Jun 2021 – Present · 4 yrs 10 mos · New York City Metropolitan Area

Jan 2016 – Present · 10 yrs 3 mos · New York City Metropolitan Area

• Union Square Consulting is a GTM Strategy & Operations consulting firm.
• I spend the majority of my time:
• 1. Managing our Sales and Marketing Team
• 2. Managing our VPs of GTM Strategy & Operations Consultants
• 3. Providing GTM Strategy & Operations Consulting to Customers
• We work with high-growth companies, primarily B2B SaaS companies to help them in five areas:
• 1. GTM Strategy and Planning
• 2. Go To Market Process
• 3. GTM Metrics and Insights
• 4. Systems Implementation and Ongoing Optimization
• 5. User Training and Enablement
• We do this to help companies execute their Go To Market Strategy by:
• 1. Making sure your systems are working
• 2. Making sure your revenue team is using the systems properly
• 3. Making sure they are executing the right process to attract and retain customers
• 4. Analyzing the metrics to see what's working, what's not and what to do about it
• 5. Creating a strategy and a roadmap for all of the above to actually get it done

Jan 2016 – Jan 2016 · 0 mo · New York, United States

• Trumid is a Unicorn Fintech Startup that has raised over $650 million in funding to date.
• I joined Trumid right when they had achieved Product Market Fit and relaunched their application.
• My role was to manage all our Revenue Operations:
• 1. Systems Implementation and Management
• Sales, Marketing, Service and Data Analytics
• 2. Enablement
• Provided training and enablement to the customer facing revenue team
• 3. Insights
• Worked directly with the Co-CEOs to provide daily insights on revenue metrics
• 4. Process Mapping
• Mapped our sales, marketing and service processes prior to architecting systems and data
• 5. Strategy and Planning
• Planned, managed and executed our revenue operations roadmap

Jan 2013 – Jan 2016 · 3 yrs · New York City Metropolitan Area

• My role at Salesforce was to work with current and prospective customers to explore opportunities to leverage technology to find more prospects, win more customers, keep more customers and enable their business to scale.
• We helped customers accomplish this by improving business processes in marketing, sales, customer service and other departments, centralizing their data in one place and building operational efficiencies. This enables them to grow faster and gives leadership more visibility to make better strategic decisions.
• I accomplished this by beginning consultations with the objectives of the business and only then discussing technology. My role was to quarterback a number of resources within Salesforce and the client's team to work together to uncover the best business processes to help them overcome obstacles and reach their goals. Then, we would map out how Salesforce and related technologies could be used to execute those business processes.

Jan 2012 – Jan 2013 · 1 yr · New York, NY

• CrossBay Capital Partners is a boutique placement agent. We raise capital for established alternative investment managers with a primary focus on private equity.
• Sourced investments by soliciting private equity firms seeking to raise a fund
• Distributed investments by building relationships with institutional investors
• Designed and implemented Salesforce.com to support these efforts for the entire team

Jan 2009 – Jan 2011 · 2 yrs

• Altvia Solutions provides a solution, built on the Salesforce platform, for institutional investors and fund managers to manage investing and fundraising processes.
• Managed sales process from initial prospecting to negotiation and close for new business
• Acted as my own sales engineer to provide highly customized and tailored presentations
• Oversaw marketing efforts by working closely with CEO and our advertising agency
• Worked closely with implementation team to scope project
• Helped implementation team customize solution for each new client

Jan 2008 – Jan 2009 · 1 yr

• YEN Capital Management assists operating companies raising capital from private equity investors.
• Built healthcare platform from inception by growing relationships with private equity investors and healthcare companies
• Closed mandates to raise $25 million and $40 million for two pharmaceutical manufacturers

Jan 2006 – Jan 2008 · 2 yrs

• Wells Fargo Business Banking provides lending and deposit solutions to small and medium-sized businesses.
• Solicited and built relationships with hundreds of independent businesses across all industries
• Achieved sales production in the top 1% of bankers in the company