Colleen Osborne, MBA
VP of Sales

Colleen Osborne brings over 18 years of experience in the tax and accounting industry, with deep expertise in tax workflow optimization and client relationship management. Throughout her career, Colleen has been instrumental in enhancing business processes, driving growth through service improvements, and leveraging cutting-edge technologies. Her extensive background includes significant contributions at leading industry organizations such as XCM Solutions, Xpitax, LLC, iChannel, Intapp, SurePrep, LLC, and Thomson Reuters. Colleen specializes in integrating AI-driven technology solutions and strategic outsourcing services, empowering firms to broaden and elevate their client service offerings.

In her role at SAM, Colleen is dedicated to advocating for the needs of both current and prospective clients. She emphasizes understanding each client's unique objectives and ensures the sales team delivers personalized, consultative guidance to recommend the most effective products and services that drive tangible results.