Hi, I’m
Olivia Siauw
Thornton,CO
Summary
Business development leader experienced in B2B and B2C consultative sales process acting as a trusted advisor as account manager for over 15 years. Proven track record in developing partnerships, overseeing personnel, marketing strategy, exceeding revenue targets, and implementing ideas to meet strategic goals.
Overview
15
years of professional experience
Work History
Omni Tax Solutions
Director of Business Development
08.2020 - 01.2023
Job overview
- Worked closely with the CEO to discuss operational strategy and established KPIs and company's OKRs.
- Identified new corporate vendors; reviewed vendors' RFPs and negotiated vendor contracts.
- Created and implemented business development and operational strategies to increase revenue, identify challenges, and utilized Salesforce data to create client-focused solutions.
- Prepared and presented partnership proposals and brochures to develop professional services relationships across the US market.
- Participated in client onboarding following established Service Delivery Framework to establish and nurture client relationships.
- Worked closely with Account Executives and consulted with potential clients in different stages of sales pipeline to help close deals.
- Monitored potential deals in existing pipeline using Salesforce CRM.
- Served as project manager for special company projects, most recently completed a Corporate Rebranding project three months ahead of schedule and established a Customer Success program.
- Collaborated with internal stakeholders to implement programs to maximize work productivity.
- Generated over $20 million in revenue from consultative professional services and partnership revenue sharing.
- Identified and pursued business opportunities to generate new company revenue and improve bottom-line profit.
- Developed and executed strategies to improve partner delivery performance.
- Developed and executed marketing strategies to increase SEO, including creation of website content and company newsletters.
- Selected and negotiated new vendor contracts to reduce operational costs by over $1 million annually.
- Collaborated with Salesforce developers and administrators to build and/or redesign secure web portal, website landing pages, partnership intake flow, task automation, dashboards, and sales pipeline via CPQ.
- Oversight of training programs to ensure the success of new hire onboarding and continued growth of current employees.
Omni Tax Solutions
Senior Associate
02.2019 - 07.2020
Job overview
- Managed an average of 200 client accounts and consistently met revenue targets with SOW creation and presentation.
- Direct-facing interactions with customers to maximize sales opportunities directly dealing with decision-makers and C-Level Executives.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Hired, trained, and developed junior staff on customer service strategies and techniques.
- Served as a liaison, facilitating communication between management and associates.
- Created customized solutions for customers to satisfy specific needs, quality, and budget.
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies.
- Trained and supported new team members, maintaining a culture of collaboration.
- Monitored customer service metrics and performance indicators to identify areas of opportunity.
Omni Tax Solutions
Training and Development Manager
03.2017 - 03.2019
Job overview
- Delivered new employee onboarding and training sessions via Lessonly online learning management system.
- Spearheaded the design and implementation of multiple training courses to establish successful onboarding of new employees.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Created an in-depth training manual for all employees.
- Trained new hires to perform cross-training exercises with experienced workers.
- Managed all exempt employee coaching, training, and performance improvement actions.
- Coordinated technical training and personal development classes for staff members.
- Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
- Conducted training courses and prepared videos for long-term use.
- Developed departmental systems and procedures to better align workflow processes.
- Streamlined HR efficiencies, coordinated new hire orientations, and provided onboarding and training for new employees.
- Managed the development of e-learning training materials and activities to enhance learning experiences.
- Tested all training software and hardware prior to commencing training programs.
- Collaborated with other departments to align training programs with organizational goals and objectives.
- Reviewed and edited all training materials for accuracy and company policy compliance.
- Developed surveys to identify training needs based on projected production processes and changes.
- Developed and implemented a comprehensive training program to increase employee productivity and morale.
Omni Tax Solutions
Associate
02.2008 - 02.2017
Job overview
- Managed a team of Enrolled Agents, Tax Attorneys, and administrative assistants.
- Acted as Subject Matter Expert and provided consultation for clients who are decision makers, including C-level, to map out customized resolution plans.
- Maintained up-to-date knowledge of Internal Revenue Service and 50 state tax agencies policies and controversy procedure.
- Analyzed customer data to identify trends and anticipate customer needs.
- Represented clients in administrative proceedings before tax government agencies.
- Advised clients on diverse business, financial, and tax matters.
- Reviewed and analyzed pertinent state and federal laws and legal precedents.
- Communicated with clients and collected information to research cases and prepare tax settlement offers.
- Successfully negotiated over $100 million in tax settlements via administrative collection avenues and filed appeals hearings requests.
- Developed strategies and arguments for tax/penalty abatement cases, appeal hearings, and settlement offers.
Education
Universitas TarumanegaraJakarta, Indonesia
from Pre-Medicine
IRS
from Enrolled Agent Credential
Google
from Cybersecurity Certificate
09.2023
Skills
- Project Management
- Training and Development
- Strategic Partnership
- Operational Efficiency
- Client Consultation
- Marketing Strategies
- Service Delivery Optimization
- Hiring, Onboarding, and Training
- Contract Negotiation Expertise
- Salesforce, Hubspot, ActiveCampaign, MS Office, Adobe Pro, Pardot, Google suite, Conga, Docusign, Asana, Canva, InMoment, Wordpress, Elemental, Lessonly
Timeline
Director of Business Development
Omni Tax Solutions
08.2020 - 01.2023
Senior Associate
Omni Tax Solutions
02.2019 - 07.2020
Training and Development Manager
Omni Tax Solutions
03.2017 - 03.2019
Associate
Omni Tax Solutions
02.2008 - 02.2017
Universitas Tarumanegara
from Pre-Medicine
IRS
from Enrolled Agent Credential
from Cybersecurity Certificate
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