Head of Data Science for UBIX, UBIX is an Advanced Analytics company that enables organizations of all sizes to leverage existing Customer Analytics, ERP & CRM infrastructure, blending transactional and external data to create new insights that drive intelligent action. With UBIX, business users and subject matter experts can quickly and affordably solve challenging analytics problems that are not possible without data science and AI.

UBIX helps enterprises scale next-generation data science by combining human intelligence and machine learning.

Improve RNL's go-to-market by leading product marketing and driving innovation, particularly with AI and machine learning, for all of RNL products.

CellTrak  provides a mobile and SaaS  solution that helps home care agencies in the US, Canada, and the UK deliver higher quality care, communicate more effectively, improve compliance, reduce costs, and increase productivity. CellTrak is integrated with over 24 EMR and state and MCO aggregators and supports over one million visits per week. Implemented account based marketing (ABM), replacing a dated and expensive, trade show-led approach. Created executive-level ABM content, generating new ABM pipeline each quarter.Developed a new VAR partnership and, in 4 quarters, grew bookings and increased pipeline over plan. Led a metrics-driven inside sales function that was designed to target ABM accounts.Focused sales engineering to address sales cycle blockers with demo paths based on EMR integrations.Managed marketing, partnering, inside sales, sales engineering, and sales enablement. Hands-on with all aspects of these functions, from strategy to management and implementation of MarTech and AdTech programs.

Stratus Intelligence helps high-volume consumer bankruptcy firms grow their legal practices. Stratus’ cloud software, StratusBK, automates the essential tasks in firm management: delivering client service, preparing and filing petitions, tracking cases and automating tasks.Increased MRR by 28% by re-positioning, creating new pricing, and directly managing sales.Cut expenses by 73% to right-size the company for the market opportunity.Re-positioned the company to focus on more lucrative adjacent markets while expanding revenue from the core offering by targeting larger firms.Managed all functions, including personally leading sales and marketing.Created and executed a new sales process, customer success function; developed new messaging, web site (not posted), and implemented Pardot for marketing automation.

SAVO provides SaaS, CRM, and mobile Sales Enablement solutions, which deliver the right materials, information, and subject matter expertise to improve sales productivity.Developed the current data science / predictive analytics strategy using data assets as differentiation. Led the research, proof-of-concept, customer and market testing. Managed excellent relationships with new analysts at Forrester, SiriusDecisions, and 451 Group – leading to high scores in critical comparative pieces, like SiriusDecisions' SiriusView.Saved MRR by developing a new analytics services offering to fill a competitive gap and address customer satisfaction.Used “Lean Startup” approach to create a product and solution strategic planning process. Worked with with engineering to support agile transformation. Partnered with customers to drive innovation in our portfolio, leading to a more market-driven roadmap for mobile (iOS and Android smartphones and tablets), prospect engagement, and channel enablement offerings. Built functions - product marketing, product management, competitive intelligence, analyst relations - while developing the product vision.Hired and developed a team of 12 product managers, UX designers, and tech writers. Partnered with sales and customer success teams to support sales cycles and revitalize existing accounts to ensure retention. Acted as a key speaker in customer conferences held throughout the country.Relaunched a new SAVO platform and guided the product through the “version 1.0” days, which require making quick decisions about enhancing stability v. investing in innovation.

Rebuilt arcplan’s marketing strategy, emphasizing its differentiation and setting the stage for stabilization and growth in a competitive market.Changed the positioning to compete in the Performance Management market rather than continuing to compete in the much larger and well-funded traditional Business Intelligence (BI) market. Partnered with sales to develop messaging for finance instead of IT, created sales enablement and communications materials, and launched a new web site. Managed metrics-based lead-generation budget of over $1.5m. Balanced marketing investment: SEM/SEO, SDRs, customer events, etc. Aligned activities based on sales metrics like revenue, pipeline, and qualified leads.

Managed a team of product managers in charge of SPSS’ predictive analytics offerings: data mining, text mining, web mining, and enterprise model management, which comprised the backbone of SPSS growth strategy. Managed SPSS’ flagship data mining product, Clementine (now IBM SPSS Modeler), to achieve growth targets, including 63% for SPSS data mining tools in Q1 2003, double-digit growth for at least 5 consecutive quarters through Q4 2004, and 100% growth in 1999 and 2000.Developed and promoted vertical go-to-market offerings to expand global adoption of SPSS solutions.Launched a new enterprise model management platform to move from a legacy desktop business into an enterprise applications business.Integrated technology from a text mining acquisition leading to growth that as a ‘genuine bright spot’ (SPSS’ SEC filing) and a first-to-market position in using unstructured and structured data for predictive analytics / data science.

Performed litigation support, eventually leading a team of up to 20, for major antitrust cases in the technology, healthcare and agricultural processing industries. Set up the workflow for eDiscovery systems, including the use of databases and imaging systems.