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.

Simple Wealth GmbH

I am on a mission to empower people around the world to build healthy money habits and to make smart investment decisions. 

Equipped with my superpowers empathy and simplifying complex matters, I coach and educate you  about money management and investing so you can...

👵 securely retire 
🧚 build the life you dream about
🌏 create more security, freedom and options for yourself
🥰 focus on the things you love, knowing your money works for you

By diving into the three areas of money mindset, financial knowledge and healthy money habits, I enable you to use financial markets & to create your best life possible.

Co-Founder & Coach

Microsoft

Teamlead - Lead for Commercial Education Business and Modern Classroom with Surface:

• Responsibility for staff incl. functional as well as disciplinary managerial responsibility 
• Consistent onboarding, coaching & mentoring of new teammembers
• Developing local EDU Modern Classroom channel strategy, driving growth planning, coordinating execution
• Crafting and implementing Go-to-Market strategies for EDU and partner business plans
• Driving local growth initiatives with strategic partners and cross-functional stakeholders
• Preparing and delivering quarterly business reviews and account planning for education sector, including devices and Modern Classroom Solutions

Partner Development Manager Surface & Modern Classroom in Education

• Managing and developing one of our biggest Surface channel partners to highest Surface partner level 
• Working with Surface partners to build offerings across Modern Management, Modern Deployment, Device-as-a-Service and sales accelerator offerings across the customer lifecycle
• Developing and managing strategic plan to drive partner sales growth and new customer acquisition
• Being a trusted advisor for all relevant internal and external stakeholders, from senior executives to field rep level

Partner Development Manager Surface

• Developing and executing strategic partner business plans for Surface commercial channel partners
• Ensuring Surface partner readiness by developing and executing plans to build partner marketing, sales integration and support capabilites
• Planning, developing and executing of marketing videos for Surface device portfolio including accessories
• Developing and executing sales readiness trainings for channel partners

Partner Sales Executive Surface

BASF

BASF is the world's leading chemical company, that combines economic success with environmental protection and social responsibility. Through science and innovation BASF enables their customers in nearly every industry to meet the current and future needs of society.

• Assistance to Project Management
• Web Content Management
• Web Analysis: user behavior and acceptance of corporate websites
• Editing and creation of corporate websites with Adobe AEM
• Creating presentations based on the annual report

Working Student Online Communications

Chilindo.com

Chilindo is an online auction platform in Thailand (expanding around SEA at the moment) where all auctions start at 1 THB and which offers a unique experience for online users. Founded in 2014 it is the fastest growing of its kind. Chilindo provides a wide range of products, including fashion, cosmetics, personal care, technology or leisure activities. 

• Development, execution and optimization of online and offline marketing strategies 
• Running high budget PPC campaigns
• Analysis and evaluation of marketing KPIs
• Managing social media accounts on several channels (Facebook, Instagram)
• Web Analysis: user behavior and acceptance of website
• Sales Planning by creation of auction plans

Digital Marketing & Business Development

Mannheim Business School

Mannheim Business School (MBS) is Germany’s leading business school and consistently holds top ranking positions. Together with the University of Mannheim, Mannheim Business Schhool offers a coherent, strategic framework for lifelong management education including undergraduate, graduate, and executive education.

• Organization and execution of classes, information sessions and graduations
• Preparation and supervision of exams
• Administrative activities including acquisition of data, data maintenance and  scoring evaluations
• Creation and preparation of presentations for information and introductory sessions

Student Assistant

Hartmann Schweißtechnik und Industriebedarf

Management Assistance

BGH Edelstahlwerke GmbH

Intern Purchasing

Rowohlt Verlag GmbH

Intern Public Relations

I coach young professionals on all things money | 📈 Develop positive money habits | 🎓 Learn how to invest without feeling overwhelmed I Build financial stability I Newsletter: Teach Money To Me

Dein Geld zu investieren, kauft dir mehr finanzielle Sicherheit & Freiheit. Und ich brenne dafür, Frauen auf dem Weg zu genau dieser finanziellen Sicherheit zu begleiten. 

Und genau darum geht es hier!

Ich gebe mein Wissen über's Investieren weiter: In spannenden Beiträgen, in Mini-Kursen und in Gruppen- und 1on1-Coachings.

Leicht verständlich, auf Augenhöhe und mit Fokus auf der Umsetzung. Damit die Theorie nicht in der Schublade verstaubt, sondern in finanzielle Sicherheit verwandelt wird.

Dieses Wissen hat meinen KundInnen und mir geholfen:

👵 eine sichere Rente aufzubauen
🧚 unser Geld so zu nutzen, dass es uns jetzt und in der Zukunft glücklich macht.
🌏 finanzielle Sicherheit, Unabhängigkeit und Freiheit zu erreichen.
🥰 ruhig schlafen zu können, weil wir wissen, dass unser Geld auch dann für uns arbeitet.

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Wieso ich das mache - aka meine Journey zum Personal Finance Coach:

Hi, ich bin Jasmin und ich liebe Finanzen 🥰
Dass ich das mal schreibe, habe ich nicht erwartet. 

Mein Leben war vom Glaubenssatz geprägt, dass viel arbeiten auch viel Geld bringt. 

Als Bademeisterin Sonntagmorgens, 6-Tage Woche bei der Post mit 30 Kilo-Paketen in den Semesterferien und dann in der spannenden IT.

Nach gesellschaftlichen Regeln hatte ich alles richtig gemacht. Viel gearbeitet, gut verdient. 

Trotzdem war ich zu 100% abhängig von meinem Gehalt.

Das wurde mir so richtig bewusst, als mein damaliger Arbeitgeber umstrukturierte und dafür 500 Stellen strich. An einem Tag!

Die Angst dabei zu sein, war rückblickend das Beste, was mir je passiert ist. 

Mir wurde klar, dass ein bisschen Geld auf dem Girokonto und ein monatliches Gehalt keine finanzielle Sicherheit bringen.

Um mich finanziell sicher aufzustellen, habe ich alles über's Investieren in ETFs und Aktien gelernt. Das hat mein Leben radikal verändert: Ich konnte mir eine sichere Altersvorsorge aufbauen und meine Existenzängste verabschieden.

Nach 6 Jahren habe ich meinen Job gekündigt und war ein Jahr reisen, OHNE auch nur einen Cent aus meiner Altersvorsorge zu nehmen!

Meinen alten Glaubenssatz habe ich über Bord geworfen. Denn heute weiß ich, dass ich mit Investieren auch leicht Geld verdienen kann. Du muss "nur" die nötige Basis schaffen und endlich anfangen!

taplio

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