Oct 2022 – Jan 2024 · 1 yr 3 mos · Toronto, Ontario, Canada

• Zip delivers a consumer-grade, intuitive one-stop experience with no training of any kind required; creating a crystal clear visual workflow of requests and where they sit across all cross functional teams. The end result is visibility and an auditable record for that request across all the teams.
• Maintained a quota while helping to onboard new hires, creating sales opportunities amounting to +750K ARR, building new sequences and talk tracks, and researching into new verticals.
• Helped lead the founding sales team as Zip became one of the fastest growing firms as one of the first 150 employees and 15th BDR
• Managed a book of 600+ businesses, over half self-sourced through personal research, created hyper-personalized and relevant sequences, selling intake-to-procure and P2P software.
• Outreached to C-suite, VPs and Director level decision makers, consistently making 70+ cold calls a day, 50+ personalized emails.

Jul 2022 – Oct 2022 · 3 mos · Toronto, Ontario, Canada

• Plobal Apps is a certified Shopify+ partner that builds native iOS and Android mobile apps, and provides informative consumer data to better serve and engage merchant’s end customers.
• Hired as 6th employee in North America, began as their first Sales Development Representative, managing all inbound prospective merchants drafting first sequences used by the sales team
• Promoted to BDR after 4 months, focusing on outbound prospecting while managing a book of 250+ accounts, researched net-new accounts, created personalized relevant outreach sequences to Owners, CMOs and Directors of Marketing, across many verticals, promoted again to Sr. BDR after 7 months
• Led the BDR team as top sales rep for Q2 2022 bringing in over $290 million in merchant sales as clients which would bring in $5.8 million in ARR
• Acted as a leader for the sales team, receiving leadership award for Q1 2022 which was voted by my peers
• Built out a ROI calculator and 12 month net-new revenue cash flow as an outbound prospecting tool while also building out a separate ROI calculator for company's website which is used as an inbound sales channel
• Worked directly with Marketing and Branding Directors to ensure consistent messaging and tailor inbound sales leads

Jan 2022 – Aug 2022 · 7 mos · Toronto, Ontario, Canada

Oct 2021 – Jan 2022 · 3 mos · Toronto, Ontario, Canada

• Plobal Apps is a global Shopify Plus Partner, who builds merchants powerful iOS and Android mobile apps and provide informative consumer data to better serve and engage end customers.
• Hired as 6th employee in North America, began as their first Sales Development Representative, managing all inbound prospective merchants drafting first sequences used by the sales team
• Built out the in-bound sales function by partnering with Marketing and Partnerships leadership to align on messaging
• Completed full sales cycle including closing and pricing with in-bound merchants in the growth market (sub 500K/year sales)
• Promoted to BDR after 4 months

Sep 2020 – Apr 2021 · 7 mos · Thornhill, Ontario

• Provided corporate, partnership, and personal tax services to clients for both US and Canadian tax purposes.
• Drafted Notice to Reader financial statements as well as provided bookkeeping and adjusting journal entry entries for small to medium sized businesses.
• Engaged in efficient tax planning for small business owners, reducing their combined corporate and personal tax liabilities by tens of thousands of dollars annually.
• Acted as a representative to the CRA, Revenue Quebec, and IRS on behalf of clients when discussing letters, notices, or audit engagements.
• Researched residency thresholds for professional athletes, comedians, and actors based on where the clients played or performed their work.
• Calculated client’s net worth, child support, and alimony for the family law lawyers at the firm.
• Prepared T1 personal, T2 corporate, T3 trust income tax returns and helped work on T4s, NR4s, and GST/HST returns for small business clients.

Oct 2018 – Jul 2020 · 1 yr 9 mos · Oakville

• Provided corporate tax services to clients with unique tax profiles in various industries including manufacturing, telecommunications, SaaS, and agriculture.
• Guided clients through audits from the CRA regarding withholding tax and transfer pricing.
• Disputed the CRA’s assessments of my clients’ tax labilities during an audit, drafted letters explaining the client’s revenue recognition procure, reducing the clients’ tax liabilities by millions of dollars.
• Prepared T2 and Schedule 91 returns, T106s, T1134s and NR4s forms. I also helded with the preparation of tax estimates for instalment payments.
• Consulted directly with client teams to automate the tax gathering process for working papers with Excel reducing time and costs of tax engagements.
• Worked a secondmwent with the MySolutions group at PwC where I provided service for small to medium sized private clients. The clients ranged from manufacturing business to a doctor’s practice and car dealerships. I would help with their bookkeeping, adjusting entries, any correspondence with the CRA, T2 corporate tax returns, and notice to reader financial statements

May 2015 – Aug 2018 · 3 yrs 3 mos · Greater Calgary Metropolitan Area

• Worked directly with business owners, store managers, receivers and cashiers to order and delivered merchandise across Calgary and rural Alberta
• Managed inventory and conducted weekly audits of merchandise on rural Alberta routes while maninting positive costumer interactions in small communities
• Consistently exceeded sales quotes selling on average of $500,000 worth of product each summer
• Received an award for top summer student for 2017 for overall sales

Sep 2014 – May 2015 · 8 mos · London, Canada Metropolitan Area

• Provide information to off-campus students on issues, events and activities that affect the community.
• Promoted positive interaction amongst community members, responded to tenate and bylaw questions, and advocated issues important to students living off-campus.
• Spoke directly with students who were facing housing issues and provided solutions, or guided them to additional resources or departements.