Senior Sales & Retention Manager leading an Account Advisor team with a specialization in upselling and expanding digital marketing services tailored to the accounting vertical. My role encompasses a diverse range of responsibilities, including guiding the integration and transition of the former Thomson Reuters Checkpoint Marketing business to new ownership, successfully migrating customer subscriptions, and providing steadfast leadership throughout an extensive period of post-acquisition transformation.At the core of my responsibilities is the development and execution of customer-centric strategies designed to drive revenue growth and foster high retention rates in a SaaS environment. I achieve this as a sales leader working in close collaboration with cross-functional teams in sales, product development, marketing, and onboarding. Our shared objective is to consistently place the most suitable solutions in front of our customers, maximizing their results and creating opportunities for growth, while delivering outstanding customer experiences.

Driver of both specialty sales and retention teams for content and software solutions for CPA firms. Agile leader creating growth by applying SMEs strategically and teaming with cross functional groups to better serve practice development and transformation initiatives in tax and accounting firms. Developer and manager of a skilled retention team and sales specialists to retain and boost revenue for our client base by focusing on relationship building, tight onboarding, risk reduction, increased product usage, opportunity discovery and closed deals. Multi-functional leader managing sales, retention and customer management and collaborating on operations and product development for Checkpoint Marketing. Winner of Circle of Excellence Award as manager with the highest retention for 2021 at over 107%. Also managed an Advisory Solutions Consulting team that advanced prospective deals by presenting extensive product knowledge, demonstrating solutions and their capabilities while addressing questions to build comfort in buy decisions. Coached to ensure industry fluency, product expertise and presentation skills in the pre-sales environment.

Managed Checkpoint Marketing Retention and Marketing Strategist team that develops client relationships to ultimately drive revenue growth by consulting with customers on communications, branding and business development strategies. Designed account strategy by collaborating in a matrix environment to deliver a comprehensive product offering to meet overall customer needs. Coached and developed rep skills resulting in a 12-point increase in retention over three years.

Lead marketing strategist responsible for the highest value and most complex accounts to maximize customer satisfaction and achieve our strategic objectives. Consulted with CPA firms, law firms and banks on marketing strategy to maximize the benefits of content and e-marketing. Managed client contracts, relationships, and retention by partnering as an outside resource, sharing best practices and helping firms leverage their investment.

Developed strategy to broaden offering from a marketing tool provider to an association concept providing training to CPA firms and building connections to share expertise with non-competitors.

Consulted with CPA firms nationwide to develop and implement plans to improve the growth and profitability of their niche practices. Moderated partner round table discussions at national conferences regarding service expansion, business development successes and failures and lead conversion techniques. Conducted client satisfaction surveys and helped recruit marketing professionals for small to mid-sized firms. Analyzed investment in marketing, lead generation, new business production and other data to maximize return on efforts and fine tune firm’s marketing focus.

Developed lead generation programs - initial marketing strategy, targeting, copywriting and follow up. Conducted implementation reviews with firms using PDI products to ensure that clients were using marketing tools as one element of a complete marketing plan. Promoted firm via press relations in major CPA and legal publications and advanced the image of firm’s expertise through local and national speaking engagements. Planned and promoted PDI annual niche conferences – responsibilities included coordinating speakers, implementing direct mail strategies, creating promotional brochures and event management.

Created and implemented service area marketing plans and projects. Designed and developed ads, PR content, brochures, promotional materials, and industry newsletters. Developed seminars to market services to prospects, existing clients and referral sources. Delivered internal marketing training to build skills and improve cross-selling.

Implemented a project management software system resulting in improved budgeting, timely project status tracking and efficient resource utilization. Coordinated department marketing efforts including advertising, newsletters, seminars, direct mail campaigns and marketing plans. Created a technology center to market services to prospects. Developed department technical and supervisory skills training curriculum.

Staff consultant on the team for Tax Marketing at firm’s world headquarters office. Involved in the development and implementation of marketing plans. Conducted research and prepared reports describing potential market segments.