Stealth AI Startup

Business Advisor

Iterum Connections | BPO | Contact center | Outsourcing

Leading BPO with locations in Panamá, Jamaica and the US providing outsourced sales

Senior Business Development Manager (consultancy)

Science and Medicine Group 

Opted out of returning to office 


• Developed and executed sales strategies to sell Market Research Reports and Custom Market Research Projects to Healthcare, BioTech, Startups, and Pharmaceutical companies in the IMV and IVD Industries.
• Identified and targeted key decision-makers such as Chief Medical Officers, Lab Researchers, and Business Development Managers to drive sales growth.
• Achieved a 20% increase in sales revenue by successfully closing deals with key clients in the healthcare and biotech sectors.

Sales Development Representative

TTEC

I landed this role after I replied to a comment and followed up with my then hiring manager.

I worked in the hyper growth sector  targeting startups and other fast growing companies.

Most notably I added over $2.7 million to pipeline generated via outbound .


I booked meetings with ; Stitch Fix, Fresh ‘n Now, Potion.io and AlphaBank

Sales Development Manager - Hypergrowth

Fridge No More

{Impacted by the conflict in Ukraine}

Developed and Coached my team on an effective Go-to-Market Strategy focused on the Asian Community in NYC which led to the highest conversion rate (97%) amongst groups in the Tri-state Area.

Sales And Marketing Engineer

Pallet King (2008) Ltd

A leading industry disruptor in the liquidation warehouse space,  Selling Amazon and other big-box
retailers' returned or unused merchandise by the pallet. 
Oversaw the expansion & franchising into 4 states with 11 warehouses across the US.
Developed a how-to-sell course to help enable our clients to exceed
#1 rep from Feb-May attaining 200% quota 
Made on average 30-40 high ticket sales per month, avg deal size $1500-2k

Business Development Manager

Black Sheep Sourcing

Sourcing Depot was founded in 2018 in Shenzhen, China, with the goal of helping entrepreneurs source and export products from the world's largest electronic market since moving back to the US.

Self Employed

Dynamic Sales Specialist Helping Drive Revenue Through Cold Outreach | Fluent in Mandarin

Let's face it: most founders aren’t sure if outbound works, or they simply don’t have the time to make it work.

You’ve got two options:

-Ignore it and keep doing what you’re doing now, convincing yourself that outbound doesn’t work.
-Work with me to build a cold email system that consistently delivers qualified meetings with clients, driving real growth.

If you fall into either of those buckets—either unsure of outbound or overwhelmed by the thought of doing it yourself—let's talk. 

I’ll show you how to turn your cold email efforts into a reliable, revenue-generating machine all without hiring a new Sales Rep

Dietrick C.

Docyt

I specialize in delivering exceptional customer experiences and streamlining onboarding processes. My expertise includes alignment between customer expectations and service agreements. I excel in providing technical support, identifying and addressing escalations promptly, and championing the customer perspective to drive satisfaction and retention. Additionally, I proactively identify opportunities for expansion within the accounting firm space and lead customer training initiatives to optimize software utilization. My consultative approach in a dynamic startup environment consistently exceeds client expectations and supports strategic growth.
Here is the impact I made on the organization:
Delivered seamless onboarding experiences, aligning client expectations with service agreements, creating playbooks, and creating custom training for customers in the hospitality industry.
Reduced implementation timelines through effective project management, product training, and technical support.
Created dashboards for account management team to communicate to leadership and CSM team to identify underperforming accounts, developing strategies for re-engagement and growth.
Acted as a trusted advisor by addressing escalations promptly and driving client satisfaction.
Ensured customer engagement by proactively managing product tickets—submitting, tracking progress, and advocating for product enhancements to deliver meaningful solutions that align with user needs.

Accounting Success Project Manager

A&E Accounting

Keep calm and hire a bookkeeper!  I am an accountaholic, a provisions peddler, a reserved reconciler, a dealer in debits and credits, a counting consultant, a penny processor, and a small business owners best friend!  I own and operate a bookkeeping firm dedicated to helping business owners grow their dreams.

