XSELL Technologies was founded on the belief that the behavior of the very best sales agents could be learned, replicated and amplified to every agent in real time to transform the way that businesses interact with their customers.To do this, we leverage artificial intelligence as a foundational capability to listen, learn and support agents in real time with the exact information they need to exceed customers expectations and deliver top performer experiences.Technology Managed: Java, Spring Boot, Python, React.js, Next.js, Ruby on Rails, AWS, Azure, Postgres, Kafka, Snowflake, APIs

Cappex helps nearly 1.5 million of high school students each year realize their dreams of getting into the right college for them. In 2020 Cappex was purchased by Vista Equity Partners to join EAB as part of their flagship holdings.Managed the technology and product teams. Overhauled the systems and product offerings resulting in record 2020 revenue.Upgraded the technical architecture to better serve our market, enable our employees and build better products faster. Some of the technologies and frameworks utilized include microservices, Kubernetes, React, Java, Spring Boot, Progressive Web Apps, APIs and Material Design.Implemented a data warehouse, Heap analytics and business intelligence platform to institutionalize the use of analytics in decision making.Architected a data operations and content delivery process which improved the quality and timeliness of information for our users.

Built up the product and technology teams bringing in the skillsets needed to deliver on our goals.Made user testing and market research part of our regular processes. Instituted design and usability steps into the software development process. Diversified the company’s dependency on colleges by launching a college advising business.

Launched in 2000, SurePayroll has grown into the most innovative SaaS payroll service in the U.S. with tens of thousands of clients. In 2011 SurePayroll was purchased by Paychex, a $22B S&P 500 member.Reporting to the CEO, spearheaded and designed the product management department. Responsible for defining the company’s strategy and managing the product portfolio by focusing on market needs, technology trends, and the competitive landscape. ■ Created a Usability team and instituted 3rd party usability testing into our core products.■ Responsible for a product that consistently achieved a world-class Net Promoter Score of 60 as well as a customer retention level above industry benchmarks.■ Defined the company’s ubiquitous approach to easy online payroll launching the industry's first mobile payroll application for the iPhone. Worked directly with Apple’s small business marketing team to fast track the launch and obtain promotional marketing.■ Launched add-on services ■ Structured the channel partner sales team, sales processes and compensation packages resulting in a 130% volume improvement per rep versus traditional sales method.

In collaboration with the CEO designed a national insurance agency as a wholly owned subsidiary of SurePayroll. Managed the team of five consisting of agents and service representatives. ■ Designed and launched the first six states all within 6 months. Closed $2MM in policies within the first year.■ Responsible for all aspects of the new corporation from agent licensing and hiring to carrier contracts, sales management and lead generation.■ Launched a new insurance website to promote the new company and drive online sales.■ Formalized the sales process by deploying SalesForce.com for lead management and sales reporting.

Reporting to the CTO created a technology department of 15 employees including analysts, developers, software architects, database administrators, and quality assurance. Responsible for a system that calculates and stores payroll check details for hundreds of thousands of employees and moves over $15B a year. Other responsibilities included project selection, budgeting, planning, and deliverables.■ Added the ability to private label our offering enabling us to secure partnerships with Wells Fargo, SunTrust and Citibank.■ Tracked and monitored Key Performance Indicators, aligning activities to overall business objectives and ensuring company goals were consistently achieved.■ Reduced cost of a new customer implementation by 65% through development of more efficient procedures.■ Cut software support time by 40% over a two-year.■ Implemented sound policies, processes, and controls to successfully pass security inspections conducted by major financial institutions, investor due diligence, and SAS 70 audits.■ Improved sales, customer enrollments, customer service, operations and decision-making by proposing, designing and developing a proprietary CRM system.■ Positioned the company to become the first in the payroll industry to securely deliver W-2s, W-3s, 1099s, and 1096’s online along with numerous other innovations.

Partner in a custom software solutions firm achieving $2 million in annual sales. Consulted with clients to identify needs, develop effective solutions, and ensure a smooth implementation.