Stephanie Wagner

About Stephanie Wagner

I help businesses and financial firms streamline tax compliance by leveraging Taxfyle’s embedded and outsourcing solutions. With experience in sales, partnerships, and go-to-market strategy, I’ve worked cross-functionally with marketing, finance, and leadership to drive growth and optimize our offerings.Previously, I served as Interim Director of Sales, leading strategic initiatives to expand partnerships, refine pricing models, and enhance sales operations. Taxfyle is a member of 2021 Inc\'s Top Fastest Growing Companies, and we are revolutionizing the way accounting firms, wealth management practices, and professional services firms are increasing topline revenue, scaling their business, and maintaining strong client relationships.I have 15 years of experience in consultative sales and business development, procuring net new clients for outsourcing solutions and cloud HCM and SaaS technology, with a focus on mid- and enterprise markets. I have extensive knowledge of CPA outsourcing, CA HR regulations, workforce management and strategy, and solutions to increase growth and scalability.

Experience

1. Senior Sales Executive Partnerships & Growth Strategy

   Taxfyle

   Jan 2025 — Present · US

   I lead enterprise partnerships and go-to-market strategy for Taxfyle’s Embedded and white-label tax filing solutions, working directly with executive leadership to bring scalable, end-to-end tax experiences to fintech, wealth, payroll, and accounting platforms.What I do-Embedded & White-Label Partnerships: Lead enterprise partnerships for Taxfyle Embedded, enabling platforms to offer fully branded tax filing, compliance, and consultation experiences via API, iframe, and co-branded workflows-Enterprise Sales: Own full-cycle sales for embedded and outsourcing solutions, working with enterprise fintechs, RIAs, payroll providers, and Top 400 accounting firms-Go-To-Market Execution: Partner cross-functionally with product, engineering, legal, finance, and marketing to design intake flows, pricing models, and launch strategies for embedded tax products-Product & Pricing Strategy: Collaborate with C-Suite and product leadership on positioning, packaging, and pricing for enterprise and platform-based partnershipsLeadership & Results-Served as Interim Director of Sales, leading the organization through a transition year before returning to a senior IC roleAchievements-Top Sales Representative (2025)-Consistently top-performing sales rep since 2019, driving long-term revenue growth across SaaS, outsourcing, and embedded solutions

Education

• California Polytechnic State University-San Luis Obispo

  BS, Psychology, Human Resources

  2006 — 2010

Skills

• Human Resources
• Leadership
• Salesforce.com
• Applicant Tracking Systems
• Sales
• Program Management
• Onboarding
• Training
• Employee Relations
• Project Planning
• Customer Service
• Business Development
• Account Management
• Technical Recruiting