Adam Burgess

Experience

• 

  Walton Agency, Inc.

  Mar 2001 - Jul 2003

  Account Manager
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  Thomson Reuters

  Jul 2003 - Feb 2020

  I managed and streamlined overall sales operations of tax software, research, firm management, audit and document management systems. I developed and strengthened relationships of trust and confidence with managing partners and VP level customers by traveling 90% for an account base of 300+ current and non-clients. Moreover I overcame significant challenges associated with the East Coast, South Central, and Mid-West territories revenue and retention. I built strong customer affiliation relationships with clients all over the country through annual events to accomplish shared visions and goals. Show less

  • Enterprise Account Executive - Large Firms

    Mar 2009 - Feb 2020

  • Inside Sales Account Manager

    Jul 2003 - Mar 2009
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  Gartner

  Feb 2020 - May 2021

  Client Director, Global Enterprise

  I spearhead and standardize overall sales strategies in pursuit of global manufacturing corporations in SE Michigan worth 100B+. I nurture and fortify empathetic long-term relationships with c-suite via in-person 1:1 visits and web based meetings/presentations. I provide c-suite and supporting teams with top-notch organic sales of Gartner IT services and consulting packages. Through the engagement of global CIO's and their teams, I drive meaningful and measurable value of our services and coordinate with internal teams for developing strategies to support key initiatives as per CIO and their team's expectations. I formulate an account strategy in coordination with an account manager as well as other key team members with a background in global IT, marketing, and supply chain organizations, exploring growth opportunities and expanding our reach of services within my assigned fortune 100 accounts. Show less

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  MindBridge

  May 2021 - Aug 2022

  Director, Strategic Accounts at Mindbridge AI
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  CPA.com

  Aug 2022 - May 2024

  National Account Executive

  As a National Account Manager at CPA.com, I empower leaders at accounting firms by delivering industry insights, identifying growth opportunities, and offering strategic advice. I assist in developing marketing strategies, crafting innovative client solutions, and fostering stakeholder relationships. Additionally, I guide on optimizing technology to enhance efficiency and streamline operations through our DAS Audit solution.

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  Trintech

  Jun 2024 - now

  Enterprise Sales Executive

  As an Enterprise Sales Executive at Trintech, my primary focus is to engage with large-scale corporate clients, driving sales and revenue by developing and maintaining strong relationships with key decision-makers. This role involves managing the entire sales cycle, from identifying and pursuing new business opportunities to closing complex deals and ensuring customer satisfaction.Trintech’s solutions are designed to streamline and automate the financial close process, providing significant benefits to large global corporations. Our products help enhance the efficiency, accuracy, and transparency of internal accounting and finance operations. By reducing manual efforts and mitigating risks, Trintech’s solutions enable finance teams to focus on strategic activities that drive business growth. Show less