Jared Nasso

Sales Executive

New York City, New York, United States6 yrs 7 mos experience
Most Likely To Switch

Key Highlights

  • 216% quota attainment in Q1 at Ocrolus
  • Led hiring and training at family business
  • Exceeded sales quotas consistently across roles
Stackforce AI infers this person is a Fintech Sales Professional with strong management and lead generation capabilities.

Contact

Skills

Core Skills

Sales ManagementLead GenerationManagementCustomer Service ManagementCustomer ServiceCommunicationLeadershipOrganizationSales

Other Skills

Account ManagementSales ProspectingTime ManagementProblem SolvingCold CallingOrganization SkillsAnalytical SkillsBookkeepingFinancial Decision MakingRelationship DevelopmentStrong Work EthicBudgeting & ForecastingRisk ManagementQuickBooksMicrosoft PowerPoint

About

Ocrolus is a document automation platform that powers the digital lending ecosystem, automating credit decisions across fintech, mortgage, and banking. The company provides document analysis infrastructure to customers like PayPal, Brex, SoFi, and Plaid, and has raised over $100 million from blue-chip fintech investors. Ocrolus enables financial services firms to make high-quality decisions with trusted data and unparalleled efficiency.

Experience

6 yrs 7 mos
Total Experience
1 yr 1 mo
Average Tenure
1 yr 11 mos
Current Experience

Ocrolus

4 roles

Account Executive

Promoted

Feb 2026Present · 3 mos

Sales Development Representative III

May 2025Feb 2026 · 9 mos

  • Q1: 216% quota attainment
  • Q2: 220% quota attainment (company record)
  • Consistently drive $1.5-2 million in pipeline generation each quarter
  • Play an active role in onboarding new team members, sharing best practices, training on CRM systems, and helping them ramp up quickly to meet performance targets.
  • Call 75-125 clients per day, strategically prospecting to identify and target key decision-makers, ensuring high-quality lead generation and conversion.
  • Max out weekly LinkedIn connection requests- reaching out to prospects 2-3 days per week, building relationships and advancing leads through personalized communication.
  • Utilize advanced sales skills to qualify leads and push through the sales cycle.
  • Create and send high-impact emails daily, personalizing messaging to align with pain points and drive engagement.
Lead GenerationSales ManagementAccount ManagementSales ProspectingTime ManagementCommunication+3

Sales Development Representative II

Nov 2024May 2025 · 6 mos

  • Q3: 160% quota attainment
  • Q4: 164% quota attainment

Sales Development Representative

May 2024Oct 2024 · 5 mos

  • Q1 (2 out of 3 months focused on outreach): 104% quota attainment
  • Q2: 156% quota attainment

Semaca auto repairs inc

Operations Manager (Vital contributor to family business in need of support)

Feb 2023May 2024 · 1 yr 3 mos · Port Chester, New York, United States

  • Led the hiring process at Semaca, conducting interviews and onboarding new employees.
  • Apply business knowledge and sales expertise to effectively promote and sell products/services.
  • Hands-on training for new employees with systems, processes, and best practices.
  • Handled customer inquiries, billing disputes, and scheduling while delivering timely and efficient responses to inbound calls and emails.
  • Analyze expense and income accounts; reconcile bank statements and generate annual financial statements.
ManagementCustomer Service ManagementLeadershipOrganization SkillsAnalytical SkillsCommunication+9

The mark boyland real estate team

Listing Partner / Inside Sales Agent

Jun 2022Jan 2023 · 7 mos · Bedford, New York, United States

  • Consistently exceeded weekly lead conversion quotas by 50% through cold calling, email outreach, texting, and marketing campaigns.
  • Led team training on cold calling strategies and best practices, improving outreach effectiveness and conversion rates.
  • Crafted and implemented targeted discovery questions during client interactions.
  • Developed tailored email and call templates for enhanced sales efficiency.
  • Conducted listing presentations; delivered thorough Comparative Market Analysis and all other relevant due diligence, securing two listings within the first week.
  • Emphasized empathy in client interactions to better understand their needs and preferences; tailored solutions to align with client requirements.
Lead GenerationSales ManagementAccount ManagementSales ProspectingTime ManagementMicrosoft PowerPoint+13

