Tracy Kapteyn Email and Phone Number
Carrollton, TX, US
Tracy Kapteyn's Location
Carrollton, Texas, United States, United States
Tracy Kapteyn's Contact Details
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About Tracy Kapteyn
As Founder of ThinkpinTK™, I help accounting firms (and firm clients) redefine their future. I bring fresh perspectives, innovative strategies, and deep expertise to organizations looking to grow, modernize, and evolve. Whether it's launching new service lines, modernizing marketing, enhancing client satisfaction, or implementing technology solutions, I offer practical, action-oriented solutions that make an impact.With over 25 years of experience leading growth, strategy, marketing and digital transformation initiatives across industries, my approach is both strategic and hands-on. I don't just help firms plan; I help them execute, innovate, and adapt to change—always with an eye on real results.If you're looking for a partner to help your firm thrive in today's competitive landscape, let's connect. ThinkpinTK™ is about unlocking opportunities, pushing boundaries, and achieving sustainable growth.Key Competencies:• Strategy Development: Business growth planning, marketing, sales, client experience, and customer support (B2B, B2C, DTC).• Marketing: Brand development, web development, eCommerce, lead generation, digital marketing, data management, recruitment marketing, analytics, and PR.• Talent Management: Talent acquisition, learning and development, and overall talent management.• Sales & Operations: CRM management (Salesforce, Hubspot), lead management, sales forecasting, training, RFPs, contract negotiations, and account planning.• Process Improvement: Total Quality Management, project management, problem-solving, budgeting, P&L management, and vendor management.Technology Expertise:Ecommerce, web development, Salesforce/Pardot/Hubspot, Chat GPT AI, SaaS, digital project management, ATS, talent management systems, LMS, Google Analytics, wireless, RF, and telecom.Specialties:Operationalizing business processes, integrated marketing, eCommerce/web development, data analytics, strategic relationships, digital and events marketing, process improvement, product and software marketing, experiential marketing, communications strategies, recruitment advertising, brand development, and advanced Excel skills.My natural leadership abilities inspire teams and foster a customer-centric, growth-oriented culture. I adapt to market trends with agility, ensuring continuous business growth and efficiency.
Tracy Kapteyn's Current Company Details
Duffy Kruspodin, Llp
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Growth accelerator | Go-to-market strategist | Marketing leader
Carrollton, TX, US
- Website:
- dkllpcpa.com
- Employees:
- 151
Tracy Kapteyn Work Experience Details
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Duffy Kruspodin, LlpCarrollton, Tx, Us
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Fractional Chief Growth Officer | Strategic Growth & Innovation LeaderThinkpintk™ Jul 2024 - PresentAs the Founder of ThinkpinTK™, I serve as a Fractional Chief Growth Officer (CGO), helping businesses, particularly mid-market accounting firms, unlock smarter growth through a unique combination of strategy and execution. My focus is on transforming organizations into future-focused market leaders by identifying opportunities, developing scalable growth models, and aligning teams and technology for success.WHAT I DO• Strategic Growth Leadership: Define and execute growth strategies that drive sustainable revenue and position businesses for long-term success.• Service Development & Launches: Guide firms through the creation and implementation of innovative service lines, including Client Advisory Services and other value-driven offerings.• Marketing Modernization: Redefine traditional marketing models to align with digital-first strategies, leveraging data-driven insights to drive results.• Technology Integration: Help firms adopt and leverage cutting-edge technology to streamline workflows and enhance client experiences.WHY ThinkpinTK?ThinkpinTK™ was born from a passion to help firms and businesses achieve lasting growth by marrying strategic vision with hands-on execution. As a Fractional CGO, I specialize in empowering organizations to evolve, innovate, and thrive in today’s competitive marketplace.WHO I WORK WITHI collaborate with accounting firms, private equity-backed companies, and growth-focused businesses across various industries. My approach is tailored to meet the unique needs of each organization, whether it's launching a new service line, modernizing marketing efforts, or driving firm-wide innovation.HOW I CAN HELP YOUR ORGANIZATIONLet’s connect to explore how ThinkpinTK™ can help your business grow smarter and achieve its full potential. -
