Jordan Tata
Director of Customer Success at Loop1- Claim this Profile
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Topline Score
Bio
Wayne Mathews
I've had an opportunity to work with many sales reps in my day, and Jordan was one of the very best. Highly intelligent, great at building natural rapport, a man of his word, and incredible work ethic. He was quick to learn the "technology" we were selling and was respected by our customers and engineering team. Jordan was a natural leader on our team and gave a lot of help and support to other members of the team, as well as me. In fact, much of what I've learned in Excel can be attributed to Jordan. Great person through and through.
Wayne Mathews
I've had an opportunity to work with many sales reps in my day, and Jordan was one of the very best. Highly intelligent, great at building natural rapport, a man of his word, and incredible work ethic. He was quick to learn the "technology" we were selling and was respected by our customers and engineering team. Jordan was a natural leader on our team and gave a lot of help and support to other members of the team, as well as me. In fact, much of what I've learned in Excel can be attributed to Jordan. Great person through and through.
Wayne Mathews
I've had an opportunity to work with many sales reps in my day, and Jordan was one of the very best. Highly intelligent, great at building natural rapport, a man of his word, and incredible work ethic. He was quick to learn the "technology" we were selling and was respected by our customers and engineering team. Jordan was a natural leader on our team and gave a lot of help and support to other members of the team, as well as me. In fact, much of what I've learned in Excel can be attributed to Jordan. Great person through and through.
Wayne Mathews
I've had an opportunity to work with many sales reps in my day, and Jordan was one of the very best. Highly intelligent, great at building natural rapport, a man of his word, and incredible work ethic. He was quick to learn the "technology" we were selling and was respected by our customers and engineering team. Jordan was a natural leader on our team and gave a lot of help and support to other members of the team, as well as me. In fact, much of what I've learned in Excel can be attributed to Jordan. Great person through and through.
Credentials
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Architecture and Design
SolarWindsSep, 2023- Nov, 2024 -
Database - Sales Expert
SolarWindsJan, 2022- Nov, 2024 -
IT Security Sales Expert
SolarWindsJan, 2022- Nov, 2024 -
ITSM - Sales Expert
SolarWindsJan, 2022- Nov, 2024 -
Network Sales Expert
SolarWindsJan, 2022- Nov, 2024 -
SSE
SolarWindsDec, 2021- Nov, 2024 -
Oracle Cloud Infrastructure 2020 Certified Architect Associate
OracleFeb, 2021- Nov, 2024 -
Oracle Cloud Infrastructure Foundations 2020 Certified Associate
OracleFeb, 2021- Nov, 2024 -
ZoomInfo Certification for Sales
ZoomInfoMay, 2020- Nov, 2024 -
Series 66 (Uniformed Combined State Law Examination)
Financial Industry Regulatory Authority (FINRA)Sep, 2012- Nov, 2024 -
Series 7 (General Securities Representative Examination)
Financial Industry Regulatory Authority (FINRA)Aug, 2011- Nov, 2024 -
Series 63 (Uniform Securities Agent State Law Examination)
Financial Industry Regulatory Authority (FINRA)Jul, 2011- Nov, 2024
Experience
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Loop1
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United States
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Information Technology & Services
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100 - 200 Employee
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Director of Customer Success
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Feb 2023 - Present
Worked with Loop1's most important clients to build long-term, strategic partnerships and help them achieve their goals.
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Key Account Director
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Feb 2022 - Feb 2023
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Director of Sales - North America
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Apr 2021 - Feb 2022
Our clients include Fortune 500 companies and government agencies of all sizes. Our solutions cover hardware, software, implementation, training, and support. Our ability to place experienced engineers on-site to deliver short, medium or long-term engagements differentiates us from our peers. Based out of our corporate headquarters in Austin, Texas, and offices in Cork, Ireland, we are able to deliver technical solutions worldwide both remotely or onsite.
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Oracle
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Field Account Executive
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Oct 2020 - Apr 2021
Partner with organizations to leverage advanced Cloud technology for scale and efficiency. Work closely with CxOs and LOB leaders to modernize data and analytics for greater adoption and consumption. Provide analysis and use cases for Gen 2 Cloud Technology that reduces TCO while increasing ROI and overall performance. Partner with organizations to leverage advanced Cloud technology for scale and efficiency. Work closely with CxOs and LOB leaders to modernize data and analytics for greater adoption and consumption. Provide analysis and use cases for Gen 2 Cloud Technology that reduces TCO while increasing ROI and overall performance.
