A bold new path for investor relations. Much more than just investor websites and earnings calls, Q4 delivers the data, insights and workflows IR leaders need to drive premium valuations—all in a single powerful SaaS platform. We call it IR Ops.

VersaPay is a Fintech company and leading provider of cloud-based invoice-to-cash solutions, enabling businesses to provide a superior customer experience, get paid faster, streamline financial operations, and dramatically reduce DSO and costs. VersaPay ARC is the new standard in accounts receivable and collections management with a customer self-service environment to view invoices online, collaborate on inquiries and disputes, and facilitate secure online payments (EFT/ACH and credit card). Businesses gain access to a suite of powerful tools that enable efficient collections, cash application and real-time insight into accounts receivable. VersaPay ARC automatically reconciles payments and account information through integrations with a wide range of ERPs and accounting software providers.Learn more about how VersaPay is making customers happy and helping companies get paid faster: www.versapay.com

Cybersecurity is more important every day. Breached data records are now counted in the billions and privacy violations continue to mount. Critical infrastructure is constantly under siege from foreign and domestic actors. While there is no shortage of services to address various aspects of the security problem, KnectIQ’s approach to protecting data-in-flight uniquely addresses the heart of the problem.

►Drove $100M in recurring revenue across the Customer Value team of 100+ employees consisting of SDRs, Sales, Onboarding, Account Management, and Customer Success. ►Overhauled KPIs to track success across the entire Customer Value Journey. ►Relaunched Global Partner Service and Onboarding Programs, improving customer onboarding and ongoing value delivery and reducing churn by >10%. ►Split sales funnels across two competing offerings to drive volume in the entry level offering and higher AMRR from the premier line ►Unified siloed customer facing teams into a single organization with shared metrics to improve visibility to the customer experience. ►Introduced new tools, automating sales process, & resulting in 10% productivity gain in customer facing time.

►Ensured team delivered customers value from the small business software offering. ►Redesigned KPIs to focus on input metrics and proactive customer intervention. ►Launched Account Management Team for top 10% of customers to receive ongoing white glove service. ►Reduced costs per save significantly through LTV/CAC analyses and by stopping unproductive work. ►Expanded monthly recurring revenue by right-sizing pricing to usage for high consuming customers. ►Drove significant Payments attach revenue to both new customers and the base. ►Exposed key product improvement needs through end to end customer behavior success tracking.

►Leader of the fastest growing US sales channel at Intuit for 3 years in a row. Managed 100+ employees across 5 sales teams (inside and outside sales). ►Increased sales across the QuickBooks Online SaaS ecosystem 400% by implementing sales process improvements, evolving offerings, and unleashing the great ideas of a highly engaged team. ►Drove strategy cross-functionally with internal partners across multiple disciplines in a matrixed environment.►Overhauled KPIs to improve customer success metrics, driving 10+% increase in active use.►Improved teams’ sales skills by developing behavioral measurement tools and transparent daily coaching.►Created dedicated Enterprise Sales Team, driving 135% YOY growth in Intuit’s highest priced and most profitable offering.►Ranked in the Top 2 Directors globally in FY16, FY17, and FY18.►Enabled mobility and advancement opportunities to over 18% of a team of 100+ employees annually.

►Evolved sales from transactional annual sales processing to exploratory engagements designed to maximize sales opportunities in a SaaS environment. Drove global process creation, strategy, and standardization for the newly formed GTM accountant sales teams worldwide. ►Established new KPIs for a Global channel, transforming from sell-to to sell-through approach.►Innovated delivery of educational content by adopting online platforms to increase the one-to-many opportunities and touch >20% more sales employees annually without increasing L&D heads.►Led management team to deliver employee engagement scores 6% higher than Intuit overall.

►While also leading US Retail Channel Marketing for Intuit’s Consumer Offerings, led outside sales professionals that partnered with financial institutions (banks, investment firms, credit unions) to market Intuit's Cloud-based personal finance, Tax, and small business accounting products to existing customers. Revenue >$85M.►Delivered 116.5% of plan in challenging environment that included the discontinuation of major products, price increases, and changes in product strategies, contributing to strong share gains for the Turbo Tax brand.►Led team to close multiple new enterprise level customers YOY to drive the continued evolution of Tax prep delivery from desktop solutions to SaaS Turbo Tax online, realizing +$5M.►Delivered employee engagement score 9% higher than Intuit overall.