Chief Growth OfficerWindes Apr 2023 - Jun 2024Long Beach, Ca, UsAt Windes, I worked closely with the Managing Partner (CEO), board of directors, and other members of the partner and executive teams to drive overall business growth. As a strategic leader, multifaceted problem solver, service development and marketing expert my goal is to bridge the gap between various departments to create a cohesive strategy that moves the firm forward. Responsibilities:- Develop and execute a comprehensive growth strategy(s) that will drive the firm's expansion.- Identify and pursue new growth opportunities, including channel partnerships, acquisitions or combinations, and market expansion.- Leverage data analytics and insights to develop new growth and innovation strategies.- Identify and understand client needs and seek solutions that meet those needs.- Develop and launch new service lines, implement effective pricing and go-to-market strategies.- Monitor and analyze market trends and competitor/comparator activity.- Foster internal alignment across various departmental silos so that the firm can increase client centricity and drive business growth.- Work closely with other departments, including marketing, product development, operations, human resources, finance, technology, and client success, to ensure the company moves in the right direction. As well to ensure quality service and delivery.- Develop and manage the budget for growth initiatives.- Identify and implement technology and other tools to support growth efforts.- Use data and metrics to determine the effectiveness of growth initiatives, analyze revenue trends, and track client behavior.- Produce and manage effective reporting and updates on growth performance.- Serve as a key member of the leadership and executive team and contribute to the overall direction and strategy of the firm.- Create a culture of innovation within the firm by inciting new ways of thinking among employees, departments, and more. -
Chief Growth OfficerOvisto™ Wealth Management May 2023 - Apr 2024Successfully developed and launched a new wealth management division and service line for Windes, Inc. to drive significant revenue growth and market expansion. • Developed a comprehensive service launch plan and marketing strategy, including target client profiles, sales enablement, and more.• I spearheaded the creation and development of a new distinctive brand identity for our new wealth management division, ensuring alignment with strategic objectives and market positioning.• Played an integral role in the successful development and implementation of necessary solicitor and joinder agreements, contributing to the seamless execution of key legal documentation essential to our operations.• Developed and delivered training and support to equip employees’ firm wide with the knowledge needed to effectively engage clients and identify qualified opportunities.• Championed the development of compelling messaging to effectively communication value proposition and differentiate offerings in the market, while also spearheading the development of our website to ensure alignment with our messaging and enhance our online presence.• Developed strategies for local client acquisition, including collaborating with firm Partners to identify current client top targets.• Created and executed successful launch marketing campaigns and content strategy to drive awareness and generate interest in the newly launched wealth management division, internally and externally.• Led the development of sales enablement tools and resources to empower team members across the firm and enhance their effectiveness with clients.• Established and optimized a structured sales process and pipeline to efficiently manage and capitalize on new opportunities for our new wealth management division.Overall, played a pivotal role in positioning the organization as a leader in the wealth management industry, driving sustainable growth and delivering exceptional value to clients and shareholders alike. -
Executive Vice President Of MarketingCerifi Jul 2020 - Jan 2023Alpharetta, Georgia, Us- Oversee the planning, development and execution of all product and performance marketing (including all campaigns), manage a unified brand image for the business, and ultimately generate revenue by increasing sales through successful integrated marketing for the portfolio of financial services education global brands – B2B, B2C (including Financial Accounting, Financial Analysis, Financial Crime Prevention, Financial Planning, Insurance Licensing and Continuing Education, Risk Management, Securities Licensing, Tax and Accounting Education, Continuing Professional Ed, Continuing Legal Ed, Financial Planning and Tax Planning Textbooks). - Collaborate with product development, technology and other cross functional groups to develop and execute effective GTM strategies and product launches.- Transform digital marketing and leads data and analytics to produce recommendations, decisions, and insights that drive business decisions.- Develop the Ecommerce strategy and implement the budget, processes, marketing tech stack, data and talent to create an Ecommerce platform and business which is integrated into an omni channel integrated marketing experience. - Lead the development of our annual events plan and budget. - Perform due diligence and manage effective onboarding for new acquisitions marketing. - Establish and maintain a marketing shared services model that delivers a coordinated, consistent, and collaborative approach to our marketing service delivery model across a family of brands. -
