*Serve as peer coach and mentor for new and less experienced sales and service team members.*Manage delivery of dynamic work management and collaboration software products for strategically significant accounts.*Coordinate cross-departmental teams to deliver support and product solutions to meet needs of customers.*Serve as trusted advisor and strategic partner to retain and expand customer relationships.*Develop and implement strategic engagement campaigns and motions including remote, and on-demand webinars, user groups and solutions showcases.

*Collaborated with training & development team and managers to train and mentor new sales and service team members.*Created, implemented, and continually revised highly individualized account plans to align with national strategy, sales initiatives, and clients’ requirements.*Cultivated long-term relationships with key stakeholders and influencers to support initiatives and achieve mutual successes by identifying needs and presenting solutions to address concerns.*Analyzed usage metrics to identify at risk accounts and products.

*Managed delivery of legal solutions products and product training across 23 commercial and academic accounts with 4,000+ end-user clients and served as the direct contact and problem-solver for those clients’ needs.*Developed and implemented complex, cross-departmental, multi-product, international onboarding plans.

*Increased voluntary product training participation with key accounts by over 260% in one year, as a result of strategically targeted trainings and marketing campaigns.*Managed delivery of legal solutions products and product training at 15 law schools accounts with over 8,000 end user clients, and serve as the direct contact and problem-solver for those client needs. *Fostered and managed relationships with key stakeholders (deans, faculty, librarians, and other organization leaders) at client law schools throughout southeast (Alabama, Florida, and Georgia) to support company initiatives and achieve mutual successes.*Created, implemented, and continually revised highly individualized account plans consistent with national strategy and sales initiatives and the needs of individual clients, while remaining focused on goal of building preference for company’s flagship legal and business solutions product. *Reviewed sponsorship proposals and made determinations of acceptance based on alignment with the goals of the company and strategies implemented for individual accounts.

*Promoted to Level 2 (of 3) Tax Law Editor after only one year of employment. This promotion is based upon tax law knowledge, analytical skills, communication skills (written and oral), familiarity with company products and team cooperation. It is generally achieved during the second or third year of employment. *Performed research and analysis of federal tax law, regulations, cases, rulings, procedures, and other regulatory documents. *Clearly and concisely incorporated analysis into print and web-based products including books, portfolios, journals, and practice aids with focus on estate planning and tax-exempt organizations. *Created and presented live and on-demand webinars on various legal and tax developments.

*Provided legal counsel to small and medium-sized businesses, and individuals. *Researched and prepared legal correspondence to clients, opposing counsel, and federal and state agencies on various issues including tax controversy and compliance, and tax exemption applications and compliance.*Drafted business documents including corporate formation, contracts, employment agreements, employee handbooks, and wills and trusts. *Represented individual and business clients in contract negotiations and tax controversy proceedings. *Developed and presented course on business and legal considerations for the Women’s Economic Development Authority as a guest instructor.

*Performed extensive in-depth research and prepared legal correspondence to attorneys, clients, and federal and state agencies on various complex legal issues and topics including tax controversy and compliance, executive compensation plans, employee stock ownership plans, employee stock purchase plans, and tax exemption applications and compliance.

*As volunteer Regional Membership Director, increased Southern Region membership by 20% through improving communication in the management and membership chain. Created and maintained membership database.*As volunteer Regional Corporate Relations Chair, surpassed 501(c)(3) organization’s fundraising goal of $20,000 in less than two weeks by developing an attractive sponsorship package and engaging marketing and recruiting directors of multiple law firms, corporations, and public service organizations. *As volunteer National Convention Coordinator, planned and executed the largest convention in the organization's history, which was attended by more than 900 participants.

*Researched and prepared comprehensive legal memoranda on various issues including Labor and Employment, Corporate, Litigation, and Real Estate Law. *Drafted correspondence to clients and outside counsel on various legal issues including franchise, employee compensation and benefits, international, and tax law.