Jake Orofino

Doer
DISC Type : ds

Regional Team Lead at Accountability and Hopeful Fridays

Greater Boston, United States

Overview

Jake is a client-focused operations specialist with over 15 years of experience in financial services and SaaS, notably with LSEGs Acadia. He specializes in simplifying complex operational processes, managing client relationships, and executing projects. He holds an Agile Project Management Professional Certificate and a BA/BS from Youngstown State University. Colleagues describe him as someone who builds trust and has a great rapport with clients.

He is deeply involved in community building as the Boston Chapter Director for "Accountability & Hopeful Fridays. " In this role, he provides mentorship and facilitates weekly meetings and local coffee meetups, fostering a supportive environment for personal and professional development, particularly for those navigating their careers.

Unique fact: He led the successful onboarding of 100% of in-scope firms for Uncleared Margin Rules (UMR) compliance.

Personality Overview

Long-term Focused

Strategic Planner

Risk-Accepting

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Client Engagement
His career at LSEG/Acadia and his professional headline emphasize building strong, long-term client partnerships from onboarding to retention.
Community Mentorship
As the Boston Chapter Director for Accountability & Hopeful Fridays, he actively mentors and supports individuals in their professional growth.
Fintech & SaaS
His experience involves offering a SaaS platform to automate margin call processes and improve collateral management for financial firms.

Media Appearances

Jake has no verified media appearances

Work History

3-2025
Regional Team Lead at Accountability and Hopeful Fridays
2025
Client Success Manager at Open To Work
2022 - 2024
Client Project Specialist- Agreement Manager at Acadia - An LSEG Business
2019 - 11-2022
Client Engagement at Acadia - An LSEG Business
2015 - 2019
Client Deveolpment, Product SME, Vendor Relationship at Acadia - An LSEG Business

Education

1989 - 1996
BA/BS from Youngstown State University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Boston, United States Job Level : Senior Designation : Regional Team Lead at Accountability and Hopeful Fridays
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Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jake

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jake take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jake

Personality Compatibility


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