Ian Lino, MBA

Spearheaded business development for audit, tax, outsourced accounting, and transaction advisory services.
Originated and closed engagements exceeding $150K in annual recurring revenue through strategic outreach.
Established a strong referral network with CPAs, attorneys, and lenders, generating 30+ monthly meetings.
Hosted seminars and mixers to enhance brand visibility and attract qualified leads.
Managed complete sales cycles and onboarding as primary liaison between clients and service teams.
Ensured effective communication across audit, tax, and advisory teams to provide seamless client experiences.

• Generated over $720K in annual contract value by managing full sales cycle.
  Secured meetings with SMB and C-suite executives through more than 60 cold calls daily.
  Utilized LinkedIn and other platforms for successful social selling and lead generation.
  Achieved upsell success by collaborating with strategic tech stack partners.
  Delivered outstanding team performance, resulting in over $20K in monthly recurring revenue.

• Achieved $2M ARR book of business, ranking #3 in satellite office.
  Closed deals using iSales (Ringy), VanillaSoft, and customized presentations.
  Coached and led 8 sales agents, resulting in team ranking #4 in satellite office.
  Implemented mass texting and drip campaigns, enhancing close rate by 37%.
  Received 'Million Dollar Star' and 'Rising Star' awards for exceeding $1M ARR in first year.