Jashan Mundi

Jobber

Account Executive

Money With Mundi 💰🇨🇦

In November 2020, I started educating Canadians on how to manage and grow their money so they can spend less time in spreadsheets and more time enjoying their life.

Since then, I have amassed over 1M impressions and built a community of over 20K followers while working 1:1 with Canadians to help create a bulletproof game plan for their money so they can retire comfortably (and early if they choose to).

Founder

FreshBooks

- Jun 2024: 150% quota attainment
- Jul 2024: 89% quota attainment
- Aug 2024: 127% quota attainment

SaaS Academy

Responsible for creating $9.5M in the pipeline and sourcing $1.21M in revenue

Q1 2023 (ramp)
- $602K pipeline generated
- $38K revenue sourced
- 11 qualified sets

Q2 2023
- $2.52M pipeline generated
- $308K revenue sourced
- 84 qualified sets

Q3 2023
- $3.22M pipeline generated
- $336K revenue sourced
- 76 qualified sets

Q4 2023
- $3.73M pipeline generated
- $636K revenue sourced
- 74 qualified sets

Sales Development Representative

Commsor

We believe that a thriving community is a company's most valuable asset. Community unlocks the power of your customer network, enabling you to scale your business, resources, and presence in ways that traditional marketing or advertising channels can't.

Business Development Representative

Athennian

Responsible for generating over $494,865 in qualified pipeline in less than 5 months.

December 2021
- 100% of quota (meetings occurred)
- 100% of quota (qualified)

January 2022
- 100% of quota (meetings occurred)
- 200% of quota (qualified)

February 2022
- 128% of quota (meetings occurred)
- 200% of quota (qualified)

March 2022
- 100% of quota (qualified)

Athennian’s cloud-based entity management platform provides innovative solutions that enhance global corporate governance in scalability, compliance, and efficiency. With Athennian’s secure, streamlined, and intuitive software, legal teams can make critical data-driven decisions, scale faster, and drive profits.

Eaton

- Enter requisitions on a weekly basis valued over $100,000 > ISO’s against multiple suppliers located in Canada, the United States, and Mexico in order to replenish stock and for customer truck down requirements.

- Took the lead in decreasing slow-moving physical inventory by more than $100,000 in the span of 12 months by implementing a Min-Max inventory control system across multiple Eaton distribution locations.

- Responsible for managing 15 different OEM channels by leading communication regarding order management, shipments, product return approvals and resolving operational issues and customer complaints.

- Improved Canadian Aftermarket OTD (On-Time Delivery) from under 60% to 95%+ and average lead-time for same-day/overnight shipments from 3 days to less than 1 day in 6 months by utilizing my skillset in MRP systems and procedures.

- Responsible for systematically and physically receiving over $150,000 worth of goods from Eaton plants and customers on a monthly basis using Oracle ERP.

- Took the initiative to adjust and correct month-end discrepancies in inventory through cycle count, conversion, or obsolete parts.

- The lead team member in Canada responsible for managing physical inventory count and assisting with reconciliation with Finance personnel to ensure a timely launch.

- Approve or disapprove $200,000+ worth of customer product return requests, customer core credits, and credit and rebilling procedures.

- Effectively coordinate inventory requirements with the Aftermarket team to ensure the National Remanufacturing Centre receives the parts required in order to build more transmission units to satisfy min-max levels and fulfill customer orders in a timely manner.

Customer Service Representative

Money Coach For Canadians 🇨🇦 // Tech Sales 🤝

As a dynamic B2B SaaS Sales Professional, I specialize in driving revenue growth and building lasting relationships within the software and technology sectors.

With a proven track record of generating substantial pipelines, exceeding sales targets, and closing complex deals, I bring a strategic approach to every opportunity.

Key Highlights:

- Sales Excellence: Generated over $4M in qualified pipeline and sourced over $1.25M in ARR so far in my SaaS Sales career

- Proven Track Record: Successfully met or exceeded fully ramped quota in every fiscal quarter for the past 3 years

- Entrepreneurial Spirit: Started my financial education business in 2020 and have coached over 100 Canadians on how to manage their personal finances so they can save more, invest more and live better.

