Spearheaded the transformation of Andersen Tax's business development efforts, becoming the sole dedicated business development professional nationwide.Developed and implemented a comprehensive business development process, equipping senior leadership and teams with the tools to drive idea identification, targeting research, prospecting, relationship building, and deal closure.Pioneered an initiative that strategically focused on enhancing the Seattle office's book of business, resulting in a significant increase in client engagements and revenue.Closed 38 high-value sales, including engagements with 12 Top Fortune 500 companies, and provided instrumental support to tax leaders in various states for successful client acquisition.Set up calls/meetings based on Managing Directors’ ideas and self-researched opportunities. Building targeting lists from scratch (Andersen does not use a CRM) and created email and calling campaignsClosed 38 sales and use tax refund/Excise Tax refund reviews/Audit defense, and several other engagements (Tax compliance, PCS, Technical Memos, Private Letter Rulings, VDAs, Property Tax reviews/audit defense, Fed tax reviews, and tax research) including engagements with many Fortune 500 companies and Inc 1000 companies ⮚ Worked with Tax leaders from offices around the country to help with their client acquisition efforts: WA DC, NY, and VA- PTE taxesTX- Texas Franchise taxesNY- apportionment/UBTMultiple states- PRLs, State audit targets defense, VDAs, and MPU

Closed 16 complex tax refund reviews and audit defense projects, showcasing my ability to navigate intricate negotiations and deliver results.Utilized a multi-faceted approach, including cold calling and targeted prospect research, to connect with key decision-makers and secure high-impact sales.Leveraged advanced networking resources and data analysis to build strategic prospect lists, enabling precise targeting and personalized outreach.Cultivated enduring relationships with clients, sustaining engagement and fostering future business opportunities.Discovered Data Center refund opportunities leading to over $15 Million being recovered for existing clients

Top sales producer Led downtown Seattle flagship store in all sales and customer satisfaction metrics Helped store manager and assistant managers onboard/develop both the new and existing sales team members- and recruited/assisted management with interviews and campus recruiting events

Closed 20 of the Top 50 Fortune 500 Companies and and managed all aspects of our relationship with all my clients (including 4 Top 20 Fortune 500 clients and many Inc 1000 companies)Exemplified strong organizational and time management skills by targeting and closing the most profitable Tax Refund clients and creating the most value for TTR while selling subscriptions at the most profitable level Trained, coached, and developed the whole sales team and recruited professionals to join TTR Collaborated with Founders, Executives, Engineering, R&D, and all other business units in a fast-paced start-up environment where direction, goals, and processes were constantly evolving Utilized metrics, tax law research, and idea sessions with various teams (from Founders, Partners, Engineering/Developers, Researchers, and fellow sales team members) to identify ideal prospects based on ideas/locations/industries 7th employee at this startup company Created the sales and customer management processes (including prospecting phone scripts and emails; customer satisfaction surveys; and various marketing methods and procedures) Created and maintained an “all subscriber database” for tracking contacts and contracts, subscription expiration dates, and upsell opportunities Was a “jack of all trades:” helped with tax research, strategy, and all facets of refund projects from pulling invoices to assisting with Final Client Deliverables Found we were missing a major vendor for a client which lead to $3.2 Million in additional savings (tax refunds) for that client and several million each for 6 other previous clients when we went back and reviewed missed Motorola invoicesDeveloped and managed intricate sales and customer management processes, enabling seamless prospecting and relationship management.

Cash Applications SpecialistForensic reviews of all forms of customer payments to identify fraud, locate missing payments, issue refunds lawfully.

Won T-Mobile’s “Winner’s Circle”- Top 5% of sales representatives across the U.S. Won the “I am T-Mobile Award” Was the “Retail Ambassador” at Seattle career fairs including UW’s Career fairs As an Assistant Manager, I recruited, interviewed, coached, and developed my reps (at times we had up to 25 reps in our store) to exceed year over year goals, increase customer loyalty and satisfaction, and to be leaders in both district and regional rankings This enabled them to win “Winner’s Circle” while helping them all attain personal and career goals

Led the company in "Mortgage Volume", "Client Satisfaction" scores, and Referred Clients" volume for King County.Built relationships with prospects through calls, emails, and in-person meetingsEducated prospects on how to increase their credit score quickly and for the long term.Built referral relationships with real estate agents, bank personnel, builders, credit union personnel, and apartment complex managersCharged max of 1% for broker and 1% to me for our feesContinued relationship building after contracts were won and lost- leading to referrals and future business and cash-out refi's.Maintained prospect lists and documented all prospecting efforts in CRMEducated new mortgage reps on loans sales, credit scores, and marketing/business development best practices

Handled all aspects of relationship with indirect re-sellers from initial targetting and closing on potential dealers, to training and disseminating sales collateral, to coaching to exceed sales/revenue YoY growth and maintain excellent customer satisfaction scores and beat all performance expectations.

Managed Sound Advice's flagship Seattle store handling everything from hiring, coaching and developing, scheduling, event planning, sales management, inventory management, customer service/escalations, and cash/profit/oss management.