David McMahan
Director of Sales Operations | Senior Leadership | Driving GTM & AI Strategy, Sales Processes & Quota Achievement at Taxwell (TaxAct & Drake Software)
- Role
- Director of Sales Operations at Taxwell
- Location
- Franklin, NC, US
- LinkedIn followers
- 500 followers
About David McMahan
Senior Leader | Sales & Revenue Operations | Salesforce Admin | Certified Agile Project Manager | 3x Salesforce Certified | Salesforce Ranger
Experience
Director of Sales Operations
Aug 2023 — Present · Franklin, NC, US
As a senior leader and Director of Sales Operations for TaxAct and Drake Software, I partner with executive leadership to design and execute high-impact go-to-market strategies that drive revenue growth and organizational alignment. I focus on building scalable sales processes, optimizing quota and performance management, and overseeing the sales technology stack to maximize efficiency and execution.Leveraging data-driven insights, I enable accurate forecasting, stronger accountability, and better decision-making across the organization. My work bridges strategy and execution through process design, CRM optimization, and cross-functional alignment. Passionate about operational excellence, I build systems that streamline workflows, empower sales teams, and support predictable, sustainable growth across two leading professional brands.Key accomplishments:• Founded Taxwell’s SDR team, creating a predictable pipeline engine.• Implemented Salesforce Sales Cloud and led the Salesforce merger for both professional brands.• Completed the full merger of both brands, unifying sales, marketing, and operations.• Restructured the sales department to improve agility and performance.• Implemented best practices across forecasting, pipeline management, and sales execution.• Deployed Pardot to modernize marketing automation and lead lifecycle management.• Built a data-driven decision framework for accurate forecasting and strategic planning.• Championed an AI-first strategy and developed the company’s AI roadmap.• Created an agentic Zoom-integrated chatbot to generate pipeline and enhance online self-serve sales.• Built an AI assistant for sales to improve productivity and automation.• Developed an AI assistant for competitive intelligence, delivering real-time strategic insights.
Education
Western Carolina University
Business Administration and Management, Sales and Marketing
Southwestern Community College
Associate of Arts and Sciences (AAS)
Skills
- Sales Presentations
- Jira
- Cpa
- Xml
- Tax Law
- Ruby on Rails
- Troubleshooting
- Tax Preparation
- Team Leadership
- Spreadsheets
- Computer Maintenance
- Sales Process
- Data Entry
- Direct Sales
- Income Tax
- System Administration
- Software Documentation
- Call Center Start-Up
- Windows 7
- Visual Studio
- C++
- Java
- Ruby
- Customer Service
- Training
- Customer Satisfaction
- Call Center Development
- Javascript
- Customer Relationship Management (Crm)
- Accounts Receivable
- Tax Accounting
- Css
- Telephone Skills
- Visio
- Linux
- Customer Support
- Windows
- Leadership
- Visual Basic
- Google Docs
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