#3 employee of start-up, cloud-based SaaS fintech platform (data and technology platform for private markets). Acquired by State Street Bank (Sep 2021).- Oversee Product Management and Strategy, Engineering, and Client Services (including implementation services, professional consulting services, support services, data management services)- Expand product packaging and segmentation into Alpha for Private Markets offering within State Street, ensuring successful client delivery across Sales to Services

#3 employee of start-up, cloud-based SaaS fintech platform (data and technology platform for private markets). Acquired by State Street Bank (Sep 2021).- Helped secure 3 rounds of financing over 4 years and grow team from 3 to 60+- Year over year revenue growth of over 100% in both subscriptions and services- Oversee Sales Engineering & Ops, Account Management / renewals, Professional Services / Consulting, Customer Success / Org Change Management, Customer Education (scalable content / delivery), Customer Support (Ticketing / Live Chat)

#3 employee of start-up, cloud-based SaaS fintech platform (data and technology platform for private markets)Built and manage global SaaS Services / Customer Mgt team and infrastructure responsible for:- Sales Engineering & Ops and Account Management of current and prospecting customers- Program Management - strategic consulting engagements to customers' operations- Implementation of new customers to fulfill their business requirements on Mercatus software- Customer Success (Org Change) Mgt - leading customers with dedicated adoption plan / support- Education - continuous / scalable training paths across mutliple mediums, diverse learning engine- Customer Support - global customer ticketing, live chat resolution, SLA guidelines- Identifying opportunities for additional services or product feature usage at current customersStrategic Business Development:- Identifying new markets or customer segments to target based on core product match- Converting customer issues into requirements for additional new products or services- Leading development of case studies and collateral for effectively positioning consulting services- Strategic partnerships for optimizing operational infrastructure or enhancing product-set

#3 employee of start-up, cloud-based SaaS fintech platform (data and technology platform for private markets)Strategy & Product Development- Account manager for 3 of top 5 company customers, 0% churn pre- and post-fund raising- Led company financial forecasting enabling close of Series A funding- Acted as Product Manager to deploy new "Financial Modeling Service" core offering- Built Mercatus Analytics products & services leading to larger software offering around big dataFinance & Operations- Designed repeatable diligence process enabling customer origination teams 60% more capacity- Built global analyst team to support Services products to complement software user seats- Constructed standard financial model for energy investment analysis for industry scalability