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Al Schmitt Email & Phone Number

Sales - Senior Director, Business Development at SourceHOV | Tax (fka LIFO Systems)
Location: Dallas-Fort Worth Metroplex, United States 15 work roles 11 schools
1 work email found @verizon.net 4 phones found area 972 and 888 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
SourceHOV | Tax (fka LIFO Systems)
Role
Sales - Senior Director, Business Development
Location
Dallas-Fort Worth Metroplex, United States

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Al Schmitt is listed as Sales - Senior Director, Business Development at SourceHOV | Tax (fka LIFO Systems), based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at verizon.net, phone signal with area code 972, 888, and a matched LinkedIn profile for Al Schmitt.

Al Schmitt previously worked as Director, Business Development at Sourcehov | Tax (Fka Lifo Systems) and President & Sales Manager - Sales, Business Development, & Social Media at As3 Investments, Llc. Al Schmitt holds Bba, Business from Ohio University.

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Profile bio

About Al Schmitt

I’ve been helping companies my entire career in numerous industries including IT, professional services, software, SaaS, finance & accounting, real estate, and health & wellness. The common denominator is helping people and companies drive revenue, improve productivity, and reduce costs. Whether it is personal or professional, what can I do to help you?I work with CPA firms to bring specialized tax incentives such as the R&D tax credit, EPAct 179D tax deduction, Cost Segregation and LIFO inventory solutions to their clients. I also work directly with companies that can use these incentives.Al Schmitt(469) 939-8291Specialties: R&D, R&D Tax Credits, Research & Development Tax Credits, R&E Tax Credits, Cost Seg, Cost Segregation, 179D, 179D Energy Efficiency Study, 45L, LIFO, IPIC LIFO, Last In First Out, Tax BenefitsCoaching, Enterprise Sales, Solution Sales, Challenger Sales, Client Management, Establishing and Growing Relationships, Sales. Business Development. Consistent History of Building Strong Relationships/Partnerships. Strategic Marketing/Sales Planning. Customer ServiceSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

Listed skills include Crm, Business Development, Strategy, Solution Selling, and 43 others.

Current workplace

Al Schmitt's current company

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SourceHOV | Tax (fka LIFO Systems)
Sourcehov | Tax (Fka Lifo Systems)
Sales - Senior Director, Business Development
Texas, United States
15 roles · 33 years

Al Schmitt work experience

A career timeline built from the work history available for this profile.

Sales - Senior Director, Business Development

Sourcehov | Tax (Fka Lifo Systems)

Texas, United States

Director, Business Development

Current
Sourcehov | Tax (Fka Lifo Systems)

Since 1983, SourceHOV|Tax has helped CPA firms and clients decrease taxes and increase cash flow by implementing specialized business tax incentives -- R&D tax credits, Cost Segregation, EPAct §179D tax deductions, and LIFO inventory solutions.We make otherwise time-consuming, complicated, and highly specialized tax benefit opportunities readily available to our clients. Our sophisticated, yet automated processes ensure accurate, consistent, cost effective, and timely results. Our expertise is reflective of Big Four accounting firms.R&D Tax Credits, Research & Development Tax Credits, Cost Seg, Cost Segregation, 179D Energy Efficiency Study, 45L, LIFO, IPIC LIFO, Tax Benefits

Oct 2017 - Present

President & Sales Manager - Sales, Business Development, & Social Media

Current
As3 Investments, Llc

We specialize in residential and small commercial real estate investments with a buy-and-hold strategy. We are constantly analyzing properties to add to the current portfolio. We have also provided solutions to people who need help with keeping their home due to probate, divorce, foreclosure, and/or other situations where conventional methods are prohibitive.

