Jacob A. Ross
Lincoln
Summary
Experienced in managing the full sales cycle, successfully navigating prospecting, needs analysis, demos, contract negotiations, and closing deals. Utilizes a consultative sales approach to identify pain points and implement solution-based sales strategies. Consistently meets or exceeds sales goals, demonstrating dedication and drive. Possesses strong business development skills and thrives in collaborative team environments.
Overview
18
18
years of professional experience
Work History
Investor
23RE
03.2024 - Current
- Managed the full-cycle sales process, including lead generation, client acquisition, contract negotiations, and successful closing
- Designed and implemented a custom-built CRM with integrated artificial intelligence, streamlining and automating the company's workflows, lead generation and lead management
- Generate leads through automated workflows, cold calling, and doorknocking
- Developed and implemented creative, personalized marketing strategies to engage with prospects, increasing response rates by nearly 100%
- Developed and implemented scalable systems and processes, enabling nationwide expansion of company operations
Senior Account Executive
Sundae
04.2022 - 03.2024
- Managed the full lifecycle of transactions, overseeing lead identification, recruitment, engagement, and the successful close of escrow
- Identified, recruited, and onboarded single-family real estate investors by leveraging industry events, investor meetups, referrals, social media, and various lead generation strategies
- Onboarded investors to the Sundae marketplace app, demonstrating its features and functionality to support their acquisition of investment properties
- Facilitated investor adoption of Sundae funding for hard money loans, supporting fix-and-flip and rehab projects while building strong, repeat relationships
- Managed and documented investor interactions, property details, and escrow-specific information using Salesforce to ensure accurate and comprehensive records
- Achieved record-breaking sales results in the Bay Area and Sacramento markets by leveraging CRM analytics and implementing a customer-focused sales strategy, consistently surpassing sales quotas
- Managed a portfolio of over 1000 investors in Sacramento, Bay Area, Fresno, and the Inland Empire
- Directly responsible for company-level KPIs, including closing volume, net profits, investor engagement, and retention
- Responsible for determining property ARVs, fielding questions about property values and construction budgets
- Managed a comprehensive lifecycle pipeline ranging from the investors initial research to active clients who bought contracts and services through Sundae
- Responsible for generating ancillary revenue through multiple streams of added services
- Worked directly with management to package learnings and feedback from investor interaction into actionable feature expansion and new product development
- Managed and oversaw all aspects of contract dispositions
Firefighter/Paramedic
Fire Department
01.2011 - 04.2022
- Delivered exemplary customer service and teamwork in high-pressure environments
- Executed fire suppression activities, in compliance with strict local and state protocols
- Provided emergency medical services while adhering to established procedures and protocols
Founder/SaaS Account Executive/Product Manager
eHudl
09.2020 - 12.2021
- Led and executed the full sales cycle, from lead qualification and proposal development to contract negotiation and successful closure
- Spearheaded lead identification, prospecting, and management to build and maintain a robust sales pipeline
- Delivered engaging sales presentations and tailored product demonstrations to effectively showcase value propositions
- Collaborated with cross-functional teams, including the CEO, CTO, and Sales Director, to ensure alignment on product development and client satisfaction
- Defined product strategy and vision by analyzing market trends, user feedback, and business needs to drive innovative product development
Principal Realtor
Century 21 Select Group - Team Jacob Ross
07.2007 - 12.2010
- Established long-term relationships with key lending institutions, including Fannie Mae, Wilshire, and GMAC
- Closed 463 properties with a total value exceeding $85M
- Created and executed a multi-year business platform, driving total commissions to exceed $1.5M
- Directed all aspects of business operations, including sales, team recruitment, training and expansion into new markets
- Expanded operations into new markets, including Arizona and Tennessee
- Managed the entire bid and rehab process for Fannie Mae properties, overseeing construction and quality assurance to ensure FHA compliance
Education
Bachelor of Arts - Business Administration
California State University, Chico
Skills
- New business opportunities
- Customer relationship management (CRM)
- Sales quota achievement
- Lead development
- Business development and planning
- Lead generation
- Contract negotiation
- Strong presentation skills
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Resolved product issue through consumer testing.
- Achieved [Result] by introducing [Software] for [Type] tasks.
Certificates Licenses Awards
- Active Real Estate License
- 2024 Masters Club Member - Recognized among the top 10% of local real estate agents for sales production.
Timeline
Investor
23RE
03.2024 - Current
Senior Account Executive
Sundae
04.2022 - 03.2024
Founder/SaaS Account Executive/Product Manager
eHudl
09.2020 - 12.2021
Firefighter/Paramedic
Fire Department
01.2011 - 04.2022
Principal Realtor
Century 21 Select Group - Team Jacob Ross
07.2007 - 12.2010
Bachelor of Arts - Business Administration
California State University, Chico
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