Carr Talent

• Own the strategy, execution, optimization, and scaling of a $20M+ annual paid media budget across Meta, CTV, Paid Search, Native, Display, and emerging channels. • Remain highly hands-on within advertising platforms, personally monitoring campaign performance and driving optimization efforts. • Lead and mentor the creative team responsible for ad copy, video production, graphic design, editing, messaging, and campaign execution. • Ensure all creative initiatives are driven by measurable performance, testing frameworks, and return on investment. • Build structured experimentation programs that continuously improve creative performance, lead quality, and customer acquisition costs. • Develop scalable marketing systems for campaign launches, QA, reporting, forecasting, budgeting, and operational excellence. • Partner cross-functionally with executive leadership to align paid media strategy with overall business objectives. • Develop executive dashboards and reporting that clearly communicate campaign performance, business impact, and future growth opportunities. • Identify new acquisition channels, audience opportunities, and scaling strategies while maintaining profitability and efficiency. • Foster a culture of accountability, innovation, continuous testing, and data-driven decision making across the marketing organization.

• Review and oversee preparation of individual, partnership, S-corporation, and business tax returns. • Provide proactive tax planning for individuals and closely held businesses. • Research complex tax issues and communicate practical solutions. • Mentor, coach, and review the work of tax preparers. • Help improve tax workflows, quality control, and department processes. • Monitor changes in tax law and communicate their impact to clients and the team. • Partner closely with the owner to strengthen the firm's tax services and expand advisory offerings. • Build trusted, long-term relationships with clients through clear, practical communication. • Help shape the future direction of a stable, well-respected accounting practice.

• Acquisitions Managers • Lead Managers • Operations Managers • Dispositions Managers • Transaction Coordinators • Project Managers • Executive Assistants • Property Management roles

• Develop and execute retention strategies for high-risk and high-value customer accounts. • Personally manage escalated client relationships to reduce cancellations and strengthen long-term partnerships. • Create customized success plans that maximize customer satisfaction and retention. • Monitor customer health metrics and proactively identify accounts showing signs of churn. • Conduct regular business reviews with VIP clients and serve as the primary escalation point for strategic accounts. • Identify opportunities to expand existing customer relationships through additional products and services. • Partner with Sales and Customer Success teams to drive account growth and maximize customer lifetime value. • Coach, mentor, and train Customer Success Managers on objection handling, negotiation, and relationship management. • Improve retention processes by analyzing churn trends and implementing best practices across the organization. • Track retention metrics, revenue protected, customer satisfaction, and overall team performance while providing regular reporting to leadership.

• Conduct high-volume outbound cold calls to roofing companies nationwide • Sell pay-per-lead marketing services using a consultative sales approach • Build rapport quickly and identify each prospect's lead generation needs • Consistently overcome objections and negotiate win-win solutions • Manage and maintain an organized sales pipeline within the CRM • Utilize Go High Level (GoHighLevel) to track activities, manage follow-ups, and nurture prospects • Follow up consistently to convert prospects into long-term clients • Meet and exceed daily activity metrics, weekly sales goals, and monthly revenue targets • Collaborate with leadership to improve sales strategies and customer experience • Maintain accurate notes, reporting, and pipeline management while representing the company professionally in every interaction

• Meet and maintain company standards and metrics, standard unit appearance, and efficiency. • Maximize profitability by prudently controlling costs across supplies and staffing. • Manage a budget for your portfolio, adhering to set annual costs, and perform cost-benefit analysis when needed. • Develop and grow a relationship with the owners of the properties by proactively communicating and becoming the subject matter expert of their properties, ensuring they are clean, maintained, and well cared for. • Conduct regular inspections prior to guest and owner arrivals. • Partner and assist the business development team when new units join the portfolio. • Ensure compliance with all applicable regulations in each jurisdiction where we operate. • Manage an efficient and high-quality team, ensuring they are trained, effective, and adhere to company values, policies, and procedures. • Maintain team morale. • Identify potential leaders, and coach and grow your team into a strong unit with a focus on KPIs, balancing efficiency with quality. • Coordinate team work schedules with tentative schedules made at least two weeks in advance. • Establish and maintain open, collaborative relationships with fellow regional team members and the upper management team. • Be willing and able to perform all operational jobs if required and to provide cross-coverage for your staff when necessary. • Support your team on escalated guest and homeowner concerns by responding to emails, calls, and tickets. • Take proactive leadership to spot problems and inefficiencies and to add and change procedures to improve company operations.

• Take live seller leads and close deals from day one • Spend your time on real seller conversations • Direct access to the founder and decision-makers • Collaborate with the acquisitions team • Focus on sellers while the system handles busywork • Work responsive for time-sensitive leads evenings and weekends

• Book and confirm sales appointments with warm leads • Handle inbound inquiries and follow-up with prospects • Confirm scheduled calls and re-engage no-shows • Manage conversations and overcome objections to create urgency • Track and manage appointment details and no-shows

• Conduct multiple daily sales calls via Google Meet with warm leads • Maintain a high close rate through effective consultative selling • Follow up with select prospects to secure deals when needed • Collect payments and finalize client enrollment • Transition closed clients to the fulfillment team for tutor matching • Stay organized and manage pipeline effectively • Participate in ongoing training and performance coaching • Conduct structured, consultative sales calls with prospective clients • Identify client needs and align them with the appropriate tutoring solution • Confidently present pricing and handle objections • Close deals and collect payment during or shortly after the call • Ensure a smooth handoff to the client success and tutoring teams • Maintain accurate tracking of sales activity and performance metrics • Continuously improve sales approach through training and feedback • Represent the company with professionalism and integrity

• Lead, mentor, and motivate the Customer Success team (including refunds team) to achieve retention and growth goals • Own and manage a small, high-value book of business, demonstrating best-in-class client relationship management • Develop and implement retention and growth strategies to increase customer lifetime value and satisfaction • Establish and oversee structured follow-up processes to drive engagement, conversion, and retention • Monitor team performance metrics and KPIs, providing coaching, recognition, and performance improvement plans as needed • Partner with executive leadership to define retention targets and optimize Customer Success strategy • Coordinate ongoing training, onboarding, and professional development initiatives for CS team members • Collaborate cross-functionally with Sales and Marketing to improve lead quality and ensure seamless client experiences • Oversee refund dispute processes and ensure timely, effective resolution of customer concerns • Monitor online communities and social media channels to proactively address negative feedback and protect brand reputation.