Numeric

Numeric helps finance and accounting teams close their month-end books faster and more accurately using AI automation.

Account Executive

Gong

-First-ever Gong SDR promoted into Sales Engineering role

Associate Sales Engineer

-Q1 ‘23: 133% attainment
-Q4 ‘22: 122% attainment
-Q3 ‘22: 100% attainment
-Q2 ‘22: 108% attainment
-Q1 ‘22: 100% attainment

Senior Sales Development Representative

Gong unlocks reality to help people and companies reach their full potential. 

The patented Gong Revenue Intelligence Platform™ empowers customer-facing teams to take advantage of their most valuable assets – customer interactions, which the Gong platform automatically captures and analyzes. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. Thousands of innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Gong is a private company headquartered in the San Francisco Bay Area. For more information visit www.gong.io.

Sales Development Representative

Fidelity Investments

•	Developed multi-million dollar book of business, placing in top percentiles of Investment Consultants in Western US for Q1 2021 
•	Advised clients through client-outbound calls and investment consultations utilizing complex financial models and Monte Carlo simulations
•	Created budgets to improve clients’ ability to track expenses, provide insights into anticipated withdrawal rates and reliance on investment portfolios
•	Improved client-rating of local branch by through satisfaction ratings and client referrals

Investment Consultant

•	Generated leads and opportunities worth $150M
•	Engineered salesforce dashboards to track role-specific activities and opportunities to enable insights for leadership
•	Awarded Fidelity Recognition Badges for leading Sunnyvale branch in outbound client engagement
•	Promoted to Investment Consultant directly from Financial Representative position for exceptional in-role performance

Financial Representative

KPMG

•	Audited private and publicly traded clients in various industries including banking, real estate, renewable energy, professional sports teams, video streaming services, and manufacturing 
•	Analyzed clients’ financial statements to provide recommendations to audit committee and client leadership
•	Supervised team assignments & responsible for timely issuance of audit report for pre-IPO private clients
•	Onboarded and delivered ongoing learning & development for new audit associates leading to an increase in new hires’ productivity

Senior Audit Associate

•	Spearheaded research and auditing of new Revenue Recognition Standard ASC 606 for clients to ensure legally compliant and accurate financial reporting 
•	Overhauled subsidiary client’s financial reporting from Generally Accepted Accounting Principles (GAAP) to International Financial Reporting Standards (IFRS) to align with parent company’s international financial reporting practices
•	Advised clients on financial reporting standards using Financial Accounting Standards Board (FASB) Accounting Standards Codification Manual to ensure clients’ compliance with industry recognized & mandated regulations

Audit Associate

Ladera Oaks 

•	Launched new client-transaction tracking and management system, reducing overhead costs
•	Quantified all client transactions for Q2 and Q3 of 2017, ensuring accurate financial reporting of all sponsored events 
•	Organized financial reports for executive and board reviews including monthly, quarterly, and annual variance analyses

Financial Analyst

Loyola Marymount University

•Educated students about fundamental micro and macroeconomic principles
•Scheduled and organized weekly meetings to supplement student learning

Economics Tutor

•	Measured growth and decline across departments to determine direction of university funding
•	Mapped course outlines for academic majors for streamlined course delivery
•	Evaluated prospective academic organizations integration-potential for partnership with university and academic departments

Research Assistant

•Proofread and corrected multiple papers and presentations for German students
•Educated students about the understanding of difficult grammatical concepts, test preparation, and organizational skills 
•Supported German professors in the organization of class plans as well as class material

German Tutor

•Educated students about Econometrics, statistics and fundamental economic principles
•Utilized Stata and Minitab to supplement student learning experience

Statistics Tutor

•Collaborated with supervisor to perform historical economic bankruptcy analysis 
•Gained enhanced understanding of Economic Principles through practical application as research assistant

•Helped organize and conduct events and fundraisers for the Modern Languages Department
•Supported the Modern Languages Department through creating brochures, flyers, and management of supplies
•Monitored the use of equipment, such as computers, fax machine, and stationary materials

Academic Support Clerk

•Corrected multiple German students' papers and tests for the German Department
•Proctored several exams for German Department

German Teaching Assistant

Enrou

•	Chaired weekly financial meetings with C-Suite to analyze efficacy of marketing campaigns and strategize future planned campaigns
•	Pioneered company’s budget development, tracking ongoing cash burn rates to ensure company remained cash flow positive                                 
•	Compiled company’s financial statements, ensuring reliable financial reporting to secure new rounds of funding from current and potential investors

Accounting and Financial Planning Intern

• Assisted with bookkeeping, data entry, and data analysis
• Aided the CFO with finances & operations
• Worked with the Director of Operations to develop and implement internship projects

Business Administration Intern

Stanford University School of Medicine

• Organized and facilitated weekly intervention informational sessions
• Analyzed demographic statistics to supplement participant program success
• Recruited and conducted health examinations on multiple participants in the Vivamos Activos en Familia program

Intern

Half-Man, Half-Meme, 100% SE

Do you see random memes on your LinkedIn feed? It’s probably me!

