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Sales leader and GTM strategist based in Philadelphia, PA. Experience with multiple industry segments, product types, and company stages (full summary below)JD/MBA focused on finance and M&A Currently supporting three clients (software, real estate, CPG) through Waverly Digital, whereby I provide fractional consulting services focused on planning, operations, execution, and management for all things sales, client services, marketing, and growth. ___Functional Expertise → Sales, client services, partnerships, sales management CRM + revenue ops, research, writing, persona mapping + messaging, Large Enterprise Sales → Promoted from mid-market client director to role serving top-priority F100 customers, with a book of business exceeding $40M annually. Owned relationship management, account team coordination, channel + partner strategy, contract negotiation, and exceeding revenue targets. President’s Club winner. ACV: $500k to $15MMultiple Startups: Series A to D → Hired by firms moving up-market from SMB to larger clients. Led sales cycles end-to-end while designing and building GTM systems to scale these efforts (e.g., acquisition channels, stages, CRM, pricing, persona mapping, messaging). VC investors include Trinity Ventures, Founders Fund, and FirstMark Capital. ACV: $50k to $1.5MProducts + Services | Sold software, professional services, and financing in these categories:• B2B Commerce + Supply Chain: digital payments, marketplace tech, AR/AP tools, order fulfillment, fleet management• Property Tech + Industrial IoT: CMMS, edge computing, asset monitoring, mobile field service, building management systems• Enterprise IT: data analytics, workflow automation, integration tools, ERP servicesIndustry Coverage | Sold to customers in these sectors; adjusted GTM to the nuances of each accordingly: • Real Estate: multi-family + commercial portfolio managers, IFM facilities services, construction, fire & life safety• Industrial: commercial service operators (+ roll-up PE investors), OEM, component manufacturing, trucking + automotive• Cannabis: wholesale producers, multi-state brands, dispensary retail chains, M&A shops, 3PL transport___tom@waverlydigital.com
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Client AdvisorAssuredpartnersPhiladelphia, Pa, Us -
PrincipalWaverly Digital Apr 2020 - PresentPhiladelphia, Pennsylvania, United StatesWaverly Digital provides bespoke sales, business development and chief of staff services-- without the commitment, costs, and risks associated with full-time hires. Focused on all things revenue: planning, operations, execution, and management. My intention is to use this platform to work with companies that align with my professional experiences and personal interests. Current and former clients include tech, real estate, CPG, cannabis, and wealth management firms. Reach out anytime to explore working together. -
Senior Sales LeaderUtilizecore - Service Anywhere, Anytime Aug 2023 - Mar 2024New York, New York, United StatesUtilizeCore is an automation platform for property and facility services businesses; includes work order management, payment tools, and the EquipID asset management suite. Developed and chaired by the founders of ServiceChannel. UtilizeCore has raised $22M in VC funding.• Recruited following Series-A to serve as 1st external sales hire; hybrid role with two responsibilities: (1) close net new business as full-cycle AE and (2) help lead the development of sales playbook, CRM + revenue tool stack, and channel strategy // Note: Left company when new leadership paused outbound sales activity amidst a major shift in product strategy• Exceeded targets for new client acquisition + revenue (4Q23); projected to exceed both targets in 1H24 upon signing UC’s first multinational client • Developed qualified pipeline coverage of 3.5x FY2024 revenue target; includes first UtilizeCore partnership opportunities: (1) JV with industrial controls vendor and (2) re-selling agreement with OEM distribution network• Led initiatives to (1) accelerate growth (e.g. referral program) and (2) shorten transaction cycles (e.g. developed mutual action plan templates and role-based content repositories to ensure alignment of customer stakeholders -
