Created and scaled the Implementation Architect, Engagement, Support, Customer Success, Data Integrations, and Learning & Education teams and their respective processes.►Built, hired, and managed a team spanning six diverse departments, defining distinct visions and missions for each while mentoring team members to eventually assume leadership roles.►Introduced an entire professional services offering, resulting in new 6-digit revenue for the company within its inaugural year.►Led the data integration team, overseeing the development of hundreds of new native data source integrations to enhance our content library, bolstering our offerings and strength of our platform.►Developed a comprehensive enterprise implementation program, employing an iterative and agile methodology, ensuring seamless deployment of solutions to our client base.►Delivered substantial returns on investment, amounting to millions of dollars and thousands of hours saved, for our enterprise clients who leveraged our SaaS platform.►Consulted Director, VP, and Exec level prospects and colleagues on process automation, orchestration, AI/ML policies and technical implementations.

Created and scaled the Solutions Architect position and grew the team from zero to four. ►Architected and designed a comprehensive demo environment for the pre-sales activities (technical demonstrations, sales presentations, client and prospect ideation workshops) while also creating the talk track and value props for prospect demos.►Collaborated closely with engineering and product teams, facilitating client feedback collection and UX sessions to align product development with customer needs and ensure the product roadmap met their requirements for sustained growth and adoption.►Consulted Fortune 50 to 1000 Directors and Executives on process automation & improvement, digital transformation, and orchestration►Hosted hundreds of webinars, training sessions, workshops, QBRs, product roadmap and UX design sessions.

Ran a boutique Sales, Marketing, and Business Operations agency while also leading Salesforce consulting for 30+ clients while growing the team and company.►Designed & configured 30+ clients Salesforce environments customizing Sales & Marketing processes►Created a new product that took our project implementation timeline from 21 days to 1 day►Produced & designed 100+ custom reports & dashboards for clients’ Sales & Marketing teams ►Internally automated our quoting + contracting, invoicing, and A/R processes via Zapier►Built our own proprietary Project Management system within Salesforce►Created financial forecasting & resource allocation models to help scale the company►Managed a team of 4 in a 100% remote environment

**Acquired by HigherEducation.com May-2018**Saved the company over $300k annually by upscaling & growing their offshore team.►Created & implemented workflows for new email marketing processes used company-wide►Managed and developed a team of 120+ remotely to tackle sales + marketing ops tasks, actively working on 12 projects►Work cross functionally with all 7 departments in the company to optimize their day-to-day via automating or outsourcing tasks + processes►Lead product management using Agile-Scrum methodology to enhance our proprietary software with outside developers

Employee #3 who created the Customer Success department from a team of zero to five. Created an entirely new product line, taking it from a concept to a revenue-generating machine while actively managing a team of 9, 100% remotely. KEY RESULTS:►Lead Product Marketing by exploring customer type, needs, go-to-market strategy, content creation►Used outbound email marketing & phone sales with Hubspot and Outreach.io and took prospects from start to finish through the sales process to grow user base from 80 clients to 400+► Grew the supply side of our marketplace from 130 users to 4000+ by building out a new user onboarding experience all the way from finding users (inbound & outbound marketing, paid ads) to an intuitive onboarding process within our app. ►Created RecruitLoop’s Sourcing as a Service from concept to a brand new revenue stream for the company. ►Lead Product Management of Sourcing as a Service application by wire-framing, gathering user feedback, & working with development to implement both qualitative & quantitative feedback from users►Automated workflows using Zapier, Hubspot, Salesforce, Outreach, Mailparser, Helpscout, and our proprietary applications saving our team hundred’s of hours a month►Advised companies on establishing Employee Branding, onboarding & interviewing candidates, to finding & engaging prospective talent

KEY RESULTS:►Create content & execute outbound email campaigns with Outreach, Pardot, Reply.io, Mixmax►Develop and implement SEO strategies, ICP identification, and B2B lead generation ►Website design and development using Wordpress: PHP, HTML, CSS►Remote Work advisor for companies on communication best practices + process improvement

Analyzed clients’ performance reports and suggested improvements in reporting formats; analyzed clients’ internal operations and provided software applications to increase the efficiency of the investments management process; analyzed clients’ data management systems and provide solutions to improve the investment information management. Maintained 91% annual client retention rate while managing $4.3 million in renewals from 260 clients across the nation. Up-sold and demoed products to prospective and current clients.Cold called financial institutions ranging from Hedge Funds, Fund of Funds, Endowments, Pensions, Investment Advisors & Managers, Fund Administrators, and HNW individuals in an attempt to garner interest in our financial products and services. Generate and qualify leads through the sales process along with data mining for new companies and contacts.

Became certified with all PerTrac products and helped our client base with technical and statistical analysis along with designing, running, and creating their monthly/quarterly/annually and ad-hoc reports. Assisted with hedge fund marketing material and helped analyze firms internal systems to help automate their day-to-day tasks.