Feb 2025 – Present · 1 yr 2 mos · Denver Metropolitan Area · Remote

• Advisor to the CEO of this GenAI startup.

Jan 2025 – Present · 1 yr 3 mos

• Oxonian is a strategic technology advisory firm specializing in scaling SaaS businesses, guiding M&A success, and delivering measurable outcomes through deep CIO insight. Our firm serves high-growth companies through hands-on advisory and implementation in the following areas:
• Go-to-Market Strategy & Product-Market Fit
• Technology Due Diligence for M&A
• Digital & AI-Powered Transformation
• Cybersecurity & Regulatory Compliance
• SaaS Revenue & Margin Growth
• Client Highlights:
• ✔ $60M+ M&A supported | ✔ 30% Faster Sales Cycles | ✔ 40% Revenue Gains
• ✔ 50% Cost Reductions | ✔ 90%+ User Adoption | ✔ 15+ Strategic Tech Partners

Jan 2025 – Present · 1 yr 3 mos · Denver Metropolitan Area · Remote

• Advising health care startup CEO and executive team.

Jul 2023 – Jan 2025 · 1 yr 6 mos · Boston, Massachusetts, United States · Remote

• ● Reduced downsell and churn by implementing a customer success function, supported by Gainsight.
• ● Led the use of GenAI for the company. Focused on enablement and motivation to use GenAI and secured licenses for fraction of the cost of OpenAI.
• ● Partnered with Sales to develop a strategic sales message. I was a key speaker at Sales Kick Off in support of our new messaging.
• ● Addressed Lead to Cash friction. Proposed program to the board and gained approval to purchase Salesforce Revenue Cloud to optimize Lead to Cash and eliminate customized and inflexible solution.
• ● Led due diligence and integration for multiple M&As. Integrated 3 companies from due diligence to operations.
• ● Gained approval for an IT location strategy, increasing IT capacity by 20% without additional costs.

Nov 2020 – Jul 2023 · 2 yrs 8 mos · Redwood City, California, United States

• ● Transformed IT from a support function to a strategic business partner, by rebuilding IT including hiring top talent, providing role clarity, and improving development processes resulting in significant business improvements, while reducing IT costs per employee.
• ● Proposed and gained board approval to replace Quote to Cash processes, enabling new pricing models.
• ● Completed cyber risks assessment and reduced company exposure through consistent sprint delivery, raising CIS scores by 30%.
• ● Delivered a new quoting tool (CPQ), increasing sales effectiveness and reducing cost per order.
• ● Improved customer retention and cross-sell through selection, design and implementation of customer success platform establishing Customer Success function, increasing net retention.
• ● Completed two acquisitions to increase IP and expand the type of customers we are targets. Handled due diligence, onboarding and post-acquisition integration.

Jan 2018 – Present · 8 yrs 3 mos

• Blumberg Capital is an early-stage venture capital firm that partners with entrepreneurs to innovate and build successful technology companies.

Sep 2017 – Nov 2020 · 3 yrs 2 mos

• ● Delivered Digital Transformation program covering all processes and systems for the entire $3B business. Scope included CRM, Q2C, R2R, P2P, Tax, Treasury and HR. Managed $100M budget. IT landscape reduced by over 80%.
• ● Established Enterprise Architecture governance and processes. Responsible for design reviews evaluating all business change.
• ● Achieved Post Merger Benefits though the elimination of legacy PeopleSoft and on-premise HR landscape with integration to Workday. Provided a single global HR platform for the company. Enabled sale of SUSE business for $2.5B.
• ● Implemented Callidus to integrate the salesforce and manage sales compensation across the merged product portfolio.
• ● Managed Deloitte as Systems Integrator and DXC and PwC as delivery partners.

Sep 2017 – Nov 2020 · 3 yrs 2 mos

• Managed digital transformation for a largely outsourced team of Deloitte, PWC, and 30 internals reporting to the Global CIO in Austin, Texas at a $3B software company employing 11K.

Sep 2010 – Aug 2017 · 6 yrs 11 mos · Austin, Texas, United States

• Technology lead for CFO and Finance, Tax, Legal and Real Estate.
• ● Developed 3-year transformation roadmap for finance, supporting global service centers and simplified processes using SAP S/4. This became the basis for HPE global transformation.
• ● Delivered separation of $120B company in 9 months, managing 800 in-house resources including a large offshore team.
• ● Designed and implemented two post-separation organizations enabling seamless operations for both HP and Hewlett Packard Enterprise.
• ● Integrated/divested multiple companies into or from global platforms (Aruba, Tipping point, H3C).
• ● Enabled 100% increase in sales revenue for HP Russia and eliminated compliance risks by enabling direct to market selling.

Sep 2010 – Aug 2017 · 6 yrs 11 mos

• Managed teams of up to 800 for a $120B multinational high-tech IT provider located in Austin, Texas employing 300K.

Oct 2002 – Sep 2010 · 7 yrs 11 mos

• Strategy, Design, Delivery and Operations of all IT requirements for £3.5B revenue company, including the provision of services to 400 retail locations.
• ● Technology advisor to CEO and Managing Directors, regular presentations at board meetings.
• ● Gained CEO support for Business and IT transformations and successfully delivered projects for Finance (SAP), Mobile, Network, Retail POS and Internet sales.
• ● Led strategy proposals for CRM, B2C customer sales and B2B dealer sales, with over $130M annual benefits.
• ● Managed global dealer and sales systems. The core system is one of the largest B2B portals in the industry responsible for over $60B of annual orders and used in over 100 countries.
• ● Innovated a financial services product, which provided a new loan business valued at $1B.
• ● Led development of technology pre-sale materials enabling a successful sale of Chrysler Group to Cerberus for $7.5B.
• ● Establish a new IT organization after separation and passed SOX audit for financial services organization with over $40B portfolio.

Sep 2002 – Sep 2010 · 8 yrs

• Managed a team of up to 200 in Milton Keynes, UK and in Detroit, Michigan at a $170B worldwide renowned automotive company employing 250K.

Jan 2000 – Jan 2002 · 2 yrs · Greater Reading Area

• ● Established and delivered strategic change programs in the critical areas Marketing, Market Research and new product innovation (R&D).

Jan 1999 – Jan 2000 · 1 yr · Greater Reading Area

• ● Delivered a program radically improving productivity and effectiveness, using a combination of process redesign and the innovative use of technologies. Successful programs in Finance, HR, Product Innovation, Logistics and Communications.