KELLI GOODY
Oakland,CA
Overview
10
10
years of professional experience
Work History
Director of Sales, Accounting Firms
DOCYT, INC.
03.2024 - Current
- Develop a high-performing team focused on boosting sales to accounting firms, offering mentorship and growth opportunities for Sales Development Representatives (SDRs) and Account Executives (AEs)
- Create a sales playbook to optimize the sales process and streamline onboarding for accounting firms
Business Development Manager
DOCYT, INC.
10.2023 - 02.2024
- Increased revenue in an underperforming vertical from $40k ARR in the 6 months prior to tenure to $500k ARR in just 4 months, through strategic enhancement of technical sales strategies
- Achieved a company milestone by securing the first 3-year contract valued at $270k in ARR, surpassing the previous company record by 7x
- Prospected, developed, and built sales pipelines in collaboration with SDRs through customer calls, meticulous follow-ups, customer support initiatives, and relationship building
- Analyzed customer requirements to deliver tailored AI solutions for automating accounts payable, revenue recognition, and bank reconciliation processes, optimizing efficiency and accuracy
Accounting Success Manager
DOCYT, INC.
04.2023 - 09.2023
- Managed post-sales lifecycle for the largest hospitality groups, ensuring smooth transitions from sales to onboarding and ongoing support
- Led and successfully onboarded the company's first hospitality group, consisting of 10+ hotels, establishing effective standard operating procedures for a smooth transition
- Developed custom training and education materials, improving the implementation process, reducing learning curves, and increasing customer loyalty
- Optimized sales-to-onboarding handoff processes, resulting in streamlined operations and enhanced customer satisfaction
- Expanded and upsold over $20K in ARR within the first 2 months of tenure
- Collaborated closely with engineering and product teams to identify and address bugs, contributing to improved product experiences for customers
Fund Controller
FPR PARTNERS, LP
07.2016 - 01.2022
- Assisted CFO in maintaining a strong internal control environment to safeguard over $3 billion in AUM
- Monitored all accounting transactions and performed daily cash management reconciliations for 9 funds
- Oversaw capital calls, distributions, and management and administration fee calculations
- Managed the month-end NAV allocation closing process and directed the preparation of account statements by the fifth business day of every month
- Prepared and analyzed draft financial statements, supporting schedules, and notes to financial statements
- Lead and executed the audit to ensure the timely issuance of annual audited financial statements
Core Tax Services Associate
BDO USA, LLP
07.2014 - 07.2016
- Identified, researched, and provided tax advice relating to client-specific issues
- Prepared tax returns for corporations, partnerships, high net worth individuals, and private foundations
- Supervised, trained, and mentored associates and interns on tax projects
Education
MASTER OF PROFESSIONAL ACCOUNTANCY - Accounting
MONTANA STATE UNIVERSITY
BOZEMAN, MTBACHELOR OF SCIENCE: BUSINESS: ACCOUNTING OPTION - Accounting
MONTANA STATE UNIVERSITY
BOZEMAN, MTSkills
- Technical Sales
- Customer Success
- Customer Relationship Management
- Project Management
- Communication
- SAAS Sales Solutions
- Sales Presentations
- Consultative Selling
- Team Leadership and Mentorship
Accomplishments
- BDO Rookie of the Year
- BDO Most Valuable Player
- Top Accounting Firm Sales Account Executive at Docyt
Technical Skills
- Hubspot
- Salesforce
- Jira
- Google Workspace
- Slack
- Microsoft Office
- Quickbooks Online
- Epicor ERP Financial Management
Timeline
Director of Sales, Accounting Firms
DOCYT, INC.
03.2024 - Current
Business Development Manager
DOCYT, INC.
10.2023 - 02.2024
Accounting Success Manager
DOCYT, INC.
04.2023 - 09.2023
Fund Controller
FPR PARTNERS, LP
07.2016 - 01.2022
Core Tax Services Associate
BDO USA, LLP
07.2014 - 07.2016
MASTER OF PROFESSIONAL ACCOUNTANCY - Accounting
MONTANA STATE UNIVERSITY
BACHELOR OF SCIENCE: BUSINESS: ACCOUNTING OPTION - Accounting
MONTANA STATE UNIVERSITY
Similar Profiles
Rohit KhandelwalRohit Khandelwal
Assistant Team Lead, Accounting Operations at Docyt India Private LimitedAssistant Team Lead, Accounting Operations at Docyt India Private Limited
Priyank KalaniPriyank Kalani
Data Specialist at Docyt India Pvt Ltd.Data Specialist at Docyt India Pvt Ltd.
VISHAL DADHEECHVISHAL DADHEECH
Account Manager at Docyt India Pvt LtdAccount Manager at Docyt India Pvt Ltd