Oz Merchant

Oz Merchant Email and Phone Number

VP, Customer Success and Support @ Viably
Chapel Hill, NC, US
Oz Merchant's Location
Cary, North Carolina, United States, United States
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

Oz Merchant's Current Company Details
Viably

Viably

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VP, Customer Success and Support
Chapel Hill, NC, US
Website:
runviably.com
Employees:
19
Oz Merchant Work Experience Details
  • Viably
    Vp, Customer Success And Support
    Viably
    Chapel Hill, Nc, Us
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  • Ecomsellershq
    Chief Executive Officer
    Ecomsellershq 2024 - Present
    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.
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  • Founders Local
    Owner
    Founders Local 2021 - Present
    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.
    View
  • Seed2Table
    Board Of Advisors
    Seed2Table Jul 2024 - Present
    Cary, North Carolina, Us
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  • Revgenius
    Member
    Revgenius 2024 - Present
    New York, Us
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  • Refundwiz
    Advisor/Investor
    Refundwiz Jul 2022 - Jan 2024
    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 investor introductions to secure funds to reach new milestones
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  • Viably
    Vp, Sales, Success & Support
    Viably 2021 - 2024
    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 an integral member of the executive team and founding member, contributing to the growth of a revolutionary financial platform- Strategize and execute go-to-market initiatives, including the establishment of an outbound business development team, fostering strategic partnerships, and organizing impactful events to drive market expansion all leading to the first $1M in revenue - Champion the compelling Viably narrative and business model through engaging conversations on various podcasts and webinars, showcasing our vision to potential customers, partners, investors, and the broader audience- Contribute to the creation of sales and customer success playbooks, implementing a dynamic land and expand model to achieve a rapid revenue milestones within seven months, attracting over 120 new customers, laying the foundation for a new $50M debt facility- Provide mentorship to ecommerce founders, offering expert guidance on scaling their businesses financially and positioning them for successful exits in the competitive market- Collaborate with Operations and Engineering teams to strategically select technologies for building a seamless data flow from our app to a robust data warehouse, incorporating a workflow engine to ensure a product-led journey for customers
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  • Curemint, Inc.®
    Vp Of Sales & Marketing
    Curemint, Inc.® 2021 - 2021
    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 (DSOs) nationwide- Devised and implemented a comprehensive, results-driven marketing approach, encompassing on-site/off-site SEO optimized blogs and a website overhaul. Achieved a remarkable 312% surge in website traffic within a span of 3 months, securing top organic rankings for our primary keywords- Executed a targeted PPC initiative spanning Google, LinkedIn, and Meta ad platforms, along with strategic placements on various review sites, effectively driving a substantial increase in inbound leads- Formulated and executed a strategic pricing and terms framework, resulting in a higher closure rate for annual deals and an increase in Average Contract Value (ACV)- Achieved an outstanding 88% growth in ACV within a year, showcasing a proven track record of revenue enhancement and strategic business development
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  • Wellistic
    Founder And Ceo
    Wellistic 2018 - 2021
    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 most educated decision about their wellness.Wellistic is also a leading corporate wellness program offering companies looking to further invest in their employees's well-being, easy access to a variety of healthcare providers to ensure they get the best service.You have an app for booking your trips or learning about your next possible house or car...doesn't your health deserve the same thoughtful consideration? Now you can with Wellistic!- Established and developed a cutting-edge service marketplace featuring a subscription model tailored for the dynamic health and wellness sector- Collaborated with an innovative Engineering team to construct a user-friendly platform empowering wellness providers to effortlessly showcase their services- Devised and executed a seamless onboarding, support, and success framework, integrating an intuitive onboarding workflow enriched with a series of targeted emails and a comprehensive knowledgebase to facilitate provider self-onboarding- Crafted and executed highly effective Facebook, Google, and Bing ad campaigns, coupled with an advanced SEO strategy, strategically propelling traffic and generating quality leads for the platform- Successfully expanded the provider network to encompass over 400 paying customers within a 12-month timeframe, achieving the first 50 before the official launch- Skillfully managed the Profit and Loss (P & L), operating cash flow, and budgets, steering the company towards a profitable trajectory
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  • Samanage
    Director, Emea & Apac
    Samanage 2017 - 2018
