Building something new

Helping the team and organization in its growth phase

Building a complete cloud native marketplace and B2B commerce platform to power the future economy • Founded company after speaking with 30+ Fortune 500 planning to launch marketplaces• Built the vision, strategy, product roadmap, and execution plan to deliver a product by August 2020• Drove execution and continued to iterate to create an end-to-end marketplace platform product• Designed the brand and digital assets for the company, aligning with a specific brand archetype• Wove Fintech and Logistics into the fabric of our product to create a differentiated offering• Crafted the sales presentation and vision casting to articulate a 360 degree value proposition• Raised $3.2M seed round in November 2020 at $16.6M valuation, within 8 months of launch• Built a captive R&D center in Toronto, Canada; eventually growing the team to 20+• Architected a pricing strategy anchored in value creation, differentiating from the industry norms• Established and launched our GTM strategy “A Quest for 12 and 1” - 12 customers and $1M in ARR• Hired a rock-star marketing leader helping blitz the market with a coordinated public relations strategy• Achieved our target of $1M in ARR in the first 100 days of Go-to-Market (Dec 2021 - Mar 2022)• Won the ShopTalk venture capital pitch competition in March 2022 creating venture interest• Raised a $30M Series A on Go-to-Market velocity in May 2022 at $100M pre-money value• Recruited an all-star Executive Leadership Team across Marketing, Sales, Partnerships, and Operations• Team collectively closed over 20 customer contracts with multiple millions in annual recurring revenue• Invited to speak at several industry events as a recognized thought-leader—evangelizing our worldview• Led a discussion with Forrester as a thought leader on Marketplace technology• Actively pitched enterprise accounts and negotiated multiyear contracts, helping close a $1M+ contract• Provided advice across Commerce, Fintech, and Logistics for customers

Building cloud based products connecting businesses to payment networks, processors and financial institutions.• Leveraging design thinking to collaboratively build the first click-to-deploy payments cloud• Delivering an elegant and intuitive config, dashboard and management user interface• Collaborated with marketing to create product branding from our website to presentations 
• Championing the product mindset across engineering moving away from custom solutions • Leading strategic transition to Kubernetes to increase agility and help become cloud agnostic

Turvo provides a collaborative cloud based logistics platform (SaaS). Recruited to create the payments product strategy, build our capability maturity, and commercialize the business. • Evangelized the financial management and payments product to B2B CEOs, CFOs & CIOs• Secured a strategic partnership with a top 10 bank to create the payments platform• Business and product owner facilitating real-time B2B payments processing• Productized enterprise accounting integrations with NetSuite, Oracle, Xero and SAP• Strategically led the mobile competitive analysis, target market focus, launch and growth• Developed and drove a strategic product roadmap for financial management and payments• Built the customer success strategy and organization, laying the foundation for growth• Conducted business development to close deals by providing financial product consulting• Directly managed customer CFO relationships ensuring needs aligned with product strategy• Developed product marketing to evangelize the platform at trade shows and industry events• Created a change management, digital and organization transformation for a key customer• Culture champion, implemented employee engagement and career development programs

Recruited to drive the Apple Pay fraud strategy, private label store card product and launch payment gateways across 14 countries. Head of International Payment Gateway Integration and Private Label Products• Executive Product Owner (DRI) for Private Label Store Card “Keynote” Product Launch • Grew Apple Pay In-App support by working with payment startups ahead of launches• Led international business development to drive Apple Pay payment gateway adoption• Orchestrated product delivery of the private label and store card "keynote" launch for 2015• Ensured final products provided a seamless payment experience with the highest security• Delivered a novel solution tokenize private label payment cards through payment networks • Product owner (DRI) for fraud prevention and identity verification strategy• Accelerated retailer technology adoption to support Apple Pay through technical sales • Enabled the Apple Store Online e-commerce digital customer experience for Apple PayHIGHLIGHTSDirected internal teams including engineering, business and marketing across iOS, Server, Privacy, and End to End Testing to launch private label store card support in September 2015Managed execution of external partner's work plans ensuring their timelines to integrate the payment rails supported the unique requirements of private label store cards. This included coordination across key retailers, payment networks, terminal manufacturers and processors

