LumiQ

Sales Manager, North American Market 

- Developed and implemented a new sales playbook for the US Accounting Firm market and managed to increase the ACV of the Mid-Market AEs from $3K in PY to $11K in CY. 
- Responsible for coaching and mentoring a team of 3 account executives (2 Mid-Market AEs and 1 Enterprise AE):
      Q1 = 82% to Plan 
      Q2 = 159% to Plan
- Acted as the Sales Team Lead for the implementation and adoption of Salesforce. Responsible for the Salesforce instance contact creation to handoffs to customer success.

Sales Manager, US Market

Given previous success, I was promoted to lead and manage the Canadian Sales Team. At this time, I assumed a player/coach role and was responsible for a personal target of $500K annual billings as well as mentoring and coaching a team of 5 Account Executives. 

2022 - Individual Performance 
Q2 - 113% to Quota 
Q3 - 143% to Quota 
Q4 - 157% to Quota

2022 - Team Performance: 
Enabled 4/5 Account Executives to exceed their annual quota
Q2 - 110% to Team Quota
Q3 - 114% to Team Quota 
Q4 - 105% to Team Quota

Sales Manager, Canadian Market 

Senior Account Executive

2020:
Finished the 2020 calendar year as the second-highest-selling sales rep in the organization

Q3 - 110% to Ramped Quota 
Q4 - 108% to Quota 

2021 
Finished the 2021 calendar year as the highest-selling Account Executive 

Q1 - 174% to Quota 
Q2 - 575% to Quota (Closed the 2nd largest deal in company history)
Q3 - 220% to Quota 
Q4 - 125% to Quota

Account Executive

Deloitte Canada

Senior Accountant

Staff Accountant

MNP is a leading national accounting, tax and business consulting firm in Canada. MNP proudly serves and responds to the needs of their clients in the public, private and not-for-profit sectors. Through partner-led engagements, the firm provides a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world.

My responsibilities for the role included the following: 
• Developed technical skills in areas such as: compilations, reviews, audits and tax
• Developed and applied knowledge of International Financial Reporting Standards (IFRS) and/or Accounting Standards for Private Enterprise (ASPE)
• Obtained and reviewed documents from third party sources for audit process
• Set-up files for new clients and newly incorporated businesses, manage multiple files simultaneously and conduct inventory counts
• Review, investigate and correct discrepancies and irregularities in financial entries, documents and reports
• Liaise and correspond professionally with clients, colleagues and the firm leadership team

Summer CPA Articling Student, Assurance and Accounting

I am a CPA turned Sales Professional that is passionate about learning and helping others educate themselves to become a more well-rounded business professional. 

My organization, LumiQ is helping thousands of CPAs and finance professionals learn the skill-sets they need to navigate the future of the profession. Come join our community of forward thinking finance professionals who have started viewing professional development/education as true learning as opposed to compliance (just a checkbox annually).

Always open to connecting with likeminded Leaders, CPAs and Finance Professionals who are preparing themselves and their team for the future!

Feel free to send me a message or email me - tanner@lumiqlearn.com

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