Consulting Firm

Outside Sales

• Own and execute a sales strategy to meet or exceed aggressive revenue quotas within the assigned geographic region.
• Generate a consistent flow of new leads through relentless phone-based and in-person cold calling.
• Conduct hands-on technical demonstrations of aesthetic laser systems, highlighting clinical efficacy and business ROI.
• Navigate the complete sales journey, from initial discovery and overcoming technical objections to closing emotional, high-value contracts.
• Build and maintain high-trust partnerships with medical specialists, including Dermatologists, Plastic Surgeons, and OB/GYNs.
• Leverage clinical specialists and reference sites to validate technology and provide short-term and long-term customer support.
• Maintain meticulous records in Salesforce, providing weekly and monthly pipeline visibility to leadership.
• Travel 60% of the time to medical offices, spas, and national industry conventions.

Territory Sales Manager

Sales

• Revenue Generation: Meet and exceed a high-volume, seven-figure sales quota within the assigned geographic territory.
• Full-Cycle Closing: Lead prospects through the entire sales journey—from aggressive cold calling and lead generation to high-stakes closing.
• Clinical Demonstrations: Perform hands-on product demonstrations, showcasing technical features, clinical efficacy, and ROI pricing models to physicians.
• Emotional Selling: Identify and leverage emotional drivers in the sales process to convert hesitant prospects into committed partners.
• Stakeholder Management: Build and maintain deep relationships with key medical specialists, including Dermatologists, OB/GYNs, and Urologists.
• Collaborative Mentorship: Support and mentor Territory Sales Managers (TSMs) in closing complex deals and sharing regional best practices.
• Field Representation: Travel 60% of the time to physician offices, medical spas, and major industry conventions to represent the brand.
• CRM Discipline: Maintain rigorous pipeline documentation and provide weekly/quarterly reports via Salesforce.

Area Sales Manager – Medical Device, Capital Equipment

Business Development Rep

• Identify and target high-potential B2B clients through rigorous research, networking, and multi-channel outreach strategies.
• Cultivate rapport with business owners and C-level stakeholders through personalized engagement and persistent communication.
• Deliver high-impact product demonstrations and presentations that showcase the value of our payroll and HCM solutions.
• Expertly manage and prioritize leads and sales activities within the CRM to consistently exceed monthly and quarterly revenue targets.
• Identify opportunities within new accounts to provide additional value-added services, maximizing the total contract value.
• Partner with Marketing and Customer Support teams to ensure a frictionless onboarding experience for new clients.
• Track and report on key sales metrics, providing the leadership team with regular updates on pipeline health and market outcomes.

Business Development Executive

Project Manager

• Deploy logistics initiatives focused on continuous improvement and system standardization across WM, MRP, SD, PP, and MES.
• Translate complex business logistics requirements into technical specifications; oversee configuration and implementation activities between operational and IT teams.
• Own end-to-end logistics processes, defining key KPIs and ensuring long-term sustainability through rigorous process reviews.
• Collaborate with the global "OneERP" team to support and execute the company’s long-term Logistics ERP strategy.
• Drive organizational capability through user coaching, plant process reviews, and the identification of regional improvement opportunities.
• Design and deliver training programs to ensure new SAP-driven processes are adopted and maintained globally.
• Manage international projects that span Warehouse Management, Production Planning, and Manufacturing Execution Systems.

Global SAP Logistics Project Manager

• Direct the company’s brand presence across Connecticut and Western MA, ensuring visibility and growth in all account types.
• Plan and implement strategic sales programs and market initiatives to optimize product distribution and reach.
• Drive in-store presence through active merchandising, display building, and the strategic deployment of Point-of-Sale (POS) materials.
• Lead consumer-facing brand experiences, including professional product tastings and demonstrations to drive trial and conversion.
• Conduct monthly field audits to monitor pricing, menu placement, and POS/display compliance across all assigned accounts.
• Build and maintain deep-rooted trade relationships with key accounts and work closely with distributor partners to ensure operational excellence.
• Provide consistent field-level feedback and performance reporting to the regional leadership team.

Market Sales Manager

• - **Engagement Management:** Oversee and manage multiple client engagements simultaneously, ensuring all federal and state deadlines are met with precision.
• - **Technical Review:** Conduct high-level reviews of staff-prepared returns for a variety of entities, including **1065, 1120, 1120S, 990, 1040, and 1041**.
• - **Client Advisory:** Serve as the primary point of contact for clients, providing expert guidance on tax planning, information gathering, and regulatory compliance.
• - **Staff Development:** Review staff work and provide actionable, constructive feedback to mentor junior accountants and support their technical growth.
• - **Complex Research:** Research and resolve sophisticated tax issues and multi-state filing requirements with confidence and accuracy.
• - **Regulatory Compliance:** Stay at the forefront of changing tax laws and TCJA updates to ensure the firm and its clients remain fully compliant.

