Whether you are a technology firm with the next great product for the real estate industry, an investor looking for an objective review of a proptech opportunity, or a real estate company evaluating technology to help your organization, Proptech Advisors can help you succeed!

Provide domain expertise to proptech organizations on how to market and sell their solutions to the real estate industry.

I am a mentor working with proptech start-ups.

I was responsible for the education of their reseller channel and provided sales and marketing leadership and support for the launch of a new real estate industry back-office solution on the Sage Intacct accounting platform.

Closed the largest net new full-stack back office deal of 2022. Working with strategic accounts (> 20k multifamily units / >3k commercial leases) in the real estate industry, I was responsible for advising both residential (multifamily, SFR, HOA and mobile home parks) and commercial clients on technology solutions.2021 - 171% of quota2022 - Q1 - 126% of quota2022 - Q2 - 138% of quota

As the subject matter expert on the U.S. Commercial Real Estate industry, I was responsible for the creation of materials to train the Executive Leadership, Global Partnerships, Sales, Marketing and Product Management teams on the US real estate market; creation and execution of commercial real estate industry thought leadership content; and strategic planning and tactical execution to assist this New Zealand based organization gain access to the U.S. commercial real estate market.

Responsible for the development of policies and training for the commercial vertical. In addition to working as a product manager, I also created the go to market strategy to launch these new products into a previously unserved market for this organization. Created marketing content, thought leadership and sales training.Managed a sales team selling into the commercial real estate segment. In 2020, the commercial team was the only group to exceed quota (103%).

As the product evangelist and subject matter expert for multiple RealPage solutions including Accounting, Budgeting, Valuations and Commercial (SaaS) platforms, I was responsible for the creation and execution of the platforms’ Go-to-Market strategies. I successfully launched a new product platform to the Commercial Real Estate industry, a market previously not served by RealPage.By understanding the issues of the multifamily and commercial real estate industries, I delivered the solution message and value proposition to diverse audience members. I worked closely with the marketing team to develop a detailed positioning and messaging framework, defining and creating industry-specific digital content, blogs and seminars. I was featured in a series of webcasts and industry publications, and authored numerous articles providing thought leadership to the industry (see below "Accomplishments").I closed opportunities that ranged from small to enterprise clients, working closely with the sales team to uncover prospect issues by doing detailed discovery and then working through the sales process with a deep understanding of the client’s pain points. I was also responsible for training Sales Engineers on presentations, and provided industry, product, sales and solution education. I also worked with the Sales Enablement team to define specific reporting, white space and process improvements to maximize the effectiveness of Salesforce.com. I collaborated with the Legal and Contracts Departments to resolve client licensing and contract issues.As a recognized investment real estate expert, I conducted RealPage’s new hire real estate industry training to introduce employees to this complex and exciting business.

I created a new distribution channel where I recruited, trained, and enabled partners to sell our commercial solutions. I was responsible for legal, sales enablement, and internal infrastructure in order to accommodate this new sales program.

Presales Engineer -- Yardi VoyagerI presented this SaaS solution to both residential (conventional and affordable multifamily, single family residential, HOA and senior) and commercial real estate owners and managers. In addition to the flagship product, Voyager (G/L, A/P, A/R, Lease Administration and Work Order), I also presented Commercial Leasing Pad (mobile CRM), Job Cost, Advanced Budgeting & Forecasting, Orion Business Intelligence, PayScan and CheckScan modules.I worked with many new sales people who had little or no sales or industry experience and mentored them on the real estate industry and how to sell technology into this industry. I would work with them to understand the issues facing the accounting and operational staff of property management organizations and then present comprehensive solutions to those issues. I was 110% of quota at the time of my departure.

As a member of the mall leadership team, I was responsible for ancillary revenue opportunities including RMUs, advertising, media and events at this Class A Super Regional shopping center -- the premier shopping destination in Oregon and southwest Washington. Coordinated and promoted Tim Gunn featured Lucky Brand Jeans Fashion Show.Completed 2011 at 116% of quota. For seven months of 2012 was 114% of quota. Leveraged relationships to create demand from major national prospect which became one of the largest temporary leases in the history of Washington Square.Developed new prospecting tools including first ever business-to-business seminar leading to closed business from 25% of attendees within one month of seminar.Designed and produced new collateral series of client success stories.Created innovative gift card sales training program for Guest Services Ambassadors. These non-sales oriented staff members were tasked with selling property gift cards and were uncomfortable with this role. The training lead to greater understanding of sales processes and created a high comfort level with their duties which lead to an increase in sales.

Bottom line responsibility for all financial, operational, and administrative aspects of this real estate and property management organization. The property portfolio of 32 properties included multifamily and commercial assets in seven states.Asset & Property Management / Operations• Responsible for all maintenance, repairs and capital improvements for fifteen properties in six states• Reduced year end reconciliation of NNN charges for 19 properties by six months• Decreased the delta between NNN actual amounts paid and reconciled amounts owed from > 30% to < 5% for many tenants• Worked with tenants on payment plans and rent reliefLeasing / Marketing• Responsible for new leases, assignments or lease extensions • Implemented lead generation and CRM systemConstruction• Construction oversight from permit to Certificate of Occupancy for a variety of projects including TI and capital improvementsFinance• Designed and implemented financial reporting system using a variety of tools• Implemented construction job cost system and reporting• Created and nurtured banking relationships• Instituted A/P calendar and workflow procedures• Implemented MICR encoded check writingLegal / Risk Management• Maintained relationships with counsel in multiple states involving multiple legal disciplines• Point man on property liability issues, including liaison with opposing counsel or claimantsAcquisitions• Financial analysis including use of ARGUS and Excel• Due diligence competency including site, demographic, legal, title and competitive reviewStaffing• Created policies and procedures for the hiring, motivation, review, discipline and termination of new and tenured employees• Developed and implemented Employee Manual (onsite managers and office staff)• Managed in-house staff of four and a remote staff of tenIT• Responsible for all technology (network and applications)• Designed, implemented & updated company and multi-property website

Responsible for sales of software, hardware and services into construction companies, ranging from small contractors to ENR 400 organizations.First year 110% of quotaSecond year 118% of quota

Developer of construction accounting and project management software

Consulting firm dedicated to working with technology organizations.• Expanded Canadian software company’s (developer of WMS) western U.S. reseller channel almost 300% in less than one year• Created sales curriculum and conducted sales training for resellers leading to channel independence• Created, instituted and monitored lead generation programs for individual resellers, resulting in qualified leads within 30 days of implementation.

• Led three remote sales people and two in-house account managers resulting in 105% year over year increase in sales • Responsible for direct sales in a seven state region, increasing new unit sales 50% over the prior year.

Responsible for the management of VAR channel selling MAS 90/200/500

Responsible for full solution presentations of MAS 500 (fka Aquity).

Started in support, moved to sales and ended my tenure in this role. - Led the go to market team responsible for the launch of new GUI property management product including the formulation of the value proposition, creation of marketing and collateral / assets, and development of presentation data set- Subject matter expert for all property management related issues and solution formulation- Worked closely with VAR channel on pricing, presentations and closing sales