    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 productivity. Samanage was acquired by SolarWinds in 2019.- Established and led the expansion of a high-performing New Logo Sales and Sales Development team, while concurrently elevating the Customer Success and Professional Services team to enhance our market presence in EMEA and APAC regions- Oversaw, guided, and mentored a dynamic team of quota-carrying professionals, including BDRs, AEs, and CSMs, resulting in a remarkable growth, achieving over $3M in Annual Contract Value (ACV) within a 17-month timeframe- Collaborated strategically with Marketing and Product teams to facilitate the internationalization and localization of marketing collateral, website, and application, contributing significantly to business growth within the targeted regions- Implemented impactful strategies to optimize key metrics such as Lead to Marketing Qualified Lead (MQL), MQL to Opportunity, and Opportunity to Win rates, ensuring streamlined and efficient success in securing wins- Provided expert coaching to the sales team in building accurate forecasts and managing pipelines effectively, fostering transparency in deal status and progression from initiation through successful closure
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  • Samanage
    Director, Global Customer Success
    Samanage 2013 - 2017
    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 revenue across 61 countries, emphasizing strategic focus on adoption, expansion, and retention- Surpassed annual team targets, achieving exceptional results at 104% (2014), 121% (2015), and 102% (2016).- Collaborated with the team to strategically expand the Samanage footprint from IT into diverse departments such as HR, Facilities, Marketing, Finance, and Shared Services within client accounts- Facilitated the closure of key accounts through effective communication, both over the phone and during on-site visits with decision-makers. Notable accounts include Vassar College, Rocketfuel, RealPage, Perry Ellis, ProQuest, LogMeIn, Dynatrace, Rapid7, Lane Construction, and Tenaska Energy- Pioneered the development of a global advocacy program spanning 20 cities, orchestrating an annual Customer Advisory Board Meeting to unite customers, share ideas, showcase use cases, deepen understanding of Samanage, and unveil the latest roadmap- Assumed the additional role of Global Sandler Sales Trainer, spearheading efforts to instill consistent sales behaviors across both new and existing Sales and Customer Success teams on a global scale
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  • Samanage
    Director Of Sales
    Samanage 2011 - 2013
    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 18 months. Secured notable clientele additions, including Consumer Reports, Sur La Table, SXSW, Town of Cary, Raleigh Police Department, Lucky Brand, Columbia University, Movenpick Hotels, Riverside Company, and Walt Disney Studios- Consistently exceeded annual team targets, achieving exceptional results at 104% (2011), 106% (2012), and 113% (2013)- Facilitated successful deal closures by collaborating with the sales team, skillfully negotiating pricing and terms, conducting essential on-site visits, and effectively conveying the comprehensive value proposition of the solution- Designed and executed a robust sales model and strategy, leveraging both inbound leads and proactive outbound cold calls (50-70 calls) to consistently meet and exceed monthly sales objectives and quotas- Pioneered the creation of "sales playbooks" that guided the team in navigating accounts, securing new business, and identifying opportunities for business expansion- Mentored the sales team in precision pipeline management, ensuring accurate forecasting and transparent reporting of deal status, progression, and successful closures- Innovated and implemented sales and presentation best practices, significantly enhancing lead generation and streamlining the sales cycle from over 90 days to under 45 days
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  • Sharefile
    Senior Sales Executive
    Sharefile 2009 - 2010
    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 drove over $600,000 in Annual Contract Value (ACV) for ShareFile's cutting-edge cloud-based secure file transfer, client portal, and virtual data room solution, catering to key sectors: Accounting, Financial (Private Equity, Investment Banking, Venture Capital), and Architectural, Engineering, and Construction (AEC)- Set a new sales benchmark within the second month, consistently surpassing quotas with an impressive 120% achievement rate each month since inception (accomplished through strategic cold calling, extensive online research, and a comprehensive understanding of prospect pain points)- Conducted personalized online presentations showcasing the specific benefits and optimal configurations of ShareFile's web-based solution, leveraging a profound knowledge of technology to address clients' unique business challenges- Showcased ShareFile's prowess in enhancing business processes and workflows at industry tradeshows, garnering increased sales and heightened interest in our company.- Played a pivotal role in building a successful sales force by conducting interviews, providing training, and offering ongoing coaching, aligning with the company's vision of a thriving and profitable sales department.- Enhanced marketing collateral and price sheets, tailoring them to effectively convey ShareFile's value proposition to targeted verticals, ensuring a compelling and resonant message
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  • Inmotionnow
    Enterprise Account Executive
    Inmotionnow 2007 - 2009
