Helping the founding team to drive adoption and revenue in the AI infrastructure space

GTM advisor for AI training and monitoring platform focused on fintech

Copilot CRO is a GTM advisory service for start-ups in B2B SaaS focused on:-First time or technical co-founders-Companies that sell into regulated industries within fintech, insurtech, and healthcare-Products may include applied data, AI / ML, core operating systems, APIs, and other enterprise applications-Seed to Series B+ companieswww.copilotcro.comSelling technical products into industries like fintech, insurtech, and healthcare implies long sales cycles and customer feedback loops. As a result, having access to an experienced GTM advisor that has worked in these situations can help start-ups to progress and accelerate their revenue faster.At a high level, I partner with founders to identify problems that they’ve never encountered and work with them to overcome them quickly. This allows the founders to focus more on their full time responsibilities, up-levels the existing teams, and provides professional development and coaching for key leaders. However, the ultimate benefit is that the company grows faster and founders protect the finite time and resources they have.

GTM Advisor for an embedded travel company

GTM Advisor for an open source CAD start-up

Helping the founders and GTM team to build a B2B enterprise SaaS revenue motion for embedded payroll

Helping the founding team to build a repeatable revenue motion

Helping the CEO transition to an B2B enterprise SaaS motion

Helping founder to move to a B2B enterprise sale for an embedded financial solution

Helping the founder with GTM positioning, pricing, product, and strategy

We are building the first benefits data platform for employers, brokers, benadmin platforms, and carriers to exchange data securely, quickly, and accurately. With better data, our clients are able to increase retention, reduce operating costs, and improve the member experience.

Consulting, advising, and incubating ideas and working with entrepreneurs to help bring products to market.

Connecting government agencies and consumers through better user experiences and technology.

Led the planning, development, and GTM of two product launches. Spearheaded the creation of the GTM strategy that structured the framework behind launch, the hiring of the revenue team, the creation of the sales pipeline, and the close of 5 critical clients. Met with prospective clients to both create product and win new accounts. Built and managed B2B sales and marketing teams, identifying areas of improvement, and providing infrastructure and processes to secure new business. Built an expanding pipeline of business opportunities accompanied by a sustainable customer launch process. Interviewed and hired all new team members.

Signed financial organizations such as Equifax and Fannie Mae to establish an innovative credit analytics business throughout the lending community to drive fastest growing vertical. Collaborated with C-level executives to create and execute against revenue plans and define the company’s short- and long-term goals. Hired, trained, and managed the enterprise sales, customer success, and sales engineering teams. Streamlined the integration process leading to increased retention and faster sales cycle.Key Achievements:• Scaled to $130M+ of revenue from $80M, with 1,000+ clients, and managing over 500 people.• Achieved 35% year-over-year growth.

Successfully identified and acquired 25 new clients carrying a quota and was promoted to Head of Partnerships. Sourced and closed a specialized pipeline while working with the development team to create design improvements. Gave key insights on product development and rollout strategies for the Beta program. Partnered with marketing to create key messaging to partners and prospects on the value of WePay.Key Achievements:• Successfully grew monthly revenue by 6,000%.

Vitality Financial was a leading and innovative healthcare finance company. We were an early pioneer in healthcare and online lending. Our aspiration was to be the BillMeLater for medical bills. We partnered with hospitals to offer affordable loans to patients to help them pay their medical bills.

Operational and finance manager for over 7 partner sites including process improvements and financial reporting.