Business Development Client Success

TRACEY DAVIS

King George, VA 540-***-**** ****************@******.***

Personal Summary

Dynamic Software Sales and Pipeline Management professional with over 20 years of proven success in a Fortune 500 environment. Recognized among the top global performers at Intuit, consistently exceeding sales goals and driving client success. Expertise in managing high-volume pipelines, leading global training programs, and building long-term relationships through consultative selling. Certified QuickBooks Pro Advisor with extensive knowledge of CRM platforms, including Salesforce and Siebel. Adept at training, team leadership, and fostering a high-performance culture. Strong track record in client retention, lead generation, and business development.

Skills

QuickBooks Pro Advisor

Salesforce, Siebel, QuickBase

Microsoft Office Suite

Pipeline Management

Consultative Sales

Global Training Leadership

Leadership

Communication

Problem-Solving

Adaptability

Collaboration

Customer Focus

Professional Experience

Sales & Business Development Professional 01/2002 – Current

Intuit, Inc.

Consistently ranked among Intuit’s global top performers, honored for delivering excellence in integrity, customer success, and sales results.

Expertise in QuickBooks, Salesforce, Siebel, ININ, Quest, and QuickBase, with advanced skills in Microsoft Office tools (Word, Excel, PowerPoint).

Partner with small business owners to optimize financial software, payroll, and operational workflows, ensuring clients’ success is prioritized.

Demonstrated excellence in managing inbound and outbound sales pipelines, utilizing consultative sales strategies to build and maintain long-term relationships.

Led multiple training initiatives, including QuickBooks, Payroll, and Siebel programs, enhancing product knowledge, and selling skills for thousands of employees.

Transitioned from supply management to specialized CRG project roles, accumulating 8+ years of experience in payroll operations before excelling in outbound lead generation and sales.

Proficient in lead generation strategies, conducting high-impact conference calls, and fostering client loyalty for repeat business opportunities.

Receptionist/Administrative Support (Part-Time While Part-time at Intuit) 01/2003 – 01/2005

Gray Hawk Systems

Managed day-to-day administration, coordinating travel, interfacing with customers, and preparing essential documents to ensure smooth operational flow.

Supported the Facility Security Officer by efficiently handling visit requests, ensuring compliance with security protocols, and managing sensitive documentation.

Demonstrated organizational expertise in document management, streamlining processes to enhance productivity and maintain secure operations.

Education & Training

Intuit – Management Development Classes

Employee Development Workshops

Germanna Community College

Coursework

Certified

QuickBooks Pro Advisor

Selected Highlights

Achieved CU Sales Club status 15+ times, often exceeding 150% of sales goals.

Led 100+ training sessions globally and was recognized with academic awards for training excellence.

Managed pipelines with thousands of accounts, maintaining hundreds of daily outbound contacts.

Received numerous accolades, including Top Sales Award in Mountain View (FY08), Top QB Seller for Bahamas Trip, CEO Winner (2009-2011), and CEO Achiever (2015). CEO Sales Club Winner 2016-2023.

Volunteering: provided QuickBooks training for SERVE, supported local fundraising events (St. Jude Lip Sync fundraiser, Warrior Dash), and organized 'We Care - Give Back' campaigns.

Represented Intuit at conventions and trade shows, building client relationships globally.

Selling Merchant Services.

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