Chief Executive Officer

Westgate Resorts

As an integral member of the executive team, I play a pivotal role in optimizing financial operations and ensuring seamless communication between corporate offices, local directors, managers, and operators. My responsibilities encompass a wide range of financial and operational functions:

Month-End Close Leadership: I take charge of the month-end close process for a diverse portfolio, including the hotel, six retail locations, HOA timeshare ownership, and the rental program. This involves meticulous attention to detail to maintain financial accuracy.

Financial Data Stewardship: I hold a central role in maintaining the integrity of financial data critical for precise reporting and analysis. My meticulous oversight ensures that financial information remains accurate and reliable.

Strategic Budgeting: I am responsible for coordinating and preparing annual budgets, a task that demands strategic planning and foresight to meet organizational goals.

Daily Financial Oversight: My daily duties encompass cash management, thorough night audit reviews, precise revenue recognition, and meticulous expense allocations. I ensure that financial processes run seamlessly on a day-to-day basis.

Timely Reporting: I excel in preparing both monthly departmental and consolidated financial statements within a remarkable five-day turnaround. My department also releases weekly expense distribution reporting, complete with budget updates, contributing to informed decision-making.

My role as Controller demands a blend of financial acumen, strategic thinking, and operational expertise. I'm committed to driving financial excellence and ensuring that our organization remains on a path of sustainable growth.

Accounting Controller

Botkeeper

Spearheaded accounting migrations and ERP integrations for SMB clients.
Implemented process improvements, reducing account onboarding time by 30%.
Managed client relationships, supporting retention and satisfaction in a dynamic SaaS environment.
Acted as the primary point of contact for clients, ensuring seamless communication and alignment.
Collaborated with cross-functional teams to resolve implementation challenges and enhance customer satisfaction.

Travel Implementation Lead 

Lendio

In this role, I had the privilege of leading a dynamic team of professional bookkeepers and contributing significantly to the growth and success of the organization. My responsibilities and achievements included:

Team Building and Expansion: Built and managed a highly skilled team of bookkeepers to efficiently serve thousands of clients on a cutting-edge accounting platform. Additionally, established and led an offshore team in the Philippines, effectively scaling our operations to accommodate a larger client base.

Product Development Collaboration: Worked closely with the product development team. This role involved rigorous testing of product releases before they reached the broader user base. I also played a pivotal role in training stakeholders and cross-functional teams on new releases, updated knowledge base articles, and internal training materials. This effort extended to educating both internal and external users, as well as enhancing the functionality of the product's chatbot features.

AI Algorithm Development: Developed standardized policies and procedures for the creation of AI algorithms, supporting the automatic categorization of expense transactions within the platform.

Bug Reporting and Resolution: Trained customer experience teams to provide advanced bug reporting to our development team. We became proficient in using tools like Rollbar and Metabase to evaluate error messages and effectively communicate issues to internal teams and external partners such as Plaid and Finicity.

Educational Initiatives: Collaborated with the marketing department to present webinars to small businesses as part of the Mastercard Inclusion and Diversity program. Additionally, I designed and delivered a comprehensive course on accounting basics for small business owners.

Bookkeeping Operations Manager

Best Service Bookkeeping Services

I owned and operated a small bookkeeping firm that specialized in payroll processing.  I won new  opportunities and secured business, achieving 30% growth year over year.  I closed 80 plus customers and enrolled 18 local businesses in small business coaching services.  I continue to be involved as part of a team of professionals that consult for the restaurant industry.

Independent Business Owner

Property Management Systems

I was brought on to assist an HOA Accounting firm that was behind in their clients bookkeeping and accounting reconciliations.  I reconciled 6 months - 18 months; balancing owner payables and property bank accounts to create up to date accurate financial statements across 65 entities.   I was instrumental in the software transition to Appfolio.  I audited 2 years transactions for each entity, re-building all  information into the new program; property CC&R's, homeowner recurring dues billing and balance information, beginning balance journal entries, special assessments, budgets, chart of accounts, and all of the AP & AR transactions across 100 entities.  

