Jeffrey Weinstein Email and Phone Number
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As an enthusiastic executive and entrepreneur, I have led SaaS software firms through every growth phase and its associated milestones. From the early days of startups to the complexities of high-growth ventures and the dynamics of publicly traded companies, I have faced and conquered various challenges.My expertise lies in creating a vision and outlining and executing strategies that blend creativity, strategy, and tactical execution to drive results. I constantly consider what product set the market is ready for, the potential of technology, and fostering a collaborative culture.As Co-founder and CEO of TranscendAP, I am committed to transforming the accounts payable market space. We streamline the invoice-to-pay process for mid-market and enterprise clients by integrating AI and machine learning. Our platform features intelligent document capture, automated PO matching, sophisticated exception handling, real-time ERP integration, and a self-service supplier portal, offering a fully customizable AP management solution. Our domain expertise allows us to actively partner with our clients for success along their automation journey.My leadership approach focuses on collaboration, empowering all involved to reach their fullest potential. At TranscendAP, we alleviate the challenges AP teams face in their daily operations and strategically as their organization grows. Our goal is to enhance their function, efficiency, and overall experience through our innovative software platform and client success support. Since 2018, a wide range of industries has entrusted TranscendAP as we process millions of invoices worth billions of dollars each year.Beyond the boardroom, I am deeply committed to giving back to the community. I am an active mentor with the TechLaunch incubator, a member of the NJEDA approval board, and a limited partner in the NJ Tech Council Venture Fund, nurturing innovative startups in New Jersey.Locally, I serve as the Executive in Residence at Monmouth University, coaching students, working with the faculty and administration on key initiatives, and guest lecturing. I am also an elected member and former President of the Board of Education, and the appointed Chairman of the Township Planning Board in Ocean Township.Feel free to connect with me. I am always happy to chat and help others whenever I can.
Transcendap
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Cofounder And Chief Executive OfficerTranscendap May 2023 - PresentHamilton Township, Nj, UsAt TranscendAP, we are revolutionising the accounts payable landscape with our cutting-edge automation platform. As Co-founder and Chief Executive Officer, I lead our mission to streamline the invoice-to-pay process for mid-market and enterprise clients by integrating AI and machine learning.Our platform offers a fully configurable and powerful solution to manage all aspects of AP operations. Key features include:▪️ Intelligent, AI-driven document capture: Automates data entry and reduces manual errors.▪️ Automated 2, 3, & 4-way PO matching: Ensures accuracy and compliance in transaction processing.▪️ Sophisticated exception handling and escalation: Streamlines issue resolution and enhances efficiency.▪️ Real-time ERP integration: Provides seamless connectivity with enterprise resource planning systems.▪️ Self-service supplier portal: Empowers suppliers with easy access to their transaction data.Client success approach - we partner with you along your entire automation journey and continually help get the most out of all we can provide.Since our inception in 2018, a diverse range of industries has entrusted their accounts payable operations to TranscendAP. Annually, we enable our clients to efficiently manage millions of invoices and billions of dollars, significantly improving their operational efficiency and cost-effectiveness.
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President And CooCalamu Technologies Jul 2021 - Feb 2023Clinton, Nj , UsPresident and COO – Series A round of $16.5M completed January 2022Cyber Security SaaS start up firm focused on protecting the data itself and making data unusable to hackers from ransomware attacks. Brought in by existing investors for fundraising and building out the business. Participated in the seed round and provided advisory services to the company prior to joining. A key individual in the series A funding process. Managed strategic and tactical efforts for all departments from building the teams to driving an integrated plan including - GTM for sales, marketing and partners to software development, finance/HR, and client success/support. Continue to be engaged as an investor and advisor to the company. -
Chief Growth OfficerTraliant Sep 2019 - Jun 2021New York, New York, UsAt Traliant, an online compliance SaaS training solution, I spearheaded the strategic growth initiatives that significantly contributed to the company’s success and eventual acquisition by Providence Equity in December 2020. Traliant was ranked #13 on the Deloitte 2020 Technology Fast 500, and we served over 7,000 clients across various geographies and industries, helping organisations create inclusive cultures.Key Achievements:▪️ A key team member as the company went through a successful exit, culminating in its acquisition by Providence Equity.▪️ Played a pivotal role as the company grew to #13 ranking on the Deloitte 2020 Technology Fast 500.Responsibilities:▪️ Strategic GTM Initiatives: Led initiatives to drive growth, including building the partner/channel program, creating strategic account sales teams, and developing new marketing strategies to drive lead generation.▪️Revenue Retention: Focused on driving net revenue retention within the firm’s largest client, leveraging e-commerce for specific market segments, and championed the introduction of new product offerings to the market.▪️ Acquisition Process: Actively involved throughout the acquisition process, ensuring a smooth transition and continued growth.During my tenure, I was dedicated to addressing and changing behaviours related to preventing sexual harassment and discrimination and promoting diversity, equity, and inclusion through effective online compliance training. -
