Kathy B.

Kathy B. Email and Phone Number

B2B sales with Corps & CPA firms in Austin, San Antonio, Greater TX and OK, and South IL. Align Tax & Accounting Research needs with client's needs. CPE ex·tra·or·di·naire! 😉 @ Wolters Kluwer Tax & Accounting US
riverwoods, illinois, united states
Kathy B.'s Location
Georgetown, Texas, United States, United States
About Kathy B.

Results oriented individual with strong Analytical background, Sales/ Sales Leadership and Motivation, Operations, Finance, Accounting, Building Strong Client Relationships; Project Management; Leadership skills; Streamline Processes; Identify Solutions; Process Improvements; Non-Profit; Excellent Written and Oral communication; Well developed Interpersonal and Motivational skills.Specialties: Building strong relationships with clients, Thinking outside the box, Finding efficiencies, Automation, Reducing Redundancies, Finance, Sales - SaaS and Marketing - B2B, Streamlining Operations, Growing businesses, Internet Advertising, Social Networking, Bookkeeping and Accounting.

Kathy B.'s Current Company Details
Wolters Kluwer Tax & Accounting US

Wolters Kluwer Tax & Accounting Us

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B2B sales with Corps & CPA firms in Austin, San Antonio, Greater TX and OK, and South IL. Align Tax & Accounting Research needs with client's needs. CPE ex·tra·or·di·naire! 😉
riverwoods, illinois, united states
Website:
cchgroup.com
Employees:
1466
Kathy B. Work Experience Details
  • Wolters Kluwer Tax & Accounting Us
    Senior Sales Executive
    Wolters Kluwer Tax & Accounting Us Oct 2021 - Present
    Austin, Texas, United States
    Tax & Accounting Content Research tools made easy & efficient. Professional development for the accounting, audit and tax professional. Everything a strong CPA firm needs to streamline Tax and Audit research. Fast, easy and efficient tools! CCH AnswerConnect is the answer!
  • Wolters Kluwer Legal & Regulatory Us
    Senior Sales Consultant
    Wolters Kluwer Legal & Regulatory Us Nov 2019 - Nov 2020
    Legisway SaaS Software provides a legal management solution for corporate legal departments. We help them work more efficiently and reduce risk by having everything related to legal in a single repository. No more missed deadlines, no more excel shared files! Please ask me how we can help your organization!
  • Wolters Kluwer Tax & Accounting Us
    Sales Consultant
    Wolters Kluwer Tax & Accounting Us Feb 2018 - Nov 2019
    Las Colinas, Texas
    SaaS Software sales B2B. Sales partnering with CPAs and other Tax Professionals in the North Los Angeles area, tax preparation SaaS software sales allowing firms to improve efficiency, streamline processes save money while protecting clients personal data. 111-150% YTD Sales results
  • Kairos Homes Inc
    Business Office Manager
    Kairos Homes Inc Jan 2013 - Jun 2017
    Dallas/Fort Worth Area
    Office manager in charge of bookkeeping, legal accounts, HR (hiring, firing, policies, insurance, benefits, tax filings, IRS, TWC, etc), Marketing, Purchasing, Collecting & application of mortgage payments, all administrative work related to running Shenandoah Water Company, and various other projects as needed.
  • Bond Consulting Group
    Ceo - Consulting Firm
    Bond Consulting Group Jul 2010 - May 2014
    Dallas/Fort Worth Area
    Accounting, Advertising Market Analysis, Finance & Bookkeeping MediationSales and Marketing - B2B * Growing small/median businesses * Internet Advertising * Improving ROI * Social Networking * Sales Leadership & Motivation * Identify Solutions * Process Improvements * Media Cost Reduction * Improving Bottom Line ResultsBondConsultingGroup@gmail.com
  • Supermedia (Verizon Yellow Pages/Superpages.Com)
    Major Account Executive
    Supermedia (Verizon Yellow Pages/Superpages.Com) Nov 2009 - Apr 2011
    Dallas/Fort Worth Area
    Manage over 100 large advertisers advertising investments with SuperMedia. Develop strong partnerships to maximize portfolio and clients performance. Manage and grow a portfolio of approximately 135 key accounts valued at over $ 2.3 million annually. Build strong, effective consultative relationships with clients and potential clients. On-going knowledge of clients short and long term business goals enabling me to determine marketing needs and develop specific advertising programs that will help them achieve their business goals. Creating and presenting marketing solutions that offer a strong ROI for current and prospective clients.
  • Idearc Media  Verizon Yellow Pages/Superpages.Com
    Division Sales Manager
    Idearc Media Verizon Yellow Pages/Superpages.Com Oct 2007 - Oct 2009
    Dallas-Fort Worth Metroplex
    Manage sales team, media consultants sales representatives responsible over $6.2 million in sales revenue for two Texas sales divisions. Develop media consultants to grow and nurture business relationships with clients;Responsible for achieving sales targets for print, direct mail, and electronic on-line products. Hire, lead, manage, coach, and develop a staff sales consultants to achieve company goals by building media consultants sales skills, following the sales call process, and using company tools resources to maximize sales. Develop, track, and analyze marketing programs including: usage of clients incentives to maximize the advertising dollar and, barters with area hotels/motels, barters with area restaurants, newspapers, and area chamber of commerce's, etc that may increase usage, possession, and the customers experience (quality of the leads). Manage other areas within SM role such as: consistent sales results, maintaining productivity levels, coaching, constant improvements, sales schedule graph, special projects, budgets, commission rates to drive results, contests, chamber membership meetings/events, manage directory results, etc.
