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Oz Merchant Email & Phone Number

VP, Customer Success and Support at Viably
Location: Cary, North Carolina, United States 19 work roles 5 schools
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Current company
Role
VP, Customer Success and Support
Location
Cary, North Carolina, United States
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Who is Oz Merchant? Overview

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Oz Merchant is listed as VP, Customer Success and Support at Viably, a company with 19 employees, based in Cary, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Oz Merchant.

Oz Merchant previously worked as Chief Executive Officer at Ecomsellershq and Owner at Founders Local. Oz Merchant holds Bachelor Of Science (Bs), Textile Management from North Carolina State University.

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Email format at Viably

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Viably

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Profile bio

About Oz Merchant

With 22 years of experience coaching clients across five continents, I've had the privilege of working with entrepreneurs and founders to help them transition into becoming CEOs. My journey includes being part of six previous tech startups, three of which had successful exits, with one valued at $350M. From building and leading global sales and customer success teams to executing strategic go-to-market initiatives, I have a deep passion for empowering founders and executives to scale their businesses and achieve meaningful growth.Some notable highlights include taking Samanage from 0 to 3,000+ customers and from $0 to $20M+ in ARR. Most recently, I helped Viably, a FinTech startup, as VP of Sales and Success to go from $0 to their $1M in sales. I thrive on helping founders of SaaS companies and ecommerce businesses understand the financial foundations necessary to scale and position their businesses for exit.My entrepreneurial spirit also led me to launch Wellistic, a wellness marketplace, and ecomsellersHQ, a platform with the definitive AI chatbot that supports ecommerce entrepreneurs on their journey. I’m deeply committed to mentoring and coaching. I serve as the Co-Director of the Founder Institute's NC chapter, helping early-stage founders prepare for the challenges of scaling. As a Pitch Coach at NC State's Andrews Accelerator, I prep aspiring founders to deliver a compelling pitch. For the last 3 years, I've run a monthly Practice Pitch Nights helping other local founders do the same. On occassion, I'll also mentor through SCORE, where I assist startups in navigating their business models, marketing strategies, and growth plans.Whether it's designing scalable sales strategies, coaching teams on high-performance behaviors, or mentoring the next generation of founders, my goal is to help people unlock their full potential and turn their business visions into reality. If you're looking to discuss growth strategies, fundraising, or overcoming the mental hurdles holding you back, let’s connect. My main program is designed to help entrepreneurs become CEOs. Look forward to connecting.How I can help:1:1 Coaching/ConsultingSpeaking EngagementsInvestor Pitch ReviewsGroup Masterminds

Current workplace

Oz Merchant's current company

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Viably
Viably
VP, Customer Success and Support
Chapel Hill, NC, US
Website
Employees
19
AeroLeads page
19 roles · 27 years

Oz Merchant work experience

A career timeline built from the work history available for this profile.

Vp, Customer Success And Support

Chapel Hill, NC, US

Chief Executive Officer

Current

Building an AI-driven ecommerce hub for sellers. All the tools and services in one place as you launch, scale, or exit your ecommerce business. Use the definitive AI-based ecommerce coach to ask your ecommerce questions.

2024 - Present ~2 yrs 5 mos

Owner

Current

I'm building a hub of back office services startups and ecommerce companies need to scale. From HR to CFO to Sales and Marketing.I also work directly with founders and owners coaching and advising them in this awesome and nerve-racking journey.

2021 - Present ~5 yrs 5 mos

Board Of Advisors

Current

Cary, North Carolina, US

Jul 2024 - Present

Member

Current

New York, US

2024 - Present ~2 yrs 5 mos

Advisor/Investor

MasRefund by RefundWiz is the fastest, easiest and most accurate tax filing solution using AI/ML. Filing your tax return is as simple as 1 -2 -3. 1) Create an account2) Take a few pictures of documents3) Submit. Let's our algorithm do the rest while you wait for your refund (if applicable).- Advise and mentor the CEO to help scale up MásRefund- Make.

Jul 2022 - Jan 2024

Vp, Sales, Success & Support

Raleigh, NC, US

Viably is the complete financial solution to help ecommerce business owners extend their cash flow. Get the capital you need to fund your ecommerce business, and embrace financial agility with Viably’s all-in-one financial management tools – in one app.- Collaborate in the development of a cutting-edge banking, funding, and cash flow management solution as.

2021 - 2024 ~3 yrs

Vp Of Sales & Marketing

Durham, North Carolina, US

CureMint is the first and only all-in-one marketplace and spend management software designed specifically for the unique needs of dental practices.- Established and led a dynamic Sales and Sales Development team for promoting a cutting-edge procurement and invoice management solution to individual dental practices and major dental service organizations.

2021 - 2021

Founder And Ceo

Raleigh, North Carolina, US

Wellistic is the wellness community built for moms and dads. We are bringing together members and integrative healthcare providers from dentists and primary care physicians to acupuncturists, fitness trainers, and health coaches all under one roof. Members can easily read, rate, and review these providers in a meaningful way so the community can make the.