Shelter powered by keller williams

Client Care Specialist / Inside Sales Agent

Sep 2021Jun 2022 · 9 mos · Denver, Colorado, United States

  • Sold 3 million dollars in property value within 4 months, exceeding quota by 50%.
  • Implemented CRM management strategies to efficiently track and nurture leads generated through cold calling, emailing and marketing campaigns.
  • Led efforts to refine marketing strategies, sales approaches, customer management through the sales cycle, and improve operational efficiency.
  • Developed the ability to build rapport with clients and overcome objections, resulting in a consistent increase in sales revenue.
  • Evaluated opportunities and conducted due diligence on commercial and residential assets.
Organization SkillsLead GenerationSales ManagementCommunicationAccount ManagementProblem Solving+11

Fidelity investments

Customer Relationship Advocate

Apr 2021Jul 2021 · 3 mos

  • Assisted clients in managing their accounts and facilitating the transfer of funds within Fidelity-provided account options
  • Developed strong knowledge of Fidelity product offerings
  • Maintained a commitment to exceptional standards, resulting in consistently high client retention rates
Organization SkillsAnalytical SkillsCommunicationProblem SolvingInvestmentsCollaborative Problem Solving+4

Ameritech windows

Sales Associate

Jan 2020Mar 2020 · 2 mos · Boulder, Colorado, United States

  • Engaged with 300+ attendees at 10 industry trade shows, resulting in 5 qualified leads generated
  • Managed sales and customer engagement at home shows, driving product sales and expanding client base
  • Conducted discovery sessions with potential clients to comprehend their needs and provide comprehensive education about the company and its product
  • Leveraged customer service and problem-solving skills to engage diverse clientele and successfully secure sales
  • Directed marketing and sales efforts at home shows and major relevant events to promote and sell the product
Organization SkillsSales ProspectingAnalytical SkillsSales ManagementCommunicationProblem Solving+10

Harrison recreation department

Head Counselor

Jun 2019Aug 2019 · 2 mos · Harrison, New York, United States

  • Supervised a team of 5 assistant counselors and coordinated activities for 70 camp attendees on a daily basis
  • Utilized strong communication and conflict resolution skills to mentor assistant counselors in student management and event planning
  • Devised team-building exercises for both assistant counselors and campers to foster a cohesive and engaging camp environment
LeadershipOrganization SkillsAnalytical SkillsCommunicationProblem SolvingStrong Work Ethic+2

Alpha sigma phi fraternity

Vice President of Membership Enrichment

Jan 2019Dec 2019 · 11 mos · Boulder, Colorado

  • Implemented focused budgeting strategies, enabling the organization to clear $20,000 in debt and generate over $75,000 within a yearn
  • Collaborated with the Treasurer to prepare and oversee budgets, effectively controlling expenses and resource allocation
  • Devised a system to monitor the academic progress of 80 new members and brothers, providing the necessary resources for GPA improvement
  • Guided the Scholarship Director in fostering proactive academic engagement, elevating the house average GPA to 3.8
Microsoft OfficeOrganization SkillsMicrosoft PowerPointAnalytical SkillsCommunicationProblem Solving+6

J.crew

Sales Associate

Jun 2017Aug 2018 · 1 yr 2 mos · Greenwich, CT

  • Consistently exceeded $250 daily sales quota through effective customer management, streamlined transactions, attentive fitting room assistance, and meticulous inventory control
  • Consistently achieved high sales performance by employing effective customer engagement strategies, persuasive product knowledge, and effective cross-selling strategies
  • Took charge of onboarding and training of five new employees to ensure a proficient and skilled team
  • Strategically delegated tasks among colleagues in the men's department to optimize time management during peak periods and holiday rushes
LeadershipAnalytical SkillsCommunicationProblem SolvingRelationship DevelopmentPublic Relations+6

Education

University of Colorado Boulder

Bachelor's degree — Business Management and Real Estate

Jan 2018Jan 2020

University of Connecticut-Stamford

Business Administration and Management — General

Aug 2016Dec 2017

Stackforce found 100+ more professionals with Sales Management & Lead Generation

Explore similar profiles based on matching skills and experience