B2Gnow is the national leader in supplier diversity management and contract compliance software. B2Gnow helps states, counties, cities, other governmental entities (airports, transit authorities, etc), universities and private companies manage compliance with the complex world of supplier diversity and disadvantaged business regulations. In addition, B2Gnow helps vendors and businesses navigate the vendor diversity certification process. Now private equity owned by Polaris Partners, B2Gnow is quickly growing its market leadership position.

(Acquired by Daysmart)Returned to my first software home, AppointmentPlus and its subsidiary Opendock (www.opendock.com - dock scheduling / transportation management), to help lead the company through transition and acquisition. During tenure, led company through their best-ever sales production quarter and helped successfully navigate sales cycles with two of the company's largest customer acquisitions. Led development of strategic plan to prepare business for smooth M&A transition.

Led Openforce - the industry leader in technology solutions and services for onboarding, compliance, management, settlement, and insurance/risk (insuretech) mitigation programs for independent contractor and gig workforces. Openforce has a great team and product that service virtually any organization that utilizes 1099 or gig workforces, with a focus in transportation (last mile, trucking), home healthcare, and field services. Openforce helps companies navigate the complexities of the insurance coverages for gig workers, independent contractor regulatory requirements, and the related compliance landscape.

Led the LawLogix division of Hyland Software, Inc, a leading ECM technology provider with over 3,000 employees in 10 countries. Responsible for the LawLogix division and all departments, including P&L and revenue generating activities. Directly led the sales, marketing, channels, training and account management teams. A great team with a passion for delivery of best in class electronic I-9 and immigration case management SaaS products and services.

(Acquired by Hyland Software) Led the sales, marketing, channel, and account management teams at LawLogix. Our customers range from Fortune 10 companies to law firms across the world. LawLogix is a leading solution provider that assists millions of people through its Electronic I-9 Compliance, E-Verify & Immigration Case Management Software. With two flagship Software as a Service (SaaS) products, Guardian and EDGE, LawLogix automates the labor and paper intensive I-9 and immigration processes for more than 165,000 organizations worldwide.

Served as sales and marketing consultant for two of the top SaaS companies located in Phoenix, Arizona, creating new go-to-market strategies and creating and implementing the related processes required for execution. Companies served: Axosoft (www.axosoft.com) and LawLogix (www.lawlogix.com). Axosoft:Retained to help create new go-to-market strategies, helped build sales team, and helped build sales and marketing processes for this top scrum software provider. Axosoft provides scrum and project management software for thousands of development teams worldwide and is consistently ranked as one of Arizona’s top technology companies. • Created new sales process for Axosoft product suite team.• Led CRM implementation for the new sales process.• Assisted in the hiring of new sales team members.• Planned and helped execute an extensive Objective-driven Innovation project to initiate new product innovation based upon the job needs and objectives of customers.• Assisted in creation of 2015-2017 strategic plan.• Led creation of new metrics dashboard for overall sales and marketing effectiveness.LawLogix:Retained to help build overall product management processes for the primary LawLogix product – Guardian I-9 compliance software. Lawlogix is a top SaaS technology provider with clients ranging from Fortune 100 companies to small businesses. • Development of overall strategic product plan.• Creation and implementation of product go-to-market strategy.• Analysis and development of pricing plans and models.• Integration of overall product plan with sales and channel strategies.• Migration of underlying technology development into new Agile process.• Development of key revenue projection modeling.

(Acquired by Daysmart)Appointment-Plus is a Software as Service (SaaS) solution - think Open Table for every other kind of booking/appointment. Its subsidiary was OpenDock (www.opendock.com), a SaaS platform used for transportation dock scheduling. I was the Chief Revenue Officer and an executive team member responsible for sales, business development, and marketing within this niche cloud computing company serving nearly 100 verticals. I led the sales and business development growth at Appointment-Plus from only 300 accounts to over 7,500 accounts ranging from Fortune 50 companies (i.e. Google, Verizon) to SMBs, booking over 3,000,000 appointments per month worldwide through the Appointment-Plus system. We increased Appointment-Plus revenues by 550% under my sales and marketing leadership. SaaS business models can be incredibly complicated, but it is a great model and great business. SaaS metrics and SaaS financial modeling - making all the pieces work - was also part of what I did at Appointment-Plus.Here's a quick blurb about Greybull Stewardship's 2010 investment in Appointment-Plus: http://greybullstewardship.com/investment-appointment-plus/

Responsible for overall business development, sales and marketing strategies for all major verticals and major accounts. Built and managed 14-person sales team including compensation plans and entire customer-focused sales process from the ground up. Analyzed successful sales techniques and methods for SaaS companies to open each stage of the sales funnel. Extensive experience with contracting and SaaS contract issues. Development of complete enterprise level contract set. Authored all product terms and conditions.

Responsible for overall business development and closing of education-related accounts. Business development activities focused primarily on the higher education and tutor markets, including universities, community colleges and trade schools.

Baumann Kelly Paytas & Bernstein PA was the law firm that I grew with from the time of starting my own practice all the way through the time I left the law practice at the end of 2005. At Baumann Kelly we developed a tremendous presence in the transportation and trucking law field, representing some of the biggest trucking and logistics companies in North America - companies like Landstar and CH Robinson. I also served on the Arizona Trucking Association Executive Committee for several years and served as counsel.