Chief Marketing OfficerTalentquest Jan 2020 - Jul 2020Atlanta, Georgia, Us -
Director Of Marketing, And Sales OperationsTalentquest Jul 2018 - Jan 2020Atlanta, Georgia, Us- Develop, oversee and execute global strategies for B2B SaaS marketing and sales development that contribute to high growth goals (by product/business unit/geography) - including but not limited to lead generation; brand management; communications; creative; digital, content, email/automation, and event marketing; social engagement; website development and management; PR, and more - for TalentQuest Talent Management, and Learning & Development solutions.- Develop, oversee and execute a digital marketing strategy to support growth goals, including customer acquisition, demand generation, marketing and sales operations. - Exercise a data-centric approach to gather customer/user insights and use the data to improve future marketing and sales development strategies, campaigns and results. - Lead the team in annual and quarterly planning, keeping track of budget, and reporting on marketing initiatives’ performance, with a focus on ROI and revenue growth. - Position our products for our sales organization to win through effective sales enablement tools and initiatives, and sales development programs. - Own the marketing funnel, and customer acquisition activities, optimizing each step in the funnel to build more efficiency and scale. - Translate brand and market vision into differentiated and compelling product messaging for each audience and enable the outward facing teams to carry the story. - Work closely with product and revenue teams to understand our client’s needs, create go-to-market strategies, and develop sales tools that reflect the brand, TalentQuest differentiation and ROI for clients. - Motivate, mentor, and develop a long-term plan for marketing and sales support teams - structure and growth. -Perform Salesforce and Pardot administration.
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Vice President Global Marketing, And Sales OperationsTmp Worldwide May 2015 - 2018New York, Ny, Us- Responsible for all activities related to creating and implementing a comprehensive marketing strategy and achieving TMP's sales goals - including B2B SaaS market development and planning, integrated strategies for promotion and advertising, agency/creative management, and business intelligence and analytics.- Create and implement effective sales enablement and operations strategies globally (North America, Brazil, India, Singapore, and Europe - UK, France, Germany).- Develop SaaS sales lead generation, tactics and programs, software product go-to-market strategies, content management (e.g. webinars), global corporate brand management, sales collateral and tools, event marketing and thought leadership, digital advertising (including SEM, SEO, programmatic, retargeting), and marcom (Website/Social/PR).- Implement, manage, and leverage an effective marketing automation platform (Pardot) - to drive lead generation, nurturing programs, and existing client relationships.- Global sales process development and improvement.- Develop and manage the effective execution of joint marketing initiatives with various ATS (applicant tracking systems) and media partners.- Partner with country leaders to establish go-to-market strategies and implementation plans.- Manage the effective execution of all targeted industry events, and account services client events.– Implement, manage and support systems necessary to support a successful software sales organization - including but not limited to sales CRM, pipeline reporting, business intelligence systems and other (for e.g. Salesforce, Hoovers, Avention, Docurated).- Develop, deliver, and manage the effective production and delivery of various performance metrics, pipeline reports, and revenue recognition reporting in particular as it relates to sales compensation.- Plan, organize, staff, train, and manage global sales operations and marketing functions to support the successful achievement of the company objectives. -
Vice President, Product Services And SupportTmp Worldwide Jan 2013 - May 2015New York, Ny, Us- Setup and manage a 24/7 global SaaS product support team that provides the highest quality of service to our customers across all software and services offerings, worldwide.- Develop and execute recommendations for enhancements and initiatives that create a positive work culture, drive productivity, quality and profit.- Develop a resource and capacity planning model to ensure product support operational excellence.- Develop and oversee the operations and staff development for the department including but not limited to: resource allocation, hiring, mentoring, process development and improvement, setting and enforcing standards, financial management, tools and ticketing systems (i.e. JIRA).- Negotiate agreement and manage relationship with offshore support resources.- Collaborate with other departments to streamline information flow (such as for new product rollouts, backend and front end development backlogs, issue trends, cross product and/or client applicant tracking/ATS issues).