• Oversee CRM product development (digitize manual processes, centralizing data silos, client integrations) and implementation, securing enterprise clients and leading to clients growing from startup phase to exit stage/acquisition• Manage six figure budget to overhaul front end, backend, functionality, and features of product, expanding client lifecycle tracking capabilities, achieving high client retention rate, and improving client engagement with product/services YoY• Spearhead custom feature development to support client growth, resulting in clients with consistent renewals • Develop company growth and client acquisition strategy, growing revenue within 3 years

• Oversaw technical infrastructure for digital marketplace supporting insurance brokers and carriers, managed team of 6, and nurtured relationships with insurance carriers, securing white label partnership with top insurance carrier• Led development of logic to support content distribution engine for 100+ clients, ensuring unique content for all clients and preventing duplicate content for clients within similar verticals/geographic regions• Pioneered technical solution to analyze, integrate, store, and securely post financial content targeted to consumers on behalf of clients, maintaining 100% compliance with financial and HIPAA regulations for social media platforms

• Conducted market research to identify market gaps within the CRM industry, identified solutions, and built technology platform, enabling turnkey solutions with customization capabilities at lower costs and quicker implementation times • Assessed verticals to target, created GTM strategy, and designed client migration/implementation strategies, achieving profitability, penetrating insurance vertical, and finalizing client implementation within first year • Built strategy foundation for industry partnerships, channel partners, and white label options, securing partnerships with top insurance companies and insurance brokerages

• Oversaw customer service, quality assurance, configuration management, documentation, product distribution and customer training departments• Led projects and product strategy for various client implementation\customization projects and strategic internal new product development initiatives• Directed the creation of a mobile inventory barcode\RFID scanning solution from original requirements gathering, design, development, testing, and shipment to production at multiple customer sites within 6-month time frame

• Originated the Software Development department• Managed 20+ active client development projects, including interfacing with management and internal technical resources towards successful execution of project with outstanding level of customer satisfaction and retention