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Welcome! ...I serve as a C-Level professional who aligns technology and corporate strategy to enable SaaS companies to anticipate, shape, and lead major market transformations with new software products and services. • I oversee product P&L's, strategic partnerships, mergers and acquisitions, the integration of new product and business models, the incubation of new and disruptive technologies, and the cultivation of world-class technical talent. • I have been a leader in 4 SaaS software technology companies (public, private equity and private) directing them through rapid growth including organic, merger, acquisition, and transformation. I am experienced in strategic planning, operations, B2B marketing campaigns, product positioning, product management, product marketing and new product development. • My industry experience includes: Multifamily Housing, Real Estate, Utilities and Energy Management, Tax, Accounting, Health Care, Electronic Payments and Management Consulting. I have held the following positions in my career:Board MemberChief Executive Officer (CEO)President - 3 Lines of BusinessChief Operating Officer (COO)Chief Digital Officer (CDO)Risk Officer Cyber SecurityChief Technology Officer (CTO)Chief Information Officer (CIO)EVP Product Management Specialties: • Execution and positioning technology SaaS software companies for long-term top and bottom-line growth and profitable exit strategy. C-Level Executive with P&L experience. Proven performance in Private Equity, M&A activity, and software engineering.My Skills and CompetenciesUnderstand the Business - Business Insight, Customer Focus, Financial Acumen, Tech Savvy.Making Complex Decisions - manages Complexity, Decision Quality, Balances Shareholders.Creating the New and Different - Global Perspective, Cultivates Innovation, Strategic Mindset.Taking Initiative - Action Oriented. Resourcefulness.Managing Execution - Directs work, plans and Aligns, Optimizes Work processes.Focusing on Performance - Ensures Accountability, Drives Results.Building Relationships - Collaborates, Manges Conflict, Interpersonal Savvy, Builds Networks.Optimizing Diverse talent - Attracts Top Talent, Develops Talent, Values Differences, Builds Effective Teams.Influencing people - Communicates Effectively, drives engagement, Organizational Savvy, Persuades, Drives Vision and Purpose.Being Authentic - Courage, Instills Trust.Being Open - Demonstrates Self-Awareness, Self-Development.Being Flexible and Adaptable - Manages ambiguity, Nimble Learning, Being Resilient
Dlwc Company
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CeoDlwc Company 2015 - PresentManagement Advisory firm leveraging domestic CEO and BOD experience, in combination with the latest technology research, disruptive technologies, product management, product marketing, to provide actionable strategies to ignite and accelerate growth for emerging SaaS businesses. Led the Operations and Pricing Teams specializing in the electricity and natural gas energy needs for real estate owners. Expertly offering traditional and clean electricity and carbon offset energy options to address ESG initiatives and P&L.DLWC is an executive leadership service that focuses on strategic planning, development and implementation of business plans and maximizing profitability through flawless execution. • Launched a Mobile product for an energy management SaaS Company • Led the strategic planning and tactical implementation of an infrastructure uplift for a property management SaaS company. • Advised stakeholders of a SaaS marketing firm on the key KPI’s and benchmarks to improve to make their company more attractive for sale. • Provided PE firm with strategic advice on how to launch a Go-To Market strategy in the SaaS industry.We work with top executives to help them make better decisions, convert those decisions to actions, and deliver the sustainable success they desire. We help clients address critical strategic issues, from which markets to target to which enterprise capabilities will yield a sustainable competitive advantage.We work with high-tech companies to identify where and, more importantly, how they should compete in a landscape marked by a series of critical challenges—uncertain revenue growth, broadening customer and supplier bases, potential regulatory intervention—as well as the ongoing needs to both reduce operational costs and increase company agility and productivity.In business-unit strategy, we help companies identify specific growth opportunities in existing and emerging customer markets.
