Vicki Schneider

ROLE

Vicki is responsible for the company’s overall marketing and communications plans. She partners with DMA’s executive team and practice leaders to develop marketing and communications strategies to facilitate the achievement of DMA’s growth and financial goals. In addition, Vicki is the product owner of DMA’s custom CRM, which is a critical component to marketing and business development as well as the provision of DMA’s services by our tax and technology professionals.

 

EXPERTISE

29 years in management and business operations; 39 years with DMA

• Directly involved with multiple website upgrades, marketing rebranding initiatives, and campaigns
• Partnered with key stakeholders to develop a custom CRM that integrates with marketing software
  and DMA’s proprietary service applications
• Developed numerous best practice guidelines and protocols for key functions within DMA, including CRM data maintenance, agreement audit, account manager assignments, and more
• Previously led DMA’s Client Data team, whose role is to convert client transaction tax and/or property tax data into usable formats for tax professionals to examine during client engagements
• Performed transaction tax recovery reviews generating millions of dollars in tax savings for DMA’s clients earlier in her career
• Previously served as a District Manager for the Transaction Tax Division, where she was responsible
  for the operations of three regional offices
• Created best practice guidelines for all transaction tax services that are used by DMA transaction tax professionals in the provision of services to clients

TECHNOLOGY

Customer Relationship Management System | HubSpot | Salesforce

 

EDUCATION / CREDENTIALS

• Bachelor’s degree in Business Administration – Ball State University
• Authored several articles regarding transaction taxes for industry publications