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Facilitating discovery, evaluation and provisioning of integrated cloud software solutions and businessadvisory consulting for accounting and tax professionals, managing partners, and C-level decisionmakers (CFO, CAO, Controller) at accounting firms.Notable Internal Achievements:- President Club, 2018- Named to Customer Excellence (CX) Hall of Fame by Steve Hasker, TR President and CEO, February 2021Uncover, qualify and oversee the advancement of sales opportunities by quarterbacking prospect'sstaff, TR's business development reps, and TR specialty team members to work together moving forwardthrough the sale's life cycle from inquiry to implementation go-live and beyond.Demonstrate the use of TR Cloud Audit Suite and CS Professional Suite software and consulting services with prospects via web and in person.Developed territory plans that achieve new revenue goals in territory of around 3,000 firms whileconsistently managing over 350 existing customers’ retention revenue exceeding $20 million/year.Develop, manage, and deliver on accurate monthly, quarterly, and yearly sales pipeline reports.Obtain and report on territory information regarding market penetration and competitiveintelligence.Complete and record all sales activity for pipeline reports within the CRM system, Salesforce.com, in timely and accurate manner.Mentor new staff in Marketing Development to see that they advance to Sales Development roles, and mentor Sales Development reps to Account Executive roles. Assist new Account Executives on their sales calls to ensure the opportunity advances.Address and expedite resolution of technical service issues, implementation and changing continued learning needs as well as renewal order needs with an eye toward the long-term relationship that delights customers and continues to earn loyalty.

Reorganized 12-person IT team into effective team of six (6) self-directed leaders producing results ontime, enabling $33m of organic revenue growth from $18m in 2001 to $51m in 2004.Accountable for all IT projects and software solutions development, specified and managed databaseprogramming requirements to meet management reporting and field-sales needs including EnterpriseCustomer Relationship Management and Enterprise Resource Planning.Drove the inception and global adoption of centralized web hosted document database standardizing policies, procedures, work instructions, forms and records.Specified purpose and scope, tested, documented and implemented mobile wireless applications for customer kiosk, sales canvassing and field sales operations.Trained sales canvassing staff, sales staff and corporate trainers on use of mobile wireless sales applications.Centralized ERP/ERM data extending applications to regional offices with Terminal Services, InternetInformation Server and IP-based time clocks.Renegotiated and revised telecommunications usage providing savings exceeding $100,000 per year.

Fulfilled employment contract pursuant to sale of business.Field sales for IT services company consistently exceeding quota.Services included Accounting Software, Sales Force Automation implementation, e-commerceapplication hosting and network integration.Negotiated contracts and terms with customers.Developed new prospects, advanced and graded sales opportunities in pipeline for sales managementforecast reports.Specified purpose and scope of client customer relationship management systems and networkdesign.Published user documentation and trained users and system administrators.Provided on-site implementation management services and technical support to corporate clients.

Established sales force automation, Network and Internet services company.Supervised database development and network design, documentation, training, and technical support for corporate Customer Relationship Management system and accounting systems customers.Achieved revenue growth of 20% per year and average gross profit growth of 26% per year 1997, 1998 and 1999.Notable clients:BDO Seidman, City of Detroit 36th District Court, Dean Whitter Reynolds, Ford Motor Company, FirstChicago-NBD Bank, New York Life, and State of Michigan Jobs Commission.Sold company in December 1999.