Jenn Settecase

Account Executive @Smartbean Bookkeeping & Payroll Services

Orange County, CA, US

Drive business growth by strategically managing the entire sales lifecycle, from daily prospecting, including direct outreach and representing the brand at networking events, to effectively closing inbound leads and cultivating lasting client relationships through a consultative approach, providing tailored solutions; meticulously documenting all activities within the CRM-Develop and maintain strategic partnerships with referral sources like CPA firms, finance professionals, and law offices, leveraging strong networking and relationship-building skills to generate new client referrals-Commit to continuous professional development by understanding basic accounting principles, participating in company training and industry webinars, and engaging in ongoing education related to accounting and small business-Craft and deliver compelling presentations highlighting the positive impact of our solution.

Mater Dei High School

High School Diploma

Saint Mary's College of California

Bachelor of Arts - BA, Communications major, Psychology minor