Jesse Woods
What company does Jesse Woods work for?
Jesse Woods works for Billd
What is Jesse Woods's role at the current company?
Jesse Woods's current role is Sales Team Lead.
What schools did Jesse Woods attend?
Jesse Woods attended University Of Utah College Of Engineering.
Who are Jesse Woods's colleagues?
Jesse Woods's colleagues are Chad Meyer, Joel Tenbusch, Bridget Nielsen, Whitney Bautista, Jack Mcgee, Matilda Perseku, Rebecka Saadeh.
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Jesse Woods
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Jesse Woods
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Jesse Woods
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