Are you getting phone calls from numbers you don't recognize? Me again :)

I'm only half-joking but when I'm not posting memes or cold calling, I'm doing everything I can to improve my business acumen and lead a life of integrity, optimism, and service. 

I'm passionate about making a positive impact in my personal and professional communities. Ultimately, my personal mission is to help others and hopefully make some people laugh along the way.

Caspian Lewke

BIG NEWS: Numeric has raised a $51M Series B round, led by IVP with participation from Founders Fund, Menlo Ventures, 8VC, and others. 🤯

Working at Numeric has been so exciting, and over the past year, we've launched AI-powered flux analysis that accountants trust, built out cash management tooling, and worked with some of the best finance teams in the industry.

This raise funds what’s next: more AI agent capabilities, building a strong finance data layer, and expanding the team. If you're interested in working on hard problems in finance infrastructure, let's talk.

#Numeric #accounting #ai

Streamlining Month-End, One Close at a Time

"Your network is your networth, which is why I love LinkedIn."
-Benjamin Franklin, probably

Networking is a word that a lot of people use, but can mean a thousand things.

If you've ever wondered the following:

"What does good networking look like?"
"How can I get referrals?"
"Why are my palms so sweaty at networking events?"

Then you've got to listen to the new episode of Cold Rush Podcast with Eric Wiegand  🦡 where we walk about NETWORKING!

Episode link in the comments below!

What have you found most helpful when networking? 🤔

#coldrush #sales #networking

So incredibly proud of my brother Damien and Nebulock, Inc.! This launch is huuuuuuuuge!

Founder & CEO @ Nebulock | MIT CSAIL | Threat Hunting | Marathoner

We’ve launched Vibe Hunting!!

Nebulock, Inc. is on a mission to democratize threat hunting to every organization, regardless of size, skillset or budget. That mission has taken a giant step in the right direction.

Vibe Hunting is our new product that allows security teams to initiate threat hunts using natural language prompts. 

You now can drive agentic workflows, enabling teams to:
-Go from threat intel report to true positive in minutes.
-Translate hypotheses into behavioral detections.
-Multi-thread your hunts (so you can keep hunting, not wait for responses).

I’m really proud of how our team of threat hunters and engineers have developed a purpose-built platform thats built by operators, for operators, enabling any analyst to become a world-class hunter, and any hunter to become a team of hunters.

Existing Nebulock customers are now able to hunt daily, and we’re excited to share this with you.

Check out our new, free Vibe Hunting Playground here: https://lnkd.in/eacvHQpe

Link to my blog in comments.

Dan Nguyen-Huu Will Lehmann Rak Garg Enrique Salem Jon Sakoda Stacey Wueste Andrew Peterson Andrew Morris Josh Kamdjou Apoorva Pandhi Mario Götze Nick Galbreath Jack Blyzinskyj Kurtis Lin Parker Gilbert Grant W.

Special thank you to our amazing advisors Kris Merritt Christopher Witter and Robert E Mealey

Global Technology Solutions Inc. (GTS)

Marketing Leadership
Objectives & Strategy: Establish clear goals, define target audiences, and develop marketing strategies.
Customer Engagement: Apply customer research insights to marketing initiatives.
Partnership Development: Nurture key partnerships, aligning goals and driving co-marketing efforts.
Mentorship: Enhance team capabilities and foster growth in junior marketing staff.

Demand Generation
Pipeline Contribution: Consistently deliver pipeline contributions to meet revenue targets.
Metrics-Driven Analysis: Employ a metrics-driven approach for pipeline assessment.
Strategic Leadership: Develop and execute strategies for lead acquisition and nurturing.

Product Marketing
GTM Strategy: Collaborate on Go-To-Market strategies.
Market Research: Produce insightful buyer personas through comprehensive market research.

Digital Marketing
Digital Strategy Oversight: Manage digital strategy including content, SEO, and paid marketing.
Content Marketing: Craft engaging content strategies based on research and storytelling.
Innovation: Test new channels and tactics, like exploring emerging social media platforms.

Marketing Operations
Automation Leadership: Automate key marketing processes, like email drips and chatbots.
Analytics: Implement advanced tools for in-depth campaign and customer behavior analysis.

Content Creation & Social Media
Video Marketing: Script engaging videos for LinkedIn and YouTube with notable engagement rates.
Content Writing: Author weekly LinkedIn posts on AI and technology.
Podcast Hosting: Launch and host “Bots and Bytes” podcast for industry discussions.

