Jina K. Email & Phone Number

California, United States

San Francisco, Ca, Us

San Francisco, Ca, Us

- Seasoned startup veteran with experience as employee number 4 at Carta, where I helped build the company from the ground up- Key role in the company's growth and development, contributing to its current valuation of $8 billion-Starting a startup coaching business to help other entrepreneurs and startups succeed-Offering expertise and experience to guide entrepreneurs in building successful and sustainable businesses

Mountain View, California, Us

Engineered a comprehensive customer success framework, integrating advanced digital tools and a user-friendly knowledge base tailored for commercial insurance brokers, enhancing client engagement and service efficiency.Developed and executed targeted training programs, aligning team performance with company objectives, facilitated by regular executive feedback and check-ins.Established and diligently monitored key performance indicators focusing on gross retention, expansion, and customer satisfaction.I left the position in February, 2024.

San Francisco, California, Us

New York City, New York, Us

San Francisco, California, Us

-Mentored 100+ Startups to develop overall direction and strategy for customer success team-Focused on improving customer satisfaction, reducing churn and driving growth. - Guided startups in establishing clear objectives for their customer success organization. - 500Startups Silicon Valley Mentor (Mar 2020 -),- 500Startups Korea Seed Program Mentor (Aug-Sept 2020),- Lead Mentor for KISED Program (Korea Institute of Startup & Entrepreneurship Development - Government Entity) (Oct-March 2021)- Lead Mentor for KIC (Korea Innovation Center at Washington DC) (Jan - Feb 2021), -500Startups Korea Seed Program II Mentor (Jan - Feb 2021)

Seoul, Kr

San Francisco, Ca, Us

Seattle, Washington, Us

- Lead a team focused on driving expansion, adoption, and retention through CS strategic initiativesBuilt and scaled technical support and customer success team.- End Date Dec 2022

Redwood City, California, Us

-Increased strategic partnership deals with non-profit foundations, local and state government and educational institutions by 3x.-Created the first comprehensive knowledge base including API documentation, FAQ, support articles and case studies.- Collaborate with data scientists and engineers to onboard customers in government and education space.- Created first technology and community partnership program.

San Francisco, California, Us

- Built the first customer support/success program as employee number 4- Developed the first in-house customer engagement tool increasing CS team productivity by 3x and NPS.- Helped grow the customer ARR from 0 to $20M.- Crafted first playbooks for implementation, adoption, customer engagement, and growth- Managed highest value and most strategic accounts (including 5 that IPOed)- Partnered with Product Management and Engineering to streamline and operationalize businessprocesses and further revenue expansion and reduce churn.- Built inbound chat strategy that resulted in +30% lead to opportunity conversion

Newark, New Jersey, Us

Participate in deal negotiations from indicative bid to the closing of the $1B+ transactions for Global Longevity Reinsurance Group. Facilitate as an internal subject matter expert to various departments such as valuations, ALM and Prudential Investment Management by keeping them informed of any changes and resolve any issues that may arise on deal by deal basis.Drafted term sheets, quote documents, due diligence questionnaires and marketing presentations and white papers for clients interested in Prudential's Global Pension Risk Transfer solutions. Coordinate with Pricing and Valuation Actuaries to analyze the liabilities and the benefit structures of different pension plans.Manage the internal onboarding process for the current pipeline of deals ($10B+) as well as settlement and administrative process for our past deals ($2B+).

Responsible for underwriting of 1,000+ acre master plan community development project in Houston and Denver from developer's perspective.Construct cash flow analysis for acquisitions including sales, joint ventures and marketing plans. Review and approve construction change orders and payment applications of contractors for infrastructure construction projects.Participate in asset management of regional power centers including negotiation of leases, capital expenditure projects and ongoing tenant related issues.

Us

Developed technical specification to streamline $20B+ pipeline system and seamlessly integrate cross departmental workflow process. Act as a liaison between commercial real estate loan underwriters and the supporting technology group.Responsible for production and distribution of rating agency presales, offering memoranda and investor marketing materials for $ 2 B+ floating and fixed-rate CMBS transactionsAnalyzed loan portfolios, third party reports, cash flow models and pool selections across all types of commercial property including: office, retail, multifamily and hotel.Performed due diligence, prepared marketing materials and reviewed indentures for corporate debt, bank loans, CMBS, whole loans and B notes.

Us

Developed technical solutions for Large Loan, Securitization, Mezz Equity and Syndication group to automate distribution of road show presentations, create a central software application for better information flow.Developed a web-based reporting software for displaying applications in compliance with Sarbanes-Oxley in Java.

Bs, Information Systems

Mba, Finance

Continuing Studies, Computer Technology/Computer Systems Technology

Education record

Education record