Nov 2024 – Dec 2025 · 1 yr 1 mo

Oct 2024 – Present · 1 yr 5 mos

• Available for advisory positions only; not accepting new clients.
• I work with early-stage teams to build high-performing marketing teams, clarify GTM and positioning, and create momentum that doesn’t fade as the business grows.

Jan 2023 – Nov 2024 · 1 yr 10 mos

• Grew monthly revenue 28% and volume 66% while growing gross margin
• Developed sales strategy to focus on products and services with best margin profiles
• Secured largest technology partnership and investment, forecasted to 10x shipping revenue
• Designed and defined Arta Client Lifecycle to align all functions and need states to the customer
• Redefined and implemented new sales stages and processes to improve forecasting accuracy and pipeline
• Launched ABM approach to increase ICP lead generation 100% YoY
• Successfully led rebrand, including updated positioning and messaging, and website replatform
• Migrated 100% of clients to contracts and paid SaaS subscriptions, adding over $250k in SaaS revenue to the business
• Shifted from reactive, low-touch engagements to proactive, high-touch in order to increase net revenue across key clients 30% YoY
• Led process with CEO to redefine and roll out updated Vision, Mission, Operating Principles, Objectives and Goals to ensure company-wide alignment
• Identified key tools like Notion and Miro to improve remote collaboration and employee experience across all departments
• Recruited, hired, and retained functional leaders across all revenue areas; set strategic objectives to align activity and ensure success in achieving goals across GTM lifecycle

Oct 2022 – Jan 2023 · 3 mos

Sep 2022 – Oct 2022 · 1 mo

Apr 2021 – Dec 2024 · 3 yrs 8 mos

• High Alpha is a venture studio that creates and funds B2B SaaS companies.

Mar 2021 – May 2022 · 1 yr 2 mos · Remote

• Generated $2.3M in marketing generated revenue in FY 2021 (+341% YoY), with 318% increase between H1 and H2 2021
• Generated $1.4M in marketing generated revenue in Q122, on track to deliver over $6M in FY2022
• Grew SQLs 236% QoQ while decreasing cost per SQL 33%
• Designed and launched retail brand to show experiences made possible by Lexer’s CDXP (shopdatarockstar.com)
• Conducted exhaustive client and market research to effectively lead positioning and messaging projects, re-establishing our GTM strategy to drive sales, improving MQL to SQL conversion rate 92%
• Guided brand evolution to unify visual representation across regions and departments, rolling out new templates, product representation, brand guides, and icons
• Developed strategy to build brand awareness in new markets, including USA and SEA
• Researched and selected best-in-class technology partners to ensure organic channels grew equally to paid channels; grew organic search impressions 98% and ranking keywords 106%
• Established marketing organization and processes, including Demand Generation, Product Marketing, Brand, and Communications functions
• Recruited, hired, and retained critical team members across all functions and regions, increasing team from three to ten over 6 months

Feb 2020 – Mar 2021 · 1 yr 1 mo · San Diego, California, United States

• Re-established marketing organization to meet company objectives, including Growth Marketing, Business Development, Product Marketing, Brand, and Integrated Marketing functions
• Designed, defined, and relaunched lead funnel to drive 265% increase in leads QoQ
• Partnered closely with sales and channel teams to increase opportunity ARR created by 70% YoY
• Decreased cost per sales opportunity 67% while increasing spend 15% QoQ
• Increased site performance by: +31% sessions, +51% users, +15% new sessions
• Recruited and hired critical team members, increasing team from three to eight in 90 days
• Managed complex, frequent communications with internal and external stakeholders at every level
• Served as a critical member of CEO staff team, delivering quarterly presentations to BOD, All Hands meetings
• Managed daily execution of marketing campaigns after learning new channels and platforms to drive outcomes

May 2019 – Feb 2020 · 9 mos · San Diego, California, United States

• Completed full GTM refresh including establishing hybrid ABM + inbound model, introducing hybrid SDR role, defined and assigned new target accounts, along with refreshed messaging, positioning, and ICP
• Designed and developed updated sales process to match buyer intent and was responsible for exhaustive Salesforce implementation, ongoing management, and team enablement
• Identified key opportunity to decrease sales cycle by redoing contract process, including templates and processes
• Designed and managed content and experience for first-ever team kick-off (TKO) for all 70 employees
• Established relationship with Forrester Analysts and led first successful participation in Forrester Wave report for email marketing
• Acted as deal desk to minimize time spent in redlines and accelerate deal cycle
• Simplified pricing to make Cordial easier to sell (and buy)

Feb 2018 – May 2019 · 1 yr 3 mos · San Diego, California, United States

• Partner closely with Product, Marketing & Sales teams to deliver best-in-class, differentiated Cordial Client Experience
• Collaborate and strategize with client-side Executives to define core business objectives for migration to Cordial, and deliver ROI year after year
• Actively developing and leading the entire post-sale experience for our Clients and the team that supports them including Client Success, Professional Services, Implementation and Technical Support
• Established organizational KPI's of Advocacy, Growth and Retention; continue to meet and exceed
• Temporarily led Marketing Team during leadership team transitions from April '18 to September '18

