Regional Director at KBKG - Tax Credits, Incentives & Cost Recovery
New York, New York
SUM Innovation
Director of Sales
February 2016 to June 2018
Paylocity
Sr. District Manager
April 2011 to January 2016
Paychex
Sr. Sales Consultant
July 2005 to April 2011
KBKG - Tax Credits, Incentives & Cost Recovery
Regional Director
Greater New York City Area
BLACE
DIrector of Sales & Marketing
October 2018 to May 2019
Greater New York City Area
Actively recruited by CEO to direct B2B accounting technology sales team with three direct reports. Developed strategic sales plan, re-defined sales cycle, drafted sales compensation plan, and determined standards for activity and customer relationship management. • Hired, trained, coached, and mentored sales team to exceed personal and departmental sales goals; achieved 20% year-over-year revenue growth.• Increased market... Actively recruited by CEO to direct B2B accounting technology sales team with three direct reports. Developed strategic sales plan, re-defined sales cycle, drafted sales compensation plan, and determined standards for activity and customer relationship management. • Hired, trained, coached, and mentored sales team to exceed personal and departmental sales goals; achieved 20% year-over-year revenue growth.• Increased market share through networking and prospecting with CPAs, attorneys, insurance professionals, the startup community, nonprofits, and current clients.• Amplified reach as key member of re-branding and marketing teams. Created “technology first” approach to selling cloud based accounting technology solutions and outsourced accounting services. • Revamped pricing strategy based on market demands and led initiative to improve customer onboarding process.
What company does Alexis McClellan work for?
Alexis McClellan works for SUM Innovation
What is Alexis McClellan's role at SUM Innovation?
Alexis McClellan is Director of Sales
What industry does Alexis McClellan work in?
Alexis McClellan works in the Accounting industry.
📖 Summary
Director of Sales @ SUM Innovation Actively recruited by CEO to direct B2B accounting technology sales team with three direct reports. Developed strategic sales plan, re-defined sales cycle, drafted sales compensation plan, and determined standards for activity and customer relationship management. • Hired, trained, coached, and mentored sales team to exceed personal and departmental sales goals; achieved 20% year-over-year revenue growth.• Increased market share through networking and prospecting with CPAs, attorneys, insurance professionals, the startup community, nonprofits, and current clients.• Amplified reach as key member of re-branding and marketing teams. Created “technology first” approach to selling cloud based accounting technology solutions and outsourced accounting services. • Revamped pricing strategy based on market demands and led initiative to improve customer onboarding process. From February 2016 to June 2018 (2 years 5 months) Sr. District Manager @ Paylocity Chosen by former colleagues to prospect, qualify, and sell cloud based HCM (human capital management) software to mid–sized and enterprise businesses. Effectively demonstrated software solutions to address must-haves and pain points discovered in needs analysis. • Developed new business opportunities through networking with financial advisors, benefit brokers, wholesalers, existing clients and traditional prospecting. • Educated the C-Suite on the advantages of leveraging cloud based technology to make everyday business practices more efficient. ♦ Circle of Excellence 2014♦ President’s Club 2014♦ 100% of Plan 2012, 2013 From April 2011 to January 2016 (4 years 10 months) Sr. Sales Consultant @ Paychex Prospected, qualified, and sold Payroll and HR services to small and mid-sized businesses. ♦ Circle of Excellence 2008, 2009♦ Conference Qualifier 2006, 2007, 2008, 2009, 2010 From July 2005 to April 2011 (5 years 10 months) Regional Director @ KBKG - Tax Credits, Incentives & Cost Recovery Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services such as Cost Segregation and Research & Development Tax Credits, we complement your traditional tax and accounting team. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Greater New York City AreaDIrector of Sales & Marketing @ BLACE BLACE is a platform of unique vacant spaces that yield creative and memorable experiences ranging from an elite private chef dinner to a world class conference. We serve the real estate community as well as creative and hospitality professions by connecting and supporting their needs to deliver “one of a kind” experiences. We love blank space and are proud to deliver a real estate canvas subject to your design! From October 2018 to May 2019 (8 months) Greater New York City Area
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
3 year(s), 5 month(s)
Unlikely
Likely
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