Led the introduction of new products and services, innovation, benchmarking, strategic initiatives and best practices for consumer services business. • Prepared all presentations including executive briefings, business strategy and financials• Product owner for the Visa 911 emergency cash mobile digital customer experience • Directed the mobile initiative to drive business to Visa's lost and stolen service offering• Met with key clients to provide strategic context on product and service offerings• Led the analysis, recommendation and launch of strategic sites to expand our global footprint• Selected strategic operations site in Austin, Texas to support an additional 500 headcount• Secured a deal with a tax services company by providing insights on product analytics• Developed the business continuity and disaster recovery plan

Recruited to develop and execute a strategic framework to successfully launch a new startup organization for Global Consumer Services.• Successfully hired and trained 20+ professionals in three months to support a new site• Managed a budget of more than $2.5M while growing capacity without additional headcount• Launched the business intelligence and analytics organization from hiring to operationalizing• Coordinated compliance projects to ensure the organization met the corporate audit needs• Built operations support to serve contact centers, clients, vendors and account management• Created procedures to ensure sites operated at peak performance with minimal down-time• Directed the emergency cash program making a significant contribution to revenue• Recognized for achieving one of the highest employee engagement scores for large teams• Created multi-year program roadmaps to increase capability maturity for three organizations• Built a change management framework coupled with enabling technologies driving efficiency• Implemented innovations to improved the customer experience and increase responsiveness• Met with key clients to provide insights and expertise on financial products to close deals• Sunset operations and successfully completed the program without missing deliverables

Recruited to direct and deliver the program for the Order to Cash initiative for on-demand High Volume customer billing and revenue systems web-platform.• Architected and delivered the charter Service Oriented Architecture (SOA) implementation• Built web-services to encapsulate legacy systems to integrate into a modern web platform• Developed an RFP for an Enterprise Service Bus (ESB) and strategic partner for SOA• Drove architecture and business requirements to integrate Monitoring, Billing and Marketing• Created a program roadmap for the integrated services strategy for short, near and long term• Drove vendors, engineers and business teams to create online bill presentment and payment• Led a PCI DSS compliant project offering IVR self-service payments leveraging web-services• Built B2B data analytics and payments capabilities for our commercial customer base

Promoted to lead finance technology and business initiatives for account management, customer billing and collections.• Orchestrated a $35M escheatment initiative recovering $8M in revenue through due diligence• Directed the Hurricane Katrina initiative sizing up recurring losses resulting in a $5M payout• Architected, built and refined the customer retention product saving $300M+ in revenue• Designed a hashing and cryptography engine for PII storage and transit for engineering• Built a past due balance platform to stop customer service requests saving $3M annually• Directed a Sarbanes-Oxley (SOX) compliance program to drive employee rate standardization• Championed the PCI DSS compliance implementation to bring data center in compliance• Implemented financial services platforms: CheckFree, ClearTran and Chase Paymentech

Promoted to build the capability maturity of the Financial Planning and Performance Analysis team through enabling technologies and process improvements.• Envisioned and architected an on-demand business intelligence and analytics platform• Built a performance management system for associate and management bonus incentives• Migrated and implemented a centralized workforce management system across 12 sites• Integrated telephony, payroll and human resources systems into workforce management• Technology liaison for operations executives brokering technology project funding• Architected an alarm monitoring data warehouse to display realtime service levels

Recruited to develop solutions, create automation and augment processes with complementary technologies.• Developed an interim enterprise system for field service during a critical system migration• Built an ETL and data integration engine to connect 50+ systems to a central data lake• Architected a centralized reporting system for ACD, IVR, Alarm and Workforce metrics• Reduced headcount requirements for the resource desk by automating data extraction