Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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Jared Furman

Dover Heights,NSW

Summary

Results-driven and motivated professional with experience in business development, financial services, and client engagement. Demonstrates strong ability in lead generation, cold outreach, and relationship building with business owners to identify growth and funding opportunities. Proficient in CRM systems, financial document analysis, and supporting funding solutions that improve business cash flow. Recognised for strong communication skills, a proactive mindset, and a commitment to delivering value and building long-term professional relationships.

Overview

4
4
years of professional experience

Work History

Cash Flow Funding Specialist

OptiPay
11.2025 - Current
  • Engaged business owners through inbound and outbound calls to discuss tailored cash flow funding solutions.
  • Generate new business opportunities and leads through proactive outreach.
  • Educate potential clients on invoice financing and working capital solutions.
  • Retrieve and organise financial documentation required for funding assessments.
  • Participate in client meetings to understand business cash flow requirements and funding needs.
  • Utilise CRM systems to track leads, manage prospects, and maintain detailed client records.
  • Support senior team members in structuring cash flow funding solutions for businesses.

Retail Assistant

Harris Farm Markets
08.2022 - 01.2024
  • Delivered high-quality customer service in a fast-paced retail environment.
  • Assisted customers with product selection and enquiries.
  • Maintained store presentation and ensured shelves were stocked and organised.
  • Worked collaboratively with team members to support daily store operations.

Team Member

Domino's Pizza
03.2022 - 08.2022
  • Coordinated customer orders, food preparation, and delivery to enhance service efficiency.
  • Ensured fast and accurate service in a high-pressure environment, contributing to customer satisfaction.
  • Upheld cleanliness and workplace safety standards to support a safe dining environment.

Education

Higher School Certificate (HSC) -

Moriah College
10-2025

Skills

  • Lead Generation & Cold Calling
  • Sales & Prospecting
  • Customer Relationship Management (CRM)
  • CRM management
  • Business Development
  • Financial Analysis
  • Technology & Digital Systems
  • Team Collaboration
  • Problem-solving
  • Adaptability
  • Client Communication

Volunteer Experience

  • Thread Together, Completed 85 hours volunteering assisting with warehouse operations., Picked and packed clothing orders for people in need., Helped maintain organisation and efficiency in the warehouse.
  • The Big Kitchen, Assisted with preparing meals for individuals experiencing hardship., Worked as part of a team supporting large-scale food preparation.

Timeline

Cash Flow Funding Specialist

OptiPay
11.2025 - Current

Retail Assistant

Harris Farm Markets
08.2022 - 01.2024

Team Member

Domino's Pizza
03.2022 - 08.2022

Higher School Certificate (HSC) -

Moriah College
Jared Furman