Zane Curtis

• Lead the forecasting and demand planning team for TurboTax and responsible for delivering on a 7-figure budget for ~115M customers • Facilitated and accelerated the creation and adoption of ML-driven time-series models for forecasting customer contacts. This included the prediction of call volume, average handle time and intraday arrival patterns • Applied data insights to drive optimization in workforce productivity, operational efficiencies and demand planning leading to cohesive operational workstreams • Partnered with Data Scientists to help acquire data and with Analysts to improves the business process necessary to adopt the forecast. This improved Intuit’s ability to hire and staff 3,000 seasonal CPA agents while allowing the forecast team to tweak the ML forecast to exogenous events • Instilled a data mindset across Intuit Customer Success thru onboarding, training and establishing milestones for data growth. This effort increased the data knowledge of Customer Success by 35% • Influenced 3rd party vendor (Anaplan) by being the TurboTax subject matter expert and partnering across Intuit to build and apply an automated capacity planning tool which eliminated 5-days of manual work

• Appointed Project Manager for Mergers and Acquisition, growing MRC to a $225M company, 165% growth • Member of Senior Leadership Committee that oversees company’s strategy and execution • Entrusted with a team of 53 individuals, six departments (Analytics, IT, Order Processing, Contracts/Billing, Logistics, Developers) and responsible for collecting and billing $225M in revenue annually • Reduced IT spend by 20% thru asset management and inventory control, saving $500,000 in first year • Presented Customer Relationship Manager (CRM) software program to Xerox/GIS Executive Staff and ran it against their required CRM for 42 GIS companies. The vision of our CRM prevailed • Improved CRM to new level of automation yielding in $1M+ in annual savings and built an iPhone App with GPS coordinates, increasing customer satisfaction • Rolled out CRM to other core companies and trained adoption for 400+ end users • Co-Lead the Leadership Development Program (LDP) for 30 internal future leaders for three consecutive years • Awarded 2018 Presidents Award for “Outstanding Commitment” for reducing operational staff turnover and bringing employee moral to an all-time company high (91%)

• Learned SQL/VBA to further automate reporting, tracking and sales leads • Managed a team of 10 people and two departments (Database, Order Processing) • Traveled around the US to train 37 Business Development Managers on best practices and became the GIS Subject Matter Expert for process improvement • Researched and Implementing DocuSign for $80M company and worked with eight lease partners to allow deals up to $1M signed using DocuSign. (Based on my professional recommendations, DocuSign is now used at 50% of Global Imaging Systems (GIS) core companies) • Managed the building of a CRM that was automated for 125 sales individuals and automated revenue metrics for trend analysts and compensation • Using data analysist, claimed 200,000+ missing accounts from CRM. Implementing these leads generated over $3M in additional revenue in one year. Established an automated way to refresh these missing accounts quarterly to ensure minimal missing accounts • Awarded 2016 Presidents Award for “Outstanding Innovation” for DocuSign, Process Improvement and CRM creation/execution

• Created automated reports for sales that generated $2M in New Business annually • Hired as the first Database Manager for all Global Imaging Systems • Supervised a team of three people who provided sales support for 80 sales individuals • Started building a Sales CRM from my vision with one developer • Built report to review business trends/ customer turnover which was attributed to reduction of 38% customer attrition

• Partner with business units to assess learning needs for adult learning • Mastered Product Lines for Xerox/Software Applications to revamp and simplify training for young adults • Develop, maintain and improve training for employees, business partners and customers • Determine appropriate solutions to achieve goals and improve related employee performance • Stay current on technology-based solutions to maximize operations efficiencies • Evaluate the effectiveness of delivered programs; communicate results and recommendations for improvement to CEO/CFO

• Responsible for the marketing and outreach to school superintendents and military commands. • Created program marketing collateral • Expanded from 22 to 84 school districts, an increase of 282% growth • Increased program profit of 300% over budget • Responsible for identifying, recruiting, training, placing and motivating volunteers for organization with 90 programs in 12 counties across California • Manage 42 individual volunteers/interns and coordinate group volunteers • Placed 17 individual volunteers and 73 community project volunteers resulting in over $87,000 in organizational profit after first full year of implementation • Member of company cross-functional development committee comprised of six-team member (CEO, board chair, three executive vice presidents) focused on building sustainable funding o Coordinated agency ambassadors o Cultivated and stewarded donors at giving level of $10,000 and below o Helped raised $500,000+ through 200 donors

- Offering intensive case management to at-risk youth and their families. - Providng therapeutic interventions for behavior modification. - Teaching behavioral skills in the home or in a residential facility.

- Create and perform employee performance reviews and training sales staff on all sales and stocking procedures. - Monitor goal progress for all sales staff - Manage all floor activity and sales while handling customer inquiries and complaints.

- Performed over 100 phone calls per day resulting in increased business for Financial Consultant. - Updated client files, ensuring all compliance standards were met. - Created and monitored new marketing strategies yielding an increase of $30,000 per month.

- Hiring and recruiting employess for both full-time positions and special event positions. - Payroll, budgeting and projecting costs associated with daily opperations of multiple hotels. - Liason between hotel guests, parking company and hotel management staff, ensuring understanding and expectations were communicated clearly.