🌟Core Responsibilities:Leads a team of 7-8 B2B Account Executives in selling tax software solutions to commercial tax and accounting firms. Mentor and guide the team through sales process execution and strategy.📣Highlights:• Guided team to meet and exceed ACV targets through strategic deal coaching, focusing on customer engagement and solution selling methodologies.• Created and implemented a standardized sales playbook, significantly enhancing operational efficiency and win rates.• Cultivated deep relationships with key decision-makers and executive teams, enhancing trust and product alignment with customer needs.• Launched a successful webinar series, driving a 6% YoY increase in leads year-over-year.• Led a sales technology transformation to enhance sales funnel management and data-driven decision-making.

January 2001 – April 2022🌟Core Responsibilities:Directed the sales process from lead generation to closure, focusing on tax professionals within the SMB market.📣Highlights:• Regularly exceeded sales quotas by 5-25% annually and maintained a top-3 national ranking among peers. • Enhanced client engagement through tailored presentations and strategic product demonstrations that addressed client pain points and highlighted product value, ROI, and competitive advantages.• Developed marketing strategies that increased company visibility and lead acquisition

🌟Core Responsibilities:Provided critical support and service, managing customer inquiries and ensuring high customer satisfaction.

Used tools such as asana and slack to work with several associates to enter client return data and track progress of return until completion. Worked with client through various channels to receive information, send confidential data both ways, overcome objections and provide support both to Happy Tax employees and affiliates, as well as customers.

• Conducted diagnostic testing to identify and resolve basic modem issues.• Assisted customers with modem troubleshooting, dial-up support, and email setup.