    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, including industry giants such as Time, Inc., McKesson, Leo Burnett, and Choice Hotels- Surpassed sales targets consistently, achieving an impressive 103% in 2008 and an outstanding 111% in 2009- Cultivated and nurtured strong client relationships with key decision-makers, including Vice Presidents of Marketing, Chief Information Officers (CIOs), Chief Technology Officers (CTOs), and Creative Directors- Effectively communicated the unique advantages of the product, tailoring presentations to showcase its benefits in addressing specific use cases- Managed the entire sales process from lead generation to implementation and subsequent renewals, contributing to business expansion- Demonstrated expertise in overseeing the sales pipeline, ensuring seamless transitions and client satisfaction
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  • Pointclear
    Business Development
    Pointclear 2006 - 2007
    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 development of promising software development outsourcing prospects in Vietnam and India, showcasing a proven ability to open up new channels for business growth- Facilitated high-level strategic discussions with top-tier executives, including CEOs, CTOs, CIOs, and Senior VPs, skillfully discerning business needs, gathering valuable market intelligence, and strategically delivering opportunities that translated into impactful sales for our clients- Applied sophisticated SPIN Selling techniques with precision to systematically uncover both implied and explicit needs, strategically positioning our clients for success and generating substantial leads- Exhibited exceptional communication prowess by executing a daily average of 80-100 cold calls, adeptly navigating through organizational layers to engage with key decision-makers and effectively qualifying their needs with our specialized services
  • Systemax
    Corporate Account Manager
    Systemax 2004 - 2006
    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 Gates Corporation, Saks Fifth Avenue, and Emerson Electric. Successfully fostered connections with CTOs, IT Directors, and IT Managers, ensuring enduring business partnerships- Overachieved individual monthly targets, consistently surpassing a quota of $40,000 by proactively identifying and capitalizing on new opportunities. Positioned Global Computer as a paramount provider of innovative IT solutions- Cultivated and enhanced relationships with key strategic partners, solidifying Global Computer's reputation as the ultimate destination for comprehensive IT hardware and licensed software solutions
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  • Core Group International
    Business Owner
    Core Group International 2001 - 2004
    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, effectively channeling prospects to the company's online platform and cultivating valuable leads- Spearheaded the creation of a dynamic website, crafting compelling content tailored to resonate with specific target audiences, fortifying the company's brand messaging- Innovated by developing bespoke client forms and assessments, seamlessly integrating them both online and in print formats to streamline information gathering and elevate communication efficiency between coach and client- Focused on client engagement through meticulous follow-ups, systematically tracking and documenting client progress to ensure optimal satisfaction and results
  • Fedex Office
    Commercial Account Manager
    Fedex Office 2000 - 2001
    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, and eye-catching posters and banners, employing effective cold calling and telemarketing techniques- Elevated customer satisfaction and loyalty by seamlessly bridging the gap between the production department and clients, ensuring a smooth and personalized experience that fostered lasting relationships- Drove a remarkable 25% in sales growth by cultivating robust partnerships with outsourcing vendors, empowering Kinko’s to address a diverse range of customer needs with agility and precision- Played a pivotal role in the strategic planning of store expansion by collaborating with the core management team, contributing valuable insights to sales and marketing initiatives aimed at achieving sustainable growth
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  • Konica Minolta
    Sales Executive
    Konica Minolta 1999 - 2000
    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 and analog copiers, and cutting-edge fax solutions, with a targeted focus on capturing the attention of small and medium businesses throughout the sales journey- Surpassed sales quotas with an exceptional 278% overachievement within the initial two months, earning recognition as the 8th top-performing national sales representative for Q3 within the company- Elevated sales engagement through dynamic on-site and in-house presentations tailored for upper management and key decision-makers. Masterfully communicated the nuanced value proposition of our offerings, resulting in seamless deal closures and the cultivation of robust client partnerships
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Oz Merchant Education Details

  • North Carolina State University
    North Carolina State University
    Textile Management
  • Université Catholique De Lille
    Université Catholique De Lille
  • Whole World Improv Theatre
    Whole World Improv Theatre
    Improvisational Acting
  • Comedyworx / Io South
    Comedyworx / Io South
    Improvisational Acting
  • Coach University
    Coach University
    Coaching Certificate

Frequently Asked Questions about Oz Merchant

What company does Oz Merchant work for?

Oz Merchant works for Viably

What is Oz Merchant's role at the current company?

Oz Merchant's current role is VP, Customer Success and Support.

What schools did Oz Merchant attend?

Oz Merchant attended North Carolina State University, Université Catholique De Lille, Whole World Improv Theatre, Comedyworx / Io South, Coach University.

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