Open to opportunities

Jacob Woolf

@jacobwoolf

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AI-forward business operations and workflow specialist driving revenue and efficiency.

United States

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What I'm looking for

I seek roles where I can apply AI-driven process improvements and workflow automation to scale teams, reduce costs, and enhance customer retention in collaborative, growth-oriented environments.

I am an AI-forward business operations and workflow specialist with 5+ years of experience in sales, tech integration, and process improvement, consistently prioritizing client needs and delivering measurable results. I achieved $255,275 in sales within my first 13 weeks as a Career Agent and have career sales surpassing $1.9M.

As a Business Software Integration Specialist, I identified software solutions that reduced per-transaction variable costs and implemented workflow automation and dynamic pricing, AI-driven analytics, and inventory management systems. I helped expand a sales team from 16 to 32 agents in six months and ranked among the top 3 agents for customer retention in an office of 120 agents.

I led student chapter activities as Chapter President, growing meeting attendance from 8–10 to 80+ and organizing events for up to 600 attendees, and I bring strong cross-functional collaboration, systems analysis, and customer-success focus to roles seeking measurable operational improvements.

Experience

Work history, roles, and key accomplishments

Current

Career Agent

Current

USHealth Advisors

Aug 2023 - Present (2 years 3 months)

Achieved $255,275 in sales within the first 13 weeks and grew career sales to over $1.9M; ranked top 3 for customer retention in an office of 120 agents and helped expand the team from 16 to 32 agents within six months.

Sales Customer Retention Team Leadership Policy Development Client Relations Onboarding Performance Coaching

Business Software Integration Specialist

Meraki Management Solutions

May 2022 - Dec 2023 (1 year 7 months)

Identified and implemented software solutions that reduced per-transaction variable costs and streamlined workflows across dynamic pricing, inventory, and AI-driven analytics for small and mid-size businesses.

Systems Analysis Workflow Automation Inventory Management Dynamic Pricing Business Process Improvement Customer Segmentation

Chapter President

UCF Collegiate Entrepreneurs Organization

Apr 2020 - May 2022 (2 years 1 month)

Led the chapter through COVID-19 by hosting virtual events, growing meeting attendance from ~8–10 to 80+ members, and organizing campus events with up to 600 attendees.

Leadership Event Management Community Building Public Speaking Marketing Strategy Cross Functional Collaboration Data Analysis

Sales and Marketing Intern

NorthStar Investment Bank

Mar 2020 - Jul 2020 (4 months)

Became the firm's first intern, produced training materials, and managed email marketing campaigns that contributed to onboarding several high-value clients.

Email Marketing Training Development Onboarding Market Research Sales Support Workflow Familiarization

Education

Degrees, certifications, and relevant coursework

University of Central Florida

Bachelor of Business Administration, Business Administration

2018 - 2022

Activities and societies: Chapter President, UCF Collegiate Entrepreneurs Organization; Sales and Marketing Intern at NorthStar Investment Bank; organized and spoke at college events; College of Business Dean's List

Completed a Bachelor of Business Administration from 2018 to 2022 with involvement in student organizations and internship experience supporting business operations and marketing.