We have launched a new pricing model. Checkout Leadfacta.com for more info! Clients Include: Gembah, Raintree, PrideBites, Outmore Living, Manage America, and more!● Developed a turnkey outbound B2B sales service encompassing email, LinkedIn, and phone marketing, in conjunction with CRM optimization, increasing clients' sales by generating 20-50 opportunities per month.● Content Creation: Train and onboard internal and client sales reps by creating highly detailed SOPs along with an organized self-service toolbox—PowerPoint, Confluence, and video—enabling fast hands-off onboarding. ● Designing marketing and sales reports to analyze the effects of different messaging and persona combinations, resulting in a 3x increase in reply rates on average and enabling sales reps to exceed revenue targets. ● Integrating seamlessly into clients' CRMs and partnering with clients’ sales teams to streamline sales operations and facilitate the effective handoff of warm leads, increasing the sales win rate by 5% on average.● Develop, execute, optimize, and assess transformational sales and marketing operation enhancements and technology solutions, ensuring no lead is left behind and no rep wastes time.

Clients Include: PG&E, Restoration Hardware, Constellation Insurance, and EY● Stepped into a critical role three months prior to Minimum Viable Product (MVP) launch, leading a lean team of three to swiftly define and design the UI and technical requirements for the MVP.● Drove consensus by employing SAFe (Scaled Agile Framework) methodology to streamline design and development sprints, not only meeting a hard legal deadline but also providing maximum business value.● Orchestrated the development and rollout of an Emergency Website for power outages, guiding a team of 16 (comprising 10 developers and 6 testers) through three product releases within a nine-month period, enabling 16 million Pacific Gas and Electric (PG&E) users to prepare for wildfire seasons.● Conducted in-depth product discoveries to define the customer's business needs and project resource requirements, team composition, and project budget; pitched findings to sales teams, facilitating the acquisition of new clients such as Restoration Hardware.● Crafted comprehensive user flow diagrams for an Artificial Intelligence corporate Learning and Development (L&D) product for EY, empowering the User Experience team.● Leveraged intimate business development and relationship management to sell potential solutions to stakeholders, even before said stakeholders realized there was a solution available. ● Encouraged collaboration between business and technical teams in order to develop well-informed product roadmaps, establish project timelines, cost, schedule, and staffing needs, and define detailed epics, features, and stories. ● Monitored and assessed the team's KPIs including velocity, planning accuracy, and burndown, enabling proactive resolution of delivery issues.● Standardized interview processes, interviewed candidates, taught team members best practices for conducting interviews. Trained, shared constructive feedback, coached new hires, and supervised junior product owners.

● Helped clients define their vision, delivered product roadmaps, wrote epics, features, stories, acceptance criteria.● Support sales by turning proposals into actionable project plans● Industries include: Electricity/Utility, Retail, Insurance● Most proud of: kicking off a project with a core team of three and growing into a team of sixteen

• Created a video priority list, enabling Wayfair to focus on video for the highest-impact SKUs.• Designed a Tableau dashboard to track rich media content's (such as video) operational status and financial impact.

• Created an industry report of freelance platforms’ approach to career development and freelancer sentiment of those platforms, drawing out key insights about gaps in the platform eco-system and issues holding back the overall gig economy.

To The Point Consulting specializes in CRM, marketing, and sales operations consulting enabled through full-stack SaaS Solutions such as SalesForce, HubSpot, and more.Main Clients Include: Microsoft, Go Shippo, and Status Labs● Achieved annual savings averaging $100k for clients researching and defining the problem space, and implementing solutions, such as Sales Cloud, CPQ, and other SFDC product lines. ● Secured eight project contracts with C-suite executives by translating their visions into comprehensive proposals that showed how SFDC could help achieve their business objectives.● Collaborated with and supervised clients and internal staff to build customized client solutions.● Ensured successful adoption of Salesforce solutions by creating and delivering training materials, and hosted SFDC "office hours" for ongoing support and guidance.

Collaborated with an internal team of 5, Partners' team, and inventors to create a go-to-market (G2M) strategy for a Virtual Reality (VR) medical software. Deliverables included: > Market Landscape: Mapped the complex and growing players in the VR space, including software, hardware, and industry specific players. > Value Proposition Assessment: Use cases and journey mapping> Licensing Criteria: Created a list of variables and weights to assist and determining ideal licensing partner. > Final Licensing Recommendation: Evaluated over 100 potential partners; recommended top three for client to pursue

Originally Get-Accepted, acquired byThe Princeton Review.● Enhanced gross margins by $2 million through the implementation of sales automation, sales reporting, and Salesforce CPQ, enabling the sales team to allocate more time to sales activities rather than administrative tasks.● Facilitated the expansion of the inbound sales team from two to 30 local representatives, achieving monthly sales of $3 million by consolidating two disparate sales software systems and standardizing sales strategy, resources, and processes.● Spearheaded the establishment of an outbound-only sales team, overseeing recruitment, training, and system processes.● Conceptualized and implemented lead scoring mechanisms, resulting in a tenfold increase in revenue generation for the outbound sales team.

Client: Whole Foods Market● Designed the Salesforce model for Affinity, the WFM customer loyalty program, as the Salesforce Architect in collaboration with a team of cloud architects.● Developed a strong client relationship through networking, honesty, and execution. Identified and sold two new service projects, preparing and presenting written and verbal materials to support the sale. ● Established and managed an offshore technical support team of five members, achieving 100% SLA compliance.● Led sprint planning, grooming, and daily standup sessions for the Loyalty App's Salesforce.com component, overseeing a multidisciplinary team of over twenty developers, testers, architects, and business owners.● Assumed a pivotal role three months prior to MVP launch, navigating the departure of two technical managers and an overpromising vendor. Managed client expectations, filled managerial roles, and facilitated daily communications with the vendor to ensure project deadline adherence while preserving project integrity.● Assessed SmartButton’s (SB), the big data engine behind Affinity, technological alignment to multiple clients’ innovative strategies. As the solution engineer for SB, sold clients in live demonstrations and oversaw all SB requirements, including the overall integration into the client's ecosystems.SaaS Practice: ● Supported sales of multiple million dollar customer loyalty projects by conducting fit/gap analysis for a transaction point processing tool and prospected clients' requirements

● Collected and prioritized hundreds of client requirements for three initiatives: Affinity (think Starbucks loyalty app), Service Cloud, and Whole Body (a membership discount program)