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Loop1
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United States
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Information Technology & Services
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100 - 200 Employee
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Enterprise Account Executive
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Nov 2017 - Oct 2020
Maintain average pipeline of 150+ opportunities including all enterprise accounts. Responsible for lead development with Channel partners at SolarWinds as well as multiple subcontractor relationships with reseller organizations. Negotiate services engagement contracts, pricing, and delivery with CTOs and IT Directors from companies of all sizes and verticals. Uncover additional needs and expansion opportunities by developing long-term client-advocacy relationships and acting as a trusted… Show more Maintain average pipeline of 150+ opportunities including all enterprise accounts. Responsible for lead development with Channel partners at SolarWinds as well as multiple subcontractor relationships with reseller organizations. Negotiate services engagement contracts, pricing, and delivery with CTOs and IT Directors from companies of all sizes and verticals. Uncover additional needs and expansion opportunities by developing long-term client-advocacy relationships and acting as a trusted partner. Assist with training and development of Business Development Representatives, and configuration and deployment of NetSuite CRM sales tools.
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Managed Services Manager
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May 2016 - Dec 2018
Our managed services group of engineers provides expert-level software Engineering support, configuration, customization, and staff augmentation. Our goal is simply to make things work better by providing the virtual team member our clients need to accomplish their goals. Our clients vary in size from small companies in need of an extra hand, to Fortune 25 companies that need to focus attention on other priorities. We work can work in consultative capacity, or be hands-on-keyboard. My job is to… Show more Our managed services group of engineers provides expert-level software Engineering support, configuration, customization, and staff augmentation. Our goal is simply to make things work better by providing the virtual team member our clients need to accomplish their goals. Our clients vary in size from small companies in need of an extra hand, to Fortune 25 companies that need to focus attention on other priorities. We work can work in consultative capacity, or be hands-on-keyboard. My job is to help coordinate the resources internally, maximize engineering utilization, sell additional software, new contracts, contract renewals, and deliver timely professional services.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Aug 2012 - Oct 2015
I worked with a five-person wealth management team with over 100 years of experience called the Weese-Winnette Group with over $400 million under management. I was directly responsible for managing the investments of a $30 million book of business and the financial planning for approximately 50 households in the Austin area. My responsibilities also included growing existing relationships, acquiring new clients, and developing team strategies designed to grow and strengthen the… Show more I worked with a five-person wealth management team with over 100 years of experience called the Weese-Winnette Group with over $400 million under management. I was directly responsible for managing the investments of a $30 million book of business and the financial planning for approximately 50 households in the Austin area. My responsibilities also included growing existing relationships, acquiring new clients, and developing team strategies designed to grow and strengthen the business. Increased production for the Weese/Winnette Group by consolidating assets from outside accounts of existing clients and gathering over $3 million in new client assets by building trusting relationships and maintaining relevant, constant contact with valued clients and prospects. The increased production increased revenue by nearly 30% in 2014 and over 20% in 2015. Show less I worked with a five-person wealth management team with over 100 years of experience called the Weese-Winnette Group with over $400 million under management. I was directly responsible for managing the investments of a $30 million book of business and the financial planning for approximately 50 households in the Austin area. My responsibilities also included growing existing relationships, acquiring new clients, and developing team strategies designed to grow and strengthen the… Show more I worked with a five-person wealth management team with over 100 years of experience called the Weese-Winnette Group with over $400 million under management. I was directly responsible for managing the investments of a $30 million book of business and the financial planning for approximately 50 households in the Austin area. My responsibilities also included growing existing relationships, acquiring new clients, and developing team strategies designed to grow and strengthen the business. Increased production for the Weese/Winnette Group by consolidating assets from outside accounts of existing clients and gathering over $3 million in new client assets by building trusting relationships and maintaining relevant, constant contact with valued clients and prospects. The increased production increased revenue by nearly 30% in 2014 and over 20% in 2015. Show less
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Registered Representative
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Apr 2011 - Feb 2012
Completed Series 7 and Series 63 Registrations. Responded to wide variety of client requests including buying and selling securities, movement of money, and general market or economic concerns. Maintained high client satisfaction rating based on random client surveys. Averaged 60 inbound account and market-based calls per day and never had an unfavorable survey. Completed Series 7 and Series 63 Registrations. Responded to wide variety of client requests including buying and selling securities, movement of money, and general market or economic concerns. Maintained high client satisfaction rating based on random client surveys. Averaged 60 inbound account and market-based calls per day and never had an unfavorable survey.