Interim Chief Executive OfficerValiant Solutions, Inc. Jan 2018 - Jul 2018San Diego, Ca, UsValiant Solutions, Inc., a Payroll/HCM SaaS firm, specializes in delivering Payroll, Human Resources, and Time Labor Management solutions to the hourly workforce market. I was brought in by the board of directors and a Private Equity firm to transition the team and mature its integrated plans across product roadmap execution, sales/marketing, and business development. Leading an experienced team and managing relationships with 1500+ clients, I oversaw all aspects of product development, sales, marketing, and partner strategy, including new strategic partner efforts, and client retention strategies. I worked closely with the board on growth plans while implementing financial governance initiatives to address client churn issues and enhance client services. I focused on stabilizing and steering the company toward a more mature and integrated operational plan during this critical transition period. -
President And CeoUpland Rightanswers Apr 2002 - Sep 2017Austin, Texas, UsI relaunched and built RightAnswers from a niche content provider into a leading global SaaS enterprise software firm focused on Search (NLP/Machine Learning) and Knowledge Management Applications for Customer Service and IT Support. We achieved a successful exit with an acquisition by Upland Software in 2017, while actively supporting the transition process.Key achievements included:Raising Series A venture capital, expanding to 20 countries, and transitioning from a perpetual model to SaaS modelGrew client base to 500 enterprise clients in the Global 2000 market, 70% US and 30% international business distribution.I led the integrated strategy across product development, sales, business development, and marketing, securing key partnerships with ServiceNow, Salesforce, and others. We established a 95% renewal rate, impressive net promoter rating and collaborative relationship worldwide with clients and partners. Established strong programs with clients via committees, user conferences and focused workshop sessions. -
CeoCompass Technology Group Feb 2001 - Mar 2002Startup Management Consulting Firm working with Venture Funds to maximize results for their portfolio companies. • Coached existing CEO/founders/C levels in the portfolio firms on their strategic and tactical plans • Assumed CMO/CRO roles in portfolio firms focused on addressing near term challenges while developing longer term business models for the portfolio firm to grow• Part of the due diligence process around new investment opportunities • Developed and conducted education and training session for the portfolio firms executives around a broad range of topics• Part of the Partners Weekly Meeting to give insight into the portfolio firms we supported
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Vp Of Marketing, Business Development And Sales OperationsEpresence 2000 - 2001From the Strategic Network Designs acquisition transitioned into this role• Public software (500M market cap) and IT services company focused on web consumer facing applications and IT infrastructure solutions • Led the various teams and managed the $4M marketing and Business Development budget • Developed strategies and plans aligned to the solution and sales organizations - Including all lead generation. messaging, product positioning and sales enablement programs across a senior 35 person enterprise sales organization • Partnered with Forrester and Gartner on marketing programs, message creation, and acquisition opportunities. -
Vp Of Sales, Marketing And Business DevelopmentStrategic Network Designs 1998 - 2000Acquired by ePRESENCE May 2001 in a successful exit• Brought in by the founders to grow the business, develop and build the company’s sales and marketing strategy, teams and position the firm for an exit • Company had plateaued its sales - Revamped its positioning, go to market strategy, sales focus, lead generation, sales enablement and solution road map • Grew the firm in the period from $3M annual sales to $15M. • Transitioned team into a Mobile/CRM Application/Systems Integrator focused in the pharmaceutical industry • Led the acquisition process from selecting investment banker through the eventual acquisition - Updata Capital led the process
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National Sale ManagerMagic Solutions 1996 - 1998Acquired by Network Associates in a successful exit• A leader in help desk software for the mid to large market• Company grew from 20M to 60M before being acquired• Started the West Coast Regional office that included a sales team, consultants and implementation team and that drove $5M in new sales client. • Hired 15 new sales people in a 4 month period• Oversaw the sales and client relationship of 500 new and existing clients. • Created the on-boarding and enablement programs for new remote sales hires
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Vice President Sales And MarketingCentury Consultants Mar 1992 - Jul 1996Financial and Student Management System focused on larger K-12 school districts throughout the US • Brought in by the founders to strategically grow and expand the business• Grew the firm into a significant player and the client base expanded from 50 to 250 customers nation wide
Jeffrey Weinstein Skills
Jeffrey Weinstein Education Details
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Monmouth UniversityAccounting And Finance -
Alfred UniversityChemistry
Frequently Asked Questions about Jeffrey Weinstein
What company does Jeffrey Weinstein work for?
Jeffrey Weinstein works for Transcendap
What is Jeffrey Weinstein's role at the current company?
Jeffrey Weinstein's current role is Co-Founder & CEO of TranscendAP | Software and Technology Executive | Leading AP Efficiency Through AI/ML Automation | Dedicated Community Volunteer & Mentor.
What is Jeffrey Weinstein's email address?
Jeffrey Weinstein's email address is jw****@****amu.com
What is Jeffrey Weinstein's direct phone number?
Jeffrey Weinstein's direct phone number is +173239*****
What schools did Jeffrey Weinstein attend?
Jeffrey Weinstein attended Monmouth University, Alfred University.
What skills is Jeffrey Weinstein known for?
Jeffrey Weinstein has skills like Saas, Business Development, Crm, Cloud Computing, Salesforce.com, Enterprise Software, Start Ups, Strategic Partnerships, Management, Strategy, Professional Services, Solution Selling.
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