2006 - Present ~20 yrs 6 mos

Sales-Director Of Sales, Business Development, Marketing, & Social Media

Orlando, Florida, Us

www.optimalep.comOptimal Electro Physiology or OEP, Inc. is a Quantitative EEG (Electroencephalography) BrainMapping (qEEG) and Neurofeedback Research and Training provider. qEEG uses the "brainwaves" that come through the scalp to be analyzed to give the user a present state of brain function. Neurofeedback is the method by which the brainwaves are guided to a better distribution of brain activity which can improve sleep, concentration, mood, cognitive sharpness, help with the rehabilitation of head injuries and many more. We work to provide Doctors/Clinicians, Universities, college and professional sports training institutes or researchers with the necessary tools to use both technologies for their application. The tools consist of the hardware, software and accessories to be fully equipped and up and running after a 2-3 day workshop. We provide support to the client after the workshop that will qualify them to become BCIA (Biofeedback Certification Institute of America) board certified, if they choose to pursue that route. We also offer the services to clients who are not ready to do it themselves. We have also strategically partnered with NFB Research Labs, Inc., a UCF Incubator Client. OEP’s founder is also a co-founder of NFB. NFB designs, researches, develops and manufactures the devices that OEP uses to conduct its workshops and training.Sales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

Jan 2010 - Dec 2022

Director, Business Development

Exela Technologies

Formed through the business combination of SourceHOV and Novitex Enterprise Solutions, a deal which concluded in July 2017, Exela Technologies, Inc. is one of the largest global providers of transaction processing solutions (TPS) and enterprise information management (EIM).Our solutions combine multi-industry and industry-specific EIM platforms (deployed on premises or in the cloud) with decades of experience helping clients manage data and automate mission-critical business processes to aid in digital transformation. We enable our clients to create more cost-effective streamlined workflows that improve the end-user experience.Exela utilizes a secure, cloud-enabled, global delivery model to serve over 3,500+ clients, including over 60% of the Fortune® 100, across more than 50 countries. We provide solutions and services with ~24,000 employees at nearly 1,200 on-site client facilities and through approximately 150 delivery centers strategically located throughout the Americas, Europe, and Asia. More information can be found here: https://www.exelatech.comR&D Tax Credits, Research & Development Tax Credits, Cost Seg, Cost Segregation, 179D Energy Efficiency Study, 45L, LIFO, IPIC LIFO, Tax Benefits

Oct 2017 - Mar 2020

Sales - Enterprise Account Director, Public & Private Market - Saas Financial Reporting Software

Ames, Iowa, Us

Corporations often struggle with outdated software that is not equipped to manage disparate business data and control numerous collaborators, documents and spreadsheets. With reputations and valuations at risk from errors, no company can afford such chaos.Built for the cloud, Wdesk is a collaborative work management platform that connects documents, data, and people in new and powerful ways. Wdesk provides greater collaboration for teams working toward multiple goals, stronger document control when multiple contributors are working together, and a more productive way to manage and process large amounts of data when working with multiple sources of input. It works with your existing systems, so you don't have to rip and replace.The platform has a simple and intuitive interface designed to eliminate the need for specialized or extensive training. With implementation measured in days, not months, and no costly or disruptive upgrades, Wdesk removes the burdens of traditional software platforms and offers a fresh approach to managing your data, business processes, and work.Today, thousands of organizations around the globe use Wdesk to control, monitor and understand their business data in a single, trusted source.Financial Reporting | Management Reporting | Regulatory Reporting | Performance Reporting | Audit Management | SOX Compliance | SEC Reporting | Enterprise Risk ManagementSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

Jan 2013 - Sep 2017

Sales - Business Development Consultant, Financial & Accounting Outsourcing

New York, Ny, Us

• Developed relationships with public accounting firms to market and provide federal and state tax services related to real estate and research & development tax credits • Conducted presentations to CPA firms providing CPE credit and technical information needed to evaluate our services for their clients and prospective clients• Helped CPA’s identify revenue generating and business development opportunities for the firm while providing substantial benefits to the clientR&D Tax Credits, Research & Development Tax Credits, Cost Seg, Cost Segregation, 179D Energy Efficiency Study, 45L, LIFO, IPIC LIFO, Tax BenefitsSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

2010 - 2012 ~2 yrs

Sales - Business Development, Software As A Service (Saas) Web Applications (Ibm Lotus Saas)

