Small Business Advisor | SDR Inbound

• Nov 2022 - Present

America’s largest professional bookkeeping service for small businesses.

SDR - Outbound Consult Team

• Apr 2021 - Oct 2022

Client Services Manager

• Feb 2020 - Dec 2020

- Liaise with the Canada Revenue Agency on behalf of clients and ensure that their goals as well as the goals of the company are successfully met- Manage tight deadlines, and address the urgent needs of new and existing clients. - Facilitate communications between CRA, clients, sales consultants and technicians to meet company objectives and goals.- Identify and resolve urgent client matters, alleviating client complaints with sound judgement and professionalism. - Generate client contracts based on consulting resources and information- Ensure all requests and documents are received and submitted with impeccable attention to detail.- Assist the accounting department by checking and reviewing client tax filings to ensure all information is correct and ready to be filed- Manage company's payroll system including tax deductions, earnings, manual checks, adjustments, and preparing PD7A reports- Train, supervise and provide continuing assistance to the administrative assistant as required.- Proactively investigate and stay informed on current government policies and relevant changes. Show less

Administrator

• Oct 2019 - Jan 2020

Consultant and Manager

• Mar 2015 - Apr 2019

- Managed a family business, including communications, hiring and training new staff. - Developed marketing strategies including increased community presence, and programs that led to increased customer satisfaction and loyalty - Planned and executed special events, holiday parties, and vastly improved customer retention and satisfaction - Managed a family business, including communications, hiring and training new staff. - Developed marketing strategies including increased community presence, and programs that led to increased customer satisfaction and loyalty - Planned and executed special events, holiday parties, and vastly improved customer retention and satisfaction

Campaign Manager

• May 2014 - Mar 2015

- Successfully managed and lead teams to surpass goals for Subscription and Fundraising campaigns- Doubled conversion rate from single ticket buyers to subscribers, increased new donations by 100%- Worked directly with various organizations in North America to develop and innovate strategies to maximize fund/subscription generation, retention and increase the organization’s profile among donors/patrons- Recruit, train and develop teams of fundraisers and subscription sales representatives, prepare daily development meetings- Administrative duties including reporting and communicating results to clients, calculation of team performance and conversion rates Show less

Fundraising/Sales Rep

• Jun 2013 - Apr 2014

Public Relations and Fundraising

• Feb 2012 - May 2013