JACOB LEVINE
Chicago,IL
Summary
Dynamic sales leader with 7+ years driving revenue growth through targeted outreach, pipeline expansion, and global team leadership. At Billtrust, sourced $3M+ in closed revenue, generated 400+ opportunities, and surpassed quotas by 125% in 1st quarter in seat. President's Club 2024 & 2025. As Sales Manager at Marcus Evans, boosted team revenue 400% ($1.2M to $4.8M) while leading 9 direct reports, optimizing sales cycles, and forging C-suite partnerships. Expert in Salesforce, Outreach, strategic planning, and consultative relationship-building to fuel results.
Overview
9
9
years of professional experience
Work History
Senior Account Development Representative
Billtrust Inc
06.2021 - Current
- 2024 & 2025 President's Club Award Winner
- Exceeded quota by 125% in first quarter — recognized as Top Performer
- Sourced over $3 million in qualified pipeline to date
- Generated 200+ new opportunities within Customer Expansion segment
- Winner, "Call of the Year" (2021) — for exceptional client engagement and closing strategy
- Developed relationships with key accounts to enhance customer satisfaction and retention.
Sales Manager, Private Wealth Group
The Marcus Evans Group
02.2017 - 06.2021
- Directed sales and project management teams delivering C-suite executive summits (70–100 participants)
- Built and led global teams with 9 direct reports
- Increased team revenue by 400% ($1.2M → $4.8M, 2018–2020)
- Ranked Top 3 in personal sales performance (2020)
- Developed new lead-research process to shorten sales cycle and improve conversion rates
- Enhanced client value by connecting alternative asset managers with high-net-worth family offices globally
Education
Bachelor of Arts - English
University of Illinois At Chicago
12.2015
Skills
- Sales Leadership
- Strategic Planning
- Pipeline Growth
- Process Optimization
- Outreach
- Salesforce Lightning
- CRM Management
- Team Development
- Account management
- Lead generation
- Customer expansion
Timeline
Senior Account Development Representative
Billtrust Inc
06.2021 - Current
Sales Manager, Private Wealth Group
The Marcus Evans Group
02.2017 - 06.2021
Bachelor of Arts - English
University of Illinois At Chicago