- Led sales and revenue functions at Privy, overseeing nearly $5m in gross revenue achievement.- Opened up new markets for Privy to pivot from just B2C to also enterprise, establishing a robust pipeline of prospects in banking, mortgage, and real estate industries. Including securing two pilot customers. - Built sales playbook, pricing models and sales enablement tools and functions to support the new business model. - Left due to downsizing, lack of enterprise market fit and the need to allocate costs to R&D efforts.

We empower those who help improve our communities. We help the good be better at achieving their unique mission rooted in a broader goal of improving the world we live in. Owned all go to market sales functions, including budgeting, forecasting, planning and execution. Implemented a new outbound sales function to drive proactive sales efforts and cross-functional collaboration with AEs, SDRs and marketing. Left due to unavoidable family / personal matters. But successfully secured three of the top five customer renewals. And built the sales playbook for success.

SaaS B2B fintech company specializing in selling to banks, credit unions and related financial institutions. Series A to high growth to post private equity acquisition- Owned overall sales and revenue targets, along with budgeting, forecasting, quotas and all sales go to market functions. - Grew revenue 10x in less than 4 years to over $40m in ARR- Individual contributor when needed, closing north of $5m in contract value- Implemented and designed our own sales methodologies to fit business needs and industry trends. - Hired, onboarded and trained nearly 50 sales professionals (built the onboarding and sales enablement functions)- Implemented roles for AM, AE, BDR, SDR, ISR and front line managers and directors- Coached 80%+ of team to consistent (above) quota achievement- Team leader, mentor and coach to the sales team and other employees to help grow their talents and careers.- Partner with C-Level enterprise customer executives to establish lasting, value-based relationships- Provide executive leadership to vendors, partners and internal cross-collaboration efforts.- Implemented a culture of winning, teamwork and partnership.

B2B venture capital based SaaS software company specializing in selling to Fortune 500 companies, large colleges and universities; as well as federal, state and local government entities and non profits.- Implement new, and managed, all incentive and compensation plans for sales and professional services- Developed, and owned, new pipeline review cadences, inspections and processes- Build pricing models, discount approvals and other contractual delegations of authorities (deal desk)- Contracts manager, negotiator and closer for over 200 contacts (new and renewals)- Delivered over 200 signatures from the C-Suite, navigating complex sales and procurement processes- Contracts included MSA, software agreements and professional services SOWs- Negotiated contract renewals included on average a 5 - 15% in increased contract value- Manage and coordinate responses to RFIs, RFPs, InfoSec reviews and related pre-sales processes- Responsible for revenue goals, building new comp plans, sales quotas and forecasting- Owned and built salesforce.com instance as well as marketing ops tools to support sales team- Successful acquisition by larger competitor in the space- Cross-functional collaboration: Helped to build a coalition of problem solvers

Chief of Staff Role Primarily Focused On:- Compensation (Quotas, Comp Plans, Operations) - Sales Turnaround and Strategy- Sales On-Boarding and Sales Training (experienced with Miller-Heiman, Sandler and Challenger)- Reporting Infrastructure; Best Practices and Processes- Internal Communications and Relations - Executive Management Communication and Reporting - Vendor RelationsPosition reports to the SVP of Sales and is responsible for managing the day to day logistics of a sales team.

-Sales Performance Reporting (daily, weekly, monthly, quarterly and annual cadences): - Performance against budget, quotas, and forecasts - Tracking performance and communicating performance to leadership team through to the front line - Executive level reporting, analysis, and communication- Pipeline analysis and trending: - Pipeline growth, movement and trends - Predict performance against objectives through conversion rates and trend analysis - Provide feedback and actionable data- Business Objects support: - Troubleshoot, testing, support and feedback on current BOBJ production environment and migration project (to upgrade current production)- Ad-hoc support for the global business as requested

- Reporting and maintaining a multi-billion dollar pipeline: budgeting, trend analysis, pipeline forecasting, data accuracy, financial modeling and variance of sales data against forecast - Experienced user of SalesForce.com (and other CRMs) and Excel to accomplish this- Reviews and prepares pipeline forecasts in conjunction with sales management to enable the business to measure progress against targets- Assists in maintaining an accurate picture of individual and team performance against the agreed sales plan and overall quotas- Ensure sales team is properly and accurately compensated on their performance through detailed pipeline management, comprehensive quarterly credit reviews and prompt attention to and correction of any errors- Assists sales organization with forecasting, budgeting and quota setting by working with managers and sales leaders- Identifies leads to the sale team to ensure potential opportunities are followed up with; including qualifying leads personally

- Pipeline maintenance of and reporting on a $500m+ per year pipeline- Attend and chair weekly, monthly and quarterly pipeline/status meetings for immediate department as well as at the corporate level- Develop performance reports based on managers, sales execs, offerings and demand generation- Development and successful execution of product and services campaigns as the supervisor of the telesales division- Tasked with working directly with marketing, finance, business units, and legal to ensure timely and immediate responses to various requests, inquiries, and necessary updates - Develop attendance goals and content (when appropriate) for CSC Events including Conferences, Executive Innovations, and Webinars- Develop lead generation goals for said events as well as non-Industry events- Develop and execute pre-conference campaigns to drive 1 on 1 meetings and booth traffic as well as develop lead generation goals for non CSC events.

Filed legal documents, made bank deposits, delivered various documents and exhibits for legal cases as well as helped in general operations including mail, inventory and other duties asked by my supervisor.