Shaunna Smith in

Shaunna Smith

Editor · DISC type CS
Director, Client Relations at Pivotal Tax Solutions, LLC
📍 Mesa, Arizona, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Director, Client Relations
Job Level
Mid-senior
Location
Mesa, Arizona, United States
Personality Overview

How Shaunna shows up

Sometimes Friendly
Objective Thinker
Fact-Driven

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Shaunna cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2020
Director, Client Relations
Pivotal Tax Solutions, LLC
7-2012 - 8-2020
Senior Manager, Client Relations
Pivotal Tax Solutions, LLC
Office Manager & Appraisal Coordinator
Arizona Improvement Company
Office Manager
Montessori International School
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration - BBA
Capella University
Education details unavailable
Rio Salado College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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