Drive new business for consumer and technology clients through outbound prospecting, inbound qualification, and relationship-building. Close high-value deals, manage pipeline, collaborate on sales strategy and pricing, lead initial onboarding, represent the company at events, and provide product/marketing/operations feedback to improve offerings.

Lead accounting services for HOA, hospitality, trust, and short-term rental clients. Act as primary client partner, oversee Senior Controllers, ensure timely GAAP-compliant reporting, strengthen internal controls, approve financials and budgets, present to boards, and drive process improvement and automation to scale multi-client operations.