Jacob Martin, CPA

Rillet is the AI-Native ERP that is making zero-day close a reality

▪ Owned the post-sale engagement, retention, and growth of Solid customers to drive product adoption and exceed customer expectations ▪ Engaged in business-level and technical conversations at multiple levels of the organization, including C-level executives ▪ Led multiple company-wide implementations concurrently that focused on building out diverse client MVPs and going to market ▪ Worked with cross-functional teams (Product, Engineering, Legal, Sales, etc.) to quickly develop solutions that achieve customer objectives ▪ Revamped CSM training modules and internal documentation to provide better Fintech education and understanding for new hires, leading to faster and smoother ramping

Onboarded and implemented mid-market to corporate size accounts onto the Divvy platform, with the goal of ramping them and providing value as soon as possible. Built relationships with C-Suite level leaders of businesses, and helped them build out Divvy based on their financial needs and expectations Identified current and potential roadblocks on Divvy usability and resolved any concerns in a timely manner Developed and maintained an in-depth knowledge of Divvy’s products and services, in addition to best practices related to expense reporting and accounting Managed a book of business ranging between 60-80 clients at any time. Worked with each client to through their various stages of onboarding to ensure adoption of the Divvy platform Facilitated accounting integrations for the Divvy platform for various softwares (Netsuite, Quickbooks Online, Sage Intacct)

▪ Efficiently managed multiple client obligations and projects while adapting to various team dynamics to ensure quality work and deliverables ▪ Utilized Black-Scholes Model programs to test the valuation of client stock option grants and the associated inputs ▪ Completed substantive tests on series funding for multiple, high-growth clients ▪ Shared and collaborated in verbal, written and digital forms with clients (controllers, CFOs) and team members to cultivate a healthy and productive work relationship ▪ Consistently met deadlines for projects and assignments during peak season, including three successful IPO audits, all of which took place in a remote setting ▪ Performed assurance procedures over various balance sheet and income statement accounts to ascertain the accuracy, completeness and existence of said accounts

Brigham Young University Marriott School of Business, School of Accountancy 2015-2020, MAcc April 2020 GPA: 3.68 Awards: Half- Tuition Scholarship (Merit Based)