Executive Roundtable brings together local business leaders to discuss issues, share experiences, and provide support. We foster leadership excellence through structured meetings, annual retreats, and a commitment to each other’s success. Our mission is to empower members to reach their full potential and significantly impact their respective fields.

Levelset was *officially* acquired by Procore September 2021. Managed a team of 25 Account Executives and 3 Sales Managers, while recruiting, hiring, training, coaching, and working cross-departmentally to help scale the business.• Report directly to CRO• Grew SMB revenue from $2.4m ARR to $4.2m ARR

Modernize was acquired by Quinstreet July 2020. Led the orderly transition of the 2 sales organizations blending together before departing in December 2020.Assembled a cohesive team characterized by high performance. Responsible for recruiting, interviewing, and providing ongoing coaching and mentoring. Ensured synergy among disparate teams by developing consistent training material and guiding managers in content delivery. Strategized with sales managers and client service managers in directing reps to seize top opportunities and grow existing accounts. Presented thorough and actionable reports to executive leadership across four divisions.• Report directly to Division VP• Oversaw Regional Client Services team managing 200 clients spending more than $9M per year.• Guided Inbound Sales team generating more than $5M per year in new client sales.• Directed Mid-Market Outbound Sales team prospecting for clients capable of spending more than $150K per year.• Achieved record high revenue in two quarters with department staffed at50%.

• Boosted average client Lifetime Value (LTV) from $9K to $15K.• Pushed Average Contract Value (ACV) from $4K to $5,500.• Led a 300% increase in department profitability by contract.

Modernize is the conduit between qualified homeowners seeking home improvement contractors and qualified contractors seeking sales growth. My job is to make those connections happen.

Managed largest domestic construction accounts, including those with annual revenues of $1B and higher. Traveled to client sites, negotiating favorable terms with project managers; made key presentations and reviews to C-Suite executives on a quarterly basis. Met and surpassed all sales, growth, and profit margin goals.• Grew book of business from $4M annually to $15M.