- – Generate and manage leads while building strong client relationships.
- – Consult with clients to assess needs and recommend tailored solutions.
- – Present proposals and guide clients through the sales process to close deals.
- – Manage and review compilation and tax filings, ensuring compliance and quality.
- – Build strong client relationships by providing proactive and responsive service.
- – Mentor and develop team members, offering technical guidance and performance feedback.
- – Define and execute company-wide data strategy aligned with business goals.
- – Oversee data quality, governance, and compliance across financial datasets.
- – Build and lead high-performing data teams to enhance data infrastructure.