Kyle Ross Email & Phone Number

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.

Hudson, Ohio, US

• 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

• 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

Hudson, OH, US

• 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

Phoenix, AZ, US

• 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

Clearwater, Florida, US

• 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