Responsibilities include building lead generation capabilities, transitioning from individual sales to regional team-based sales, and building out customer success organization to include all customer lifecycle services. Additional responsibilities include reporting and streamlining all related processes.

Launched and lead a consulting firm focused on equipping emerging private equity-backed financial technology CEOs with fully customized sales strategies that fully align with business growth goals by leveraging strategies to gain high volumes of sales growth for clients.• Engaged by CEO to implement new sales strategy for selling valuation tech to financial advisors and enterprises.• Advised CEO on regionalizing sales organization, reengineering process, new quotas, improving compensation, and building a strategy for integrating clients and CRM.• Redesigned sales process for a client organization to effectively sell fintech to financial advisors and enterprises.• Crafted new insights on recruiting sales staff, building a compensation plan, and modifying sales process, while improving sales methods and marketing.• Engaged growing fintech firm with leading time-saving technology, improving sales process, strategy, and hire plan for new sales team.• Assisted AI augmented organization on improving variable compensation program, retaining talent, and developing a new sales process.• Collaborated with fintech company raising $100M+ in C Round for alternative investments industry by evaluating pipeline, sales process, talent, and strategy.

Hired to transform an underperforming sales organization of 12 for a global 2000 market leader by overhauling the sales model, increasing revenue, and integrating a new sales organization prior to acquisition by Korn Ferry. This including managing a $12M budget.• Recruited a new sales leader whose skills and experiences supported the complete revitalization of an underperforming sales unit.• Developed a custom sales training to enable changes in the model which empowered sales reps to reliably build C-suite relationships and gain a new competitive advantage. • Transitioned the sales culture from a passive relationship model to an aggressive hunter-focused sales and account management model.• Improved selling effectiveness by expanding sales coverage into 20 new states and winning new opportunities.

Built, transformed, and led an inside sales organization into a high performing unit with 36 sales managers and sales reps, managing a $4.5M budget. Extended the national footprint and reengineered the sales compensation plan. • Transitioned the sales organization from an inside sales team to a regional sales structure that established a national sales presence and captured enterprise customers.• Recruited high protentional sales reps and developed 15+ of them to become heads of sales leading fintech sales organizations nationwide.• Deployed new pipeline reporting and forecasting using CRM tools, defining quotas, and implementing Performance Improvement Plan (PIP) to increase sales performance.• Created a “QuickStart” implementation program which focused on driving immediate value and ultimately resulted in a retention growth from 75% to 92%.