- Lead the development of necessary process changes and documentation to effectively support new software product launches – including but not limited to product feature reviews (roadmap reviews), test plans, product implementation and maintenance, and other.- Ensure all client software support requests receive response and resolution as per TMP's SLA, or better (including managing successful support participation in weekly builds).- Manage the successful resolution of any client support escalations.- Provide personnel management, leadership, resource provisioning, and process management (e.g. weekly builds) – thereby allowing our support teams and other subject matter experts to focus on delivering quality products to our customers.- Provide monthly business analytics to senior management including but not limited to: product implementation and support activity, performance trends, and other
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Regional Vice President (Recruitment Marketing Strategist)Tmp Worldwide Mar 2010 - Dec 2012New York, Ny, Us- Manage and control all aspects of the Calgary branch office – including account management, account planning, business development, P&L, sales incentives, proposal development and approval, forecasting and pipeline management- Develop strategic sales plans (organic growth and new business), pricing, analyze and forecast revenue, prepare branch budgets and monitor results to achieve ROI objectives.- Develop and oversee the implementation of effective account plans - including recruitment marketing and talent acquisition strategies and solutions for TMP clients - employer branding, talent acquisition, and employee engagement strategies for clients across a wide variety of industries – along with web development and various software implementations.- Lead and conduct client quarterly business reviews.- Actively support New Business Development through client relationship development, business networking opportunities, and local marketing efforts.- Analyze and forecast software/digital/media sales, conduct pricing analysis, prepare branch budgets and monitor results to achieve ROI objectives.- Facilitate staff development to ensure branch growth and employee retention.- Actively support New Business Development through client relationship development, and business networking opportunities.
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Director, Client StrategyTmp Worldwide Jan 2009 - Mar 2010New York, Ny, Us- Provide leadership for TMP’s Client Strategy team, including overall management of clients.- Provision local, national, and global innovative communication solutions for clients - with an emphasis on the evolution to Digital and Interactive marketing. - Ensure all major recruitment marketing and talent acquisition initiatives are aligned with corporate strategy and client needs, including but not limited to developing/directing employer brand strategy and positioning, recruitment advertising, creative, public/corporate relations, community investment, event marketing and media planning.- Develop and execute effective on campus (graduate) recruitment strategies.- Employer brand development - inside and out.
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Group Manager, Field Marketing And EventsMolson Canada 2006 - 2008Chicago, Illinois, Us Pioneered the annual on premise and events calendar promotions and planning for Molson field marketing west. This resulted in Molson achieving maximum value and leverage of their sponsorship assets and maximized brand building and sales opportunities in all channels (including retail integration). It also broadened Molson’s reach to consumers by program.- Provided leadership and direction to a large team across Western Canada for the planning, execution, and post evaluations of multiple consumer brand experiential marketing promotions and events.- Achieve maximum value and leverage of sponsorship assets in the market place, and maximize brand building and sales opportunities in all channels (including some retail).- Successfully managed a >$9 million operating and marketing budget. -
Sr. Associate Director, Business MarketingBell Mobility 2005 - 2006Montreal, Quebec, Ca Developed and executed the annual B2B marketing plan for West Region - budget $2 MIL. Developed quarterly B2B promotions (and pricing) for enterprise, medium, small business and sales/retail channels, and ensured alignment with consumer offerings. Increased brand awareness outside of urban centers; including secondary centers and other across Alberta and BC. Oversaw and approved all business marketing communications for the western market, some of which included sales brochures, direct mail, trade shows and events, web site development and print advertising. -
Manager, Business Solutions And Wireless DataBell Mobility 2001 - 2005Montreal, Quebec, Ca- Aided in the successful start-up of Bell Mobility in Western Canada market.- Responsible for leading the successful sale of and support for all Bell Mobility wireless data products and services, B2B.- Developed the annual marketing and sales plan for Bell Mobility’s wireless business solutions in West Region.- Created a wireless data consultant support team to drive sales, support/train sales as well as manage local solution partnerships.
