Jason Woods

National Account Executive SaaS, FinTech

Finexio

Oct 2025 - Current (1 year 1 month)

Providing services as an innovative leader in the B2B payments industry, delivering Accounts
Payable (AP) Payments as a Service, and being the only fully managed AP payments solution
that leverages Al to optimize, monetize, and secure the entire payment lifecycle – sales
leader, as the only full cycle sales rep at Finexio.
• Overseeing the full sales cycle process for new logo acquisition across multiple internal
channels.
• Leading pipeline development to a 500+% increase since October – channel
partnerships, referral partnerships, and direct new logo.
• Developed go-to-market strategy for cross functional sales/marketing teams that
resulted in a 5x pipeline build.
• Served as company ambas

Regional Account Executive SaaS/FinTech SLED

Gordian

Apr 2025 - Oct 2025 (7 months)

Delivering results for the people responsible for providing safe, functional, and resilient
community spaces. Construction procurement solutions enable my customers to budget,
build, and maintain the critical facilities and infrastructure the world relies on.
• Cultivating relationships within the city, county, higher ED, and K12 space inside the
designated territory.
• Effectively increased the Kentucky pipeline from $0 to a current active pipeline north
of $12 million in active construction procurement through the statewide cooperative
Sourcewell.
• Responsible for breaking into the (much needed) K12 space within the outlined patch,
providing new log opportunities where previously lacking.

Senior Account Executive SaaS – Mid-market/Enterprise

KEV Group

Nov 2021 - Apr 2025 (3 years 6 months)

Helping facilitate all school activity funds for private and public K-12 school districts across North
America. School-level accounting + online payments + forms = one unified solution. FinTech/EdTech.
• Full-cycle sales - conducting cold calls, discovery calls, demos, and pricing calls
• Outstanding producer ranked #1 in New Logo business throughout tenure - verifiable
• Weekly presentations to the C-level executives outlining my sales forecast, while
explaining in detail each pending deal/prospect in the pipeline
• Nominated and elected to the sales council, consisting of 4 AE's representing the team
of 22 (15 Account Executives, 7 BDRs)
• Conducted demos displaying the value add of the various prod

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Senior Sales Consultant – Director of Sales

TashRizzo – Monster GCI

Jun 2020 - Nov 2021 (1 year 6 months)

Brought in by the founder, Kevin Charlie, to help bring to market a new digital marketing, lead
generation company for real estate agents and brokers. This was my first (consultative)
remote position which has reached fruition and been everything I expected.
• Developed the “groundbreaking” strategies to be implemented in the sales and
operation capacity of this young, budding company which have now proven to be
successful on a long-term basis.
• Created the sales script framework, training guides for new hires to sell real estate
agents
• Conducted all interviews of new hires, as well as ongoing training and role playing for
anyone within their probationary period, while being responsible for th

Marketing Consultant| Digital Account Executive

Hibu

Jan 2019 - Jun 2020 (1 year 6 months)

Responsible for generating, cultivating relationships in a business development (hunter)
fashion while also closing out contracts for new client acquisitions.
• Worked directly with the regional VP to design and implement client focused solutions
that would increase client retention and generate higher levels of revenue.
• Inherited a book of business generating ~275k/year in reoccurring revenue, created
an increase of ~125k/, resulting in ~400k/year in reoccurring revenue.
• Exceeded sales quotas by 30% to be named to President's Club in first year.

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Co-Founder | VP of Sales

Trilogy Wealth Management

Dec 2016 - Nov 2018 (2 years)

Created a firm designed to generate synergies between corporate retirement plans and
personal estates.
• Successfully launched the first private MEP (multiple employer plan) in the state of
Kentucky via Kentucky Builders Exchange, providing retirement plans to SMBs at a
discounted price.
• Executed a functioning business relationship with the Indiana chapter of Builders
Exchange effectively boosting revenue by 20% and lowering our client's price
breakpoint by 10%.
• Brokered a successful sale of TWM at a premium, 2x industry multiple.
• Boosted annual reoccurring revenue from 275k to 1 million over the duration of my
tenure.

Financial Advisor

LPL Financial

Oct 2010 - Dec 2016 (6 years 3 months)

Successfully managed to partner into the largest book of business at the firm and increase
revenue by 100% over the course of 2 years.
• Created a fruitful pipeline by teaching seminars and conducting town hall meetings
at University of Louisville and Bellarmine University.
• Effectively increased assets undermanagement from 30 mill. to 75 mill. by
implementing elements of estate planning via various life insurance products with
security features.
• Directed any/all marketing efforts, including digital outreach, mailers, TV placement
and radio interviews.

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Jason Woods

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