Supporting Growth Stage and Start-Up companies grow and scale. Engagements have included: Go-To-Market Strategy, People Operations Tech Platform Redesign, Competitive Landscape, Pricing, Product-Market Fit, Recruiting Strategy, B2B Sales Process, B2C Marketing Channel Strategy and Implementation, Buy-Side M&A support.

StudyPoint is as tech-enabled educational services company that has helped over 50,000 kids on the path to college.As a board member, I onboarded and trained the new President, and provide oversight on long-term strategy, product development, and financial management of the company.

Spearheaded the growth of a bootstrapped startup to $11M in annual revenue, developing operational infrastructure to support over 4,000 customers and 700 staff. Partnered with CEO (Co-Founder) and CFO for P&L oversight.Led a digital transformation that drove an impressive 22% YoY revenue growth for 8 years. Directed a cross-functional team of 6 department heads (Operations, Sales, Customer Success, Recruiting, HR, and Finance) in daily execution and GTM implementation of new products and services.Expanded overall business functions, building new departments including an HR team of five FTEs, and leading the organization-wide rollout of a new Sales & Business Development model with a Direct Sales team of four FTEs.Championed the development and launch of a new Call Center and proprietary White Board technology. Ensured Call Center recruitment (with Sales and Customer Success functions) for a team of 21 and oversaw organization-wide user training and implementation.Partnered with the CEO and CMO to lead a successful rebrand. Secured marketing investments to support growth plans, hired an external development team for a new website, and implemented fully integrated

Spearheaded the launch of a 100% virtual business model, building a dedicated Digital Sales team from 6 initial hires to a successful 13-person team with a robust VP, Director, and Manager infrastructure within 4 years.Championed product development of new high-quality curriculum programs with a focus on customer success. Collaborated with the VP of Operations to create 2 new products leveraging an external development team.Led the development of a proprietary platform for practice testing with a customer-facing diagnostic assessment and an internal customer curriculum tracking and progress reporting system to empower the Customer Success team.Established data-driven sales and customer success strategies by implementing performance management, listening/voice reporting, and conversion data analysis. Created new KPIs that resulted in a significant 159% revenue growth.Architected the Sales process from lead generation to closure, implementing a 6-phase sales methodology and a seamless handoff to the Customer Success team for onboarding. Utilized a suite of sales and data management tools (SugarCRM, MSSQL, Microsoft Suite, Veera Construct) to optimize efficiency.Directed the successful transition of 10 brick-and-mortar locations to a virtual model, maintaining a headcount of 25 FTEs and 400 PTEs.

Non-profit bringing free, 1-on-1, online tutoring to thousands of underserved 3-8 grade students around the United States.

Senior Strategist serving one of the firm’s largest clients (big oil & gas)Responsible for product lifecycle on B2B product vertical; worked with client’s divisional President. Established product, market, and customer analyses to build refined GTM and Sales plans on existing products. Set pricing strategy with client’s Global Pricing division; wrote product re-org and expense reduction plans.Led client interviews and learning sessions to uncover product mix opportunities to drive $1B product line with OpEx improvements.

Led Operations and Marketing verticals for the startup; successfully built company to 25 FTE and 130 PTE and $4M in annual revenue; took 3-year leave of absence for MBA program and Consulting role. Managed B2C marketing efforts designed to rapidly scale new customer acquisition while reducing customer acquisition costs.

Co-founded tech-enabled SAT/ACT prep, academic tutoring, and admissions consulting company.