John Herold

Senior Business Analyst, Sense
San Francisco Bay Area,United States
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Who Is John Herold?

Total Experience32 years
CompanySense
CountryUnited States

John Herold is a Senior Business Analyst at Sense Talent Labs with extensive experience in the 401(k) and advisory marketplace. He has a proven track record of building and managing daily valuation platforms, integrating 401(k) plans with investment advisory services, and handling back-office TPA operations. John also has experience in business development, forging partnerships with advisory firms needing 401(k) plans. His expertise includes selling 401(k) solutions to small business owners, Salesforce design and implementation, and 401(k) plan design/sales. John is skilled in Relius, XML, Excel, Word, PowerPoint, Webex, and Salesforce.

How Did John Herold's Career Path Shape Their Journey?

John Herold's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Sense - Senior Business Analyst(2022 to Present)
Ubiquity Retirement + Savings - Senior Business Intelligence Analyst(2018 to 2022)
The Online 401(k) - Senior Retirement Plan Consultant(2009 to 2013)
Art For Recovery - Piano Playing volunteer(2008 to 2009)
Financial Decisions - Recordkeeping System Manager(1996 to 2006)

What Are John Herold's Key Achievements?

Salesforce Implementation

Designed and implemented Salesforce processes to capture and report on sales/client activity, improving efficiency and data insights.

401(k) Plan Integration

Integrated 401(k) plans with investment advisory services, providing comprehensive retirement solutions.

Partnership Development

Built partnerships with advisory firms, expanding the reach of 401(k) plan offerings.

What's John Herold's Educational Background?

B.A., Business Finance

California State University-Sacramento - Year 2003

AA, Business

San Joaquin Delta College - Year 1999

Buying Intent Signals for John Herold

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Sense
Total employees201-500
HeadquartersSan Francisco
Founded2015

Sense is an AI-powered talent engagement platform that helps companies automate and personalize the recruiting process. It allows recruiters to engage candidates at every stage of the recruitment lifecycle, from sourcing to onboarding. Sense helps companies improve the candidate experience, reduce time-to-hire, and increase recruiter productivity.

Sense Funding Information
Unknown - Total Funding Raised
$50M - Most recent funding amount
5 - Number of funding rounds
28 Feb, 2022 - Latest funding round
Lead Investors:
Accel
Google Ventures
Felicis Ventures
GV
Signia Venture Partners
Battery Ventures
Avataar Venture Partners

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