Founded in 2018, Vertical is passionate about building a better experience for construction payment compliance and tracking. From the top of the payment chain down to each subcontractor and supplier, Vertical increases efficiency and transparency while decreasing overall costs and risk. Based in Chicago, the team works closely with partners across the country to ensure that they are making the most of each month’s draw process.

Working closely with my cross-functional counterparts, I led all teams responsible for revenue generation for Wonderlic’s employment assessment products and services.• Business Leadership to multiple teams within Wonderlic representing Marketing, Sales, Customer Success, Strategic Partnerships and Customer Support.• Since taking leadership of these teams, Wonderlic enjoyed significant increases in revenue in our flagship products while enjoying a lower rate of churn for existing customers. • Rev-Gen guidance for key leadership decisions impacting cross-functional forecasts, strategic HR persona targets and short-term/long term strategic plans.• Developed and coached both functional managers and managers of contributors to align teams with organizational strategic goals.• Change leadership for high impact projects, such as product price adjustments, compensation plan modifications, team management restructuring, legacy customer migrations, OKR roll-out and re-orchestrating our customer journey check-points.• Led the effort and relationship with consulting partners to overhaul some of our internal systems which include Salesforce, Marketo and Intercom. The focus of this project is aligning dashboard and reporting tools with industry best practices for tracking activities and analytics to make the best organizational decisions while understanding customer behaviors and trends.

I launched the customer success, sales and implementation structure for the first solution that presents an easier way to settle complex energy transactions. Since the debut in 2014, Aquilon’s Energy Settlement Network enjoys over 1000 large energy and financial services institutions as members. • Coached national implementation, data management and customer success teams based in Chicago, Houston and Phoenix who are focused on ensuring excellent customer experiences. • Created a multiple touchpoint sales and service process designed to introduce prospects to our new technology and the benefit of increasing their membership commitments while offering a path to provide productive product feedback. • Developed and deployed Salesforce, Tableau and Hubspot reporting, lead generation and marketing tools along with additional cloud-based phone and customer support technologies, all tied to tracking activities and analytics to make the best organizational decisions while understanding customer behaviors and trends. • Presented compelling presentations and workflow analysis documentation, directly speaking with C-Level executives.

Launched new target of American and Canadian mid-market customers for Longview’s robust Tax Provision Solution.-Built Mid-Market sales pipeline for the organization from 0 to 85 MM in 2 years via effective marketing, sales techniques and email campaigns. -Managed campaigns and process integration with Salesforce.com and Social Media platforms. -Worked with consulting partners at the Big 4 consulting firms to engage their teams and clients in the benefit of Longview Tax over competing solutions.

Helped create Healthcare, Government and Corporate verticals for the very powerful SaaS paperless board meeting tool.- After early Midwest regional territory success, transitioned to a National sales position.- During tenure, introduced 28% of new subscribers for the service and 31% of new revenue for the organization. - Provided collaborative mentoring to a team of three additional salespeople, focusing on development, campaigns and best practices.

Wore many hats and played an integral part in helping grow the SaaS Construction Payment Management solution from Start-Up to Global Corporation. - Grew client base from 2 to 24 and project value from $72MM to $1.9B over a four-year period by using a business case and quantitative ROI approach to drive implementation and adoption. - Provided exceptional ongoing service and consultation in an effort to gain a full implementation commitment from our client base. This included regularly visiting with CEOs, CFOs and Controllers of Textura clients for improvement ideas, ongoing feedback and best practice references.- Collaborated with product, development, interface, marketing and finance teams to introduce, develop and test new and improved features to our web-based products.

Worked in a strategic partnership providing sales coverage for the Austin, TX, territory within GSAM’s Investment Consulting Group.- Increased monthly sales from $7.2 million to $18.9 million and expanded market share of GSAM mutual funds, separately managed accounts and retirement products through frequent telephone presentations and relationship building with eight focus Broker/Dealer clients. - Trained and advised clients on implementing Morningstar’s “Instant X-Ray,” an online portfolio-building application, into their operations. Provided support, updated information, and ongoing training.