Jun 2017 – Feb 2018 · 8 mos · San Diego, California, United States

• Established Client Experience team, including organizational design, recruiting, hiring, performance management
• Consulted with B2C retail brands like Revolve Clothing, Tilly’s, FTD, 1-800 Contacts, MeUndies, TOMS, Edible Arrangements, GovX, Humble Bundle, mindbodygreen on Digital Transformation and Customer Obsession
• Designed and implemented services packages, adding over $2M in recurring services revenue
• Grew net retention to exceed 100%
• Partnered closely with Sales to grow ARR 150% YoY, including acquisition of first seven-figure deal
• Defined support protocols and managed critical platform incidents and client escalations

May 2016 – Jun 2017 · 1 yr 1 mo · Conshohocken, PA

• Established first-ever SWAT retention role globally.
• Achieved 84% revenue retention of top 10 critically at-risk Clients.
• Initiated and drove development of first-ever global churn forecasting, using risk indicators and historical business performance to proactively address potential churn.
• Accountable for retaining most at-risk revenue and accounts, either directly or indirectly through coaching others.
• Presented to Monetate Board of Directors on role influence and overall business trends.
• Directly reported to EVP, Client Success
• Presented on “Personalization 101” at Monetate’s 2016 Summit.

Aug 2015 – May 2016 · 9 mos · Conshohocken, PA

• Manage team of eight (8) Client Success team members (Director, Manager levels)
• Responsible for the design and delivery of SaaS professional services to 120+ clients, totaling over $22M in annual recurring revenue.
• Responsible for employee success including interviewing, onboarding, career development and performance improvement plans.

Aug 2013 – Aug 2015 · 2 yrs · Conshohocken, PA

• Manage team of four (4) Client Success team members (Director, Manager & Associate).
• Responsible for design and delivery of SaaS professional services to 30+ clients, totaling over $5M in annual recurring revenue.
• Responsible for the engagement and pilot conversion of multiple enterprise accounts.
• Collaborated with sales to generate over $3M in net new revenue, including contributing to critical RFPs and assisting in prospecting phase for Global enterprise opportunities.
• Critical team member during Client Success reorganization, assisting with job re-assignment, RACI creation, role descriptions, communication plans and GANTT charts.

Nov 2012 – Aug 2013 · 9 mos · Conshohocken, PA

• Responsible for the engagement, retention, activity and success with Monetate platform for 16+ e-commerce clients including DestinationXL Group, DrJays.com, RevZilla Motorsports and Delta Faucet with the assistance of the account Client Success Manager.
• Manage client expectations and timelines for developing actions required for new test campaigns.
• Monitor and report out campaign results to clients on a weekly basis campaign along with next steps and strategic recommendations to continue to grow their internal testing program.
• Strategize with executive client team members to identify key opportunities within the testing program for continued success using the Monetate platform.
• Educate clients about industry benchmarks and best practices with regards to testing, targeting, personalization and merchandising.
• Provide product and usability feedback to product managers to continue to grow and meet client needs.
• Train new clients (30+) and new Monetate employees to use the Monetate tool effectively and efficiently; educate trainees on how to test including A/B and MVT campaigns.
• Created content and presented training materials on the Monetate TestLab product during 2013 Monetate Agility Summit to over 70 attendees.
• Created Monetate Certified Partner training programs along with internal certification programs for the market development team.

Jan 2011 – Nov 2012 · 1 yr 10 mos · Conshohocken, PA

• Manage campaign/test ideation, set-up, QA and execution for over 30 clients at a time.
• Provide campaign/testing feedback, insight and next steps to clients to further improve testing strategies.
• Create, optimize and maintain Success Team dashboards, account documents, organizational tools and training materials.
• Provided Client Success Director campaign/test feedback, insight and recommendations for next steps to further improve testing strategies
• General Manager of the Monetate Softball Team.

Mar 2009 – Jan 2011 · 1 yr 10 mos · Philadelphia, PA

• Designed, created and implemented various marketing pieces including print, e-mail and web creative.
• Maintained 2,500 high priority customer accounts to minimize profit margin loss.
• Coordinated resources required to attend over 30 different partner events on an annual basis.
• Organized and optimized response rate on over 1,000 event leads.
• Responsible for managing new business inside sales team and required support materials.
• Recruited, interviewed, and made hiring recommendations for co-op candidates.

Mar 2008 – Dec 2008 · 9 mos · Fort Washington, PA

• Developed and presented health of business reports for multiple brand teams that led to more efficient market analysis.
• Presented cross-brand recommendation for maximizing communication opportunities to grow brand loyalty.
• Assessed and implemented company-wide changes to existing legal process which increased marketing efficiency.

Sep 2007 – Jun 2010 · 2 yrs 9 mos

• Organized and facilitated weekly staff meetings; led staff development activities for up to 16 Resident Assistants.
• Planned, managed and executed building-wide events for over 600 residents.
• Maintained peer accountability and positive working relationships within all staff members.
• Mentored and counseled approximately 40 residents on a daily basis.

Jun 2007 – Sep 2007 · 3 mos · Walworth, NY

• Analyzed present financial, marketing and future business growth situation at Walworth Hardware.
• Developed and executed a business and marketing plan which grew sales by 10%.
• Organized and conducted weekly staff meetings which led to a higher level of efficiency and communication.

Jun 2007 – Sep 2007 · 3 mos · Rochester, NY

• Responsible for entering and analyzing financial data into computer systems.
• Prepared information for financial presentations for financial intuitions to increased cash flow.
• Answered telephones and assisted with daily office operations.