Business Development ManagerLeaflink Aug 2021 - Aug 2023New York, New York, United StatesLeafLink is the largest enterprise technology platform in the cannabis industry, facilitating over 50% of the industry’s wholesale transactions. LeafLink digitizes the supply chain by integrating the following capabilities: B2B online marketplace, financial services (digital payments + invoice factoring , warehousing, 3P delivery, data services, and advertising. The business has raised over $230M from investors like Founders Fund, CPMG, Thrive, Casa Verde, Lerer Hippeau, and Nosara Capital. • Recruited by Executive Vice President to as the first business development hire to execute the company’s transition from a point solution, transactional sales model to a platform-based, consultative go-to-market motion• Designed and executed sales efforts for key geographic regions, navigating the unique regulatory and commercial environments of each state’s cannabis market• Developed and owned executive-level relationships while coordinating a team of 8-10 technical specialists and Subject Matter experts across the client organization• Structured and negotiated terms for national partnerships with custom Service-Level Agreements (SLAs)• Represented LeafLink nationally at industry events, investor conferences, discussion panels, and product webinars• Exceeded goals for revenue, new client acquisition, and product adoption in 6 of 7 measured financial periods -
Enterprise Client Executive, Industrial SectorIbm Aug 2017 - Jul 2021Greater New York City AreaJoined IBM after graduate school upon acceptance to IBM’s Summit Program for leadership development, which provides intensive sales and technical product training to selected participants. • Responsible for sales, relationship management, and strategy across all IBM offerings; promoted into role covering multinational, industrial sector enterprise clients ($40m+ annual aggregate IBM revenue)• Represented clients in IBM’s Industrial Sector (i.e., manufacturing, logistics, construction, energy, and electronics), which compelled me to developed expertise in both the Tririga (facility management) and Maximo (asset management) application suites.• Consistently delivered against quota targets; retired 102% of FY 2018 attainment (President’s Club), 97% of FY2019, 98% of FY2020, and 97% 1H 2021. $41M quota for FY2021 included revenue, services signings, and target products• Accumulated 300+ hours of technical training across cloud computing, analytics, cybersecurity, and IoT concepts; completed IBM Sales School curriculum and additional coursework on CRM, e-commerce, and digital strategy • Developed and piloted a territory management framework to increase NPS for enterprise clientsFY 2018: 102% Quota Attainment // IBM 100% Club Award WinnerFY 2019: 97% Quota AttainmentFY 2020: 98% Quota Attainment1H 2021: 97% Quota Attainment -
External ConsultantComcast Aug 2016 - Jan 2017Greater Philadelphia Area• Led team of associates under the direction of Comcast executive sponsors to optimize efficiency of Xfinity call center employees in pursuit of reduced operating costs and industry benchmark compliance • Used advanced survey methods to conduct quantitative and qualitative research on call center environments • Developed implementation plan in accordance with financial projections, managerial policies, and feedback from various stakeholders; presented report to Comcast Executive Director of CX and VP of Financial Excellence * Project completed in conjunction with MBA capstone program -
Mba Intern; Business Development, Financial Services SectorIbm Jun 2016 - Aug 2016New York, Ny• Supported management team and sellers across Financial Services clients• Created Excel workflows uniting disparate data to identify strategic growth opportunities within territory• Built several forms of client-facing collateral on short timelines and represented IBM at industry events -
Sales Operations & Partnerships AssociateRjmetrics Aug 2014 - Sep 2015Greater Philadelphia AreaRJMetrics is a business intelligence and data visualization platform. I joined the firm following its Series-B capital raise. Magento Commerce (now an Adobe business) acquired RJMetrics in 2016.• Built and maintained Salesforce functions to streamline lead management, opportunity progression, and forecasting • Researched, documented, and consolidated analysis of the SaaS business intelligence vendor landscape to help the account teams manage competitive evaluations in real-time• Identified technology and channel partnership targets; exceeded 100% of qualified opportunity goals
Tom O'Brien Education Details
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Bachelor Of Arts (B.A.) -
Jd / Mba
Frequently Asked Questions about Tom O'Brien
What company does Tom O'Brien work for?
Tom O'Brien works for Assuredpartners
What is Tom O'Brien's role at the current company?
Tom O'Brien's current role is Client Advisor.
What is Tom O'Brien's email address?
Tom O'Brien's email address is th****@****ibm.com
What schools did Tom O'Brien attend?
Tom O'Brien attended University Of Michigan, Temple University.
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