Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst

Tracy Lehn

North Port,FL

Summary

Business development leader with experience in acquisition targeting, market expansion, relationship management, and footprint growth strategy. Skilled in identifying high-value opportunities, building owner relationships, managing prospect pipelines, and using analytics to support territory planning and strategic growth initiatives. Proven success collaborating across teams, supporting transition-related opportunities and executing structured growth initiatives that increase market presence and business value.

Overview

1
1
Certification
27
27
years of professional experience

Work History

Vice President of Sales

Lehn & Vogt Insurance and Financial Services
08.2019 - 05.2026
  • Help new owner transition by consulting since late 2023
  • Drove 45% business growth over 4 years by identifying expansion opportunities, developing strategic relationships, and executing targeted growth initiatives
  • Proactively sourced and developed relationships creating a pipeline of partnership, transition, and acquisition-oriented opportunities
  • Built and maintained detailed prospect tracking systems to monitor ownership, contact history, market activity, and long-term opportunity development
  • Assessed and prioritized high-value opportunities using business potential, market conditions, and strategic alignment to focus outreach on the strongest targets
  • Collaborated with internal stakeholders to align prospecting and growth efforts with market priorities and long-term expansion strategy
  • Leveraged sales trends, customer data, and market insights to identify underserved opportunities and support growth planning.
  • Supported strategic business positioning efforts that increased enterprise value and contributed to a successful sale at target price.

Self Employed Owner/Operator

Magnolia Tax Associates
09.2020 - 07.2025
  • Launched tax preparation at Lehn & Vogt Insurance & Financial Services to drive lead generation, expand market reach, and create new business opportunities over a 4-year period.

Area Revenue Manager

Red Roof Inns, Inc.
07.2017 - 08.2019
  • Managed revenue performance across a portfolio of 20+ franchised hotels, giving visibility into multi-market trends and location-based growth opportunities
  • Improved market share or competitive ranking for 90% of hotels through data-driven analysis, pricing strategy, performance monitoring of each hotel to support footprint optimization
  • Analyzed regional demand, competitor behavior, and property performance to identify opportunities for revenue growth
  • Worked cross-functionally with operational and leadership teams to align strategies across locations and improve performance
  • Used analytics and reporting to support decision-making across territories and optimize performance based on local market conditions

Director of Sales and Marketing

Hotel Management of Port Charlotte
01.1999 - 07.2017
  • Exceeded quarterly sales goals by over 20% through proactive outreach, relationship management, and targeted market strategies.
  • Advanced to Director of Sales & Marketing by consistently driving revenue growth and supporting multi-property business objectives.
  • Supported 5-7 additional hotels during ownership transitions, helping maintain operational continuity and business performance across changing portfolios.
  • Built lasting relationships with clients, partners, and stakeholders to strengthen business results and expand market presence.
  • Leveraged CRM tools, reporting systems, and market analysis to improve targeting, identify trends, and support strategic planning.
  • Adapted sales and marketing strategies during ownership and market changes, helping sustain growth across multiple business environments.

Education

College Bachelor - Human Development & Family Studies

Eckerd College
Saint Petersburg, FL

Skills

  • Revenue growth
  • Analytical thinking
  • Business development
  • Team leadership
  • Data interpretation
  • Sales team management
  • Tax accounting expertise
  • Strategic management
  • Stakeholder collaboration
  • Microsoft Office
  • Negotiation
  • Sales pipeline management
  • Financial software
  • Business financial
  • Process improvement
  • Project management software
  • Video conferences (communication methods)
  • Microsoft Excel
  • CRM Software
  • Financial analysis
  • Tax Experience
  • Finance industry sales team management
  • Microsoft Teams
  • Data-driven decision making
  • Deal closing
  • Microsoft Outlook

Certification

  • Preparer Tax Identification Number (PTIN), 09/01/20, 12/01/25
  • Property & Casualty License

Timeline

Self Employed Owner/Operator

Magnolia Tax Associates
09.2020 - 07.2025

Vice President of Sales

Lehn & Vogt Insurance and Financial Services
08.2019 - 05.2026

Area Revenue Manager

Red Roof Inns, Inc.
07.2017 - 08.2019

Director of Sales and Marketing

Hotel Management of Port Charlotte
01.1999 - 07.2017

College Bachelor - Human Development & Family Studies

Eckerd College
Tracy Lehn