• Client Acquisition & Business Development: Led efforts to identify and acquire new clients, driving growth through proactive lead generation, cold calling, and networking in targeted industries.• Relationship Management: Served as the primary point of contact for clients, ensuring long-term satisfaction by overseeing service delivery and proactively addressing client needs throughout engagements.• Consultative Sales: Employed a consultative sales approach to assess clients' finance and accounting needs, delivering tailored solutions aligned with their business objectives.• Revenue Growth: Contributed to the firm’s revenue growth by identifying upselling opportunities and nurturing ongoing client relationships to maximize long-term business value.• Collaboration with Internal Teams: Worked closely with senior finance professionals, CFOs, and consultants to ensure seamless service delivery and project execution, maintaining high levels of client satisfaction.• Market Research & Strategy: Conducted market research to identify industry trends and customer pain points, refining sales strategies to position NOW CFO’s services effectively in competitive markets.

• Direct contact with customers on a daily basis• Professional achieving 5-star ratings and Super host Status for 8 consecutive quarters in Top Grossing listing in Pensacola Beach, FL• Successfully serviced over 280 guest stays and 430 individual customers in first 2 years • Heads up local marketing and sales through SEO by responding to all inquiries within 24 hours resulting in a booking rate of over 95% and vacancy rate at less than 12% • Troubleshoots problems and resolves them in a timely manner resulting in 0 Resolution Center Customer claims payouts Providing quality accommodations resulting in 5% repeat business • Precise with scheduling the cleaning crew for guests stays

• On A daily basis develop relationships with clients to earn their business through trust and loyalty• 160+ cold and warm call leads to build book of business• Understand and communicate effectively services provided that will help the clients company• Set and meet sales goals, objectives set by upper management• Improve sales skills on a daily basis to improve and increase sales success rateImprove sales skills on a daily basis to improve and increase sales success rate• First in my class of hired employees to graduate from Lead Gen to Account Executive

• Assist in the formulation of processes and best practices for users of applications• Perform testing to evaluate new processes• Confer with users to evaluate requirements, discuss solutions, and develop a plan of approach• Prepare program documentation; including, but not limited to: user scenarios, test scenarios, application operation procedures, and test scripts• Review and analyze user functions, activities, and business needs to develop user stories• Participate in pilots, testing, training, and communications in support of system development• Perform ongoing maintenance and assist in troubleshooting and resolving issues• Lead recovery actions during program interruptions and other problems• Work closely with data owners to ensure systems have the security in place and access is reviewed and approved periodically• Lead software change management process for assigned systems

• Give adequate support and solutions to customers who call in with technical issues • Download and install executable files for customers who purchase ManagerPlus software • Troubleshoot problems with customers via Remote Desktop or by running SQL queries on SQL Server • Create case notes to keep track of problems and solutions as well as history for customers • Help Migrate databases from one server to another and setup clients to point to the recommended server

• Responsible for picking up and dropping off loaded and unloaded trailers at various locations within the scheduled time allotted • Keep accurate records of time while driving and time not driving for law purposes • Performed daily maintenance to make sure the vehicle was in safe operating order at all times

• Prepare evaluations of software or hardware, and recommend improvements or upgrades.• Install and perform minor repairs to hardware, software, or peripheral equipment, following design or installation specifications • 10% travel to various investment locations and interacted with Agents and business owners • Performed property assessment on conditions, locations, and value for monthly reports