Madison Root
Paradise Valley
Summary
Strategic professional with 8+ years managing multi-stakeholder initiatives and driving growth in tax incentive, real estate, and construction sectors. Cultivates relationships with government entities and industry organizations to advance shared goals. Experienced in drafting high-stakes documents, managing deadlines, and coordinating projects from inception to execution. Focused on partnership development and program coordination to support the AEGIS Consortium’s research mission at the University of Arizona College of Medicine – Phoenix.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Director of Business Development
Source Advisors
Remote
01.2026 - Current
- Cultivated strategic partnerships with accounting firms, real estate investors, developers, and wealth advisors to drive revenue growth.
Utilized consultative relationship-based selling techniques across tax incentives and cost segregation. - Oversaw entire deal cycle from initial prospecting through successful closure.
- Engaged with stakeholders to build relationships, securing new business contracts that expanded service offerings.
- Maintained enterprise client and partner relationships to foster loyalty and trust.
- Worked closely with technical and tax teams to create compliant, high-value offerings.
- Implemented outbound and referral strategies that consistently produced qualified leads and repeat business.
- Developed cross-departmental relationships to streamline project management from conception through completion.
Realtor
HomeSmart
04.2024 - 04.2026
- As a realtor, my brand is built on being a one-stop shop for all my clients' real estate needs. Specializing in the Scottsdale and Phoenix markets, I provide expert guidance throughout the entire buying and selling process, ensuring a seamless and personalized experience. From market analysis to contract negotiation, I handle every detail, helping my clients make informed decisions and achieve their real estate goals.
- Negotiated contracts securing favorable terms for clients, enhancing their buying and selling experience.
- Maintained up-to-date knowledge of local real estate regulations and market conditions to provide informed guidance.
Senior Support Manager
Source Advisors
01.2025 - 01.2026
- Established and nurtured strong client relationships, focusing on satisfaction and retention.
- Implemented strategies to support business initiatives and enhance partnership longevity.
- Streamlined internal processes, enhancing customer response times and supporting employee productivity.
- Strategized long-term business needs and applied customer feedback for process improvements.
- Played a key role in developing effective marketing strategies and conducting client outreach.
- Managed cost segregation projects and engagement letters, ensuring alignment with strategic partnership goals.
Client Success Manager
Source Advisors
01.2024 - 01.2025
- Developed strategies to support business initiatives and strengthen partnership longevity.
- Streamlined internal processes to enhance customer response times and boost employee productivity.
- Managed cost segregation projects and engagement letters for senior director of strategic partnerships.
Account Manager
Source Advisors
08.2022 - 01.2024
- Managed cost segregation R&D 179D and 45L projects, fostering strategic partnerships.
- Coordinated strategic initiatives execution, ensuring effective communication with key stakeholders.
- Provided administrative support to streamline office operations.
Sales Executive Team Lead
Removify
06.2022 - 08.2022
- Developed sales strategies, trained and mentored staff, drove revenue growth during U.S. market expansion
- Engaged with clients to understand their needs and provide tailored solutions.
- Developed and maintained strong customer relationships through regular follow-ups.
- Conducted product presentations to showcase features and benefits effectively.
Business Development Representative
Minute Mortgage
07.2021 - 06.2022
- Cultivated robust relationships with real estate agents to secure mortgage leads.
- Engaged realtors and buyer clients to drive business growth through strategic outreach.
- Streamlined transactions with realtors and in-house mortgage bank to enhance efficiency.
- Planned and executed networking events to generate new opportunities.
Implemented client outreach strategies to enhance connections and conversion potential. - Facilitated ongoing communication among stakeholders to achieve optimal results.
- Maximized customer satisfaction through attentive relationship management.
Vertical Development Manager
RestorationHQ
02.2021 - 07.2021
- Led project planning and execution for restoration initiatives across various sites.
- Managed cross-functional teams to enhance project delivery and collaboration efforts.
- Developed strategic partnerships with vendors to optimize resource allocation and procurement.
- Identified partnership opportunities that foster long-term collaborations and position the company as a trusted restoration partner in the construction sector.
Sales Account Executive/Senior Corporate Recruiter
Technology Providers Inc.
04.2020 - 02.2021
- Secured multiple major clients, consistently exceeding monthly sales quota of $1,000,000.
- Led recruiting department, implementing strategies that enhanced talent acquisition and improved overall recruitment outcomes.
- Led recruiting department and implemented effective talent acquisition strategies.
- Managed contract processes from client sourcing to relationship maintenance, ensuring smooth transitions and strong partnerships.
Assistant Manager/Sales Team Lead
Global, Inc.
10.2018 - 04.2020
- Trained sales representatives at all levels, enhancing team capabilities and performance.
- Oversaw daily operations, including reporting and territory management.Organized team structure to optimize efficiency and performance.
- Oversaw daily operations, including reporting and territory management.
Organized team structure to optimize efficiency and performance. - Gained extensive experience in door-to-door and business-to-business sales environments.
Education
Medical Studies, Neuroscience
Arizona State University
Psychology, Science
Scottsdale Community College
Skills
- Partnership development and cultivation
- Cross-functional collaboration
- Strategic initiative management
- Grant and proposal support
- Strategic partnership development
- Team leadership
- Professional writing and documentation
- Program coordination
- Multi-stakeholder communication
- Project and deadline management
- Research infrastructure support
- Process optimization
- Partnership development
- Sales expertise
- Research
- Policy and compliance adherence
- Public speaking and presentation
- Organizational leadership
- Problem solving
Certification
- Real Estate License - Arizona
- Arizona NMLS - Mortgage Loan Originator
Timeline
Director of Business Development
Source Advisors
01.2026 - Current
Senior Support Manager
Source Advisors
01.2025 - 01.2026
Realtor
HomeSmart
04.2024 - 04.2026
Client Success Manager
Source Advisors
01.2024 - 01.2025
Account Manager
Source Advisors
08.2022 - 01.2024
Sales Executive Team Lead
Removify
06.2022 - 08.2022
Business Development Representative
Minute Mortgage
07.2021 - 06.2022
Vertical Development Manager
RestorationHQ
02.2021 - 07.2021
Sales Account Executive/Senior Corporate Recruiter
Technology Providers Inc.
04.2020 - 02.2021
Assistant Manager/Sales Team Lead
Global, Inc.
10.2018 - 04.2020
Medical Studies, Neuroscience
Arizona State University
Psychology, Science
Scottsdale Community College