Jennifer Flynn

Vice President of Partnerships @Source Advisors

Boston, MA, US

I’m passionate about helping CPA firms grow by building real, lasting relationships. The best partnerships happen when you show up consistently, add value, and truly care about the success of the firm and their clients. Over the years, I’ve been lucky to work with incredible CPA partners, business owners, and executive teams, helping them open new doors and solve real challenges. I’m proud to have built strong referral networks, trained amazing teams, and created tools and processes that make it easier for everyone to succeed. In my role, I have a hands-on approach to strategy, team development, and relationship management, focusing on both short-term goals and long-term growth. Here’s a look at what I’m doing to accomplish these goals:• Develop, codify, document and continuously update a prescriptive ‘CPA playbook’ for CPA logo acquisition and enrichment. • Upskill and train Sales Directors by executing on the CPA Playbook.• Partner with Sales Directors to break into new CPA Logos and increase market share. • Represent Source Advisors in a leadership capacity within the CPA Channel ecosystem.• Support broader aligned initiatives within and outside the Revenue Organization. • Direct management of a team of Sales Directors. • Help my sales team meet quotas by- Driving new relationships & revenue- Providing relationship & revenue enhancements for existing relationships- Create an environment & platform to share & incorporate best practices- Providing sales strategy & guidance on relationships & projects.• Review and analyze sales and operational records and reports; use data to project sales, determine profitability and targets, and identify potential new markets. • Resolves customer concerns, staffing fluctuations, and other issues that may interfere with efficient sales operations. • Collaborates with executive leadership to develop sales strategies. • Prepares sales budget; monitors and approves expenses.

Rutgers University - College of Engineering

BS Materials Science Engineering, Ceramic & Material Science Specific Courses, Fiber Optics, Chemistry, Physics, Mathmatics