Bill Hobbs Email and Phone Number

Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 700+ companies with a 97%+ client retention rate, we’re proud to have been named one of America’s Best Tax Firms by Forbes for 2022 and 2023 and a most recommended tax firm for 2024 by USA Today.

Complete oil & gas accounting suite of software to manage oil and gas drilling operations, revenue distribution, general accounting and payroll. Tasked with building infrastructure to help reposition the company in fast growing competitive market. Established and maintained operational methodology, regulatory compliance and quality management to ensure a cohesive structure with repeatable processes. Promoted after 12 months from VP to COO.• Defined the organizational structure to consolidate and streamline necessary functions that were missing. • Built out a high-performance organization by adding customer success structure. Aligned decision making with strategic goals, resulting in employees vested in the long-term success of the organization. • Focus on metrics/KPIs, to ensure individual and team accountability to deliver top level operational efficiency in a fast-growing environment. Resulting in 98%, 106% and 107% net retention while growing revenues by 55%. Coupled a best in class Net Promotor Score (NPS) of 82.• Prepare and manage annual operational budget, reporting on progress to provide transparency and proof to our board.• Responsible for securing SOC1 Type 2 compliance

Recruited by CEO/Founder & private equity. Tasked with building infrastructure to help reposition the company in fast growing competitive market. Established and maintained operational methodology, regulatory compliance and quality management to ensure a cohesive structure with repeatable processes. Promoted after 12 months from VP to COO.

Hired to streamline processes utilizing technology to deliver on time projects while ensuring data integrity.• Utilized Dell Boomi to reduce delivery times by 50%• Increased revenues by 20% concurrent with increasing customer adoption by 20%.

Drive SaaS customer adoption and success by providing oversight, adoption recommendations, opportunities for greater service, and risk management. Lead a customer facing, energetic, creative, high performing team of 12 customer success managers who deliver 94% renewal rate and 67% year over year growth.Best in class NPS score of 50!Hire and onboard new team members as well as lead initiatives to scale the organization Adaptive Insights is the #1 fastest growing cloud business analytics and CPM software company on the Deloitte Technology Fast 500™ list. Adaptive also ranks #14 overall, and #4 among high-growth companies, in the Montclare Saas 250, an annual research report on the most influential SaaS companies in the world.

Lead project teams in both software deployment and software supportSupport the software development team with enhancement ideas, QA and R&D.Schedule customer/implementation team meetings, tasks and allocations throughout entire lifecycle of projects using the Host Analytics MethodologyManage schedules and after hours support for a team of 14 both stateside and international.Monitor, track and manage customer accountsUpsell customer accountsMentor at risk clients

Lead projects both local and global from infancy thru implementationStreamline software packages to reduce manufacturing time and manufacturing resources Trace, develop and implement process improvementsLead development teams thru entire lifecycle of projectsMaintain scope, timelines, activities and budgets for multi-million dollar projects.Project Management:• Defined customer needs/requirements and direct team members within scope, timelines and project activities• Articulate customer needs to upper management and teams members• Created and executed project work plans and revises as appropriate to meet changing needs and requirements.• Identifies resources needed and assigns individual responsibilities. • Managed day-to-day operational aspects of a project and scope.• Accurately forecast revenue, profitability, margins, bill rates and utilization.Programming:Web programming with HTML, ASP, CGI, PHP, FLASH, Adobe productsPower builder, Visual Studio .NET, VB .NET, ASP.NET, ADO.NET, Oracle, SQL, MySQL