Sarah Crouch
Westlake,OH
Summary
Senior Account Executive with over 15 years of experience in driving sales growth and managing enterprise client relationships in Software, SaaS and B2B markets. Demonstrated success in exceeding sales quotas and enhancing customer retention through consultative sales strategies. Expertise in building strategic partnerships and fostering cross-functional collaboration to achieve long-term business objectives.
Overview
19
19
years of professional experience
Work History
Business Development Rep, Bank Product Services
TaxAct Professional
Cedar Rapids, IA
12.2021 - Current
- Manage and expand the usage of Bank Products among TaxAct Professional users through a consultative sales approach.
- Responsible for driving the annual growth of bank product enrollments and the usage of refund transfers with TaxAct Professional clients.
- Developed and delivered educational content for our weekly Bank Product webinar and Bank Product Workshop during tax season.
- Cultivate a strong working relationship with our bank product partners, Republic Bank, and Santa Barbara Tax Product Group.
- Collaborate with marketing on the bank product information that is distributed to tax professionals and put on the TaxAct Professional website and LinkedIn page.
- Oversee the complete Bank Product Process Cycle, including prospecting, selling the service, enrollment, onboarding, technical support, and helping with issue resolutions.
- Adapted to staffing shortages by managing dual roles of Account Management for the West Coast Territory in mid-2024, and currently managing the East Coast Territory while continuing my Bank Product Business Development responsibilities.
- Represent TaxAct Professional at trade shows and IRS forums to generate leads and renewals.
Account Executive
Syndigo
Cleveland, OH
04.2021 - 08.2021
- Cultivated new business opportunities while strengthening relationships with existing clients through consultative sales processes.
- Led strategic contract negotiations to align service offerings with client business objectives.
- Managed contract renewals with C-level executives to assess business needs, and developed tailored account plans to outline growth strategies.
Business Development Manager
PAMEE
Rocky River, OH
09.2020 - 01.2021
- Acquired new subscribers and established partnerships with channel partners for cloud-based asset management platform.
- Developed new business opportunities through targeted outreach and engagement strategies.
- Built and optimized HubSpot CRM platform to improve sales efficiency and data management.
Enterprise Account Executive/Manager - Affordable Housing
MRI Software
Solon, OH
05.2019 - 06.2020
- Sold cloud-based property management and compliance software to affordable housing organizations.
- Developed and maintained client relationships, driving expansion and retention.
- Delivered product demonstrations and presentations to C-level executives to showcase software capabilities.
Senior Account Representative
Thomson Reuters - myPay Solutions
Ann Arbor, MI
11.2012 - 05.2019
- Prospected and closed new clients through outbound sales and SaaS payroll service demos.
- Experience selling B2B, SaaS, enterprise, and mid-level companies, accounting firms, and managed a nationwide portfolio of enterprise, mid-market, and small accounting firm clients.
- Built trusting relationships with accountants while working alongside them and their clients to get payrolls set up.
- Mentored Associate Account Representatives on sales techniques and pipeline management.
- Represented myPay Solutions at conferences and tradeshows to strengthen relationships and generate leads.
Senior Account Representative
Thomson Reuters - Tax and Accounting
Ann Arbor, MI
05.2007 - 11.2012
- Consultatively sold tax and accounting software and services to new and existing clients.
- Managed a portfolio of over 500 clients across the U.S., and acted as a mediator for clients and the various departments within Thomson Reuters to effectively resolve problems.
- Regularly represented the company at sales seminars and events.
- Mentored sales interns, associates, and account representatives on sales techniques, deal strategies, and getting them qualified to sell the Thomson Reuters software and services.
Education
Bachelor of Business Administration (BBA) - Marketing
University of Michigan
Flint12.2005
Skills
- Consultative sales and B2B expertise
- Cold calling and prospecting
- Product and SaaS knowledge
- Account and pipeline management
- Client retention strategies
- Business development initiatives
- Cross-functional collaboration
- Relationship building skills
- Team leadership and mentoring
- CRM management proficiency
Volunteer Experience
Chapter President - Little People of America (LPA) - Northcoast Chapter (Cleveland, OH) 01/01/23 to Present
- Serve as liaison between local members and the national organization, plan events, and manage chapter operations. Responsible for regulating member's concerns and needs while fostering support. Organized regional events and supported member engagement across multiple states.
Chapter President - Little People of America (LPA) - Motor City Chapter (Detroit, MI) 12/01/16 to 05/01/19
- Served as liaison between local members and the national organization, plan events, and manage chapter operations. Responsible for regulating member's concerns and needs while fostering support. Organized regional events and supported member engagement across multiple states.
Board Member / Secretary - Dwarf Athletic Association of America (DAAA) 07/01/17 to 09/01/18
- Kept people on task during monthly conference calls and built relationships with sponsors for donations. Involved in the planning and implementation of the yearly national athletic games from finding venues to helping with contract terms.
Sales Awards & Accomplishments
- 2024: Achieved Bank Product Revenue Goal by increasing YOY Bank Product Revenue over 11%
- 2024: Exceed Bank Product Enrollment Goal of 2610 Tax Professionals by 109% and enrolled a total of 2834 Tax Professionals
- 2015: Increased YOY Revenue by 191% at Thomson Reuters myPay Solutions
- 2014: $100k Club - exceeded $100,000 in Pay Service Sales
- 2013: Highest Number of Accountant Web Demos within myPay Solutions
- 2011: Bronze Revenue Achievers Club - $427,138 annual sales (109% of quota)
- 2010: Bronze Revenue Achievers Club - $383,407 annual sales (117% of quota)
- 2010: Outstanding Revenue Club - Increased annual revenue by $150,000
- 2008: Achieved 153% of quota in my first year as an Account Representative
Timeline
Business Development Rep, Bank Product Services
TaxAct Professional
12.2021 - Current
Account Executive
Syndigo
04.2021 - 08.2021
Business Development Manager
PAMEE
09.2020 - 01.2021
Enterprise Account Executive/Manager - Affordable Housing
MRI Software
05.2019 - 06.2020
Senior Account Representative
Thomson Reuters - myPay Solutions
11.2012 - 05.2019
Senior Account Representative
Thomson Reuters - Tax and Accounting
05.2007 - 11.2012
Bachelor of Business Administration (BBA) - Marketing
University of Michigan