KELLI GOODY
Oakland,CA
Overview
10
10
years of professional experience
Work History
Director of Sales, Accounting Firms
DOCYT, INC.
Remote
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.
Remote
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.
Remote
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
San Francisco, CA
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
San Francisco, CA
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