Team Leadership and Growth
Team Building: Build and lead teams focused on revenue and growth.
Collaboration: Facilitate team cohesion and strategy alignment through regular meetings and exercises.

Event Management
Event Planning: Manage event content and attendee engagement.
Networking: Organize industry events for community building.

Marketing Alliance Manager

Bots and Bytes

Creator, Host & Guest Coordinator: I bring the podcast to life, hosting engaging discussions and connecting with industry experts as guests.

Content Recording & Marketing: Responsible for recording sessions and utilizing content snippets across multiple platforms including LinkedIn, YouTube, Instagram, TikTok, and Twitch.

Strategic Marketing Integration: Seamlessly integrate podcast content into a broader marketing strategy, effectively boosting audience engagement.

Podcast-Specific Skills
Content Development: Expert in developing compelling podcast content that resonates with listeners interested in AI and technology.
Technical Proficiency: Skilled in the technical aspects of podcasting, from recording to editing, ensuring high-quality audio experiences.
Audience Engagement: Proficient in creating content that captivates and grows the podcast's listener base across various platforms.

Soft Skills in Podcasting
Effective Communication: Excel at conveying complex technological concepts in an accessible and engaging manner to a diverse audience.
Creative Storytelling: Utilize creative storytelling to make cutting-edge technology topics interesting and relatable.
Adaptability in Content Creation: Quickly adapt to emerging tech trends and listener feedback, keeping the podcast content relevant and fresh.
Emotional Intelligence: Skilled at understanding and engaging with guests and audience emotions, fostering a deeper connection with the podcast content.
Collaborative Leadership: Lead the podcast team with a focus on collaboration, encouraging innovative ideas and approaches to podcasting.

Podcast Host

Neurodivergent Selling

Neurodivergent Selling: A podcast created by and for neurodivergent sales professionals. We interviewed seasoned sales pros, provided actionable tips, shared valuable resources, and cultivated a safe space. Our episodes explored how unique neurodivergent perspectives can transform into sales superpowers.

Co-Creator & Co-Host: Collaboratively developed the podcast concept and co-hosted episodes, focusing on the experiences of neurodivergent sales professionals.
Interviewer & Content Developer: Engaged with sales experts to extract insightful content, offering practical advice and resources tailored for neurodivergent individuals in sales.
Community Builder: Fostered a supportive community environment, emphasizing empowerment and understanding for neurodivergent professionals in the sales field.

Inclusive Communication: Excelled in creating inclusive dialogues that resonated with neurodivergent individuals and allies in the sales industry.
Resource Curation: Identified and shared resources beneficial to neurodivergent sales professionals.
Empathetic Engagement: Created a safe space for sharing experiences and challenges faced by neurodivergent individuals in sales.

Active Listening & Empathy: Showed strong active listening skills and empathy, key for understanding and presenting the experiences of neurodivergent guests.
Collaborative Creativity: Worked effectively with co-hosts and guests to generate informative and engaging content.
Adaptive Storytelling: Adapted storytelling techniques to highlight the strengths and perspectives of neurodivergent sales professionals.

TrainYo 🏳️‍🌈

• Generated over 27% of an entire company's pipeline through content, partnerships, and community marketing.
• Built S.O.S - average 300 registered guests to weekly LI Live shows with amazing guests featured every week.
• Managed to more than double a company's mentions on LI, massively increasing their following & engagement.
• Sourced over 40 comarketing and channel partnerships between B2B brands across 20+ different clients.
• Grew a company’s LI page (# of followers) by 25% in 3 months.
• Grew a company’s LI page (# of unique page visitors [the number that matters more than views]) by 50% in 6 months.
• Grew a company's LI page (# of unique page visitors and # of followers) by 3,104% and 224% respectively.
• Grew a company's LI page (# of unique page visitors and # of followers) by 662% and 68% respectively.
• Guest appeared and hosted on ~ 20 B2B podcasts, live streams, and public webinars in 2022.
• Community management & engagement, internal and external.
• Social Media content creation and strategy.
• Content & Copywriting strategy.

Brand & Community Creator

★ Consistently exceed quota.
★ Learned how to prospect, qualify, and generate opportunities to support the overall growth of the business.
★ Call into Key Decision Makers to bring in more Accounts. 
★ Maintain relationships with key stakeholders to ensure repeated business. 
★ Build and maintain a pipeline of active and passive accounts for multiple different companies (including tech/SaaS staffing)
★ Hunt and prospect new accounts by dialing 30-50 calls/day and sending 50+ written outbound messages/email. 
★ Prospect hundreds of leads through a multi-channel approach, including cold calling, emailing, videos, voice notes, and LinkedIn messaging; qualified Directors and Managers and closed them on attending meetings.
★ Compete within an SDR team setting exceeding email and dial quota. 
★ Build and refine call scripts; design email campaigns; create prospecting videos.
★ Engage actively in weekly performance reviews and coaching in a team setting with manager.

