A CX and customer support growth strategy consulting firm with an experienced team of marketing, innovation, business development, and customer engagement professionals. We use our training in behavioral economics as a foundation to help organizations capitalize on opportunities and improve performance by strengthening customer-centric strategies through clearly-defined digital transformations, market analytics, opportunity assessments, customer support operational alignment, and innovation strategies.Project Engagement Examples...• Customer-engagement, CX, and business development strategies• Customer support - sales, service, tech support with either internal or outsourcing solutions• Marketing plans, tactical implementation, and digital transformation• Concept development/commercialization and operational alignment/optimization• Target market assessment and competitor analysis• Channel selection, program metrics, and ROI analytics• Due diligence, M&A, and funding decisions (>$300 MM in VC, PE, angel investments)• Regulatory compliance, client assurance, and quality governanceHunt Big SalesPartner with a leading strategic business development firm engaged to help mid-sized clients develop, tailor, and implement customer-focused growth programs resulting in 20%+ transformational growth.Impact Planning GroupEngaged as a strategic consulting resource for a marketing strategy firm working with global companies to drive growth plans through improved innovation, marketing, digital integration, data analytics, and customer engagement strategies.Fiserv / Raddon Financial GroupEngaged as an external subject matter expert resource consulting with banking and credit union clients on strategic planning, marketing innovation, contact center operational optimization, and customer engagement strategies.

Co-founded a cloud-based suite of digital tools (SaaS) and essential support services to assist companies that need to manage state regulatory compliance, registrations, and licenses.

Private-equity investor and Board Member for an IATF‐16949 certified manufacturer of acoustical and thermal composite parts to automotive OEMs and suppliers. Grew company revenue and profitability 4x and achieved a successful exit in 2020.

Responsible for leading global strategic initiatives, marketing, client/prospect CX growth efforts, cross-functional business integration, operational optimization, scaling, integration, and quality/compliance teams helping clients to achieve key customer relationship management goals via business process outsourcing (BPO) expertise.

Chief Marketing Officer (CMO) and client operations optimization leader as part of an executive leadership team which grew a customer engagement and contact center firm into a global BPO player with operations across the US, Central America, and Asia. Led strategic initiatives, marketing, business development, client CX growth planning, operational alignment, and quality/compliance teams. (Influent was acquired by PCCW in 2009.)

Recruited to aid the development, growth, and delivery of a strategy consulting team focusing on helping clients implement rapidly evolving digital, financial, and e-commerce solutions.