My expertise lies in understanding client needs, delivering tailored solutions, and driving customer success. I thrive in fast-paced environments and am passionate about leveraging innovative SaaS solutions to solve complex business challenges.

Specialities Include:

- Account Management
- Business Development
- Strategic Sales Planning
- Pipeline Generation
- Client Relationship Management
- Closing Complex Deals

If you're looking for a dedicated Account Executive with a passion for technology and a knack for exceeding sales goals, let's connect.

I'm eager to explore opportunities where I can contribute to driving growth and success in your business.

Investment Planning Counsel

- Deal with time sensitive and confidential material (Estate settlements, cheque deposits, opening and set up of staff accounts, set up of power of attorney on a client’s account) in a professional and compliant manner.
− Prepare appropriate meeting materials (portfolio evaluation report, power of attorney forms, fund facts), depending on the type of appointment, including TCE documentation. 
− Ensuring that all daily trades and transfer outs are completed accurately and promptly.
− Communicate openly with advisor and teammates regarding daily tasks.

Client Experience Specialist

• Process financial transactions like deposits, withdrawals and bill payments as
per standardized operating procedures, industry regulations and TD's Code of
Conduct and Ethics.
•   Achieve 88% on the Legendary Experience Index (customer experience survey), above the branch’s goal of 80.2%, by building strong relationships with clients and completing various types of transactions (deposits, cheque certifications, mortgage payouts)in a timely and accurate manner
• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
•  Identify and refer high-value clients to financial advisors, increasing investment with TD Waterhouse by developing a deeper understanding of consumers’ needs and optimizing customers’ savings to ensure highest return on investment

Customer Experience Associate

Banana Republic

− Promoted the value and benefits of the customer loyalty program, leading to a 10% beat on expected customer signup rate for the program on a weekly basis
− Responded to customer questions from a detailed understanding of products, resulting in a customer satisfaction rating of 90%
− Collaborated with team members in handling cash registers, managing the sales area, organizing inventory room, labeling products, unloading merchandise, and cleaning up

Brand Associate

Rotman Commerce International Business Association

- Planned events for student group by managing events calendar, developing program planning timelines as well as leading marketing and communications resulting in increased engagement with RCIB events
         - Led a team of five committee members in planning and execution of student-run programs, such as the RCIBA Case Competition and Prepare for Takeoff (First Year Event) by leading weekly meetings, creating project management workback schedules and delegating roles and resulting in smooth and effective event experiences

Director Of Events

Events Committee Member

Rational Capital Investment Fund (University of Toronto)

Conducted in-depth qualitative and quantitative analysis on investments with a focus on quality small-cap businesses and special situations
        -   Produced detailed research reports by developing investment thesis, business description, industry analysis, risks, and DCF and  Comparable Company Valuation, resulting in a comprehensive understanding for fund members and investors

Analyst

Walmart

•	Prepare and reset Receiving Area
•	Unload and sort general merchandise trailers
•	Assist in stocking the salesfloor as assigned

Fulfillment Associate

Harry Rosen

•	Maintained visual appearance of the store to standards of Harry Rosen at all times
•	Merchandise replenishment as required
•	Communicated with customers and store personnel

Visual Support Associate 

My name is Santiago Bohorquez. I graduated from  the University of Toronto's Rotman Commerce, specializing in Management with a focus in Finance.

In my current role as a Client Experience Specialist at Investment Planning Counsel, I enjoy interacting with our clients and effectively supporting my advisor in an administrative capacity to help the clients achieve their financial goals. In addition, I also enjoy all aspects of personal finance and aspire to eventually become an Investment Advisor.

Outside of the office, you can find me at the gym training Mixed Martial Arts. I have trained Goju-Ryu Karate, reaching the rank of blue belt, Brazilian Jiu-Jitsu, and MMA.

Finally, I am passionate about learning languages. I am fluent in Spanish and English, conversational French, and beginner level in Portuguese.

If you ever want to chat about stocks, the economy, languages, martial arts, or anything else, feel free to reach out to my email santiago.bohorquezfernandez@mail.utoronto.ca.

taplio

The Battle

Jashan Mundi

Santiago Bohorquez

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