Jeffrey Berk Email & Phone Number

Chicago, Il, Us

Co-founder and member of leadership team Create and maintain operating model / business plan Implement initial company setup and operational structure Oversee finance and accounting functions Oversee human resources, benefits and payroll functionsCollaborate with CTO on software design concepts, functionality and testingLead content and strategic marketing initiatives, collateral and programsArchitect software product framework, methodologies and taxonomies, including AI transformationsAuthor company values and culture concepts Lead business development and market segmentation effortsLead direct and indirect sales efforts, operations, and processesDevelop new business, manage and grow existing business in sales and account management capacityConduct presentations and demonstrations of software and business strategyResponsible for establishing cost and pricing models for software subscription Manage and maintain internal control and risk management infrastructureManage relationships with financial, accounting, legal and other services firmsReview, finalize and sign master service agreements and statement of work documentsParticipate or lead strategic initiatives, alliances and partnerships Design and manage revenue, expense and cash flow modelsLead vendor relationship management monitoring and measurementParticipate in fund raising and M&A related activities Oversee business processes, polices and procedures to ensure they function as designed

Created various graduate level courses in operations, entrepreneurship and analytics. Teach in MBA and Executive programs at multiple universities.Authored a book on process improvement that is used in graduate operations courses.Co-authored two books on human capital analytics in conjunction with software startup role.MBA Advisor for entrepreneurial projects and accounting projects.

Founder of FeedGap, a reverse survey tool technology companyProvide leadership and management of organizational strategyOversee day-to-day operations (finance, product, marketing, sales)

Created /teach workshop on process improvement taught to thousands worldwide. Developed and managed a technology to allow professionals to share operating practices. Tool garnered thousands of users reading and sharing process oriented work practices. Authored best practice and risk management content in HR, CRM, IT, Finance and Supply Chain.

Chicago, Il, Us

Member of leadership team reporting to CEO/FounderCreate and maintain operating model / business plan Manage CRM systems, sales process and sales pipelineOversee finance and accounting functions Oversee human resources, recruiting and talent management functionsResponsible for implementing and growing managed service subscription technology businessManage and maintain internal control and risk management infrastructureManage relationships with financial, accounting, legal and other services firmsReview, finalize and sign master service agreements and statement of work documentsParticipate or lead strategic initiatives (ex. pricing change)Interface with Board of Directors on regular basisDesign and manage revenue, expense and cash flow models.Active participation in business development and marketing functionsOversee business processes, polices and procedures to ensure they function as designed

Leader in start up through acquisition of a technology company returning 7x value to shareholdersManaged significant elements of due diligence process during CEB acquisitionFunctional architect of a world-class cloud-based talent analytic technology Recognized author and thought leader for human capital and talent measurement and analyticsBuilt organization’s operational processes to scale to millions in revenue and over 100 employeesDesigned profitability models to understand solution margins, cost structures and price pointsAuthored organization internal policies including employee handbook and variable comp plansCreated Client Success/dedicated account team implementation and services model Managed the strategic linkage between sales, product, technology and operationsSenior advisor to strategic clients in multiple industriesResponsible for international expansions in Europe and Asia Led direct sales efforts, negotiations, solutions architecture with prospects Built the solutions engineering team and process enablement functions Developed and led marketing team with diverse media offeringsGoverned cloud-based technology security, privacy and scalability protocolsSenior leader in strategic product marketing effortsProduct evangelist writing and speaking on strategic topicsManaged SMB sales team and lead generation efforts resulting in over 10,000 direct leads per yearCreated company’s consulting practice, hiring team, developing products and executing projectsRan highly effective technology implementation team with client retention of 95%

Managed a staff of ten technical and functional professionals in their day-to-day projects.Initiated, developed and closed business development opportunities with top tier clients.Managed and built relationships with C level professionals at top tier clients.Architected and managed strategy, change management and business process improvement projects

Senior financial auditor managing financial statement audits.Worked in multiple industries including government, healthcare, manufacturing and retail.Worked on special projects such as business process reviews, post audit reviews, 5500 preparations

Mba, Marketing, Entrepreneurship

Bachelor'S Degree, Business And Accounting