Open to opportunities

jason sneed

@jasonsneed

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Product-driven BDR skilled in building qualified sales pipelines.

United States

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What I'm looking for

I am looking for a role that values strategic outreach and relationship building, with opportunities for professional growth and development.

I am a product-driven Business Development Representative with a proven track record of generating qualified leads through targeted outreach and strategic discovery. At ReWork, I consistently exceed pipeline targets by generating over 150 leads monthly and achieving a meeting booking rate of over 25%. My ability to manage a CRM pipeline of over 300 active prospects with 95% data accuracy has been crucial in enabling accurate forecasting and driving sales growth.

Previously, as a Financial Consultant at Lonestar Financial Advisors, I identified significant cost-reduction opportunities and drove client portfolio growth by aligning investment strategies with buyer goals. My experience in the United States Army as a Section Leader taught me the importance of discipline and trustworthiness, skills that I carry into my professional endeavors. I am passionate about building strong relationships and delivering value to clients, which has resulted in a 90% client retention rate in my portfolio.

Experience

Work history, roles, and key accomplishments

Current

Business Development Representative

Current

ReWork Training

Sep 2024 - Present (10 months)

Generated over 150 qualified outbound and inbound leads monthly across various programs, consistently exceeding pipeline targets. Executed a high volume of cold calls and personalized emails weekly, achieving a 25%+ meeting booking rate with decision-makers.

CRM Management Lead Generation Cold Calling Email Marketing Sales Pipeline Management Forecasting Discovery Calls Product Demos

Current

Financial Consultant

Current

Lonestar Financial Advisors

Oct 2023 - Present (1 year 9 months)

Identified significant cost-reduction opportunities through financial analysis, mirroring ROI-driven sales prospecting. Drove substantial annual client portfolio growth by aligning investment strategies with buyer goals, similar to value-based selling.

Financial Analysis Investment Strategies Relationship Management Customer Success Lead Generation Upselling

Section Leader

United States Army

Apr 2017 - Present (8 years 3 months)

Secured over $20 million in classified assets with zero losses, demonstrating elite discipline and trustworthiness. Contributed to national missions, showcasing strong operational and security management skills.

Asset Security Disciplining Operational Management Security Management Leadership

Senior Associate

Barclays Investment Bank

Jan 2013 - Present (12 years 6 months)

Developed critical sales material that contributed to closing a $150 million deal and supported a $4.2 billion capital raise. Achieved a top ranking among senior analysts across all investment banking coverage groups.

Sales Closing Capital Raising Financial Analysis Investment Banking Market Research Financial Modeling

Education

Degrees, certifications, and relevant coursework

Pace University

Bachelor of Science, Business Administration-Finance

Completed a Bachelor of Science degree with a focus on Business Administration and Finance. Gained foundational knowledge in financial principles and business operations.