Managing Director
Current• Serving as a key member of the executive team, contributing to the overall direction and strategy of the organization• Reviewing and providing feedback on pricing, go-to-market strategies, and sales materials, resulting in a 250% growth• Developing and implementing innovative CRM solutions tailored to client needs, resulting in a five-star rating of client satisfaction• Influencing potential clients through demos and collaborating with sales, marketing, and product development to support growth initiatives• Spearheading key projects, including the integration of AI technologies, API solutions, and Candid/GuideStar data into CRM systems• Providing hands-on coaching and mentoring for consultants and developers, growing talent internally and reducing turnover• Implemented Traction (the Entrepreneurial Operating System), enhancing organizational focus and alignment, leading to improved operational efficiency and goal achievement