2018 - 2021 ~3 yrs

Director, Emea & Apac

Cary, NC, US

Samanage is the Service Success Company, enabling modern organizations worldwide to deliver a superior service experience to their employees. Samanage’s service management software accelerates efficiency and visibility into services requested and delivered across an organization, making it easy to continuously streamline process improvement and greater.

2017 - 2018 ~1 yr

Director, Global Customer Success

Cary, NC, US

- Established and nurtured a dynamic Customer Success Team across three global offices, fostering a cohesive customer experience and propelling Net Expansion from 6% to an impressive 34% within a three-year span- Guided and mentored an elite team of 18 high-performing Customer Success Managers (CSMs) responsible for driving over $20 million in recurring.

2013 - 2017 ~4 yrs

Director Of Sales

Cary, NC, US

- Led the development and motivation of a dynamic sales team comprising 20 representatives, overseeing the successful promotion of Samanage’s SaaS-based asset management and ITIL service desk (ITSM) solution- Drove a remarkable business expansion, achieving growth from 50 customers and $150K ACV to an impressive 400 customers and $2.2M in ACV within just.

2011 - 2013 ~2 yrs

Senior Sales Executive

Fort Lauderdale, FL, US

Citrix ShareFile is a leading provider of web based file sharing and data archiving solutions for business customers worldwide. Businesses use Citrix ShareFile to deploy custom branded client portals and virtual data rooms giving their customers and employees 24/7 password protected access to data. ShareFile was acquired by Citrix in 2011.- Successfully.

2009 - 2010 ~1 yr

Enterprise Account Executive

Holly Springs, North Carolina, US

inMotionNow is a leading enterprise approval workflow solution for print, video, and interactive content, facilitating efficiency and productivity in the creative approval process. It was acquired by Lytho in 2021.- Successfully sold inMotion's cutting-edge cloud-based creative content approval and workflow management solution to Fortune 2000 companies.

2007 - 2009 ~2 yrs

Business Development

Pointclear

PointClear is the prospect development company. We bridge the gap between marketing and sales by providing response management and opportunity development services, opportunity qualification and opportunity nurturing. Clients include Microsoft, SGI, Ultimate Software, Ingenix (subsidiary of UnitedHealth Group) and D&B.- Drove the exploration and.

2006 - 2007 ~1 yr

Corporate Account Manager

Port Washington, New York, US

A Fortune 1000 company, sells personal computers, computer supplies, consumer electronics and industrial products through a system of branded e-Commerce web sites, retail stores, relationship marketers and direct mail catalogs in North America and Europe.- Spearheaded the growth and optimization of substantial accounts, including industry giants such as.

2004 - 2006 ~2 yrs

Business Owner

Core Group International

A SMB web design and SEO marketing firm focused on helping small business owners develop an online presence.- Orchestrated and executed precision-targeted marketing initiatives, leveraging email and print channels, resulting in substantial new business generation- Employed advanced strategies with Google AdWords and Overture/Yahoo to amplify web traffic.

2001 - 2004 ~3 yrs

Commercial Account Manager

Plano, TX, US

FedEx Office is a chain of stores that provide a retail outlet for FedEx Express and FedEx Ground shipping, as well as printing, copying, and binding services. They acquired Kinko's in 2003.- Leveraged dynamic sales strategies to promote and sell Kinko’s cutting-edge business services, including bespoke document design, high-volume document reproduction.

2000 - 2001 ~1 yr

Sales Executive

Hoofddorp, Noord-Holland, NL

Konica Minolta’s portfolio of products and services includes: Printing, multifunctional copiers/printer systems, laser printers, production printing systems, applications, consulting and services plus support. They acquired Danka Office Imaging in 2008.- Defined a sales strategy for state-of-the-art digital office systems, encompassing printers, digital.

1999 - 2000 ~1 yr
5 education records

Oz Merchant education

Bachelor Of Science (Bs), Textile Management

North Carolina State University

Education record

Université Catholique De Lille

Improvisational Acting

Whole World Improv Theatre

Improvisational Acting

Comedyworx / Io South

Coaching Certificate

Coach University
FAQ

Frequently asked questions about Oz Merchant

Quick answers generated from the profile data available on this page.

What company does Oz Merchant work for?

Oz Merchant works for Viably.

What is Oz Merchant's role at Viably?

Oz Merchant is listed as VP, Customer Success and Support at Viably.

Where is Oz Merchant based?

Oz Merchant is based in Cary, North Carolina, United States while working with Viably.

What companies has Oz Merchant worked for?

Oz Merchant has worked for Viably, Ecomsellershq, Founders Local, Seed2Table, and Revgenius.

How can I contact Oz Merchant?

You can use AeroLeads to view verified contact signals for Oz Merchant at Viably, including work email, phone, and LinkedIn data when available.

What schools did Oz Merchant attend?

Oz Merchant holds Bachelor Of Science (Bs), Textile Management from North Carolina State University.

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