CONCENTRIX - TURBO TAX BY INTUIT PROJECTPrescott Valley, ArizonaProduct Support Specialist / SME01/2018 to 05/2018
Acquired extensive product knowledge for windows, mac, and mobile variations of TurboTax software.
Bolstered the TurboTax brand and enhanced customer confidence, retention, and overall satisfaction with the product line.
Spontaneously acquired tax and product knowledge to assist a wide variety of customers with product and tax support calls.
Researched and learned various IRS laws, procedures, and regulations for Federal and State tax return filing.
Assisted and led customers through a range of simple and complex tax issues, fixing rejections, and filing successfully.
Performed extensive troubleshooting and technical support via telephone and through remote sharing software.
Learned Intuit's proprietary SalesForce CRM system for customer service, support, and internal procedure handling.
Promoted to SME (service merchandise expert) to provide internal support to other customer-facing personnel.
Consistently held 100% customer satisfaction scores on post call follow up surveys and received rave written reviews.
Resolved internal system issues that arose with VPN, telephony software, and security-related authentication methods.
TARACHI MARKETING SOLUTIONSPrescott Valley, ArizonaDirector of Sales and Marketing01/2013 to 03/2017
Created sales contacts and prospects via social media, email, and through requesting referrals.
Researched clients' business issues and goals to offer appropriate solutions for highly specific challenges.
Spearheaded expansion and development initiatives in Chicago, California, Arizona, New York.
Negotiated prices, terms of sales and service agreement details with new and existing clients.
Organized and led virtual sales and strategy meetings with clients to perform needs analysis and planning.
Managed sales forecasting, goal setting, and performance reporting metrics via CRM for all client accounts.
Built client relationships by acting as the liaison between sales and development team members.
Consistently exceeded sales quotas by more than 20% by pursuing leads and expanding prospect list.
Developed sales contracts for new and existing clients and submitted work orders for processing.
Prospected and conducted sales calls with business executives and directors throughout the United States.
Developed Tarachi company CMS (WordPress) and equipped with a variety of marketing tools and Google Analytics.
Participated in the planning, design, development, and marketing of various client projects on an as-needed basis.
MY SECURE HOSTINGScottsdale, ArizonaBusiness Development Manager08/2005 to 12/2012
Promoted, marketed and sold a full range of internet business development and marketing services and products.
Prospected new business and referrals through cold calls and established relationships with existing customers.
Regularly setup new hosting, email, cloud storage, and various internet-based services for customer accounts.
Assisted customers with account management, order processing, and product selection in a consultative manner.
Asked probing questions to learn about clients' business issues and goals to offer appropriate solutions.
Created new revenue streams by cultivating successful partnerships with affiliates in the marketing industry.
Implemented policy, procedures, and standards to preserve the integrity and security of data, reports, and access.
Cultivated resale opportunities through affiliate relationships in a white label capacity to achieve sales goals.
Consulted with clients on an ongoing basis to identify and resolve issues with hosting, email, cloud, and data security.
SMALL PLANET MARKETINGSan Diego, CaliforniaFounder & Chief Executive Officer CEO03/1999 to 11/2011
Created company and established "Small Planet Marketing" brand in a highly competitive global marketplace.
Developed, marketed and sold a full range of consultative, design & business development services for B2B and B2C markets.
Increased business volume by 50% through leads, cold calling, and networking via telephone, online chat, and SKYPE.
Sourced, hired and trained administrative, design and development staff to fulfill client project requirements.
Conducted client needs analysis and incorporated findings by implementing chosen services on client's behalf.
Wrote detailed service proposals, marketing contracts, and sales agreements for all client projects.
Managed an average of 5 and up to 16 marketing and development projects simultaneously on a monthly basis.
Established project control procedures such as timelines, scheduling, client satisfaction surveys, and cash flow projections.
Engaged in legal research, contract writing, handling financial disputes with credit card companies on clients' behalf.
Performed ongoing design, development, and marketing duties on the company and select client websites.
Optimized the Small Planet Marketing website to boost traffic from search engines and social media by 400%.
CTX MORTGAGESan Diego, CaliforniaExecutive Assistant02/1996 to 07/1998
Assisted high profile loan officer with all aspects of loan origination, processing, title, and high touch marketing efforts.
Successfully processed 10-15 loans on average per month with a gross sales volume of $5-15 million.
Delivered an exemplary customer service experience and impeccable management of client accounts.
Performed appointment setting, call back and meeting management duties in a highly dynamic, fast-paced environment.
Conducted research to prepare, gather and proof marketing materials, agendas and maps for executive-level meetings.
Responsible for processing credit reports, loan approvals, and denials based on customer qualification requirements.
Maintained extensive internal "how to" manual documenting every procedure involved with client interactions and issues.
Developed and maintained relationships with local real estate agents, appraisers, and title company representatives.
Submitted loan applications to an underwriter for verification, approval, and recommendations to overcome rejection.
Composed and printed all outgoing correspondence and reports for clients, managers and affinity partners.
Managed extensive database of customer and partner information related to various aspects of the sales and service process.
ASSOCIATE OF ARTS:Speech CommunicationsHumboldt State University, Arcata, CaliforniaRADIO BROADCASTING Terrestrial Radio Production & Broadcasting Career Program Hands-on coursework in the broadcasting industry. Stop set announcer for nationally syndicated "All Things Considered"
weekly radio program. Produced & hosted ongoing weekly radio music variety show "Kill Your TV". Speech Communications
Speech and Communication, Sociology and Psychology terrestrial radio broadcasting and managementCollege of the Redwoods, Fortuna, CaliforniaSpeech and Communication, Sociology and Psychology terrestrial radio broadcasting and management
Experienced with account & project management Skilled in negotiation, sales, and fulfillment Chat, email & phone technical support capable Precise data entry, analytics, and reporting skills Articulate verbal and written communications Exceptional research and data management ability Social media engagement knowledgeable Skilled graphics, branding & web design geek Digital marketing expertise [SEO/SEM/SMM]
Todd consistently delivers critical thinking, innovation, and leadership in all roles he undertakes. His experience includes development, sales, support, and management in various B2B and B2C industries. He is highly teachable and adaptable with cognitive flexibility and a keen business sense. Todd demonstrates exceptional creativity and problem-solving capabilities in dynamic, fast-paced environments. His naturally ambitious and interpersonal nature convert contacts into raving fans.
Todd desires to match skills with the best offer in a growing company with career advancement opportunities.