Sampad Ghosh

About

Project/operations coordinator who helped spin off Cannabiz Advisor from an accounting firm, coordinating tax/accounting, marketing, sales, and client onboarding/training to launch the new service line and build a book of 30 clients within a few months. Also implemented a sales performance cadence at Orion Mobile with the VP of Sales, combining weekly metric reviews with structured rep action plans.

Key Strengths

• Led cross-functional launch of a spinoff business (tax/accounting, marketing, sales, client excellence) from scratch
• Built operating cadence (weekly reports + leadership syncs) to manage timelines, dependencies, and obstacles
• Unblocked executive decision-making by structuring daily review time and enforcing deadlines
• Created sales execution workflow with VP of Sales (weekly number reviews + rep plans + rapid-fire Monday meetings)
• Helped grow new business to a book of 30 clients within a few months
• Balances day-to-day operations with strategic work via calendar blocking, office hours, and buffer for urgent issues

Reference Highlights

• Drove major workflow stabilization during tax season
• Created/implemented structure that let accountants focus on accounting work
• Built and scaled the Client Success Coordinator function
• Effective trainer; created reusable training materials used across roles
• Strong systems and technology knowledge
• Strategic, proactive (not just reactive)
• Big-picture thinker; builds full implementation plans
• Calm under pressure; never lost his cool
• Handles competing priorities by seeking alignment on prioritization
• Pleasant to work with
• Persistent with executives when follow-up is needed
• Understands impacts across departments and balances considerations
• Devoted and loyal to his job
• Strong communicator
• One of the smartest people the reference has worked with
• Strong recommendation for high-visibility cross-functional leadership (Chief of Staff)
• natural leader
• inspires others toward a shared vision
• meticulous planning
• collaborative; brings together diverse backgrounds and visions
• people-first leadership; makes others feel heard and valued
• stepped up during leadership transition and low morale
• motivating presence
• restored enthusiasm and strengthened sense of purpose
• drove high event attendance and profit
• strategic thinker with efficient execution
• detail-oriented execution without overlooking details
• innovative problem-solving
• improved productivity by reducing administrative time
• financial prudence
• calm and methodical under pressure and ambiguity
• keeps teams focused and grounded
• clear, confident, respectful communicator
• solution-oriented with executives
• approachable and empathetic

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