Karyn Howes

• Serve as the primary post-go-live point of contact for Acumatica customers, ensuring smooth onboarding, system adoption, and long-term platform utilization.
• Conduct discovery sessions to understand business workflows and align Acumatica configuration with operational needs across Financials, Distribution, Projects, and CRM modules.
• Deliver end-user training, create process documentation, and support customers through role-based enablement to increase confidence and adoption.
• Lead regular account check-ins and business review meetings to evaluate system usage, address roadblocks, and recommend feature enhancements or workflow optimizations. Reviewed customers renewals.
• Collaborate with consultants, developers, and support teams to resolve issues, manage escalations, and ensure timely communication with stakeholders.
• Identify opportunities for additional modules, licensing adjustments, and ISV/Marketplace integrations to expand system value, and drive account retention and growth.
• Track customer activity, onboarding progress, and support requests using Zoho CRM, Monday Boards, and the Acumatica Customer Portal.
• Fostered strong customer relationships through effective communication and problem-solving strategies.
• Collaborated with cross-functional teams to enhance customer satisfaction and service delivery.
• Developed training materials to onboard new team members and improve service consistency.
• Implemented CRM tools to track interactions and improve follow-up processes for client retention.
• Enhanced customer satisfaction by proactively addressing and resolving concerns in a timely manner.
• Boosted customer retention through diligent follow-up and relationship-building efforts.
• Acumatica badges and working in Acumatica, Acumatica University.

DeRosa Mangold Consulting is a SaaS solutions provider centered around Sage Intacct's® best-in-class financial management software. Our team consists of controllers, accountants, business owners, and practiced team leaders, committed to helping your business meet its needs as you continue to grow and face new challenges. Collaborated with the marketing department to generate quality leads for sales for small and mid-size companies for Sage Intacct and Sage 100 Cloud.

Gathered competitive intelligence and leveraged data to adapt sales strategies.

Promoted offerings consistently to keep customers aware of product benefits and features.

Work closely with the professional services team on service opportunities, like upgrades and customizations.

Build strong client relationships.

Scheduling demos and account reviews with clients on the product. Attend the trade show by adding an Independent Software Vendor (ISV) within that channel space application.

Recommended and implemented improvements to sales practices and procedures to boost revenue.

Record and update all sales activity in the CRM.

• Recommended and implemented improvements to sales practices and procedures to boost revenue. Moving customer and prospects to the cloud.
• Maximize the value of your back-office ERP by adding an Independent Software Vendor ISV application. ISVs within that channel space
• Maintained accurate record of leads, sales activities and completed sales on Infor FACTS and A+ software.
• Record and update all sales activity in CRM.
• Worked with processing teams, customer service staff and other internal departments to deliver superior service.
• Is passionate about meeting goals and works hard in my territory and builds a good relationship with customers.
• Work with the professional services team on upgrades and customizations.

• Account Sales Representative responsible for working and managing business relationships with Sage Software resellers, Dynamics, Intacct, Tasks that were to be accomplished with these channel resellers, was the sales of the Solver BI360 applications to their customer base.
• Trade shows as the acting representative for Solver, follow up calls with all new opportunities generated thru the Solver Website, Trade shows and Solver webinars or partner leads.
• I would do all the follow up calls and create the new opportunities and discover overview and schedule the calls for the sales team on GTM invite for deeper discover call to move forward.
• I would As well as Managing the schedules with the Solver reseller channel for One-on-One demos with prospects.
• Worked very close with Marketing team to create more lead generation with the Solver Channel and working with CRM and working on signing up new partners.
• Build strong client relationships.

• Account Sales Representative responsible for working and managing business relationships with Sage resellers and Microsoft , Epicor, Sypro and Intacct, Blackbaud, Firestream, and FIS.
• Tasks that were to be accomplished with these channel resellers, was the sales of the BizNet applications to their customer base.
• Additional responsibilities as the acting Account Sales Representative was the following, placing orders on behalf of the resellers and customers, attending user conferences and Trade shows as the acting representative for Biznet, follow up calls with new opportunities generated thru the Biznet Website, Trade shows and Biznet webinars.
• As well as Managing the schedules with the Biznet reseller channel for One-on-One demos with prospects.
• Scheduled demos.
• Working the partner channel for the US territory signing up new partners and revive the program.
• Accomplishments with BizNet, meeting yearly quota targets, positive/productive lead generation with BizNet channel.
• As well as with Direct Sales.
• Build strong relationships with clients, prospects and reseller.

• Manage business relationships with VAR's and prospects within assigned territory focused around Mid-Market Accounting solutions.
• Solutions include: SAP B1, Epicor, Microsoft Great Plains, Solomon, ACCPAC, Vantage, and Sage Solutions; MAS90, MAS200, MAS500.
• Working with VAR's in prospect identification / qualification and closure.
• Lead generation from cold calling and prospecting through existing CRM database.
• Travel within North America as necessary to meet with Resellers, Attend User Groups, Channel Sales meetings, Trade Shows and sponsor client events.
• Clear communication with C-Level executives (CFO, COO, CIO, CEO, IT Manager / Director) and business owners.
• Drive sales in existing installs to broaden the use of doc-link products and increase modules used.
• Utilize Microsoft CRM to manage territory, prospects, opportunity, lead generation, weekly forecast.
• Attained 100% of quota seven straight quarters and met yearly quota of $800K.

• Scheduling demos with clients and making presentations at trade shows, onsite or via webcast to potential clients.
• Conduct product demonstration on webcast to show how solutions can meet the prospect needs.
• Working with small and mid-size companies in the food industry for retail, distribution and supply chain operations.
• Understanding of either operational or business issues.
• Generate revenue from lead sources and to develop new clients in a defined territory.
• Analyzing customer needs in terms of current business objectives.
• Presenting and articulating advanced product features, benefits, and overall product solutions.

• Met all goals and objectives and met or exceeded quota.
• Maximized revenue through calls and on-site visits with designated accounts.
• Maintained accurate forecasting of Sage 100, 500 partner accounts and the sales growth and well-being of these accounts.
• Represent Sage Software at trade shows, seminars, road tours or other public functions when necessary and appropriate.
• Effectively work as a team with the Solution Consultants and Regional Team.
• This includes holding team conference calls to communicate and update each other regarding account development and to create key strategies to maximize revenue.
• Ability to make sound judgment in granting discounts, initiating exchanges, return authorizations and other exceptions when appropriate.
• Take and complete continuing education courses related to Sage industry and products, if necessary.
• Have and maintain a solid background on the accounting software marketplace and our competitors.
• Educate oneself through independent study and group training.
• Average performance over five year period was 150%.
• Build strong client relationships.
• Working with clients on there yearly renewal on software.
• Team player.