As a Certified Public Accountant (CPA) firm with years of experience, we specialize in providing tax planning services to individuals and businesses. Our expertise includes a comprehensive understanding of federal, state, and local tax laws, as well as a deep knowledge of tax planning strategies that can help our clients minimize their tax liabilities while maximizing their financial outcomes.

• Opened new office and territory • Hire and train new independent contractor Sales Representatives• Effectively manage sales representatives team, within assigned territory• Maximize productivity and sales effectiveness through continual team training and proactive performance management• Ensure sales representatives meet or exceed established sales KPls• Provide customer and sales support by responding to customer inquiries and requests• Work closely with the Installation department to ensure accurate sales orders and timely installation• Routinely review sales prefinance reports to identify areas of improvement and opportunities for assigned team and territory• Foster effective team communication through individual and team meetings

• Actively pursue inbound and self-generated leads to demo products in the field and at the showroom• Negotiating cost, building scope(s) of work, securing contract signatures and build orders, following company processes using PQM (Cisco)• Maintain active pipeline aligned with assigned sales goals and provide accurate future forecasting to leadership (Salesforce) at weekly Sales Meetings• Build and maintain client relationships including product sales, customer satisfaction, and field requests, and uncover possible projects based on future needs• Present and determine product options with the customer and take on-site measurements to ensure the accuracy of the quote(s)• Coordinate and communicate with the Project Coordinator to ensure an accurate understanding of installation and timely resolution to customer issues

• Respond to high volume inbound prospective customers using established sales methodology to educate, consult, and inform potential customers regarding their TRUE needs with regard to gutter protection • One visit close goal with all appts. (closed up to 9/day)• Training and mentoring of new Sales Consultants• Leverage industry-leading product samples, support, and technology to assist in close-rates• Committed and passionate about an outstanding customer service experience from beginning to end• Attend weekly sales meetings/collaborate with the team regarding successful sales/upsell strategies

• Partnership startup that required extensive prospecting, lead generation, and built the brand reputation (utilized PipeDrive CRM)• Developed price quotes and bid responses that were complete, accurate, profitable, and competitive (D-Tools)• Scoped projects with a consultative sales approach to determine timeline/cost/execution strategy/possible phases/expectations• Responsible for developing and executing quarterly sales plans to expand existing client base and generate new business to meet established quota• B2B & B2C client relationship management, with excellent retention rates with repeat and adjunct business/projects• Utilized cross-selling and up-selling opportunities to ensure that all products and services were thoroughly presented, and contract negotiations were successful • Coordinate installation team to ensure a smooth transition from sale to installation

• B2B and B2C sales & promotion of roofing and solar services to large corporations, builders, developers, and property management companies• Identified new prospects/opportunities and developed targeted marketing strategies to grow the expanding territory in DFW, TX area (AccuLynx CRM)• Built strong B2B and B2C relationships through solution-based selling and anticipation of possible future business needs• Presented solar solutions in a time of an emerging trend toward solar power• Negotiated recurring revenue with maintenance/service contracts• Developed and conducted robust sales training/meetings for all reps

• Met with prospective members in their homes to educate, consult, and inform them of their options• Drive self-generated sales to meet sales goals and metrics while working independently• Sold individual health plan products and educated beneficiaries on our services

•Generate leads via data-driven sales prospecting•Cultivate long-term relationships with physicians and referral sources•Meet monthly sales goals via interactions with new and existing referral sources•Manage the consistent, ongoing presence of sales messaging throughout your territory•Facilitate educational in-services with your referral sources to spotlight and grow each of the five focus product categories•Present clinical follow-up and patient reporting to existing referral sources