Helping improve the lives of finance and accounting people through Artificial Intelligence and Automation.

Sage Intacct is fully dedicated to meeting the needs of financial professionals, with a strong focus on customer success and a firm commitment to the cloud. This has always been, and will continue to be, the company's core mission. More than 11,000 organizations rely on Sage Intacct's best-in-class cloud ERP software to provide the efficiencies and insights that help them achieve rapid growth, from their first million to their first billion and beyond.

Planful is dedicated to being a leader in financial performance management, helping businesses achieve peak financial results. Their platform supports finance, accounting, human resources, and marketing teams to plan, close, and report with accuracy and speed. Planful serves over 1,400 customers worldwide and has over 400 employees, with more than 20 years in business. The company’s mission is to drive better business operations, leading to positive impacts for shareholders, employees, and communities.

Led client acquisition and retention for a rapidly growing SaaS-based executive compensation data provider.★ Grew annual SaaS revenue by 50%+ in a three-year period.★ Drove subscription renewal percentage from 81.6% to 87.5% through data-driven analysis of risk indicators.★ Protected 14MM in annual SaaS subscription revenue through the creation and deployment of key retention programs. ★ Controlled $1.5MM marketing budget and $350K client services budget to ensure that high-priority, revenue-generating, and account-maximizing activities receive the appropriate amount of focus. ★ Oversaw $700K production of three-day annual client summit for 400+ executive-level clients, prospects, and partners.★ Managed the publication of C-SUITE Insight magazine, published every four months and distributed to 25,000 executives and board members worldwide, with an annual production budget of $200K.★ Set client acquisition and retention strategy with executive team and presents quarterly progress to board of directors.★ Executed new product and feature introductions, including market analysis, segmentation, content creation, messaging, media relations, online marketing, video production, client communications, and sales enablement.★ Managed a team of 12 marketing managers, event planners, content editors, graphic designers, and client service managers.★ Maximized Salesforce.com and Marketo systems to identify key prospects, nurture early-stage leads, and convert high-volume website traffic into qualified sales opportunities.

Provided the Strategic Accounts and Telco Groups with field marketing support, including the rollout of new products and initiatives, representing the largest share of enterprise revenue within Nuance, a publicly-traded $2B software company.

Over the years, Nick has helped friends and colleagues turn their ideas into reality:✔ High-volume, self-service demand generation strategy for VisiStat, a realtime web analytics and marketing intelligence solution.✔ Corporate identity overhaul for AdvanTel Networks, including website redesign and collateral creation.✔ Targeted demand generation for The Henderson Group, a professional coaching firm.✔ Website and social media strategy for eXtreme Game Parties mobile game truck.✔ Website redesign, social media strategy, and coupon strategy for Dasaprakash Indian restaurant.

Managed all marketing and lead generation activities for a rapidly growing speech applications company. Brought to life high-impact, high-success campaigns like the patented before & after comparison of a company’s customer service systems that resulted in 40% conversion to meetings.Re-focused company messaging to support a SaaS delivery model for speech recognition applications. This included a complete overhaul of the TuVox sales presentations, case studies, audio clips, and website messaging.

Managed all training, marketing, and lead generation activities for a DSL technology startup.

Established corporate training program for customer-facing employees to deliver in-home computer assistance, including screening, certification, and customer service training. Co-developed company’s first financial model, business plan, and fundraising presentation for angel-round investors.

Supported more than 50 technology partnerships by providing training, software, documentation, joint marketing materials, joint sales agreements, and product collateral. Assisted in the formulation of partnership and reseller agreements with major integrators and consulting firms and connected Aspect direct sales force with systems integrators in order to secure common customer accounts.

Managed an IT department within the HBO call center with a $2M annual budget supporting 1.5 million HBO Direct subscribers.