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Detroit Tigers
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Spectator Sports
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400 - 500 Employee
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Pitcher
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Jun 2003 - Apr 2009
Drafted in the 16th round in 2003 from Sam Houston State, I pitched for six years in the Tigers organization, with stints in the Arizona Fall League, Dominican Republic, and Venezuela. I compiled a 41 - 32 record in the minor leagues in over 600 innings, with a 3.42 ERA. In 2004, I went 7 - 1 in the second half of the Midwest League season for the West Michigan Whitecaps, as well as 2 - 0 in the playoffs, allowing 1 run in 14 innings, en route to winning the Midwest League… Show more Drafted in the 16th round in 2003 from Sam Houston State, I pitched for six years in the Tigers organization, with stints in the Arizona Fall League, Dominican Republic, and Venezuela. I compiled a 41 - 32 record in the minor leagues in over 600 innings, with a 3.42 ERA. In 2004, I went 7 - 1 in the second half of the Midwest League season for the West Michigan Whitecaps, as well as 2 - 0 in the playoffs, allowing 1 run in 14 innings, en route to winning the Midwest League Championship. In 2005, I was named the Florida State League Pitcher of the Year, as well as the Detroit Tigers minor league Pitcher of the year after going 13 - 2 with a 2.79 ERA in 155 innings (plus 14 scoreless innings in the FSL playoffs). In 2006, I was called up to the big club after an injury to Todd Jones in spring training, and worked a 3.72 ERA in six appearances out of the bullpen before being sent to AAA Toledo in May. I was called back up in September, and was part of the team that clinched a wild card berth and went on to play the St. Louis Cardinals in the World Series, unfortunately losing the series four games to one. In 2007, I earned my first MLB victory by throwing seven innings against the A's in Oakland, allowing two runs and striking out five, including the hat trick for Nick Swisher. I retired in 2010 after having surgery to repair a torn biceps tendon and labrum. Show less Drafted in the 16th round in 2003 from Sam Houston State, I pitched for six years in the Tigers organization, with stints in the Arizona Fall League, Dominican Republic, and Venezuela. I compiled a 41 - 32 record in the minor leagues in over 600 innings, with a 3.42 ERA. In 2004, I went 7 - 1 in the second half of the Midwest League season for the West Michigan Whitecaps, as well as 2 - 0 in the playoffs, allowing 1 run in 14 innings, en route to winning the Midwest League… Show more Drafted in the 16th round in 2003 from Sam Houston State, I pitched for six years in the Tigers organization, with stints in the Arizona Fall League, Dominican Republic, and Venezuela. I compiled a 41 - 32 record in the minor leagues in over 600 innings, with a 3.42 ERA. In 2004, I went 7 - 1 in the second half of the Midwest League season for the West Michigan Whitecaps, as well as 2 - 0 in the playoffs, allowing 1 run in 14 innings, en route to winning the Midwest League Championship. In 2005, I was named the Florida State League Pitcher of the Year, as well as the Detroit Tigers minor league Pitcher of the year after going 13 - 2 with a 2.79 ERA in 155 innings (plus 14 scoreless innings in the FSL playoffs). In 2006, I was called up to the big club after an injury to Todd Jones in spring training, and worked a 3.72 ERA in six appearances out of the bullpen before being sent to AAA Toledo in May. I was called back up in September, and was part of the team that clinched a wild card berth and went on to play the St. Louis Cardinals in the World Series, unfortunately losing the series four games to one. In 2007, I earned my first MLB victory by throwing seven innings against the A's in Oakland, allowing two runs and striking out five, including the hat trick for Nick Swisher. I retired in 2010 after having surgery to repair a torn biceps tendon and labrum. Show less
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Education
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The University of Texas at Dallas - School of Management
Bachelor of Science, Finance -
The University of Texas at Austin
Certificate, Data Analysis and Visualization -
Sam Houston State University
None, Mathematics -
Bartlesville Wesleyan College
None, General Studies -
Lake Highlands High School
High School