Summary
Overview
Work History
Education
Skills
Timeline
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Jason Sarie

Strathfield South,Australia

Summary

A highly motivated, analytical, and dedicated professional who holds a Bachelor of Economics and a Certificate of Completion in FinTech specialising in AI from the University of Sydney. Currently an Enterprise Account Director with a track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in market analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

6
6
years of professional experience

Work History

Enterprise Account Director

Sit-Down / Panelist
12.2023 - Current
  • Exceeded sales targets by proactively identifying and pursuing new business opportunities.
  • Delivered comprehensive product presentations and demonstrations, showcasing the value proposition to potential clients.
  • Generated new contacts through networking and cold calling.
  • Established partnerships with key clients through effective relationship management.
  • Contributed consistently towards achieving organizational goals by actively participating in company-wide initiatives and projects.

Account Executive

BASIQ
01.2023 - 12.2023
  • Exceeded sales targets consistently through strategic planning and execution.
  • Managed sales cycle to maintain solid customer base.
  • Attended networking events to build relationships and identify sales opportunities.
  • Identified new business opportunities
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes.

Platform Administrator

HUB24
02.2020 - 10.2021
  • Responsible for performing effective platform administration within various forms of investment management
  • Established new accounts, transfers, and superannuation support with a high level of data and reporting accuracy
  • Processed client transactions and payments while handling contributions and deposit fees
  • Maintained personnel records and updated internal databases to support document management.
  • Processed deceased estates
  • Serviced in-specie transfers
  • Complied with AML financial regulations

Insurance Agent

CommInsure
11.2018 - 01.2020
  • Displayed a consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations, which resulted in earning the multiple Employee of the Week accolades
  • Maintained high standards of customer service by building relationships with clients to meet their insurance needs
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension

Education

Certificate of Completion in FinTech - AI & Blockchain Technologies

The University of Sydney
Sydney, NSW
03.2023

Bachelor of Economics - Economics

The University of Sydney
Sydney, NSW
07.2019

Skills

  • End-to-End Sales Process Management
  • Account Management
  • Efficient Pipeline Management
  • Customer Service
  • Market Research & Analysis
  • CRM Maintenance and Hygiene
  • Business Development
  • Client Relationships
  • Data Collection & Reporting
  • Business Operations

Timeline

Enterprise Account Director

Sit-Down / Panelist
12.2023 - Current

Account Executive

BASIQ
01.2023 - 12.2023

Platform Administrator

HUB24
02.2020 - 10.2021

Insurance Agent

CommInsure
11.2018 - 01.2020

Certificate of Completion in FinTech - AI & Blockchain Technologies

The University of Sydney

Bachelor of Economics - Economics

The University of Sydney

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Jason Sarie