Dan J.

Jacob A. is a seasoned Operations Specialist and Executive Assistant with over four years of experience in high-demand roles. With a solid foundation in customer success advocacy, he advanced to a retention specialist, amassing a total of six years in customer success. His experience spans B2B and outbound sales, lead generation, and social media management. Jacob has effectively utilized platforms like Salesforce, Hubspot, and Go High Level to enhance lead management. His tenure at POWERHOUSE - Senior Life Insurance Company showcased his expertise in client request management, executive scheduling, and onboarding processes. Additionally, he handled administrative tasks, such as system maintenance and developing weekly production reports. Jacob's career also includes pivotal roles in financial services, serving as a phone banking associate with institutions like Wells Fargo Bank and KOHO Bank, where he excelled in customer assistance and service retention. His educational background from the University of the Philippines, Los Baños, in Development Communication, provided a strong foundation for his diverse career.