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Chief Operations Officer (Coo)The Energylink Llc 2016 - 2023Atlanta, Ga, UsThe EnergyLink assists multifamily portfolios, in deregulated US retail electric and gas markets, to improve NOI by increasing ancillary revenue and reducing energy costs. With years of SaaS experience in a number of different risk aspects of the energy industry, we provide the experience that you can rely on regardless of the complexity of the business commodity (electric and gas) environment. We do this by analyzing weekly storage injections, weather, energy supply and demand events in different regions and global countries, technical data resulting in reducing your electric and natural gas costs. By making a study of the needs of your organization, we can develop a solid purchasing strategy that will save you money for years to come. We are particularly focused on acquisitions, dispositions and overall asset management strategies. And if the needs of your organization should change, we can help you stay ahead of the curve by refining your energy-cost-saving measures as well.As the Chief Operations Officer (COO), we help The EnergyLink drive growth by converting traditional six sigma business processes to digital ones using a SaaS platform and mobile delivery results. The COO charter includes formulating an end-to-end digital business strategy, leading the activation of product, product management , and product marketing. It also includes pricing and technology operations.We provide service and solution roadmaps, designing new customer experiences and business models, and championing digital business transformation inside The EnergyLink and within Channel Partners and Supplier (Electric and Gas) retail utility organizations. The primary focus is on core product innovation, user experience, and evolution of existing assets and intellectual property to enable positive goal-directed digital transformation and contribution to significant growth in revenues, profitability and market share. -
Advisory Board MemberAdesso Solutions 2010 - 2016Los Angeles, California, UsAdesso Solutions AI is a SaaS leader in delivering Trade Promotion Effectiveness (TPE) for small and medium-sized Consumer Packaged Goods manufacturers. Adesso leverages their long history and deep expertise in the industry and a unique suite of solutions including an online community for client collaboration, an all-encompassing Trade Promotion Management (TPM) solution on a cloud-based SaaS .NET platform, and unique consultative services to maximize the trade promotion effectiveness for the whole client community. Jim's focus has been on the Compensation Committee and Risk Management.associated with technology platforms. The Board continually assesses the innovation culture and proactive use of disruptive technologies.Product and Service SpecialtiesTrade Promotion Management, Trade Promotion Effectiveness, Trade Promotion Activation, CPG Trade Promotion ROI Maximization, TPE Community, Microsoft Certified Gold Partner ISV. -
Evp - Product Management, Product Marketing, Software Engineering And Infrastructure TechnologyNwp Services Corporation 2008 - 2015NWP Services Corporation (NWP) (sold to RealPage) assists multifamily housing clients to strengthen their financial performance and achieve their ancillary revenue business goals while creating operational and financial efficiencies with utility expenses within their portfolios and properties. NWP was acquired by RealPage in 2016.NWP's foundation is a SaaS and 'mobile first" technology platform capable of billing 4M residents monthly; a technology system which also supports NWP's suite of comprehensive, innovative and effective resident billing, utility management, sub-metering and payment services. These include: Resident billing for utilities such as water, sewer, trash, gas and electric to enable multi-housing owners and managers to recover cost . Energy management services (including outsourced bill processing and bill auditing) to further drive down and recover utility cost and a Business Intelligence and Analytics Engine to support vacant recovery, vacant management, ISO 50001 and Energy Management.Focus: Product Management, Product Marketing,Software engineering and IT architecture leader for large, complex financial systems. Jim has been involved in all phases of software engineering from requirements gathering, GUI design, prototyping, development, testing, deployment, launch and overall management of the process including Scrum and Agile methodologies. Jim is deeply involved with "Mobile First" deployment strategies. Enterprise SaaS product development, integrating information sources for automation and other types of tool development using modern XML techniques, DevOps and disruptive technologies. PCI Level 1 Certified and successful SSAE 16 SOC 1 Type 2, ISAE 3402, CSAE 3416 audits. -
Board Member - Advisory CouncilUso 2006 - 2013Arlington, Va, UsThe USO is a private, nonprofit, 501c3 organization, whose mission is to provide morale, welfare and recreation-type services to our men and women in uniform. The original intent of Congress — and enduring style of USO delivery — is to represent the American people by extending a touch of home to the military. The USO currently operates more than 130 centers worldwide, including ten mobile canteens located in the continental United States and overseas. Jim's focus is in the Dallas / Ft. Worth area. -
Chief Operating Officer (Coo)Realpage Inc 2003 - 2008Richardson, Texas, UsJim joined RealPage (sold to Thoma Bravo) as Chief Operating Officer (COO) to develop RealPage’s SaaS web-based property management system for the multifamily housing industry. Areas of focus included: Private Equity funding, M&A, Product Management, Product Marketing, Customer Experience, Infrastructure Technologies, Lean Six Sigma; Operational excellence; Change management; Software engineering; Information Systems; Business development; Acquisition integration; Customer Service; Strategic Account Management, Implementations, MIS, Training, Consulting, Risk Management and Compliance Management. Jim identifies disruptive technologies and business concepts and aggressively pursues their deployment in software technology SaaS companies. -
General Manager (Gm) And President Of Tax Software DivisionThomson Reuters 1998 - 2003Toronto, On, CaJim led the newly merged business units of tax and accounting SaaS solutions systematically through “vision” creation and strategic alignment, including an in-depth strategic analysis and merger plan, long-term objectives, short-term priorities, competitive analyses, and product positioning. First as CIO/CTO, he led the cross-functional integration of a $800 million business far exceeding expected timetables in spite of significant cultural obstacles. Eventually, he was promoted to General Manager and President with areas of responsibility that included: M&A, Product Management, Product Marketing, Sales, Customer Experience, Operations, Software engineering, Data Centers and IT. All of these were done in a SaaS platform environment. -
President Of Corporate, Partnership And Trust Tax Business UnitsThomson Reuters 1983 - 1998Toronto, On, CaJim began his career at CLR as CIO/CTO (sold to Thomson Reuters) and eventually was promoted to business unit President of multiple lines of tax business. Computer Language Research was a publicly traded company that was a leader in tax compliance, tax research, and accounting software. His foresight led to the development of the largest web-based tax accounting application (SaaS), supporting more than 100,000 accountants daily in the United States. Growth was accomplished by a combination of organic and M&A activity. Jim was heavily involved in taking the company public and the eventual exit strategy and sale to Thomson Reuters.
