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Devon Saris Email & Phone Number

Facilitating growth and fostering innovation by sharing insights on practice development trends in respect to people, processes, and technology. at CPA.com
Location: Ann Arbor, Michigan, United States 8 work roles 1 school
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Role
Facilitating growth and fostering innovation by sharing insights on practice development trends in respect to people, processes, and technology.
Location
Ann Arbor, Michigan, United States
Company size

Who is Devon Saris? Overview

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Devon Saris is listed as Facilitating growth and fostering innovation by sharing insights on practice development trends in respect to people, processes, and technology. at CPA.com, a company with 120 employees, based in Ann Arbor, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Devon Saris.

Devon Saris previously worked as Senior Customer Success Manager at Cpa.Com and Senior Sales Support Specialist at Pacific Industrial Development Corporation (Pidc). Devon Saris holds Bachelor Of Science (B.Sc.), Business Administration And Management, General, 3.5 from Central Michigan University.

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CPA.com

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About Devon Saris

Client Retention, Marketing Strategy, Financial Technology, Business Strategy, Partnership Management

Current workplace

Devon Saris's current company

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CPA.com
Cpa.Com
Facilitating growth and fostering innovation by sharing insights on practice development trends in respect to people, processes, and technology.
new york, new york, united states
Website
Employees
120
AeroLeads page
8 roles

Devon Saris work experience

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

Senior Customer Success Manager

Current

United States

Responsible for the growth and adoption of accounts, particularly those in budgeting, forecasting, and client advisory service spaces, to ensure renewal and ongoing success with services. As the product subject matter expert, I support the sales team identifying opportunities, provide a positive customer experience post sales, and have a strong focus on.

Oct 2020 - Present

Senior Sales Support Specialist

Ann Arbor, MI

-Collaborated with departments on issues pertaining to customer accounts and inventory-Maintained customer relationships-Confirmed, monitored, and compiled documentation for customer orders-Managed and communicated sample updates to sales members-Verified all shipping documents and ensure all customer requirements are met as written on the purchase.

Mar 2020 - Oct 2020

Proposal Development Coordinator

  • Authored detailed proposals and associated $1M budgets, driving adoption of Almac’s pharmaceutical and manufacturing services to key client stakeholders. Collaborated with cross-functional teams to liaise with over 30.
  • Spearheaded focus group to align workflows, bringing together Business Development and Project Services divisions in order to improve internal collaboration and communication.
  • Created and led exploratory workshop on client satisfaction, deriving customer experience insights from cross-functional qualitative input.
Jul 2018 - Nov 2019

Mortgage Banker - Ca, De, La, Md, Ma, Mi, Ms, Mo, Oh, Pa, Ri, Sc, Sd, Tn, Tx

Detroit, Michigan

  • Through customer profiling, segmenting, and qualitative direct research, identified and delivered appropriate loan product matches for clients. Developed all supplementary analysis, reporting, and necessary.
  • Voted by peers to join Quicken’s Leadership Development Program. Working alongside Directors in this role, mentored 10 and oversaw region of over 100 loan originators.
  • Achieved Top 5 ranking among more than 100 peers for lead-to-credit conversion key performance indicator. Led entire region in prospects converted for month of September 2016, averaging 79 per day compared to company.
  • 5-time Regional Champion (of 100 competitors) and 1-time National Champion (of 1200 competitors) in Quicken’s monthly company-wide onstage sales persuasion competition.
Aug 2017 - Jul 2018

Emerging Market Associate

Director-selected as one of two Emerging Market Associates to set vision and strategy for national market outreach tactics of innovative cloud-based tax and accounting new product launch, executing presentation delivery at industry trade shows. Educated small and medium sized firm clients on enhanced value of a new platform via phone, e-mail, and live.

Sep 2016 - Aug 2017

Customer Experience Squad Member

Ann Arbor, MI

As cross-functional team member, collaborated with executives, led journey mapping sessions, and consulted 3rd party marketers to evaluate quantitative data and improve customer surveys. Gathered user behavior insights from data and launched new client experience processes with Tax & Accounting division.

Apr 2016 - Aug 2017

Inside Sales Account Representative

Ann Arbor, MI

  • Orchestrated targeted advertising and marketing campaigns, formulating data driven sales analyses to drive new business as well as promote upsell to existing clients. Collaborated with internal tax and accounting.
  • Generated $375K of new customer business over tenure.
  • Mentored new hires and company interns, providing direction and training around sales skills, communication tactics, and prospect qualification processes.
Jan 2014 - Aug 2016

Enterprise Account Coordinator / Technology Transition Representative

Ann Arbor, MI

Consultative sales training focused on firm retention and VoC feedback loops to enhance services. Reached 30 firms/day to facilitate positive client experiences around forthcoming software updates.

May 2013 - Dec 2013
Team & coworkers

Colleagues at CPA.com

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1 education record

Devon Saris education

FAQ

Frequently asked questions about Devon Saris

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What company does Devon Saris work for?

Devon Saris works for CPA.com.

What is Devon Saris's role at CPA.com?

Devon Saris is listed as Facilitating growth and fostering innovation by sharing insights on practice development trends in respect to people, processes, and technology. at CPA.com.

Where is Devon Saris based?

Devon Saris is based in Ann Arbor, Michigan, United States while working with CPA.com.

What companies has Devon Saris worked for?

Devon Saris has worked for Cpa.Com, Pacific Industrial Development Corporation (Pidc), Almac Group, Quicken Loans, and Thomson Reuters.

Who are Devon Saris's colleagues at CPA.com?

Devon Saris's colleagues at CPA.com include Jessica Elmore, Md. Mahabur Alam, Rashidul Islam, Mubarak Suleman, and Robert Mcgrath.

How can I contact Devon Saris?

You can use AeroLeads to view verified contact signals for Devon Saris at CPA.com, including work email, phone, and LinkedIn data when available.

What schools did Devon Saris attend?

Devon Saris holds Bachelor Of Science (B.Sc.), Business Administration And Management, General, 3.5 from Central Michigan University.

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