Uptempo is the new combination of three leading innovators in the marketing performance management space: BrandMaker, Allocadia, and Hive9.• Lead a dynamic team of Customer Success Managers, responsible for over $20M in ARR, committed to delivering business impact, strategic initiatives and system optimization to Uptempo’s customers.• Initiated and built a sophisticated forecasting model to facilitate accurate prediction of Gross Revenue Retention (GRR). Oversee perpetual management of the model to ensure accuracy of resulting output data continuously relied upon by leadership and the board to inform decision making.• Spearhead proactive identification of account risks, developing effective mitigation plans. Preemptively address challenges while aligning the Sales and CSM organizations to a common process for identifying and addressing risk as well as opportunities.• Orchestrate proactive initiatives with internal leadership to craft and execute strategies to avoid siloing and promote cross-functional collaboration and growth within client accounts.• Nurture executive-level relationships, cementing Uptempo’s unwavering dedication to exemplary customer partnership.• Drive pivotal Customer Experience workstreams instrumental in seamlessly integrating the three distinct companies that have merged within Uptempo.• Crafted a Global CSM Operating Model to align previously disparate processes and procedures thereby ensuring a consistent customer experience.

Leadspace is the leading B2B Customer Data Platform (CDP) empowering go-to-market teams to accelerate growth through effective, personalized engagement across all channels. With the most expansive and open B2B data engine in the industry, sophisticated AI, a proprietary graph of B2B personas, and activations across the tech stack, customers like Microsoft, SAP, and RingCentral use Leadspace to power more data-driven and effective inbound marketing, outbound targeting, and ABM efforts. Leadspace is based in San Francisco and Israel, and is trusted by more than 200 B2B brands including 7 of the 10 largest enterprise software companies.

• Support Services Group acquired the assets of Invenio Solutions in June 2018.• Continue leadership role as Director for Austin & Winchester offices (see description below).• Manage transition efforts including team restructuring, optimization, data migration, software transitions and Austin/Winchester office relocations, while maintaining client relationships and ensuring seamless division performance.

• Lead Emerging Business Group Division (Bellevue, WA, Austin, TX & Winchester, VA) including operations, sales, P&L management, client engagement and negotiation of contracts for key client relationships totaling over $6 million in revenue per year.• Drive thought leadership built on marketing insights, client analytics and program results.• Manage and develop highly motivated inside sales teams while ensuring client satisfaction.• Deliver against a set scope of services with strategic engagement, results reporting, creative solutions and database management.• Meet internal and external defined deliverable quality and margin targets through proactive resource management.• Provide overall client management as the primary point of contact for all issue escalation and resolution.• Ensure successful team execution of all projects, programs and campaigns from initial discussion through completion.• Clients include Microsoft (with a focus on Dynamics 365), Bloomberg Tax Technology, BSI, Quantum as well as others.

• Optimize performance and ROI for clients through best practices and by adding value to the design and execution process.• Lead strategic client conversations and distill content into actionable solutions.• Combine tactical expertise with a clear understanding of the client’s business, competitors and industry in order to consistently deliver insight-driven results-based recommendations.• Negotiate, implement and manage contracts/SOWs, client onboarding, program launch and overall program management. • Lead, grow, and evolve client relationships through day-to-day interaction with team members and key senior sponsors.• Clearly establish expectations and strategic solutions for assigned deliverables through effective, continuous and open internal and client communication.• Clients included Microsoft (focusing on the ERP & CRM Software Systems), Columbus, and Quantum.

Business accounting, taxation, and consulting with a specialization in small business serving the Greater Eastern Pennsylvania, Northern Delaware, Southern New Jersey and Northern Maryland areas.• Proactive Monitoring of Financial Records• Year-Round Strategic & Proactive Tax Planning • Tax Preparation (Corporations, Partnerships, Non-profits, Individuals and Trusts)• Financial Statement Preparation • Reviews and Compilations

• Negotiation of complex commercial lease transactions ranging in size from 1,000 RSF to over 100,000 RSF with an annual per lease cost ranging from $10,000 to $7,500,000 for various clients such as Clear Channel Communications, Harden Healthcare and DMX Music.• Creation of customized financial models for specific client needs including cost savings, status quo, subleasing and multiple site consolidation analyses.• Analyzation and presentation of strategic consolidation alternatives and market assessments to clients to facilitate the decision making process.• Development, organization and management of internal accounting, firm policies and standards.

Invenio Solutions is a full-service sales and marketing solutions company offering services designed to aid in lead development and revenue growth for business-to-business organizations. Unique sales methodologies and a scalable approach make Invenio the go-to choice for companies wanting to find, reach and uncover more qualified leads and grow sales.

Liberty-Greenfield LLLP provides corporate real estate advisory services. It offers strategic planning, portfolio representation, transaction execution, corporate finance, outsourced real estate management, construction/project management, and design and construction advisory services. The company was founded in 1991 and merged with CRESA Partners Denver LLC in 2008.

JLL is a financial and professional services firm specializing in commercial real estate services and investment management. JLL creates value for companies and institutions that invest in and use real estate. With more than 77,000 employees across 300 corporate offices worldwide, JLL serves the local, regional and global real estate needs of corporates and investors in more than 80 countries. Its integrated services offering is grounded in expertise in all property types, a deep understanding of real estate markets