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Advisory Council Member - Lotus NotesIbm - (Formerly Lotus Software) 1990 - 1995Armonk, New York, Ny, UsLotus Software (called Lotus Development Corporation before its acquisition by IBM) was an American software company based in Massachusetts. Lotus is most commonly known for the Lotus 1-2-3 spreadsheet application, the first feature-heavy, user-friendly, reliable and WYSIWYG-enabled product to become widely available in the early days of the IBM PC, when there was no graphical user interface. Much later, in conjunction with Ray Ozzie's Iris Associates, Lotus also released a groupware and email system, Lotus Notes. IBM purchased the company in 1995 for US$3.5 billion, primarily to acquire Lotus Notes and to establish a presence in the increasingly important client–server computing segment, -
Engagement Partner - Management Consulting / Co-FounderJust Technical Associates (Jta) 1979 - 1983JTA was a start-up management consulting company. Jim was Engagement Partner and Account Manager with extensive experience in delivering technology solutions, business and technology strategy, and change management integration services in IT consulting Banking and Utility industry environments. During his time with JTA, Jim was a high-energy, hands-on leader with outstanding skills in customer relationship building, business development, program and project delivery, and P&L management. Jim was a decisive decision maker and creative problem solver who thrived in a dynamic, challenging environment. -
Director Of Strategic PlanningHewlett Packard Enterprise - (Formerly Electronic Data Systems - Eds) 1971 - 1979Houston, Texas, UsJim joined EDS’ Systems Engineering Development program out of the Military Service. He moved to New York City, to work as a systems engineer responsible for the implementation of the Healthcare - Medicare account. After this implementation, he returned to Dallas as a member of the Medicare Central Support software group. During this time, he helped implement Medicare, Medicaid and Healthcare systems in California, Ohio, West Virginia, New York and Boston. After customer experience and marketing assignments in Industrial Engineering, Banking and the Utility industries, he became Director of Strategic Planning responsibile for pricing, hardware infrastructure planning, software, and telecommunications in the IT Infrastructure. -
1St LieutenantUnited States Army 1968 - 1974Arlington, Virginia, UsJim was drafted, attended Basic and Advanced Infantry training schools and then was selected to attend and graduated from Infantry Officer Candidate School (OCS) at Ft. Benning (now Ft. Moore). He served as a Rifle Platoon Leader, Recon Platoon Leader and Infantry Company Commander in Vietnam with the 101st Airborne Division.Security Clearance : Top Secret
Jim Charles, M.S. Skills
Jim Charles, M.S. Education Details
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The University Of Texas At DallasManagement - Finance -
St. John Fisher UniversityMathematics
Frequently Asked Questions about Jim Charles, M.S.
What company does Jim Charles, M.S. work for?
Jim Charles, M.S. works for Dlwc Company
What is Jim Charles, M.S.'s role at the current company?
Jim Charles, M.S.'s current role is Technology Executive • SaaS • Product Management • Product Marketing • US Energy (Retail Electric and Natural Gas Markets) • Mobile and Cloud Platforms for Tax, Property Management, Utilities and Energy Industries •.
What is Jim Charles, M.S.'s email address?
Jim Charles, M.S.'s email address is ji****@****hoo.com
What is Jim Charles, M.S.'s direct phone number?
Jim Charles, M.S.'s direct phone number is +181755*****
What schools did Jim Charles, M.S. attend?
Jim Charles, M.S. attended The University Of Texas At Dallas, St. John Fisher University.
What skills is Jim Charles, M.S. known for?
Jim Charles, M.S. has skills like Strategy, Leadership, Management, Business Development, Cross Functional Team Leadership, Strategic Planning, Product Management, Crm, Start Ups, Saas, Strategic Partnerships, Mergers And Acquisitions.
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