Jacob McConnell

About Jacob McConnell

Hello.I\'m Jake, and I\'ve been recognized for excellence as an award-winning and results-focused professional with 15+ years of experience attaining targeted revenues and managing end-to-end Sales Enablement operations. I have proven expertise in optimizing Corporate Account strategies, financial services, technology, and innovation to elevate platform utilization and drive positive impacts across the organization. As a transformational leader, I consistently generate high impact across the organization, serving as a project lead for initiatives with enterprise-wide implications on various business segments and their respective strategies. I am well known for developing deep relationships with business unit leadership to support the execution of existing key strategic priorities and identifying new opportunities. In my role as Corporate Strategy & Sales Enablement Manager with Thermo Fisher Scientific, I am respected for designing and delivering conversion and implementation strategies to integrate Partnership Account Plans into SFDC. To ensure organization-wide success, I collaborate with Corporate Account leaders, IT, and divisional partners to build a robust strategic roadmap focused on enhanced collaboration, data insight integration, and standard work enablement. As the product owner for all development and enhancement plans, I develop, manage, and enforce master data management strategy and governance. A small sample of my successes includes:• Conducted in-depth analysis of the global pipeline within Investment Services, driving over $1.5B in annual sales• Spearheaded independent, innovative sales prospecting program via Alteryx and Tableau that generated $5M in cross-selling opportunities across multiple business lines• Systematically reduced time spent completing incentive contracts and transformed overall contract management by revamping business contract process flow• Pioneered a fully connected, collaborative account planning strategy, fueling accelerated growth, deeper customer intimacy, and unprecedented revenue synergies across divisionsIf you\'d like to connect, just contact me by phone (81••••••19) or email (m••••••••@gmail.com). I am looking forward to hearing from you!

Experience

1. Commercial Growth & Strategy, Global Payments & Trade

   BNY

   Aug 2023 — Present · Pittsburgh, PA, US

   Drive strategic growth and enablement across the payments sales organization-Increase scope and broaden our reach through lead generation-Connect all aspects of the sales process, KYC and servicing components to reduce onboarding time and increase client retention -Partner with the FX desk to find synergistic product opportunities and expand influence-Maintain sales goals and coach RMs to exceed these goals through white analysis and business development-Drive strategy through better data management

Education

• University of Pittsburgh Joseph M. Katz Graduate School of Business

  Master of Business Administration (MBA), Strategy

• Penn State University

  Certificate, Money & Banking, International Economics

• University of Pittsburgh Joseph M. Katz Graduate School of Business

  Certificate, Technology, Innovation & Entrepreneurship

• Penn State University

  Bachelor of Arts in Economics, Strategy

Skills

• Risk Management
• Series 7
• Sustainable Development
• Investments
• Crm
• Economic Research
• Money Market
• Economics
• Relationship Management
• Trading
• Transaction Processing
• Asset Management
• Valuation
• Securities
• Customer Relationship Management (Crm)
• Money Management