Alan Stafford
Lead Resolution Analyst at Community Tax, LLC- Claim this Profile
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Bio
Zach Miller
I had the privilege of working for Alan and in that time I have known Alan to be a well-grounded and down to earth Manager. He is a calculated risk taker, pragmatic leader and realist who seems to grasp ideas holistically whilst still taking note to the more acute details. I found this to be incredibly valuable in working with him, as it allows him (and for those who work with him) the ability to explore and understand nearly all possible perspectives to an idea and its numerous applications. He is an hard worker and value creator in the truest sense.
Dorian Dickinson
Alan is an innovative marketer whose wide-ranging service background provides clients with unmatched service and dedication. Alan also brings a unique understanding of return on investment to his clients and business partners.
Zach Miller
I had the privilege of working for Alan and in that time I have known Alan to be a well-grounded and down to earth Manager. He is a calculated risk taker, pragmatic leader and realist who seems to grasp ideas holistically whilst still taking note to the more acute details. I found this to be incredibly valuable in working with him, as it allows him (and for those who work with him) the ability to explore and understand nearly all possible perspectives to an idea and its numerous applications. He is an hard worker and value creator in the truest sense.
Dorian Dickinson
Alan is an innovative marketer whose wide-ranging service background provides clients with unmatched service and dedication. Alan also brings a unique understanding of return on investment to his clients and business partners.
Zach Miller
I had the privilege of working for Alan and in that time I have known Alan to be a well-grounded and down to earth Manager. He is a calculated risk taker, pragmatic leader and realist who seems to grasp ideas holistically whilst still taking note to the more acute details. I found this to be incredibly valuable in working with him, as it allows him (and for those who work with him) the ability to explore and understand nearly all possible perspectives to an idea and its numerous applications. He is an hard worker and value creator in the truest sense.
Dorian Dickinson
Alan is an innovative marketer whose wide-ranging service background provides clients with unmatched service and dedication. Alan also brings a unique understanding of return on investment to his clients and business partners.
Zach Miller
I had the privilege of working for Alan and in that time I have known Alan to be a well-grounded and down to earth Manager. He is a calculated risk taker, pragmatic leader and realist who seems to grasp ideas holistically whilst still taking note to the more acute details. I found this to be incredibly valuable in working with him, as it allows him (and for those who work with him) the ability to explore and understand nearly all possible perspectives to an idea and its numerous applications. He is an hard worker and value creator in the truest sense.
Dorian Dickinson
Alan is an innovative marketer whose wide-ranging service background provides clients with unmatched service and dedication. Alan also brings a unique understanding of return on investment to his clients and business partners.
Experience
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Community Tax, LLC
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United States
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Financial Services
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1 - 100 Employee
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Lead Resolution Analyst
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Jun 2020 - Present
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New Client Enrollment Manager
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Jan 2019 - May 2022
Responsible for development, training and management of Case Analyst team for all new client enrollment.
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Case Analyst
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Feb 2018 - Dec 2018
Enrollment of new clients cases
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marcus evans Summits
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Ireland
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Events Services
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1 - 100 Employee
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Delegate Acquisitions Manager
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Jun 2016 - Feb 2018
Oversee delegate relations for Summits including but not limited to: CFO Summit; Chief Tax Officers Summit; ACO & Payer Leadership Summit. Top performing B2B Sales Executive finishing in the Top 10 for the Americas four years running. As Sales Manager, I also manage a B2B sales team of 5 direct reports.My key contributions were inside sales, remote sales presentations, outside sales liaison, lead generation, new business development, creating pipelines, maintaining current client relationships, coaching a sales staff of new and long-standing B2B sales executives, sales management, event budgets, planning & management, creation and delivery of sales collateral for New Hire Training Schools and overall sales strategy & leadership. I report directly to the Americas General Manager who reports directly to the company Chairman. My progression of roles from entry-level has been Sales Executive, Senior Sales Executive, Team Lead, Assistant Manager, Sales Manager. Show less
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Assistant Manager
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Dec 2014 - Jun 2016
Top performing B2B Sales Executive finishing in the Top 5 for the Americas in 2015. As Asssistant Sales Manager, I managed a large B2B sales team of 2 direct reports & oversight over multiple programs annually.
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Account Executive
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Aug 2013 - Dec 2014
Responsible for Client Acquisition, retention and relationship development for segments including but not limited to: Finance, Healthcare, HR/Benefits and Manufacturing. Achieved and maintained top 10 sales status in division across all products offered.
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Adaptive Marketing Strategies
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Williamsville, NY
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Founder
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Jun 2008 - Jul 2013
Founded an outside sales firm representing Fortune 500 Clients in New York State, primarily responsible for maintenance and development of small to mid-size business customers for Fortune 15 telecom client. Was responsible for growth of company from inception to over 50 sales executives, management support and recruiter for management of territory of upstate New York (Buffalo to Utica, Watertown to PA border). Each year in business grew territory and revenue for client and promoted 3 assistant managers to oversee sales teams. Office received multiple awards for top sales nationally from 2009-2011 for client including national recognition as top outside sales office 2010. Show less
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Sales Executive
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Sep 2007 - Jun 2008
Sales and marketing of on-line advertising for high profile tradeshow participants through highly respected connections in the Chicago tradeshow industry. Sales and marketing of on-line advertising for high profile tradeshow participants through highly respected connections in the Chicago tradeshow industry.
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Bartender
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2000 - 2007
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Education
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1995 - 1998
John Marshall Law School
Juris Doctor, Law -
1990 - 1994
Miami University
Bachelor's degree, Political Science and Government
Community
