Chief Operating Officer
CurrentI direct our strategy and operational processes for sales, marketing, product, finance, and HR. Together, we have the business using measurable, clear KPIs – Sales (new deals, open deals, wins, weighted forecast); Customer Success (tickets, views, age); Product (burnup, uptime, story churn, referrals, enrollments, claims); Finance (GR, ARR, months to breakeven, AR outstanding).I additionally lead our annual SOC2 Type II security compliance effort, where we analyze every aspect of the product and business for adherence to strict standards. I work daily with the CTO and development team to groom the product backlog, evaluate technical feasibility, establish performance criteria, and produce a clear roadmap. I also work daily with the CEO on competitive positioning, profitability assessment, time to market, and potential commercialization strategies. Sales and Marketing is a key focus, where I lead capture on strategic deals while also evaluating the teams’s strategies.With recent wins, I have been working closely with the customer success team to onboard them to the new products for high touch support.