Founding US Sales Development Representative

VIPKid

★ Teach relevant early literacy lessons for the English language. Assess the progress of students through exams and oral presentations which are essential for uncovering errors and fixing misconceptions (subcontract through BookNook).
★ Develop reading, writing, speaking, and listening skills in students aged 5-9, guide advancement through their next steps of student education.
★ Bring students from emergent to fluent readers in as little as 6 months.

English Second Language and Early Literacy Teacher

Learner's Virtual Academy

★ Content provider for website, social media presences, and local news outlets. School grew from 0 to over 200 students.
★ Prospected new students via cold outreach through email, phone, and social media contacts. 
★ Maintained and managed consistent and positive communication and feedback with students and families.
★ Content provider for website, social media presences, and local news outlets. School grew from 0 to over 200 students.
★ Maintained and managed consistent and positive communication and feedback with students and families.
★ Onboarded & Trained 30+ new employees on technical aspects of the position, including company policies, processes, and strategies.
★ Directly managed 5+ employees and created a team atmosphere, and provided leadership for employees, including hiring, training, performance appraisal, problem-solving, and decision making. 
★ Built strong and lasting rapport with students and teachers through consistent delivery of requested services and exceptional results.
★ Educated clients about products and self-maintenance based on needs and preferences.
★ Analyzed Market Data and Trends to stay competitive in the market.

Marketing & Outreach Director

Bonnie Kay Unlimited 

★ Wrote website blurbs and copy for marketing materials. Negotiated contracts with product vendors. Provided custom quotes for various ad jobs, exceeding 1M in sales. Handled account requests for small-medium market clients
★ Represented the company at conventions and prospected new leads through cold calling and research-based methods. 
★ Admin duties, such as answering the phone, returning calls, email, basic accounting, profit/loss etc.

Marketing Assistance Specialist

Barbizon Modeling & Talent Agency

★ High energy sales generated through cold and warm lead prospect calls. Consistently scheduled the highest number of appointments, week after week .Average of 100 calls/day, and 50  meetings set per week. 
★ Led in-person tours through the school, answered questions, and sold the finishing/etiquette programs. Top performer for sales and paid in full clients. Enrollment doubled within 2 years. 
★ Nurtured relationships with potential talent and clients, which required critical thinking and a friendly demeanor.

Talent Scout, Sales Recruiter

Marketing Alliance Manager ♾ | Leadership | Building Partnerships, Driving Growth | Storyteller | Podcast host

🚧 Under Construction 24/7 🚧

Career Path: Direct Sales👉Marketing👉Marketing & Education Director👉 Marketing & Community Leader👉Marketing Alliance Manager 👉👉Future CMO.

Navigating through the wibbly wobbly, timey-wimey stuff of life, I've journeyed to where I am today at GTS! 🌌

With a rich tapestry of experiences in Sales, Marketing, and Leadership, I find my groove in crafting actionable strategies for community building, nurturing partnerships, and forging lasting relationships.

My toolkit brims with skills in B2B and B2C Communication, Business Development, Email Campaigns, Prospecting, Project Management, Storytelling, Creative Writing, Marketing, Social Selling, Social Media Management, Leadership, Account Management, and Demand Generation. These skills, coupled with my passion for blending past experiences with future aspirations, fuel my drive to help businesses soar!

Tech savvy? 
Absolutely! I navigate seamlessly through Zoom, Outlook, GSuite, Microsoft Office, Seamless.Ai, Canva, Lavender, Apollo.io, Loom, Vidyard, LinkedIn, Slack, Salesloft, and HubSpot.

A firm believer in the power of learning from the ground up, I'm an avid proponent of the growth mindset.⬆️

🌟 Every step in my journey is a mosaic of learning, growth, and the relentless pursuit of making a meaningful impact. 

Let's connect and explore how we can create something amazing together! 🌟

🥳🥳🥳🥳🥳Just for fun 🥳🥳🥳🥳🥳

Words that others have used to describe me 📣

Strategic ♟️
Big Picture Thinker 🧩
Organized 🗄️
Energetic 🔋
Positive Environment Creator 😀
Intelligent 🧠
Resourceful 🔍
Resilient 💪
Responsible ☔
Warm-Hearted 💓
Genuine 💯
Adventurous 🚶‍♀️
Kind 💞
Forward-Thinking ➡️
Smart 📚
Earnest 🤔
Open-Minded 🤯
Curious 🕵️‍♀️
Growth-Oriented 🌱
Creative 🎨
Trustworthy 🙈🙉🙊
Determined 🏋️‍♀️

Jess V.

“Underage girls” are children. 

That’s all. 

That’s my post.

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Caspian Lewke

Jess V.

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The Battle

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