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Deep Dive Discovery Best Practices
May 24, 2023
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Making and maintaining of IMPACT is something I am passionate about and take to heart. It’s one thing to make an impact, but it’s another when it comes to maintaining it – in spite of moments of disruption, change, ambiguity, and/or gaps.

I have been a professional in the SaaS Based Industry for over 16 years. My background is in both Operations and Pre-Sales, where I’ve been a top Individual Performer to Management of multiple Teams. I am able to apply my diverse experiences, knowledge, tenure, leadership, motivational skills, etc. to ensure the leaders, teams, and individuals I coach and oversee have a clear vision and are determined and motivated to achieve the defined goals – including ensuring we set and meet high standards.

My key principles (among others) as a Pre-Sales Leader is Standards, Consistency, and Recognition. We must have high standards if we are going to accomplish great things (including close/winning deals). Not varying or changing one’s mind as a leader is important, and helps build trust with others. And, if standards are high and they are achieved, there then needs to be space, time, and dedication for Team or Individual recognition. From my experiences, these few principles help to keep everyone challenged, determined, in-sync, motivated, and excited.

Business and Technical Acumen, Emotional Intelligence, and Curiosity are my team's key priorities within Pre-Sales.

I like to take complex things and simplify them for the necessary audiences.
I am a quick learner and like to learn things constantly.
I am people oriented, putting people first and a firm believer in brand building and exposure.
I can take a large workload, and successfully digest a constant flow of information.
I am passionate about developing people and meeting their professional wants and needs.
I am excited and strategic when working with our customers at all levels during Pre-Sales, direct sales or alliances/partners, or existing clients.

At SOVOS Compliance, we are safeguarding our clients against an uncertain future in the Global Tax Reporting landscape and are pushing to help our clients ‘Solve Tax For Good’. As such, we are able to provide scalable technology and services to all sized companies and industries, allowing small corporate as well as massive complex companies (and everything in between) to reap the benefits of robust, enterprise software and/or comprehensive services…future proofing them for current and forthcoming regulatory requirements.

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