Us

Phase 2 is a leading software-as-a-service provider hosting business software from IBM and Microsoft. Phase 2 offers a monthly subscription plan where you only pay per-employee per-application. Your subscription includes all licenses, storage, bandwidth, technical support and training.Phase 2 has a dedicated staff of software, hardware, and network engineers that work to support clients 24 hours a day. The support staff proactively monitors all applications and performance metrics -- oftentimes calling the customers to report issues before they notify us. They’re here to ensure your success.Phase 2 has recently been added to the GSA Schedule for all of our SaaS offerings and they are available on Apps.gov.IBM Business PartnerMicrosoft Gold Certified PartnerSoftware as a Service (SaaS) Web Applications

2009 - 2010 ~1 yr

Sales - Business Development, Financial & Accounting Outsourcing

Cleveland, Oh, Us

• Established 50 new sales relationships with referral sources for various service lines • Worked closely with sales referral sources to market value-added services and increase sales and market share• Attended industry conferences to establish and grow sales and relationships• Coordinated a local chapter meeting for a national association• Scheduled and facilitated educational seminars for referral sources and clientsSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

2009 - 2009

Sales - Business Development, Financial & Accounting Outsourcing

Sourcecorp/Lifo Systems

• Developed relationships with public accounting firms to market and provide federal and state tax services related to inventory, real estate, and research & development tax credits • Increased the current client base to include 30 additional firms in the “PAR Top 100”• Consistent top producer with $6M billed in a 6 year period• Built the territory from $400K to $2M annually • Took a Cost Seg practice from start-up to $1.7M in revenue within the first 18 months, personally contributing over 50% of the total revenue • Contributed $1.3M in sales for the R&D practice, which grew from start-up to $4.2M in 30 months, by leveraging relationships• Conducted presentations to CPA firms providing CPE credit and technical information needed to evaluate our services for their clients and prospective clients• Helped CPA’s identify revenue generating and business development opportunities for the firm while providing substantial benefits to the client• Mentored 5 new sales & business development repsR&D Tax Credits, Research & Development Tax Credits, Cost Seg, Cost Segregation, 179D Energy Efficiency Study, 45L, LIFO, IPIC LIFO, Tax BenefitsSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

2003 - 2008 ~5 yrs

Sales - Software Account Manager (Lotus, Tivoli, Websphere, Data Mgt)

Ibm

Armonk, New York, Ny, Us

• Generated $2.5 million in sales revenue by establishing 20 new accounts and grew existing accounts by $2.25 million • Utilized solution selling methodology targeting Executive, Line of Business, and IT relationships in order to define and develop a vision for long-term sales • Achieved 100% very satisfied customer satisfaction rating against a goal of 55% as measured by a third party survey firm• Actively mentored 7 newly hired sales reps • Developed and prioritized sales strategy to turn around struggling territory and successfully contributed 20% of the sales revenue on a sales team of 37 people in the territory • Performed marketing activities to improve sales including establishing and maintaining relationships with business partners and consulting firmsSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

2001 - 2002 ~1 yr

Sales - Business Development, Global Services

Ibm

Armonk, New York, Ny, Us

• Generated $30+ million in revenue through targeting accounts and using creative thinking to meet the customers' specific needs• Built relationships in existing and new accounts to drive the services business by increasing sales, profit, and overall customer satisfaction using a consultative total solution sales methodology• Consistently exceeded sales expectations by a minimum of 138% while maintaining a high level of customer satisfaction as measured by a third party survey firm• Generated highest gross profit per agreement in the department• Led team in revenue for the past 3 years• Ranked #1 in peer group, which includes 110 representatives• Closed largest Software Support contract in North American Sales with a value of $4.5 million and regarded as Subject Matter Expert for complex opportunitiesSales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

1997 - 2000 ~3 yrs

Sales - Business Development & Sales Representative

• Achieved highest gross profit per sales representative• Generated a high number of referral sales and repeat sales by providing excellent service and follow-up• Grew startup sign design division by 150%• Increased company sales revenue by 30%Sales, Business Partner Sales, Partner Sales, Channel Sales, Partnership Sales

