Lead strategic account sales, working cross-functionally with each Pinwheel go-to-market team to grow revenue. Establish relationships and collaborate with leading banks, credit unions, and fintech companies to establish and improve primacy with their customers, increase deposits, customer satisfaction, and customer lifetime value.

Go-To-Market Advisory Services including the transition from project-based to subscription-based contracts, strategic account planning, business development, renewals, commission & bonus structures, productivity metrics & reporting, successful onboarding and activation of new customers, etc.

The Stage 2 Capital Catalyst supports early stage B2B software companies in scaling their businesses by combining Venture Capital and Go-To-Market, empowering founders with hands-on coaching from an unrivaled network of go-to-market leaders.

Full P&L responsibility for multiple business segments, as well as management of a nationwide team of strategic account managers, responsible for net revenue generation including new sales, upsell, cross-sell, and renewals. Cross-functional leadership across service delivery, customer success, sales enablement, solution consulting, marketing, etc.

Drove net revenue growth including new sales, upsells, cross-sells, and renewals for global strategic accounts by developing and executing value-based, consultative sales and customer success plans. 2019 President's Club

Vista's HPLP is a year-long program designed to grow CXO talent, with a focus on learning and leveraging Vista best practices across each functional area of our respective businesses and building a network with other executives within Vista portfolio companies.

Led the Asia Pacific & Japan Solution Consulting team, helped clients to analyze their strategy, sales, and operational performance for recurring revenue and made recommendations for improvement. Leveraged individual and team subject matter expertise, industry benchmarks, and best practices and created technology-enabled managed services solutions to help clients grow recurring revenue. I built long-term, mutually successful business partnerships designed to help clients achieve their strategic and financial goals. Led and participated in mutual discovery, analysis, solution & business case development, contract negotiation & closure, and implementation for new clients and client expansions. Primarily focused on Australia/New Zealand (ANZ), ASEAN countries, India, Japan, & Korea.

As part of the North American Solution Consulting team, helped clients to analyze their strategy, sales, and operational performance for recurring revenue and made recommendations for improvement. Leveraged individual and team subject matter expertise, industry benchmarks, and best practices and created technology-enabled managed services solutions to help clients grow recurring revenue. I built long-term, mutually successful business partnerships designed to help clients achieve their strategic and financial goals. Led and participated in mutual discovery, analysis, solution & business case development, contract negotiation & closure, and implementation for new clients and client expansions. Primarily focused on United States and Canada.

Established customer success organization responsible for creating deeper customer intimacy and utilization of services. Led the merger & consolidation of technology infrastructure, business processes, intellectual assets, and brands of three independent subsidiaries into one combined company. Managed enterprise software systems including sales & customer service CRM, marketing automation, website analytics, and website content management. Established a centralized, real-time reporting infrastructure for all areas of the business including sales, marketing, customer service, research, and program management. Hired, developed, and retained customer success, technology development, and operations employees.

Helped launch the TPSA in September of 2005. Developed, executed, and managed in-person and online programs and research initiatives to help member companies operate their technology consulting businesses more effectively and profitably. Analyzed and aggregated quarterly financial data for over 80 companies to develop industry trends and insights. Engaged hundreds of customers in a custom benchmarking program designed to optimize the management of technology professional services & consulting. Designed and implemented overall corporate CRM strategy. Created website content management program.

Delivered and sold management consulting services to large enterprise as well as federal and state government clients. Specialized in strategy, process re-engineering, and implementation of supporting technologies for sales force automation (SFA) and customer relationship management (CRM) initiatives.

Delivered and sold management consulting services to large enterprise as well as federal and state government clients. Specialized in strategy, process re-engineering, and implementation of supporting technologies for sales force automation (SFA) and customer relationship management (CRM) initiatives.

Identified new institutional market opportunities for voice-activated software through a three-month primary research project focusing on major universities and colleges. Increased awareness, educated potential customers, and assisted resellers at industry trade shows.

Managed technical assistance billing accounts, established departmental success metrics, and increased departmental efficiency through an automated reporting process for a large customer service organization.