Tax Manager

Ecommerce

• Brand & Retailer Acquisition: Introduce and operate global brands and large retailers to expand imported-product scale and capture international market share.
• Commercial P&L Ownership: Take full accountability for daily GMV, profit, and net profit targets; implement rapid corrective actions to ensure margin protection.
• Strategic Negotiation: Negotiate complex trading terms with global suppliers, securing cost support, co-marketing funds, and promotional resources.
• Supplier Portfolio Management: Build and maintain a sophisticated supplier management system, including onboarding, performance assessment, and strategic replacement of underperformers.
• Marketing Alignment: Secure and deploy supplier-funded marketing resources to drive visibility, conversion improvements, and revenue growth.
• Cross-Functional Collaboration: Partner with internal Logistics, Marketing, and Compliance teams to align commercial plans with international trade regulations.
• Market Intelligence: Continuously monitor global market trends and business sensitivity to identify rapid growth opportunities in lifestyle and outdoor categories.

Ecommerce Vendor Manager

• Manage and review high-complexity Partnership Tax Returns (Form 1065), focusing on multi-tiered entities and special partnership structures.
• Serve as the primary technical advisor for owners and operators of malls, retail centers, office buildings, and large-scale apartment complexes.
• Conduct deep-dive tax research to ensure compliance with evolving federal and state real estate tax laws and complex partner allocations.
• Direct the development of junior staff members, providing technical training and career guidance to build the firm's internal talent pipeline.
• Support firm growth initiatives; benefit from an industry-leading 50% profit-sharing model on all originated client revenue.
• Work directly with HNW principals to navigate complex tax implications of real estate acquisitions, holdings, and divestitures.

• Manage the company’s diverse brand portfolio across the assigned market, ensuring consistent growth in both on and off-premise accounts.
• Plan and implement strategic sales programs and route-to-market initiatives to increase market share and brand visibility.
• Drive field execution through merchandising, display building, and the effective deployment of Point-of-Sale (POS) and marketing assets.
• Deliver engaging consumer-facing activations, including professional tastings and product demonstrations.
• Conduct monthly field audits to ensure pricing accuracy, menu placement, POS compliance, and display standards are met.
• Engage regularly with distributors and key accounts to build long-term trade partnerships through frequent field travel.
• Provide detailed feedback and performance reporting on in-market trends and competitor activities to the leadership team.

Account Manager

• Develop and execute regional sales strategies targeting key decision-makers within the dealer sales channel and end-user accounts.
• Act as the primary corporate representative, fostering high-level relationships with assigned dealers and regional offices.
• Engage with Fortune 500 C-suite executives (CEO, CIO, CFO) to present ROI analyses and technical workflow evaluations.
• Provide technical expertise to enable in-depth analysis and recommendation of appropriate imaging hardware and software solutions.
• Manage the complete dealer sales channel lifecycle, including territory oversight, marketing execution, and technical education.
• Conduct introductory sales calls and provide expert support for proposal development and complex bid responses.
• Coordinate regional product launches and technical updates for equipment and software suites.
• Manage and represent the company at select industry events and trade shows.

Channel Account Manager

Account Executive

• Identify and capture new B2B business opportunities to consistently meet and exceed sales targets within the Dallas territory.
• Conduct comprehensive packaging audits at client sites; collaborate with the internal Design Team to deliver customized structural and display solutions.
• Determine technical product specifications, prepare accurate quotes, and manage pricing strategies to ensure healthy margins and competitive positioning.
• Build and maintain deep-rooted relationships with key customer contacts, serving as a trusted advisor for their packaging needs.
• Compile and analyze customer data to build a robust, high-conversion prospect list and track performance through weekly/monthly activity reports.
• Respond promptly to technical inquiries regarding product availability, credit terms, and specialty manufacturing capabilities.
• Maintain high visibility in the market through regular client visits to assess needs and promote cross-selling of additional products and services.

Packaging Sales Executive

Accountant

• Maintain and manage all fixed asset accounts, including complex setups, transfers, and depreciation schedules.
• Review and audit fixed asset financial transactions to ensure accuracy and compliance with internal standards.
• Create and analyze accounting entries tied to various capital projects and oversee detailed project cost tracking.
• Handle regulatory reporting requirements and perform complex reconciliations.
• Participate in special projects to streamline asset accounting workflows and improve data integrity.
• Support the broader finance team with detailed analytical data for budgeting and long-term financial planning.

Asset Accountant

• Recruit, onboard, and elevate top sales talent; lead weekly team meetings to review KPIs, set priorities, and clear operational obstacles.
• Actively engage in the sales process by joining cold calls and prospect meetings to model successful selling techniques and develop the team.
• Consistently meet or exceed weekly, monthly, and quarterly revenue targets through a rigorous, repeatable sales system.
• Maintain high-accuracy sales forecasts and pipeline reporting using CRM data to identify emerging growth opportunities.
• Partner with Marketing, Operations, and Client Success teams to optimize lead conversion and the end-to-end customer experience.
• Ensure a culture of accountability by tracking performance trends and implementing data-driven solutions to solve sales challenges.

Territory Sales Manager

Area Sales Manager – Medical Device, Capital Equipment

Business Development Executive

Global SAP Logistics Project Manager

Market Sales Manager

Tax Manager

Ecommerce Vendor Manager

Tax Manager

Market Sales Manager

Channel Account Manager

Packaging Sales Executive

Asset Accountant

Sales Director