Jacob Lucas

Business Development Executive

Minneapolis, Minnesota, United States9 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Achieved 114% of sales quota in FY25.
Led high-performing SDR team at Anaplan.
Increased business revenue by 30% at Rumi.

Stackforce AI infers this person is a Sales Development Leader in the SaaS industry with a focus on Financial Services.

Contact

Skills

Core Skills

Sales DevelopmentTeam LeadershipMentorshipGrowth ManagementMarketingSalesAdmissionsEvent Coordination

Other Skills

Pipeline GenerationCoachingCollaborationData-Driven CoachingProspectingQuota AchievementData-Driven StrategyMentoringMulti-Channel EngagementSales StrategySales ProspectingRelationship BuildingCold CallingAccount MappingCustomer Acquisition

About

I partner with leaders in Financial Services and Insurance organizations to solve complex planning challenges. By leveraging Anaplan, we transform disconnected data into a strategic advantage, enabling clients to improve financial forecasting and planning, align their workforce, and optimize sales performance. As a Sales Development Manager, I lead the team responsible for building the frontline of that customer partnership. I am passionate about coaching my representatives and refining our outreach strategies to ensure we create meaningful first connections that set the foundation for long-term customer success. Always open to discussing strategies to accelerate your business performance.

Experience

9 yrs 5 mos

Total Experience

2 yrs 6 mos

Average Tenure

3 yrs 2 mos

Current Experience

Anaplan

3 roles

SDR Manager - Financial Services & Insurance

Promoted

May 2025 – Present · 1 yr · Minneapolis, Minnesota, United States

Own the top-of-funnel strategy, driving outbound motions and pipeline generation programs.
Lead and develop a high-performing SDR team focused on qualified meetings and enterprise pipeline creation.
Collaborate with Sales and Marketing to enhance pipeline consistency and accelerate sales cycles.
Implementing data-driven coaching frameworks to improve SDR productivity and conversion rates.

Sales DevelopmentPipeline GenerationCoachingCollaborationData-Driven CoachingTeam Leadership

Senior Sales Development Representative

Promoted

Aug 2024 – May 2025 · 9 mos · Minneapolis, Minnesota, United States

Managed a diverse book of business in the Enterprise Emerging Markets vertical, prospecting across five industries.
Achieved 100% of quota in FY24 and 114% in FY25, showcasing strong pipeline generation.
Developed a data-driven prospecting strategy, utilizing multi-channel engagement to create new opportunities.
Mentored new SDRs, enhancing team performance and effectiveness through targeted enablement sessions.
Recognized as Anaplan's A-Player Award Winner, voted by peers for outstanding contributions in training, mentoring, and fostering a culture of collaboration, positively impacting both new hires and experienced team members.

ProspectingQuota AchievementData-Driven StrategyMentoringMulti-Channel EngagementSales Development+1

Sales Development Representative

Mar 2023 – Aug 2024 · 1 yr 5 mos · Minneapolis, Minnesota, United States

Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make better-informed plans and decisions and drive faster, more effective planning processes.

Sales ProspectingRelationship BuildingCold CallingAccount MappingSales Development

Rumi

Growth Manager

Nov 2020 – Mar 2023 · 2 yrs 4 mos · St Paul, Minnesota, United States

Increased business revenue by 30% through customer acquisition referrals, sponsorships, and community education
Grew our connections by 45% YoY by connecting with our stakeholders to educate and promote our program
Increased social media engagement by 40% by implementing new marketing strategies
Meet with clients, deliver presentations, and educate members on program offerings
Work closely with the technology team to enhance the usability of the product

Customer AcquisitionMarketing StrategyCommunity EducationSocial Media EngagementGrowth ManagementMarketing

Welk resorts

AMS Agent (Sales & Marketing)

Nov 2019 – Mar 2020 · 4 mos

Successful marketing and highlight offerings to engage customers at stadiums, parks, and networking events
Enhanced product presentation and promotional material displays
Recognized as high performer in consistently signing up 4-5 people a day and producing ~60% conversion rate
Performed in the top 10% of sales representatives
Enthusiastically participated in sales training events to continuously develop skills and gain product knowledge

SalesCustomer ExperienceMarketing

League of united latin american citizens

National Events Intern

May 2018 – Aug 2018 · 3 mos · Washington, District of Columbia, United States

· Work closely and communicate effectively with CEO, CFO, employees and interns.
· Networked with sponsors and VIPS’s to build relationships for the organization.
· Managed a Sponsored reception (150+ people).
· Organized travel arrangements for executives, interns, and others.
· Planned and Executed workshop: “Entrepreneurship and Economic Empowerment”.

NetworkingEvent ManagementEvent Coordination

The cause international

Sales Representative

Aug 2016 – Jul 2020 · 3 yrs 11 mos

Developed business strategies, sales, and marketing plans to align with our operating plan
Established and cultivated solid business relationships with new or existing customers
Cold-called and cold-emailed 200+ potential customers per week, resulted in a 15% meeting rate
Established trust in customer relations, leading to a 25% increase in customer retention resulting in multiyear deals
Managed logistics and coordinated givebacks with a goal of 30% profit return to impoverished communities

Business StrategySales and MarketingCustomer RetentionSales

Saint john's university

Admissions Officer

Aug 2016 – May 2019 · 2 yrs 9 mos · Collegeville, MN

· Prepare Admissions office for events.
· Logistical planning in coordination with other staff.
· Assisting with inputting and organizing information into different systems for staff.
· Provide prospective students and their families’ information/tour of the school.
· Coordinate student panels for events with high school counselors, students and parents.

Logistical PlanningCustomer RelationsAdmissions