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Retained in this executive position with this $50M world-class employee engagement strategies firm after acquisition and integration of Brand Integrity in 2018. Continued to provide full range of Client Services and Success solutions through this 20+ staff unit to market leaders through seven global offices. Longest tenured member of Client Success Global Leadership Team overseeing over 1,800 clients across multiple industry verticals. Major clients included Comcast, Excellus Blue Cross Blue Shield, Unilever, Constellation Brands, Rite Aid, University of Rochester, AECOM and many others. Fiscal transparency for P&L, budgeting and cost controls. Fully accountable for $4M in annual software recurring revenue and up to 20% in upsell volume, growing to over 500,000 end users across over 25 industries. * Achieved significant client-side results, such as decreasing employee turnover by 67% and complaints by 38% and generating $5M in cost savings, while increasing sales volume by 18% and eliminating $650K in recruiting/training costs.* Company’s innovative software and services expanded client’s staff engagement levels by 3x over average US levels. * Consistently delivered 95% yearly client retention rate and 60+ average Net Promoter Score (NPS) by championing positive work culture. * Streamlined US client services and smoothly consolidating three distinct client bases into single SaaS model in 2020; also personally responsible for $10M in net new sales to key accounts prior to acquisition.* Played crucial role in achieving industry excellence status for company in 2020 – “USA Great Places to Work Certified,” “Inspiring Workplaces® North America” and “Best and Brightest Companies to Work for the Nation®.”* Ranked among fastest growing regional companies, “Top 100” in 2016 from Rochester NY Chamber of Commerce.* Personal recipient of “Forty Under 40” award in 2011 from Rochester Business Journal.

Sold grant development products and services to Fortune 500 market leaders, representing $250K in annual fees billed.

Sold organizational development solutions to B2B clients with a focus on leadership development, change management, innovation/creativity and workforce diversity.

As part of Internet Business Group, pursued and closed opportunities to commercialize leading-edge technology out of world-class research sectors – PARC and Research Centre Europe.

Created brand-new marketing function and launched new consulting services division, The Patriot Group.