Partnering with SaaS companies in multiple industries as a de facto COO/CFO to establish and execute growth strategies, operating plans and capital allocation priorities.

- Led the deal process for the sale of MemberClicks to Personify and Pamlico Capital. The deal generated an excellent return on invested capital for private equity investors Level Equity and Five Elms Capital.- Built and executed strategic growth plans resulting in a 4x increase in revenue and 27 points of improvement in EBITDA margin over three years.- Served as the general manager for MemberClicks’ event and conference management solutions, driving +30% annual growth while implementing cross sell initiatives, operational synergies and launching a virtual conference management solution.- Consolidated and integrated the technical support and professional services functions from three legacy companies while maintaining >98% customer satisfaction and positive Net Promoter Scores.

Joined the executive team of MemberClicks after WebLink International was acquired in a deal financed by Level Equity and Five Elms Capital. - Led M&A activity and the subsequent integration of three strategic acquisitions.- Point person and architect for board and investor communication and reporting – including board meeting materials, monthly financial and operational reporting and governance matters. - Sourced, negotiated and closed on two rounds of growth financing with Square 1 bank (acquired by PacWest).- Implemented Intacct as the consolidated financial operating system for three North American entities and the consolidated platform for the revenue cycle management.- Constituted MemberClicks’ first People Operations team which curated the existing employee experience, created a valuable employer brand and launched dozens of talent management initiatives – leading to employee Net Promoter Scores of 70+ and repeated recognition as a “Best Place to Work” in Georgia and Indiana.

- Led the exit process to sell the business to MemberClicks, a private equity-backed strategic buyer.- Led product development through two of the biggest product releases in company history in successive quarters. Outcome of the releases was increased product adoption and improved customer retention rates.- Rebuilt and restructured the Marketing team to increase lead and sales pipeline generation through successful programs for digital inbound demand generation and content marketing.- Expanded TAM by 20x through targeted outbound vertical sales and marketing efforts. - Restructured operating model to take the business from EBITDA margins of negative 25% to break even in under two years.- Implemented customer success strategies resulting in a 94% customer retention rate and 99% customer support satisfaction rate.- Identified and leveraged business process and technology improvements to reduce COGS and improve gross margins from 58% to over 70%

- Refinanced existing venture debt facility through a revolving line of credit with SaaS Capital.- Raised $3 million Series B venture round that resulted in a 2x return on invested capital in under two years. - Implemented Microsoft Power BI to analyze customer data and create segmentation strategies for customer success, sales and marketing that led to accelerated growth. - Achieved 30% reduction in technical support volume through root cause analysis highlighting product enhancements, UI/UX improvements and self-service customer support opportunities

- Led the launch of the online learning division and delivered the biggest classes of new student enrollments in company history.- Designed and implemented a custom version of Microsoft Dynamics CRM for use in tracking online student enrollment and student success.

- Responsible for the accurate and timely processing of over 9 million vehicle title and registration transactions (75% of all BMV transactions). - Reduced average turnaround time for vehicle title transactions from 16 days to 3 days by implementing a document imaging and workflow platform.- Led project to centralize and automate license plate fulfillment by building a public/private partnership. Project decreased inventory by 70% and saved the state $2 million per year.

- Improved customer satisfaction to 97% across the entire state and was awarded the Governor’s Public Service Achievement Award for the resulting customer service turnaround.- Consolidated online vehicle renewal processing operations into a single fulfillment center. Leveraged this operation to migrate over 2 million annual transactions away from license branches using other, more efficient channels.

- Built and executed an integration plan for customer operations when Columbia House was acquired by Bertelsmann in 2005 which delivered cost savings of $11 million (35%) in the first year.- Proposed and implemented upsell, cross-sell and customer retention programs that led to channel revenue growth of $25 million over three years.- Reduced operating expenses by 25% through sourcing strategic vendor relationships and implementing a customer service segmentation strategy.- Implemented a data warehouse to consolidate data across 40 million annual customer interactions, improving financial and real time operating metrics for decision making.

- Member of Board of Directors for a closely held $20 million electrical supply company.- Led the Board and company management through an unexpected leadership transition - Selected and partnered with an investment bank to facilitate the sale of the business - Successfully sold the business to a strategic buyer for a favorable multiple of EBIDTA