  • Verizon Information Services
    Division Sales Manager
    Verizon Information Services Oct 2005 - Oct 2007
    Manage a hybrid team of outside and telephone credit sales representatives handling over responsible for over $7.5 million sales revenue for two Texas divisions who handle in excess of 50 million in sales revenue. Responsible for partnering with client to bring their account to an appropriate credit standing for continued advertising by working with our credit & collections team to establish a payment plan or collecting advanced payments. Responsible for achieving sales targets for both print and electronic on-line productsHire, manage, coach, and develop a staff of telephone and premise sales representatives. Develop Excel spreadsheets to track and monitor reps, canvass results, Develop, track, and analyze all credit accounts for media consultants.Work with General Sales Managers, Area Vice President, Compliance, and Director of Credit and Collections to ensure sales and credit policies, as well as divisional practices are adhered to by all sales staff.Manage other areas within DSM role such as: Checkpoint meetings, acting GSM, special projects, maintaining productivity levels, review canvass plans, incentive rate developments, etc.
  • Verizon Information Services
    Telephone/Outside Sales Representative
    Verizon Information Services Jan 2004 - Oct 2005
    Responsible for managing and growing our print and on-line customers. Responsible for achieving and maintaining sales targets for both print and electronic products. Creating and presenting marketing solutions that offer a strong ROI for current and prospective customers. Manage and grow key accounts, ensuring 100% customer satisfaction.Acting DSM, Sales mentor, dialer improvements, Metroplex re-scope team, increase sales projectAveraged over 100% YTD budget on print, and over 125% on our electronic products
  • Verizon Information Services
    Sr. Staff Consultant
    Verizon Information Services Dec 2001 - Jan 2004
    System Analysis & Programming (I.T.; Project management Lead with focus on Credit, Collections and Billing, budget/headcount responsibility, reporting, and ensuring a positive and supportive work environment. promoting high productivity and adherence to H.R. policies and procedures.Successfully received funding for process improvement and technology enhancement recommendations made for the Credit, Collections, Billing and Customer Service Departments. (Reducing expenses in excess of $10 Million).Successfully received funding for the Customer Credit Department automated credit model (net savings $514.5 Million). Effectively led billing fallout reduction team - chartered to reduce billing fallout by $84 Million dollars annually. Successfully received funding approval for new Collection, Billing and Accounts Receivable system ($18 Million).
  • Gte
    Manager
    Gte Oct 1994 - Aug 1998
    Collections, Recovery and Legal Accounts, Cash Applications, Collection Support, and Telco billing adjustments for advertising, executive complaints, and special projects. Tasks included hiring, firing, training and motivating team.Managed and audited collection performance with outsourcing agencies and attorneys to ensure maximum collection results while maintaining valued customers, Managed Local ($200 Million annually) and National Cash Applications ($400 Million), Managed, streamlined, and automated a majority of tasks performed by the Collection Support Department enabling a headcount reduction of 70%, Developed and managed Telco union in-sourcing project transferring work from Verizon Telco Customer Billing to Verizon Information Services non-union environment thereby reducing expenses by $450K annually. Treasury Analysis, Lead on Billing Project, Supervisor -Collection Support; Supervised Credit and Collections Department to improve processes, remove bottlenecks, streamline tasks, and reduce expenses. Departmental responsibilities included; account write-offs, billing adjustments/transfers, customer correspondence, return mail, lega & bankrupt accounts, and special projects with Telco. Treasury analyst responsible for preparing monthly cash books. Monitored, analyzed and reported all GTE cash deposits into general ledger system. Created monthly and annual reports. Successfully implemented new Billing and A/R system. Worked in a fast-paced cross-functional team environment to build new customized billing, collections and accounts receivable system.
  • Westlake Plaza Hotel
    Assistant Controller - Accounting Manager
    Westlake Plaza Hotel 1983 - 1989
    Assistant Controller; Hyatt Hotels, Double Tree Hotels, all areas within the controllers shop such as: A/R, A/P, Treasury, Payroll, Journal entries, etc. Managed: Night Auditors, F&B staff and cashiers, monthly inventory and regular Manager on duty responsibilities.

Kathy B. Education Details

Frequently Asked Questions about Kathy B.

What company does Kathy B. work for?

Kathy B. works for Wolters Kluwer Tax & Accounting Us

What is Kathy B.'s role at the current company?

Kathy B.'s current role is B2B sales with Corps & CPA firms in Austin, San Antonio, Greater TX and OK, and South IL. Align Tax & Accounting Research needs with client's needs. CPE ex·tra·or·di·naire! 😉.

What schools did Kathy B. attend?

Kathy B. attended Dallas Baptist University, Champion Real Estate, The George Washington University.

Who are Kathy B.'s colleagues?

Kathy B.'s colleagues are Adolfo D'amico, Susie Campbell Wasielewski, Maurice Jones, Candace Maes, Sandra Clark, Jaclyn Deprospo, Laxmi Dharmadhikari.

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