Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Jacob Polk

Charlotte,NC

Summary

Results-driven Account Executive with a proven ability to recruit new clients and drive growth within underdeveloped territories. Skilled at identifying business opportunities, building strategic relationships, and delivering revenue results. Adept at developing compelling value propositions and collaborating cross-functionally to achieve business objectives. Recognized for deep company knowledge and uniquely positioned to engage and address the needs of our target market. Seeking to leverage client management expertise, creativity, and brand insight in a marketing role focused on brand growth, lead generation, and market positioning.

Overview

7
7
years of professional experience

Work History

Account Executive

PDSVISION
05.2022 - Current
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
  • Managed 15-20 accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Developed a solid pipeline of roughly $700K through diligent research and targeted outreach efforts.

Financial Advisor

Prudential Financial
05.2018 - 04.2022
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. F
  • Worked with clients & businesses to support understanding of rationale and details of financial strategies.
  • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.

Education

Some College (No Degree) - Business Administration And Management

Kent State University
Kent, OH

Skills

  • Business requirements analysis
  • Understanding of financial markets
  • Organizational strategy development
  • Adaptability to change
  • Effective presentation delivery
  • Process optimization
  • Consultative selling approach
  • Experienced with CRM systems
  • Strategic business planning
  • Creative direction
  • Campaign management

Accomplishments

  • 2024 PTC Winner’s Circle recipient for outstanding sales achievement
  • Increased territory annual recurring revenue (ARR) by over 30%
  • Completed foundational and intermediate PTC Field Academy courses in IoT, CAD, PLM, ALM, and AR, deepening expertise in customer challenges and solution alignment

Affiliations

  • Filed Advisory Council, a member of the Inclusion & Diversity Team 2018-2022

Timeline

Account Executive

PDSVISION
05.2022 - Current

Financial Advisor

Prudential Financial
05.2018 - 04.2022

Some College (No Degree) - Business Administration And Management

Kent State University

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Jacob Polk