Advising Klaviyo's CEO, Board and executive team on strategy, planning and successful growth strategies.

In this role, I was responsible for driving the company’s strategy and planning process and had oversight for all company execution. I worked closely with the CEO, executive team and the Board of Directors to advance the company’s top initiatives, ensuring Okta achieved its targets.I also worked closely with the CEO to manage Okta’s Board, driving meetings, communication and recruitment + onboarding for new Board members. During my tenure, we added 5 new directors to Okta’s board.I retired from full time operating work in February 2023.

Drove Global Business Operations and was part of the core team readying the company for its very successful IPO in 2017. Primary responsibilities included building and managing the organization’s Business Operations function, including most back office systems and related processes; the Sales Enablement function; and the Data & Analytics function, including Okta’s Data Warehouse. As Chief of Staff, I was responsible for driving a consistent executive team cadence for collaboration, alignment and business review/inspection. I was also champion for the company’s Women @ Okta (W@Okta initiative) to improve gender diversity, especially as we rapidly scaled the company.

Drove all business operations for Salesforce.com’s largest emerging businesses and fastest growing Clouds, including the Marketing Cloud (2012-2014) and Data.com (2010-2013). Core responsibilities included managing the organization’s P&L, delivering back office systems and process automation, providing ongoing visibility and measurement against key targets, and managing internal employee communications programs. I was also responsible for directing a consistent leadership team cadence for collaboration and business review/ inspection, as well as driving necessary improvements to facilitate scaling for growth.Accomplishments:● Operationally enabled Data.com to achieve high double digit year over year growth every year post acquisition and more than 100% YoY growth in the current FY● Led complex systems improvements and back office integrations● Successfully managed P&L to contribution margin targets every quarter● Integrated 3 companies into one “Marketing Cloud” following multiple acquisitions● Designed, managed and delivered employee communications & outreach programs● Awarded Operations MVP by Marc Benioff, across entire company (Feb 2013)

Built from the ground up all core business operations for Salesforce.com’s professional services organization. Starting with a small, primarily Americas-based PS practice, scaled the business to manage hundreds of resources globally by designing, implementing and streamlining our processes, systems, and third party vendor approach. Worked cross functionally with finance, sales, marketing, and R&D, as well as externally with many partners, to ultimately deliver thousands of successful product implementations for our customers.Accomplishments:● Grew business from $10M to $100M in revenue during my tenure● Built entire foundation for how to successfully run our PS business at Salesforce.com● Specified and implemented a platform-based time tracking & billing system globally● Designed all back office processes still in place today, which have enabled 10x scale

Partnered with department leader to direct overall strategy for Sun’s Services salesforce. Built and executed programs that resulted in a strong and effective community of more than 500 services sales specialists worldwide.Accomplishments:● Helped deliver the first ever $1B+ quarter for Services in Q4 FY’04● Helped drive $3.5B in annual services revenue -- more than 1⁄3 of Sun’s total revenue● Drove adoption and positioning of Sun’s “Preventive Services” offering to Sales,which was a critical enterprise service Sun introduced in 2004 to compete with IBM

Built a cohesive and innovative Analyst Relations program from scratch to improve and initiate the company’s relationships with the industry analyst community. Sun was moving away from a separate operating company (OpCo) model, to a more centralized corporate approach (they had ~26,000 employees at the time). Managed the team that worked to establish relationships with dozens of firms covering our products, as well as strengthening relationships with all the major houses in Sun’s bid to drive a “solution” message to its customers.Accomplishments:● Drove top quadrant placement for several of Sun’s key products with Gartner Group● Provided senior counsel to the Sun executive leadership team● Directed and managed all aspects of five Worldwide Analyst Conferences -- Sun’sannual strategy event for the industry and financial analyst communities● Oversaw multi-million dollar annual budget and drove external agencies to meetprogram objectives

Drove all aspects of Marketing for this software developer who created a suite of office applications for NeXT Computer’s operating system. Sun acquired Lighthouse Design in 1996. Following the acquisition, I ran marketing for this subsidiary for about a year and then moved into the primary division of Sun (SMCC) to lead their major product launches, overhauling the entire process of how we brought products to market.

Public relations account executive for Steve Jobs' NeXT Computer, Inc. Worked for external firm that handled NeXT's PR, and also acted as in house PR person in this capacity. Worked on several major product launches, including the 1990 launch of NeXT's entire workstation line (the NeXTstation). Also drove review program w/ key journalists and handled day to day PR activities.