Site Content
Executive Experience
- Senior Executive experience (CEO, President, CDO, COO, CFO, Managing Director, Founder, Co-Founder) with proven track record with Data, Technology, Operations, and Digital Strategies.
- Global Business Executive leadership in Digital Transformation, Revenue Generation, Customer Success, Partnerships, and Software Product Management.
- Driven by strong communication skills, thought leadership, an understanding of innovative technology, an appreciation of a creative culture, experience in establishing accountable operational structure, and the ability to quickly develop then execute a strategic growth plan.
Visionary Velocity
- 25+ years of experience as a Technology Executive in the roles of Founder, Co-Founder, and product visionary in multiple industries.
- Proven the ability and track record to come alongside visionaries (Founder/CEO) and an existing Executive leadership teams to understand their vision and help put the building blocks in place for its continued innovation and growth.
- Early stage emerging growth companies need to leverage leadership that can wear multiple hats at the same time. Operations, Business Development, Financial, Customer Success, Partner Success, Strategic Partner Integration, HR, and Legal.
- Knowledge of building successful relationships and partnerships with some of the largest companies in the world while working directly with them to launch numerous technology products and programs.
Operational Excellence
- Achieves aggressive and quick scalability of multiple portfolio companies and products by leveraging years of experience.
- An honest approach and accountability to a “fail-fast” entrepreneurial mindset when necessary.
- Creation and implementation of multiple training, on-boarding, and account management programs to manage QBRs (and KPIs) for clients, customers, and partners.
Leverage Insights and Connections
- Respected active Global connections and experts in multiple disciplines, verticals, and industries.
- Capital raising experience with Series Seed, Series A, Series B, Convertible Notes, and Debt Financing. Angel Investors, Family Offices, and Venture Capital.
- Navigation of Investment/Merger/Acquisition Due Diligence and Data Rooms. Post-merger integration.
- Enterprise Software creation, development, and integration. Microsoft Azure, AWS, SQL, Data Lake, Microservices, and API.
Value Creation
- Focused implementation of Technology that consistently drives revenue and creates value for investors and shareholders.
- Executable and sustainable operational plans for Enterprise Sales, Sales Enablement, Sales Ops, Digital Marketing, Customer Success, and Partner Success.
- Key strategic leadership benefits stakeholders by providing execution, innovation, product development, leadership, employee development, and implementation.
Empowered Team
- Strategic implementation and integration for all departments and teams within organizations.
- Internal and external launches for training, enablement, and support.
- An acute understanding of the key roles that Sales, Marketing, Technology, Operations, Customer Success, and Partner Success play in any organization.
- Seasoned and transformational leadership that builds relationships with his peers on the Executive Team and earns the mutual respect of employees at all levels.
Digital Backbone
- The Fundamentals. Including - Office 365, Google Workplace, Brex, Salesforce, HubSpot, Adobe, DocuSign, QuickBooks, LinkedIn Recruiter, Greehhouse, GoodHire, LinkedIn Sales Navigator, ZoomInfo.
- Dashboards, metrics, KPIs, and reporting. Including - Microsoft Azure, Tableau, SendGrid, Bit.ly, Brainshark, Gong, Five9, SendSonar, Lattice.
- Microservices/API – Facebook, Twitter, LinkedIn, Yardi, RealPage, Salesforce, Microsoft, Sage, Equifax, Pipl, LexisNexis.
- Experienced with SOC 2 assessment and audit.