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Service Development Manager - Wireless InternetTelus Mobility 2000 - 2001Vancouver, British Columbia, Ca- Responsible for new product development and implementation (wireless data network and internet services) - including but not limited to product requirements definition, planning and product lifecycle communications and management. -
Product Manager – Wireless DataTelus Mobility 1997 - 2000Vancouver, British Columbia, Ca- Spearheaded the launch of new wireless data products and services, including the first cellular wireless packet data network, and the first point of sale terminal for this network.- Developed and implemented an annual market plan for wireless data network (CDPD) and services (including pricing and distribution strategies).- Created the distribution strategy leveraging existing voice dealer channels, developing new channels via qualifying various application (software) providers, and worked closely with various hardware providers.- Prepared and delivered sales support and training materials to help ensure a successful transition to selling wireless "data", versus cellular voice services. - OEM/Vendor/Manufacturer negotiations and relationship management.- Wrote communication briefs that successfully promoted products and business services, as well as produced sales brochures, web sites, print advertising, radio, and on-line advertising.
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Corporate Account ExecutiveTelus Mobility 1992 - 1997Vancouver, British Columbia, Ca- Sales and relationship building.- Responsible for the successful revenue growth and maintenance for large business clients in Alberta; wireless communications services (analog/digital cellular, analog data, broadband, satellite, RF/private radio systems).- Total Quality (TQM) Ambassador and Trainer
Tracy Kapteyn Skills
Brand Development
Account Management
Strategic Planning
Marketing Strategy
Business Strategy
B2b Marketing
Lead Generation
Team Leadership
Digital Strategy
Product Management
Social Media Marketing
Recruitment Advertising
Digital Marketing
Customer Relationship Management
Leadership
Marketing Management
B2b
Management
Sales Operations
Product Marketing
Interactive Marketing
Budgeting
Business Development
Sponsorship
Event Management
P&l Management
Experiential Marketing
Client Services
Sales And Marketing
Sales
Budget Management
Segmentation
Start Ups
Product Development
Competitive Analysis
Business Process Improvement
Email Marketing
Software As A Service
Salesforce.com
Enterprise Software
Building Relationships
Strategic Partnerships
Talent Management
Training And Development
B2b Marketing Strategy
Sales Support Tools
Team Development
Build Strong Relationships
High Degree Of Initiative
Online Advertising
New Business Development
Digital Media
Employer Branding
Online Marketing
Communications Strategies
Event Marketing
Strategy Development
Contract Negotiations
B2c
Consultative Selling
Business Process Development
Marketing
Tracy Kapteyn Education Details
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Athabasca UniversityManagement -
Grant Macewan CollegeBusiness
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Athabasca UniversityManagement Concentration
Frequently Asked Questions about Tracy Kapteyn
What company does Tracy Kapteyn work for?
Tracy Kapteyn works for Duffy Kruspodin, Llp
What is Tracy Kapteyn's role at the current company?
Tracy Kapteyn's current role is Growth accelerator | Go-to-market strategist | Marketing leader.
What is Tracy Kapteyn's email address?
Tracy Kapteyn's email address is tr****@****tmp.com
What is Tracy Kapteyn's direct phone number?
Tracy Kapteyn's direct phone number is +121224*****
What schools did Tracy Kapteyn attend?
Tracy Kapteyn attended Athabasca University, Grant Macewan College, Athabasca University.
What are some of Tracy Kapteyn's interests?
Tracy Kapteyn has interest in Children.
What skills is Tracy Kapteyn known for?
Tracy Kapteyn has skills like Brand Development, Account Management, Strategic Planning, Marketing Strategy, Business Strategy, B2b Marketing, Lead Generation, Team Leadership, Digital Strategy, Product Management, Social Media Marketing, Recruitment Advertising.
Who are Tracy Kapteyn's colleagues?
Tracy Kapteyn's colleagues are Jasmine Barrera, Suzie Korth, Elizabeth W., Andrew Robinson, Alfonso Arias, Quyen Leba, Mehri Jilani.
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