Large Enterprise Net New “Deal of the Year” FY22 Large Enterprise Net New “Rep of the Year”144% of Plan in 9 MonthsWorkday Sales Club

ONESOURCE | Corporate Income Tax | Tax Provision | International Tax

Corporate Indirect Tax solutions for Fortune 1000 and medium-sized business across the United States. ERP solution selling for SAP, Microsoft Business Central, NetSuite, et. al.

President’s Club 2016

• Functioned as subject matter expert on technology products and managed print services for 30+ office products representatives in Texas, Oklahoma, Arkansas, Tennessee, Louisiana, and Mississippi from virtual office in Frisco, Texas.• Interfaced with contacts within IT and finance at C-level, director, manager, and direct reports.Achievements: Earned 155% of quota at 22% gross margin on $8 million in technology and managed print services sales. Exhibited strong relationship building skills, both internal and external, as well as consistent follow-through to serve client needs.

• Functioned as major account representative.Achievements: Earned sales revenue of 131% of quota and $1.3 million in sales. Achieved 28% gross margin, and won 40% net new business, earning over $500,000.

• Equity partner overseeing and executing successful opening of branch office in Tacoma, Washington, 1 of 13 west coast locations. • Managed sales and operations teams, with responsibilities including growing sales in legal vertical market.• Directed monthly, quarterly, and annual P&L, expenses, and revenue to plan management.• Developed sales compensation program based upon revenue-to-profitability.• Supervised sales and support staff. • Developed sales skills, one-on-ones, and performance to plan.Achievements: Grew sales from $0 to over $1 million in revenue in 16 months. Achieved 223% of plan of revenue plan and 95% of margin plan.

• Managed sales and operations teams. • Directed sales development, one-on-ones, and performance to plan.• Promoted from customer service representative to account executive in 8 months.Achievements: Earned 128% and 141% of revenue plan and 188% and 145% of gross margin plan. Recognized as account manager / branch manager of the year. Awarded title of account manager of the year.