1996 - 1997 ~1 yr

Sales - Sales Manager, Sales & Business Development

Nürnberg, Bavaria, De

• Managed a sales force of four sales representatives• Successfully managed monthly sales quota and customer satisfaction objectives for the store• Implemented and orchestrated daily sales updates and weekly sales training sessions• Developed and implemented customer follow-up program to increase sales and customer satisfaction• Increased closed sales rate for the store to 65%, compared to regional closed sales average of 40%, while improving profitability

1995 - 1996 ~1 yr

Sales - Sales & Business Development Representative

Nürnberg, Bavaria, De

• Consistently in the top 5 sales representatives in the company out of 40+ total sales representatives in 15 retail locations• Top sales representative in the store• Exceeded monthly sales quota and customer satisfaction objectives• Generated a significant amount of referral sales and repeat sales by providing excellent service and follow-up• Increased closed sales rate to 70%, compared to regional closed sales average of 40%, while improving profitability

1994 - 1995 ~1 yr
11 education records

Al Schmitt education

Bba, Business

Ohio University

Sales Leadership & Management (Sales And Business Development Management Training)

Ibm Sales Leadership Development Training

Notes Sales, Inotes Sales, Sametime Sales, Quickr Sales, Connections Sales, Collaboration Sales

Ibm Business Partner Sales Training

Microsoft Small Business Sales And Marketing Skills (Sales & Business Development Training)

Microsoft Business Partner Sales Training

Sales And Business Development

Selling To Vito Sales Training By Mccann Motivations

Solution Sales And Business Development

Solution Selling Sales Training By Acclivus

Lotus Notes Sales, Lotus Sametime Sales, Websphere Sales, Tivoli Sales, Data Management Sales

E-Business University Sales Training

Solution Sales And Business Development, Notes Sales, Sametime Sales, Websphere Sales, Tivoli Sales

Signature Selling Methods Sales Training

Solution Sales For Hardware Sales, Software Sales, Services Sales, Lotus Sales

Selling For Success By Sales Success International

Solution Sales, Ibm Hardware Sales, Ibm Software Sales, Ibm Services Sales, Consultative Sales

Ibm Sales Training Program

Education record

Mayfield
FAQ

Frequently asked questions about Al Schmitt

Quick answers generated from the profile data available on this page.

What company does Al Schmitt work for?

Al Schmitt works for SourceHOV | Tax (fka LIFO Systems).

What is Al Schmitt's role at SourceHOV | Tax (fka LIFO Systems)?

Al Schmitt is listed as Sales - Senior Director, Business Development at SourceHOV | Tax (fka LIFO Systems).

What is Al Schmitt's email address?

AeroLeads has found 1 work email signal at @verizon.net for Al Schmitt at SourceHOV | Tax (fka LIFO Systems).

What is Al Schmitt's phone number?

AeroLeads has found 4 phone signal(s) with area code 972, 888 for Al Schmitt at SourceHOV | Tax (fka LIFO Systems).

Where is Al Schmitt based?

Al Schmitt is based in Dallas-Fort Worth Metroplex, United States while working with SourceHOV | Tax (fka LIFO Systems).

What companies has Al Schmitt worked for?

Al Schmitt has worked for Sourcehov | Tax (Fka Lifo Systems), As3 Investments, Llc, Optimal Electro Physiology, Exela Technologies, and Workiva.

How can I contact Al Schmitt?

You can use AeroLeads to view verified contact signals for Al Schmitt at SourceHOV | Tax (fka LIFO Systems), including work email, phone, and LinkedIn data when available.

What schools did Al Schmitt attend?

Al Schmitt holds Bba, Business from Ohio University.

What skills is Al Schmitt known for?

Al Schmitt is listed with skills including Crm, Business Development, Strategy, Solution Selling, Sales, Saas, Sales Process, and Leadership.

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