Ohio Northern University

Head of Strategic Accounts at Vic.ai, Inc

Philadelphia, Pennsylvania, United States

It’s the platform for Accounting productivity.  It's the Era of Intelligent Accounting. Vic.ai is the next generation of efficiency and accuracy for Accounting firms, leveraging AI trained on hundreds of millions of documents and transactions for unparalleled performance.No more manual data entry, approvals or ledger postings.

Vic.ai

Head of Strategic Accounts

With XCM you will be able to leverage your resources to the fullest. When individual staff know what to do, how to do it, and when it’s expected—they naturally perform at a higher level. Mid-level management can deploy resources more effectively and invest their time in higher value activity. Senior leadership can be more strategic vs. tactical. All this leads to greater accountability in your business and better performance.

XCM Solutions, LLC

Regional Director of Business Development

Sage energizes the success of businesses and their communities around the world through the use of smart technology and the imagination of our people. Sage has reimagined business and brings energy, experience and technology to inspire our customers to fulfill their dreams. We work with a thriving community of entrepreneurs, business owners, tradespeople, accountants, partners and developers who drive the global economy. Sage is a FTSE 100 company with 14,000 employees in 24 countries. For more information, visit <a href="http://www.sage.com">www.sage.com</a>.

Sage

National Account Manager

As part of Intuit’s Strategic Accounts Team, I work with National and Regional Accounting Firms in the Northeast area to develop their cloud-based accounting practice.  My role is to educate and support my designated accounting firms as they grow their cloud practice using QuickBooks Online and our app ecosystem of partners.  This enables my accounting partners to create a full suite of services that best fits their client’s needs.

Intuit - Accountant Sales

Regional Business Development Manager

I was responsible for helping Manzama grow into other Professional Service Organizations, such as the accounting industry. Manzama is a business and social intelligence listening platform developed specifically for professionals to stay updated on client, practice, and industry developments while also keeping abreast of competitive intelligence. It has many practical applications, both automating tasks that once were performed manually such as newsletters, alerts, etc. and allowing users to uncover new opportunities to grow their business and mitigate risk in a whole new way.

Manzama

Director of Professional Service Organizations

I was a Sales Executive for Legal Insights & Analytics (formerly West LegalEdcenter) calling on large law firms and Fortune 500 corporations covering the east coast.  My goal was to help clients with their professional development needs through the various programs we have to offer, either on an as-needed basis or through an annual subscription.

Thomson Reuters

Sales Executive, Legal Insights & Analytics

- Responsible for achieving a $1.1M quota through the sale of  Business Law Solutions and other Thomson Reuters products to the large law firm community throughout all of New England, NY, NJ, PA, & DE.  •	Assist firms with their business development needs such as competitive intelligence, litigation trending, RFP and pitch processing, pricing, finding additional opportunities for cross-selling and lateral hires, and existing client research and retention.  •	Other responsibilities include building and leveraging industry knowledge, proposal development and contract negotiation.

Business Law Sales Executive

- Targeted the largest CPA firms in a regional territory and offered software and SaaS products to improve their business including Practice Management, Document Management, and Project Management solutions and professional services.•	Managed existing client base, prospected new clients, forecasted sales, negotiated contracts, and effectively advanced deals to achieve sales quota.

Enterprise Product Account Manager (2009-2012) & Enterprise Account Manager (2007-2008)

- Daily responsibilities include calling on the small CPA firms, prospecting, managing existing client base, forecasting sales, and advancing deals to achieve quota.  •	Also presented eight “Turning Technology to Profit” sales seminars in 2006 and conducted product presentations at the 2006 Users Conference.

Account Representative

- Created new client database by natural marketing, cold calling, referrals, prospecting and entrepreneurial networking.•	Retained clients by providing ongoing cross-selling services.•	Monitored daily, weekly, and monthly goals to obtain case rate production. •	Coordinated campaigns to solicit large audiences at trade shows, Social Security seminars, and lunch-and-learn meetings. •	Introduced and coordinated a unique insurance solicitation targeting 25,000+ alumni of a local university.

New York Life Insurance Company

Insurance & Financial Advisor

- Supervised a service team covering the entire state of Michigan.  •	Introduced and coordinated sale and service of new products such as irrigation pump stations and fertigation systems.  •	Developed and organized annual computer and software training seminars.

Todd Robinson