Client Success, Product Strategy, Go To Market

Advisory for Quarterly Planning & Partnership Program

Harbor Compliance helps over 25,000 organizations take government licensing requirements in stride. Our solution to compliance includes software and services to offload nationwide registered agent appointments, entity management, business and professional licensing, and tax registration. We make it easy to obtain new licenses and maintain your existing portfolio of renewals. www.HarborCompliance.com.

Why is closing on a home so complicated—even after an offer is accepted? With Reti360, it doesn’t have to be. We partner with the industry to improve everyone’s experience.Reti360 automates the contract-through-closing journey by providing a 360-degree view of every step it takes to close. Our platform integrates all closing participants, including, real estate agents, housing consumers (buyers and sellers), and their teams of professional service providers—from both sides of the home-buying and home-selling journey—in a single secure location to minimize delays, cut closing time, and reduce expenses.Finally, there’s a real estate closing process for the 21st Century.

Defined the global business strategy while simplifying the client journey, streamlining the very first prospect touchpoint through implementation, 24/7 support, and renewal. • Created scalable internal operations to optimize the onboarding experience. Developed messaging and a data strategy enabling the client service team to achieve over 100% client revenue retention year-over-year.• Created company product vision, focused to support the global B2B persona and launched sales and marketing campaigns that drove 8 quarters of 2x year over year growth. • Managed internal functions including Legal and Human Resources to ensure compliance and facilitate a collaborative culture built on mutual respect and hard work. • Expanded client base from 5x while increased ACV 2x. Established a presence globally in England and launched 24/7 support to satisfy locally based international clients in ASIAPAC and EMEA. • Created a scalable sales team and robust onboarding team to close seven figure software contracts.

Create and enact GTM strategies for SaaS start-up and mid-market companies. CloudGenera Responsible for global CloudGenera Systems Integrator program including alliance relationship and channel management, business pipeline development (services and product), opportunity support, solution/offering development, contract negotiations, management of alliance agreements, and business operations.Consistently produce double-digit growth for alliance partners and CloudGenera during acquisition of major accounts. Manage relationships of global Systems Integrators and regional VARs evaluating and implementing cloud offerings. Extensive knowledge in Financial Services, F1000, and SMB markets with proven track record of translating client requirements into business solutions. STOPit Developed GTM activities including global partnerships, reseller channels, strategic corporate alliances, and affiliations with associations. Created acquisition strategy with partners in alignment with vertical markets including corporations, insurance organizations, government institutions, K-12, and universities. Launched and managed STOPit Certified Partner Program to increase market verticals, expand revenue, and penetrate identified target prospects through channels.

Manage P&L of Transfer Pricing division. Integrate End-to-End Transfer Pricing solution into product portfolio. Extend product suite globally to governments, accounting firms, and F500 corporations. Transformed division from negative to double digit growth. Customer retention has increased 22%.Reinvented declining Transfer Pricing division into a profitable revenue asset by enhancing product suite offering. Identified gaps in product, pursued new white space opportunity, secured development funding, and leveraged internal workflow integrations. Launched End-to-End Transfer Pricing solution. Submitted and personally named in two patents.

Strategic member of TaxStream integration team post acquisition. Gained momentum for Tax Stream products within Thompson Reuters by creating compelling product offerings. Reduced implementation costs and increased profitability by forming India based consulting team.Managed sales, service and support, and operations for Global Tax Technology division. Expanded distribution domestically and globally (EMEA, APAC, LATAM) by launching Certified Implementor Program to channel partners. Revenue increased from $21M to $32.1M during tenure.

Acquired 650 corporate customers including 35% of the F500 market. Landed top 10 accounting firms as customers and channel partners. Created billable consultant division that partnered with accounting firms during product implementation. Represented 50% of total revenue. Built sales model to optimize growth with low CAPEX requirements. Minimized salesforce costs by implementing intern program. Managed client facing operations including Finance, Human Resources, Client Service, Sales, and Strategy that averaged 76% billable or more YOY. Created 24/7 customer support model with limited resources. Optimized profitability of client service by offering premium support at an additional cost.Implemented marketing programs that enabled collaboration with customers. Managed annual user conference (800 attendees), executive steering committee, and customer roundtables which served as a platform for product positioning and roadmaps. Developed targeted demand generation campaigns.

All aspects of fund raising and go to market for startup corporations. Including creating pitch books, attracting investors, closing fund rounds and enacting go to market strategy