Improving the Customer Journey Can Help Improve Win Rates

David Farhi is the SVP of Sales at Botkeeper, an automated bookkeeping solution for accounting firms. In this session, David talks through how he implemented several changes to Botkeeper’s sales process as a result of the findings from their win-loss program.

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Speakers
David Farhi
Senior Vice President of Sales
Botkeeper

David Farhi is a dynamic, experienced and adaptable sales leader who has spent the last 17 years working both directly and indirectly with the accounting industry. Driven by his passion for helping firms achieve their goals through the use of superior products and services, he spent the majority of his career at ADP and in 2020 joined Botkeeper as Senior Vice President of Sales. As a sales leader, David works in parallel with CPA firms of all sizes to understand their challenges and create meaningful AI-powered solutions. He creates and fosters a culture of growth and development for his team, helping individuals reach their full potential. David graduated from Penn State Smeal College of Business with a major in finance and a minor in international business. He lives in New Jersey where he has an extraordinary commitment to both his family and local sports.

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