►Directed team in building the channel level go-to-market programs at Retail for the $400M Turbo Tax and Quicken businesses. Devised equitable channel investment strategies across sub-categories including Consumer Electronics, e-tail, Mass Merchants, and Office Stores that resulted in continued/growing dominant share positions and current period revenue and profit growth across the entire channel. ►Delivered 5% YOY growth in US Tax business that had been shrinking on average 5% per year.►Created a Center of Excellence for global packaging and merchandising for the US, Canada, and the UK.►Created channel funding programs to incent retail partners to over-merchandise and promote Intuit brands resulting in 1.5% share increase for Turbo Tax.►Drove a Turbo Tax Refund Bonus program in partnership with Amazon, enabling retail customers to increase tax refunds 10% through e-gift cards purchases, creating high differentiation from competing tax offerings.►Leveraged large existing partnerships to drive a new product testing plan that resulted in changes to channel-wide product offerings for FY15.►Devised new business models for expanding reach and distribution outlets for key direct brand offerings to lower overall cost of customer acquisition.

Leader Strategic Accounts Team (2011 to 2013)Regional Retail Sales Leader (2010 to 2011) Retail Team Leader (2009 to 2010)►Led a variety of teams to drive growth and market share improvements with US retail and e-tail partners across the QuickBooks, TurboTax, and Quicken brand offerings in multiple territories with > $200M quotas. ►Key accounts: Amazon, Costco, Walmart, Target, Best Buy, Sam’s Club, and Office Stores Channel.►Grew Amazon business more than 50% in the first fiscal year of ownership.►Doubled new user percentage of sales at Amazon by integrating product offerings and marketing.►Transitioned Intuit thinking about Amazon from a customer to a platform. Led weekly Amazon 101 lunch and learns across all BUs to evangelize how to win on the platform.►Pioneered multiple product listings with strategic partners, driving change from desktop software to SaaS.►Owned in-store merchandising relationships and budgets for the US Retail channel and reduced annual expenditures by 6% for equally valued in-store coverage.►Led channel enablement teams of marketing professionals and account planners responsible for all trade spending and >7M units of retail inventory management annually.►Opened Dollar Channel with a $5 TurboTax offering previously unavailable with in-season sales of >10K units.►Secured first full-chain front of store merchandising opportunities at Target resulting in +35% YOY growth.

Divisional Vice President of Sales Product Development (2008 to 2009)Director of Digital Distribution (2007 to 2008) General Manager Slingdot (2005 to 2007)►Led teams in transitioning from traditional brick and mortar distribution to a digital and Cloud-first model. ►Pivoted product development and teams to newly emerging segments and digital distribution channels. ►Served as GM for an internal start-up business responsible for the construction and daily operation of a subscription/advertising supported SaaS casual gaming portal that monetized >15K users a month. Oversaw sales, marketing, dev, Care, XD, and finance. ►Crafted strategy to enter into new channel (game portal space), garnering >$3M in new revenue.►Drove e-tail expansion efforts from in-store to on-line driving >$2M annually.

►• Sales strategy architect for start-up video game publishing company, growing sales from $1.7M to $38M.• Developed strategic relationships with key new accounts including: OfficeMax, OfficeDepot, Staples, Target, Musicland Group, Kmart, Atari (distribution), and alternative channels. • Executive Leadership Team member which grew company into attractive acquisition target (sold to THQ)

►Drove revenue growth in PC and Console Video Game products for the major accounts in the Midwest Region. ►Relationships included Target, Best Buy, Kmart, Sears, Shopko, Atari (distribution), Navarre (distribution), Musicland Group, FuncoLand. ►Expanded territory revenue to $32M by April 2001.

►Managed vendor relationships and procured computer software for distribution to all major US retailers (Wal-Mart, Target, Kmart, Best Buy, CompUSA, Office Depot, OfficeMas, Staples, etc.).

►Led finance team in forecast/budget management, financial analysis, product line profitability, benefits analysis, facilities and leaseholder negotiations and sales compensation planning for a large, international computer hardware distributor. ►Wrote and executed business plan for expansion of memory and CPU distribution, growing the revenue from $1M annually to $12M annually in 2 years.

►Two year rotational work/study program at General Electric in combinatoin with the University of Virginia Darden School of Business. ►Rotations in Corporate Finance, Manufacturing Finance, Cost Accounting, and Startegic Planning plus course work in Financial Planning and Analysis, Business Development, Global Concepts, Competitive Strategy, Managerial Accounting, Operations Management, Governmental Accounting.