I was responsible for the full range of accounting services for over 100 properties.  Including but not limited to; customer service, receivables, cash reporting, reserve transfers, bank reconciliation, and financial reporting.  My biggest successes at PMS was the shift in customer care and a focus on the homeowner experience.  I resolved over 300 homeowner billing issues!  I wrote customer service guidelines and trained employees to improve our customer experience.

Senior Accountant

Pritchett, Siler & Hardy, P.C.

I earned an MBA on my feet at this busy CPA firm!  I handled the bookkeeping functions for several clients including a property management firm, a mortgage broker, home construction, and trust accounts.  I prepared multi state and federal payroll tax processing, sales tax reporting, and financial statements for the preparation of tax returns.  I reviewed all starting business activity creating the general ledger, and cost accounting.  I worked with clients to utilize and customize the Quickbooks accounting package specific to their needs.  I processed the payrolls for several clients, including withholding / remittance to Utah, Colorado, California, and Idaho, as well as the federal 941’s.

Staff Tax Accountant

Perry Homes, Inc.

I handled all of the accounting functions for 8 apartment complexes, 20 commercial properties and two golf courses.  My property management duties include work order tracking, customer service, and rent collection, leasing, and assisting with the coordination of tenant improvements. I implemented many improvements in procedures including; website development & database creation for tracking of rental incomes, work order requests and fulfilled electronic payment processing.

Accountant

First Choice Solutions

I implemented procedures to map and recreate import data into a new accounting package from the proprietary company software, to reduce duplication and inaccurate revenue data. I improved accounts payable processes reducing processing time significantly. I prepared and filed with each state all of the sales and use taxes. I was instrumental in the reconciliation and full scope audit of balance and income statements for two years. My assigned duties included several bank reconciliations, daily cash balance and projection reporting, the import and validation of GL data, and payroll processing. I also prepared and reviewed for accuracy the monthly financial statements.

Are you seeking a results-driven financial executive with a knack for optimizing operations and driving growth? Look no further. With a formidable skill set encompassing accounting, leadership, and technology, I thrive in dynamic environments, relishing the opportunity to tackle complex challenges head-on. Here's what I bring to the table:

📈 Financial Expertise: As a Controller at Westgate Park City Resort & Spa, I've mastered the art of precision in financial management. I oversee the month-end close process for diverse operations, from hotels and retail locations to HOA timeshares. My expertise ensures accurate financial reporting and efficient budget coordination.

🌐 Tech-Savvy Leader: At Botkeeper, I served as the Travel Implementation Lead, bridging the gap between growth teams, customers, and accounting servicing units. I spearheaded projects, leveraging technology to streamline processes and maintain a laser focus on client onboarding efficiency.

🏢 Operational Maestro: As Operations Manager at Lendio / Sunrise Bookkeeping, I built high-performing teams to serve a vast client base, scaling the business with offshore teams. I also played a pivotal role in product testing and training, ensuring seamless user experiences.

🤝 Collaborative Leader: My passion for teamwork shines as I've conducted webinars for small businesses and presented courses on accounting basics and financial statement creation. My goal is to empower teams and enhance overall performance.

📊 Accounting Expertise: With diverse experience in everything from reconciling accounts, to creating budgets and managing financial reporting. I bring a wealth of knowledge to the table.

🔧 Technical Proficiency: I am proficient in an array of financial software, including all versions of QuickBooks (certified as a pro advisor), Microsoft NAV, ADP, Paychex, gusto, AppFolio, Tops One, Yardi, Rise, Articulate 360, Zoho One, Jira, Slack, Karbon, MS Netsuite, Oracle, Hubspot, and many others.  I have strong command of Excel, SQL, and Smartsheets for data analysis and manipulation.

🌟 Passionate Pursuits: Beyond the executive; I'm an avid adventurer, enjoying backcountry snowboarding, river rafting, mountain biking, onewheeling and yoga. I approach life with the same enthusiasm and determination that I bring to my professional endeavors.

If you're looking to elevate your financial operations, drive growth, and lead with innovation, let's connect. I'm ready to collaborate on exciting projects and create meaningful impact.

taplio

The Battle

Dietrick C.

Crystal F.

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