Core Values• Respect: We believe that respect is the foundation of human relationships. It means valuing the perspectives, contributions, and individuality of every team member, customer, and partner. As a company, we commit to listening with intention, treating others with dignity, and fostering an environment where everyone feels heard and valued. Respect is not just what we do—it’s how we show up, every day.• Bold: Being bold means having the courage to take risks, challenge the status quo, and pursue innovative solutions. It’s about thinking big, acting decisively, and embracing change as an opportunity for growth. On our journey, we encourage our team to step outside their comfort zones, share bold ideas, and lead with confidence, knowing that growth comes from action, not hesitation.• Positivity: We start with a smile, a please and a thank you. Positivity is a choice we make every day—a mindset that allows us to face challenges with optimism and confidence. We foster an environment where encouragement, gratitude, and enthusiasm are contagious. We believe that a positive attitude fuels creativity, strengthens relationships, and inspires everyone to perform at their best.• Teamwork: Teamwork is how we roll. We thrive when we collaborate, share knowledge, and support one another. It’s all about trust, humility, and a shared purpose. As a team, we celebrate each other’s strengths and tackle challenges collectively because we know that we achieve more together.• Nurturing: We are here to support each other in a culture where people and ideas can grow and flourish. We invest in the well-being and development of our team, providing the support, guidance, and opportunities they need to succeed. Whether it’s fostering personal growth, mentoring colleagues, or building lasting relationships with our customers, nurturing is at the heart of how we care for our people and the communities we serve.

• Built the Partnership function from the ground up; growing from zero partners to forty within two years• Drove 27% of total Americans revenue for the Education Vertical and 29% of the Healthcare Vertical through Channel Sales and Referral Partners • Designed, onboarded, and managed a multinational team with members in both the United States and India

• Defined and executed business development initiatives to expand Blend’s cloud-based SaaS platforms to over 300+ leading U.S. financial service firms processing an average of $5B in transactions per day, with nearly $1.4T in loan volume processed in 2020.• Engaged leading industry partners across tech and finance to diagnose complex problems and develop robust data-driven partnerships and solutions. • Identified and executed partners’ key business objectives, capabilities, and technical needs to deliver long-term value across diverse customers and markets.

• Increased business vertical revenue by 24% YoY from $18M in 2019 to $22.3M in 2020.• Delivered 12% YoY increase in 2020 graduation rate.• Conceived, build, and launched telehealth product in Q3 2021 with $1.5M in projected revenue.• Enabled sales team to book three new strategic accounts worth $700K in annual contract value (ACV).

• Oversaw team portfolio of 75 clients with $6.5M annual recurring revenue (ARR), directly managing five of the largest clients and exceeding personal revenue goal by 10%.• Cultivated, negotiated, and closed largest single-year contract renewal in company history with $1.2M in ACV.

• Founded and scaled new high-growth B2B division to $4.5M ARR in three years. • Achieved 151% of Q1 2017 bookings goal by closing largest single up-sell/cross-sell deal in company history with $2M total contract value (TCV) over four years.• Delivered 95% of 2016 bookings goal with $3.14M in revenue.

• Acquired by Upland Software, in 2024• Integrated 10% of accounts to new mobile marketing platform.

• Managed billing and customer retention for premium analytics product, contributing 15% of total company revenue in March 2013.

• Researched and analyzed non-traditional consumer lending industry regulations to pass New Hampshire Senate Bill into law: N.H. Rev. Stat. Ann. 399-A:1 et seq.https://gencourt.state.nh.us/rsa/html/XXXVI/399-A/399-A-mrg.htm

• Delivered $240K worth of projects through collaboration with project teams to produce client recommendations.

• Conducted primary research for educational consulting firm.

• Exceeded university enrollment goal by 138% and generated nearly $1M in revenue beyond goal.