Chief Of Staff
CurrentPronounced "margin". MRGN is a financial technology company that provides a flexible ERP platform leveraging automations and integrations to guide small businesses through the financial planning process.Select wins:• Growth Strategy: Developed the business case, UX design, and customer experience journey for our channel partner program encompassing professional service firms; growing sales by 250% CAGR over 4 years to ~$30M ARR• Product Strategy: Created loan modeling module in our platform that allows customers to perform financing analysis on different debt products available and subsequent effect to cash flow; this feature to generate an incremental ~$1M ARR• Competitive Positioning: Partnered directly with the CEO on discerning future product development strategy to differentiate our platform and address the underserved customer profile of 30M small and medium-sized businesses representing a $9.3B TAM• Financial Analytics: Designed module for modeling Sales KPIs and displaying them in dashboards to close Enterprise contract with a high profile executive coaching organization, representing 3,000 coaches with 30 clients apiece, to generate ~$2M ARR• Corporate Development: Built market maps and conducted intensive due diligence on potential acquisition targets in the fintech FP&A sector. Conducted analysis that substantiated an incremental increase of ~$2-8M EBITDA and ~40% revenue expansion• GTM Strategy: Developed and executed grassroots marketing campaign which relied heavily on social media promotion and organic content creation to boost landing page visits; allowed us to generate ~11% PPC conversion, far outpacing industry average of 2.35%• Financial Modeling: Partnered with the CEO on formulating products and services for a sequential cross-sell and upsell strategy in a multi-year financial model; generating a ~15.2X increase in ARR from $2.0M to $30.4M ARR in 4 years