Tax Titan's business is to provide a platform for small businesses to receive bids/quotes from qualified and vetted tax professionals. This revolutionary platform will provide tax professionals to market their services to small businesses across the USA without a referral fee! We are passionate about creating opportunities for disabled, transitioning veterans and military spouses to become tax professionals. We provide entrepreneurial opportunities for those who are in the tax profession and want help becoming financially independent. Contact us if you are an accountant, CPA, or an enrolled agent! We allow tax professionals to receive 90% of their quoted and paid tax preparation fees over our platform! No 'upfront fees for quotes or bids, we only make money if you do! And it is only 10%!!!!

Responsible for the creation, development, and growth of strategic relationships with an eye on mutual success.Collaborated with Co-CEO’s and Executive Leadership Team to develop SAPRO’s GTM strategy for CPA Firms, Professional Networks and Alliances Honored to represent SAPRO and the CPA profession via multiple international speaking engagements. Acclaimed presentation styleProvided insight into the US CPA Profession’s critical business issues offering strategic guidance.BDO Alliance Business Resource Network Premier Patron leader

Creation of a new space for automating and modernizing the review process! Confidently moves the user past the manual source document tick and tie, allowing the software to do the work, and moving the user directly into advising and consulting the client. Frees up 75% of the review time.I am responsible for planning, developing, implementing, and monitoring the overall sales strategy of TaxExact. TaxExact is a cloud-based software solution for tax professionals which transforms the 1040 review process, works alongside any tax software, and positions firms to focus on advisory opportunities.

Responsible for setting and executing the strategy for our Tax and Accounting Software Sales Organization in North America, Central Division. Leadership of high caliber strategic sales team focused on winning in the marketplace by demonstrating compelling value, and exceeding customer expectations with high-quality solutions. Responsible for driving profitable sales growth focusing on tax software, audit and accounting products, and workflow solutions across the United States.

Developed and implemented sales strategy for Financial Services division. Responsible for enhancing business acumen, selling skills, and performance. Negotiated complex, high dollar, enterprise contracts representing largest acquisition and retention clients. Established KPI’s (Key Performance Indicators) and tracking system to improve region performance. Partnered with Market Managers to provide insight into marketplace.

Transformed sales team of 12 (Inside) Account Managers improving contract retention from 81% to 95.7% and acquisition success from 33% to 69% within financial services market. Responsible for all supervisory functions of the team. Collaborated with traditional sales team to create efficiency and performance by moving medium size clients into the Call Center and simultaneously improving KPI’s. Demonstrated internal/external negotiation savvy, strong presentation, and ability to navigate ambiguity.

Managed a team of 6 highly skilled sales professionals geographically dispersed within 12 states in Western U.S. Responsible for coaching overall enterprise strategy to enhance account acquisition, business development and retention. Achieved 103% success to quota while maintaining expense budget. Reported to Regional VP. Collaborated internally and externally with marketing on enterprise product enhancement, market channel efficiency creating high growth impact.

Consulted with Regional Sales Managers regarding team performance, business acumen, and account strategy. Developed and implemented training to enhance performance. Liason to Executive level. Collaborated with Contract Strategy, Training, Marketing, Operations, Production and Customer Support leadership. Demonstrated strong presentation skills, positive energy and ability to maneuver internal barriers.

Transformed 300 seat Customer Service Call Center to a service/sales environment. Responsible for sales strategy and results. Trained and developed needed sales skills to enhance customer service for B2B call center. Acted as the Voice of the Sales Organization with respect to business metamorphosis and process improvement. Worked closely with Operations, Customer Support, IT and Marketing. Addressed KPIs and associated metrics to analyze needs, solutions and results. Pioneer of ‘Phoenix Customer Center Client Tours’ creating unique customer experiences focusing on sensorial emotions.

Responsible for $4 million sales territory in AZ. Achieved all sales goals and improved territory marketshare from 22% to 58%. Achieved Rookie of the Year and annual high growth achievement awards each year.