Leanne O'Gorman
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Leanne O'Gorman Email & Phone Number

Senior Manager | Digital Marketing Sales & Retention | Accounting Vertical Expert at CPA Site Solutions
Location: Greater Chicago Area, United States, United States 10 work roles 2 schools
1 work email found @thomsonreuters.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
Senior Manager | Digital Marketing Sales & Retention | Accounting Vertical Expert
Location
Greater Chicago Area, United States, United States
Company size

Who is Leanne O'Gorman? Overview

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Quick answer

Leanne O'Gorman is listed as Senior Manager | Digital Marketing Sales & Retention | Accounting Vertical Expert at CPA Site Solutions, a company with 82 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at thomsonreuters.com and a matched LinkedIn profile for Leanne O'Gorman.

Leanne O'Gorman previously worked as Senior Manager, Accounting Vertical Sales & Retention at Cpa Site Solutions and Manager, Checkpoint Marketing Sales & Retention at Thomson Reuters. Leanne O'Gorman holds Master Of Business Administration (Mba), Marketing And Finance from University Of Notre Dame - Mendoza College Of Business.

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{first}.{last}@thomsonreuters.com
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Profile bio

About Leanne O'Gorman

Dynamic sales and renewal leader with a proven track record of driving revenue expansion and surpassing retention goals in subscription-based environments. Recognized as a Circle of Excellence Manager for expertise in sales, account management, retention, and marketing strategy. Specialize in consulting with professional service firms to enhance growth and profitability. Adept at cross-functional collaboration, leveraging insights from sales, retention, product, technology, and operations to address client needs, capitalize on industry trends, and resolve challenges swiftly. Experienced coach skilled in guiding teams through process and system enhancements to boost efficiency, elevate service standards, and maximize revenue generation.Contact Me:Email | ogohome1@gmail.com

Listed skills include Strategic Planning, New Business Development, Project Management, Marketing Strategy, and 23 others.

Current workplace

Leanne O'Gorman's current company

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CPA Site Solutions
Cpa Site Solutions
Senior Manager | Digital Marketing Sales & Retention | Accounting Vertical Expert
colchester, vermont, united states
Employees
82
AeroLeads page
10 roles

Leanne O'Gorman work experience

A career timeline built from the work history available for this profile.

Senior Manager, Accounting Vertical Sales & Retention

Current

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.

Aug 2022 - Present

Manager, Checkpoint Marketing Sales & Retention

Chicago, Illinois, United States

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.

Nov 2018 - Aug 2022

Manager, Client Retention & Marketing Strategist Team

Chicago, IL

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.

Dec 2015 - Nov 2018

National Account Manager, Lead Marketing Strategist

Chicago, IL

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.

Jul 2012 - Dec 2015

Project Consultant

Pdi Global, Inc.

Chicago, IL

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.

Jun 1998 - Jan 1999

Director Of Marketing

Pdi Global, Inc.

Chicago, IL

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.

Jan 1995 - Jun 1996

Marketing Manager

Pdi Global, Inc.

Chicago, IL

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.

Jul 1994 - Jan 1995

Marketing Director, Consulting Division

Altschuler Melvoin & Glasser Llp

Chicago, IL

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.

Jun 1991 - Jul 1994

Marketing & Project Coordinator

Altschuler Melvoin & Glasser Llp

Chicago, IL

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.

Oct 1989 - Jun 1991

Marketing Consultant, Hq Tax Marketing

Arthur Andersen

Chicago, IL

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.

Jun 1989 - Sep 1989
Team & coworkers

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2 education records

Leanne O'Gorman education

FAQ

Frequently asked questions about Leanne O'Gorman

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What company does Leanne O'Gorman work for?

Leanne O'Gorman works for CPA Site Solutions.

What is Leanne O'Gorman's role at CPA Site Solutions?

Leanne O'Gorman is listed as Senior Manager | Digital Marketing Sales & Retention | Accounting Vertical Expert at CPA Site Solutions.

What is Leanne O'Gorman's email address?

AeroLeads has found 1 work email signal at @thomsonreuters.com for Leanne O'Gorman at CPA Site Solutions.

Where is Leanne O'Gorman based?

Leanne O'Gorman is based in Greater Chicago Area, United States, United States while working with CPA Site Solutions.

What companies has Leanne O'Gorman worked for?

Leanne O'Gorman has worked for Cpa Site Solutions, Thomson Reuters, Thomson Reuters, Checkpoint Marketing For Firms, Pdi Global, Inc., and Altschuler Melvoin & Glasser Llp.

Who are Leanne O'Gorman's colleagues at CPA Site Solutions?

Leanne O'Gorman's colleagues at CPA Site Solutions include Dea Putri, Jody Desjardins, Nasir Abbas, Leslie Self, and Nathan Krupko.

How can I contact Leanne O'Gorman?

You can use AeroLeads to view verified contact signals for Leanne O'Gorman at CPA Site Solutions, including work email, phone, and LinkedIn data when available.

What schools did Leanne O'Gorman attend?

Leanne O'Gorman holds Master Of Business Administration (Mba), Marketing And Finance from University Of Notre Dame - Mendoza College Of Business.

What skills is Leanne O'Gorman known for?

Leanne O'Gorman is listed with skills including Strategic Planning, New Business Development, Project Management, Marketing Strategy, Consulting, Sales, Integrated Marketing, and Marketing Communications.

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