Fitmanager is a B2B2C software and hardware solution for brick-and-mortar supplement retailers, designed to streamline marketing, sales, and customer engagement.We support a high-value in-store sales process that doubles product sales with 90% less training, leveraging InBody scale data to recommend supplements and services.Our platform automates group and personal fitness challenges, attracting new customers and engaging existing ones, leading to 10x more sales opportunities.Additionally, we provide store owners with new recurring revenue streams through customer-facing fitness tools offered via subscriptions.

In my role, I was involved in steering the R&D organization, encompassing Product, Engineering, and UX, through the strategic process of intake, backlog prioritization, and grooming of objectives. Here’s how I contributed:- Led the definition of project scope, authored charters, and crafted detailed requirements to boost operational efficiency and drive revenue growth. My approach involved establishing dedicated teams, securing necessary resources, and navigating the discovery process to ensure clarity, executability, and scalability. - Collaborated closely with Project Managers to set project milestones, pinpoint key stakeholders, and provide accurate forecasts of project deliverables and their expected impact.- Successfully obtained charter development approval and secured buy-in from stakeholders and leadership, ensuring project alignment with organizational goals.- Implemented comprehensive project reviews, User Acceptance Testing (UAT), and Change Management processes, along with developing reporting and dashboard tools for ongoing analysis of project outcomes.This role allowed me to leverage my skills in strategic planning, stakeholder engagement, and project execution to deliver significant value to the organization.

During my tenure at Sysco, I played a crucial role in a national multi-product rollout, impacting hundreds of thousands of customers and spearheading marketing strategies that significantly boosted client interest and supported new customer acquisitions. Here’s a snapshot of my contributions and achievements:- Spearheaded the implementation of cutting-edge solutions including live delivery tracking, a centralized client ordering platform transition, and the introduction of Intercom®, establishing the company’s first global omni-channel B2C communication portal.- Led journey mapping initiatives, employing design thinking to scope projects, conduct customer interviews, and facilitate stakeholder workshops, culminating in actionable tasks and timelines for product delivery.- Developed and executed a detailed go-to-market (GTM) plan that outlined client engagement strategies and leveraged technology to secure a competitive edge in the hospitality sector.- Designed and implemented a comprehensive customer strategy, fostering leadership to guide the planning and execution of overarching customer experience objectives.- Ensured cross-departmental alignment, working closely with other department heads to guarantee a cohesive client experience across various touchpoints.- Served as the internal liaison for McKinsey & Co., collaborating on a project to reimagine Sysco’s digital strategy for their customer base, reinforcing my commitment to innovation and excellence in customer service.This position allowed me to not only leverage but also expand my expertise in strategic marketing, customer experience, and project management within a dynamic industry.

I didn’t really do much in this role…

At CAKE, I was instrumental in revolutionizing the sales process through meticulous research, design, testing, and implementation of a comprehensive Sales Stack—a curated suite of tools that underpinned all sales activities. Here's a closer look at my key contributions:- Orchestrated the deployment of pivotal sales solutions including InsideSales.com, Conversica, Toutapp, Salesforce, Marketo, and Intercom, significantly enhancing sales efficiency and effectiveness.- Meticulously defined and documented sales processes and lead flows, laying the groundwork for ongoing process optimization.- Managed the integration of products into Salesforce sandbox environments, ensuring seamless transitions to production.- Led the rollout and ongoing maintenance of sales systems for over 25 users, ensuring all tools were perfectly aligned with our sales strategy.- Innovated a sales support ticketing system, designed to scale while maintaining 24-hour resolution SLAs, thereby ensuring continuous sales support.- Actively monitored, tagged, and reported on sales tools issues, providing critical data for sales flow optimization.- Performed essential Salesforce Admin functions as required, drawing on my Salesforce Admin training to maintain system integrity.- Ensured the optimal performance of InsideSales.com's power dialer and lead manager, achieving an inbound lead response time of under 5 minutes.- Managed over 50+ sales devices and software, including iPhones and iPads, resolving all related issues promptly.- Redesigned the sales new hire onboarding process to be scalable, ensuring a smooth and efficient integration of new team members into our sales operation.This role enabled me to deepen my expertise in sales process innovation and system implementation, contributing significantly to the scalability and success of the sales department.

