Overview
Work History
Education
Timeline
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JAD TOUMA

Ottawa,Ontario

Overview

3
3
years of professional experience

Work History

Account Executive

RJR Innovations
11.2022 - Current
  • Became a subject matter expert in ITSM and CLM solutions
  • Worked with businesses of all sizes - small, medium, enterprise
  • Worked with various CIOs, CTOs, and high-level tech-management to close deals
  • Convinced management to begin cold out-reaching to find new prospects.
  • Maintained a 27% close rate, the highest in the organization.
    Q4: 80% of quota
    Q1: 200% of quota
    Q2: 166% of quota

Founder

Capital Growth
05.2023 - Current
  • Investors Relations company focused on Social Media marketing for publicly traded companies.
  • Worked with several marketing agencies to onboard new companies into our marketing campaigns
  • Worked with various CFOs, CMOs, and CEOs of public companies to close new deals
  • Closed 41 deals in the first year of business
  • Grew revenue at a compounded quarterly rate of 142% since inception.

Area Manager

Amazon
05.2022 - 10.2022
  • Managed a team of 45 associates and up to 80 associates during peak season
  • Teamed up with department leaders to create strategic plans aligned with company objectives
  • Used Excel to manage inventory and headcount to streamline operations
  • Upheld Amazon's high standards of process quality
  • Established training programs for staff members to improve sales outcomes
  • Led a project that is projected to save the FC $144,000 per year.

Client Advisor

Royal Bank of Canada
08.2021 - 05.2022
  • Served 70+ clients on a regular daily basis
  • Informed and suggested new banking products to clients
  • Provide tailored advice to clients based on their financial standing and financial goals
  • Scored a total of 10/10 based on 8 client surveys, the highest in the branch
  • Managed customer requests while mitigating potential risks to the bank
  • Adhered to auditory requirements, audit procedures and other regulated banking activity.

Education

Bachelor of Commerce: Finance -

University of Ottawa - Telfer School of Management
Ottawa, Ontario

Timeline

Founder

Capital Growth
05.2023 - Current

Account Executive

RJR Innovations
11.2022 - Current

Area Manager

Amazon
05.2022 - 10.2022

Client Advisor

Royal Bank of Canada
08.2021 - 05.2022

Bachelor of Commerce: Finance -

University of Ottawa - Telfer School of Management

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JAD TOUMA