Seattle, Washington, United States
With 15 years of experience in client service and sales within the Retail and Consumer industry, I excel in nurturing trusted advisor relationships and steering clients toward their objectives. My superpower is actively listening to my clients, understanding their unique needs, and connecting them with the right solutions and experts within our global organization to make them successful. I am passionate about empowering women in finding more joy and passion in their careers. I believe in the power of mentorship and am eager to connect with others who are on a journey to love what they do, because it is possible! My experience also includes facilitating leadership sessions and coaching executive teams on the art of relationships and diverse working styles to achieve more productive outcomes. I value personal development, health, and relationships. Outside of work, I enjoy spending time with family and friends, traveling, and walking my fluffy white dog, Coconut. Let's connect and explore how we can uplift each other in our professional journeys, share insights, and celebrate the milestones along the way. Specialties: Women's Empowerment, Coaching, Mentoring, Leadership Training, Speaking, Client Service, Sales, Strategy, Business Development, Relationship Building, Pursuit Strategy, Retail, Consumer Products, Advisory, Consulting, Tax, Personal Development, Well-being
• Lead two of Deloitte’s top global consumer clients; doubled account revenue in the last year • Align with client strategic priorities to build scalable pipeline and sustainable account growth • Drive account strategy, global sales pursuits, and strategic relationship development • Manage customer success; establish preferred vendor status across technology portfolios • Forge strategic relationships and serve as trusted advisor with senior executives in areas across the business (e.g., HR, finance, technology, tax, diversity & inclusion, finance, procurement, etc.) • Connect global Deloitte subject matter advisors to the client; coach teams on client culture to ensure project success and client satisfaction • Lead Quarterly Business Reviews with executive client stakeholders, procurement, and Deloitte leaders to strengthen the client relationship and continue account growth • Facilitate executive leadership Business Chemistry® sessions to help clients adapt to different working styles for increased team performance • Support Diversity, Inclusion & Equity efforts with Deloitte’s Inclusion Council • Serve on leadership team of Deloitte’s Volunteer Council to support Seattle office non-profit volunteer efforts
• Developed and grew relationships with key clients, served as their business advisor, and suggested relevant tax opportunities • Lead pursuit proposals to win new work in collaboration with cross-functional subject matter specialists • Hired, trained, and developed tax consultants to prepare federal and state income tax returns • Prepared and audited provisions for a variety of corporations, including consolidated C-corporations and Fortune 500 companies • Supervised and mentored tax consultants; managed compliance and provision engagements for profitability, quality, and efficiency • Served on leadership team of Women’s Initiative (WIN) Business Resource Group to promote and support women’s career growth and development
• Strategically identified business opportunities with key clients and executives, determined appropriate pursuit plan, and executed to generate new business • Teamed with Deloitte partners and subject matter advisors to deliver unique solutions in business meetings and proposals • Stayed abreast of the industry trends and issues through personal networking and self-education • Managed Deloitte’s second largest account in Seattle to grow business across all service offerings at Deloitte (Tax, Consulting, Advisory services). • Developed and led training for over 40 staff in basics of business development and networking
Reconciled accounts (travel, commercial cards, etc.), solved problems created with new PeopleSoft Accounting software, and resolved variances. Paid vendors timely in Accounts Payable.
Completed three months intensive training and federal and state tax returns for over 150 clients including self-employed individuals, rental property owners, stockholders, and retirees.