Alice Westfall Email & Phone Number

Toronto, Ontario, Canada

Canada

Experienced Sales and Revenue Leader maximizing sales growth and Account Executive/Manager performance/productivity through sales innovation. Leading two different teams in channel sales who provide a solution to accounting firms that drives efficiencies through cloud innovation, helping accountants capitalize on untapped revenue streams. The Acquisition team's focus is driving sales through MQL and managing a funnel through to sale. The Growth team's focus is increasing revenue through cross- and upselling.• CEO Sales Club Award winner as Leader for #1 Canadian team in FY21• CEO Sales Club Award winner as Leader for #1 Global team in FY19• Grew the business through the acquisition of over 20,000 SMBs onto QuickBooks Online in three years of leading Account Managers; consistently driving sales team results above 100% quarter after quarter. ARR over $2.5 MM• Hire, train, and develop successful, account managers, leaders, and cross-functional roles• Created a world class culture - leading 14 of last 18 quarterly award winning Account Managers• Increased conversion rate from 14% to 22%• Doubled productivity stats calls made and talk time• Drove the improvement of the onboarding process and implementation and adoption of Intuit’s sales methodology, Sales Academy plus Challenger• Partnered with Sales Operations and Analytics to optimize channel and built the Standard Operating Procedures for Sales from the ground up• Work collaboratively with Marketing to drive sales results and test-and-learn new initiatives• Work closely with Finance and Compensation to forecast revenue and build sales targets

Canada

Cloud accounting may be one of the best things to happen since sliced bread, at least in this industry. Each day I partner with accountants & bookkeepers to grow their business by expounding the value of cloud, uncovering current & future pain points and tackling them, & finding process fits that allow accountants & bookkeepers - in turn, to act as consultants with the businesses they work.With an ultimate goal of helping accountants/bookkeepers become better at what they do, pipeline management to conduct in-person meetings become vital, with the other time spent creating relevant and informative webinars, and finally using email & phone to always be available for my clients.This customer obsession mindset has allowed me to win CEO Sales Club (Presidents Club) two years in a row:2017: 154% to planned target (Top sales in Canada)2016: 128% to planned target (Top sales in Canadian Account Management team)What I'm most proud of are testimonials like this (redacted to maintain anonymity):"I asked Saarim for your email address because I wanted to express my appreciation for your team, and for Saarim in particular.True understanding of the mutual value of Community is a powerful business tool. Here in Calgary our networks and business relationships are hugely important to us and underlie everything we do. I am passionately committed to my community of clients, so also being part of the Intuit community and benefiting from your support, learning, and user groups is amazing.Of course, the bottom line is long-term subscribers for Intuit and long-term clients for [my company]. I greatly appreciate Saarim’s skill at building business relationships, and how his skill contributes to the success of [my company] and to Intuit. He understands the benefits of business communities. Right now I’m talking with several potential clients and in the next few weeks I hope to add more Quickbooks On-line users to my roster of clients. Many more to follow? For sure!"

Canada

I work with incredible Account Managers and help mentor them through Intuit's Sales Academy training program using GROW coaching.I am responsible for setting up and having regular 1:1 coaching sessions along with group coaching sessions to ensure the team is able to intimately understand the clients goals and expectations. Solutions come as a byproduct of an in-depth understanding of our clients and also helps all Account Managers achieve their Quotas and meet their KPIs.I am also part of the team responsible for hiring the next top talent at Intuit, having been involved in hiring several successful top performers already

Canada

Canada

*Hunting role where I search for accountants through leads provided by marketing and self lead generation using LinkedIn to help set their firm of the future by offering software as a solution (SAAS)*Work on problems of varying scope applying consultative analysis in order to uncover customer needs*Manage pipeline to effectively take a client through the sales process all the while making sure my clients' needs are uncovered and addressed*Consistently obtain revenue over target*128% to annual target for FY16

Canada

*Advise accountants and tax preparers in selecting solutions that fit their business practice by implementing certifications such as SPIN and Pro3 to best deduce business gaps and needs*One of top two consultants each month since coming into this role bringing in $1MM*Guide accountants through training videos, webinars, conferences, and in-person tutorials*Act as subject matter expert for Inside Account Managers and Business Development Managers for tax software related matters*Act as liaison between consultants, developers, and support

*Execute equity, IPOs, bond, mutual fund, and gold and silver trades through Broadridge system, BTS, Berton and MessageNet platforms*Provide prompt assistance and successful problem resolution to RBC Direct Investing high net-worth clients and RBFG members regarding Direct Investing products/services while upholding policies and procedures*Comply with the rules and procedures enforced by the industry (IIROC) and RBC Direct Investing with regards to internal policies*Thorough knowledge of FATCA

*Licensed to sell mutual funds in all Provinces and Territories of Canada*Provide clients with advice on how to invest their money*Provide clients with advice on how to leverage their investments and funds for important life decisions, such as buying their first home, going to post-secondary school, and/or continuing their education*Assist clients with minor and major transactions*Educate clients on the investment options they have available to them in the short- and long-term