Jacob Stein

Experience

• 

  Primetime Trading

  Aug 2020 - Jun 2024

  Partner

  • Developed an educational curriculum, provided accurate information and personalized support across several market sectors such as technology, natural gas, and industrials, to help traders make informed decisions and reach trading goals• Design sales materials, proposals, and product presentations using Microsoft PowerPoint, Adobe Photoshop, and InDesign• Coordinate meetings with 230 current clients to increase retention, ensure customer satisfaction, and support campaigns• Execute over 100 interviews using spreadsheets, and other database softwares such as Excel and Microsoft Teams Show less

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  King of Christmas

  Sept 2023 - Dec 2023

  Client Success Manager

  • Utilized advanced logistical software to track and monitor inventory across multiple warehouses, contributing to efficient order processing and fulfillment.• Demonstrated a keen understanding of supply chain processes, resulting in improved order accuracy and customer satisfaction.• Managed and responded to client inquiries via email, ensuring prompt and effective communication.• Compiled and communicated key metrics and trends to internal teams, contributing to data-driven decision-making and continuous process improvement. Show less