Orchestrated auditing and redesigning of Sysco's lead management system to optimize system and result in efficiently managing and processing new customers to their maximum revenue potential early in the relationship.• Rebuilt team and tech stack to effectively receive and respond to Sysco's 2000+ inbound daily leads, increasinginteractions and viable sales opportunities. Increased response time to new customer inquiries by over 500% resultingin a 40% increase in new closed business.• Influenced product development, implementation, and marketing through strategic analysis and supplying informedrecommendations based on market data.We research, test, roll-out, document, and train each solution ensuring adoption and proper utilization by the team it's meant for. We then monitor and support all critical systems to keep the sales pipe flowing at it's required optimal pace. We determine and execute all helpful integrations using available open APIs and Salesforce plugins to maintain an optimized Sales Stack. We are responsible for all new hire on boarding, off boarding, and transfers ensuring a relatively short ramp period for all sales positions.My team is responsible for monitoring and documenting all established processes/systems clearly while displaying their required role and purpose in the sales Org. My team maintains the Sales Playbook and actively updates it with revised process and protocol ensuring an optimized environment is always maintained.My team developed and designed the sales support ticketing system ensuring all sales staff is supported within the established SLAs. We monitor and report monthly sales support metrics documenting the Tech Stack's faults and available areas of improvement.

Orchestrated stakeholder management and relationship building; cultivate key relationships with market leaders and liaise with cross-functional internal teams to optimize stakeholder engagement experience.• Recognized and tackled challenges promptly and pinpointed new opportunities for delivery improvement for localadopting markets while leading a complete business model redesign.• Administered program management, including partnering with key stakeholders and contributors in marketingfunctions; oversee timeline of program competition, track progress of milestones and address any risks to completinggoals on time; propose solutions to mitigate risks.• Gathered and analyzed data to aid in market analysis and process as needed to optimize procedures.• Cross-collaborated with internal teams to develop and support team efforts and initiatives to adopt and support newbusiness model resulting in 10x increase in MRR leading to full acquisition by Sysco Foods.

I oversaw an Operations Team that focused on getting all new and existing restaurant operators using Leapset products to their full operational potential within set SLA timeframes. Involved in all duties pertaining to the on-boarding process, from operator training to full adoption of the products. I helped develop and transition the company from a virtual training system to a complete onsite launch program required by our parent company Sysco Foods. I assisted in the development of Salesforce processes to help track progress, SLA metrics and expose delays in on-boarding process. I designed step by step on site training processes, I assisted in the creation of a customer "leave behind documents" including customer survey, user quick guide, and best practices. This position is allowed me to build and hone; Team building skills, scalable operations, customer satisfaction, product deployment and client retention.

In this role, I helped design and build out an onboarding model that ensured the client's success, while retaining them as a long term customer. Utilizing my understanding of the hospitality industry my team and I were able to establish an onboarding process that dramatically improved the CLV across the board.

An iPhone app for the serious song writer. Founded in 2009, I designed and brought to market the first song writing application on Apples App Store. I bootstrapped freelance services from multiple countries around the world for wire-framing, art design and product development to build a product truly loved by its users. The product is still available in the app store with many refinements and optimizations from the original release. Its now called Lyricnote and boasts thousands of active users.

We built and sold a suite of restaurant software focused on the emerging tablet space.

iPad POS Installations, Merchant Services and Restaurant Consulting

Restaurant founder and operator of high end full service restaurant.

Learned SO MUCH about the hospitality industry first hand, night after night in the trenches.