Jennifer Travis Email and Phone Number

Number one salesperson for New Local Direct in first 90 days

Primary Services:-Tax Planning, Consulting, and Strategy (Federal, State & Local, International)-Tax Compliance (all areas)-Audit and AttestSpecialty Services:-Corporate Recovery-Cost Recovery-Cybersecurity Assessments-ERP Migration and Consulting-FP&A-Forensic Accounting-Internal Audit-Office of the CFO-R&D Studies-Risk Advisory-Sales and Use-SOX Compliance-Transfer Pricing-Transaction Advisory (Due Diligence/Quality of Earnings, Deal Structuring, Purchase Accounting)-Valuation

- Attract and Source Key Accounts for the Northeast US Region- Promote & Coordinate Innovative Market Based Solutions- Develop and Maintain Relationship Map- Lead Proposal Designer- Design New Client Specific Marketing Publications, Website Landing Pages and Campaigns- Event Production and Sponsorship Lead for Sales Territory- Brief and Train the Senior Managers- Host monthly sales meetings to create product awareness and demand, update on leads and clients, industry trends. - Participate with the Team at the Oral Briefings across the US once we are finalists - Quality Manager Role once contracts have been secured. - Territory includes PA, NY, NJ, DE, MA, NC, FL, CA, TX, GA, and SC.- Primary focus is to assist clients and prospects in solving risk related problems and advancing strategies for companies ranging from small closely held businesses to Fortune 500 companies. - Area of expertise includes: IT Internal Audits, IT Risk Assessments, Fintech, Cybersecurity, Blockchain, Data Analytics, Disaster Recovery Audits, Internal Audits, Business Recovery Plans, SOX Compliance.

- Manage sales, leads and pipeline- Manage social media - Identify sales targets and leads, and develop a sales pipeline - Develop and execute individual account sales plans to secure new customer prospects daily - Close sales and develop implementation strategies- Conducted safety tours with third party insurance broker and gave recommendations - Exceeded monthly revenue goals established by Senior Management - Certified Staffing Professional with the American Staffing Association, designation awarded September 2016- Employee of the Month - July 2017

Consulted with local and regional businesses to analyze goals and determine how advertising would fit into the overall marketing strategy.-Prepared and presented marketing plans utilizing market and regional consumer data-Provided creative ideas to achieve businesses goals and create interest.-Generated incremental sales opportunities through maintaining strong relationships with my account list-Identified and cold called new accounts and businesses-Consistently outperformed monthly and quarterly sales budgets-Recognized on company’s national website within first six months

- Developed and implemented membership plans for retention of current members and growth of newmembers according to Strategic Plan and Board goals- Designed and developed membership marketing and promotional materials, took photographs at member facilities for use in publications- Wrote and distributed membership newsletter, member flashes and calls to action, annual membership directory- Developed customized educational programs for regional meetings and webinars and submitted for credits to national and state agencies, hosted meetings online and in person- Promoted and marketed educational programs- Created tiered sponsorship program for business partners- Planned Annual Convention and Trade Show - selected speakers, submitted for credits to state and national boards, worked with hotels on contract negotiation and all aspects of meeting planning, planned recreational activities and political action fundraisers. Coordinated with speakers to assist in guidelines for their presentations and handouts. - Oversaw exhibit details for all trade shows including development of materials, shippingand receiving of exhibits, ordering signage and other materials for booth- Oversaw all client databases and ensured the information wass up-to-date and accurate- Maintained websites and updated on a daily basis