Case 03
Security positioning that contributed to a 10% increase in enterprise win rate
Enterprise buyers weighed security heavily but had no clear way to assess whether TaxDome met their requirements.
Results
20+
enterprise opportunities where the Trust Center was shared within three months
+10%
Enterprise win rate
Security positioning and materials contributed to this increase.
The challenge
For enterprise buyers, security was an important factor in evaluating practice management platforms. However, buyers needed a clearer way to understand TaxDome’s security capabilities and assess whether the platform met their requirements.
The approach
I worked with Product and Engineering to translate technical capabilities into customer-facing value. Competitive analysis and Sales feedback helped identify gaps in how security was communicated.
I led the development of the Trust Center and supporting content, customer proof, and Sales enablement materials, making security information easier to find, understand, and use throughout the buying process.