Experience

AgentSync

• United States
• Insurance
• 100 - 200 Employee

• Advisor

  • Jan 2023 - Present

  Denver Metropolitan Area Our mission is to enable scaled innovation in the insurance industry by building the most modern and customer-centric technology that tackles all of the pain points associated with Producer Management. We offer a set of new-school SaaS solutions tackling age-old, ubiquitous problems with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, antiquated software, more headcount, outsourcing, etc.

• COO

  • Oct 2019 - Dec 2022

  Denver Metropolitan Area Our mission is to enable scaled innovation in the insurance industry by building the most modern and customer-centric technology that tackles all of the pain points associated with Producer Management. We offer a set of new-school SaaS solutions tackling age-old, ubiquitous problems with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, antiquated software, more headcount, outsourcing, etc.



The Naberhood Podcast

• United States
• Media Production

• Podcast Host

  • Apr 2018 - Present

  San Francisco Bay Area Welcome to The Naberhood! A podcast focused on democratizing the career stories, methods, and mindsets of world-class Go-to-Market leaders from the world's fastest-growing tech companies. Guests so far have Sales & Marketing leadership experience around the world from 35+ of the fastest-growing tech companies of all time - including G2, HubSpot, Salesforce, Asana, Dropbox, Facebook, InVision, Twilio, LinkedIn, Intercom, Mixmax, Flexport, Zenefits, Headspace, Stripe, Uber, WeWork… Show more Welcome to The Naberhood! A podcast focused on democratizing the career stories, methods, and mindsets of world-class Go-to-Market leaders from the world's fastest-growing tech companies. Guests so far have Sales & Marketing leadership experience around the world from 35+ of the fastest-growing tech companies of all time - including G2, HubSpot, Salesforce, Asana, Dropbox, Facebook, InVision, Twilio, LinkedIn, Intercom, Mixmax, Flexport, Zenefits, Headspace, Stripe, Uber, WeWork, Mixpanel, Glassdoor, and many more. Show less



The Naberhood

• Singapore
• Business Consulting and Services

• Founder & Leadership Consultant

  • Sep 2014 - Oct 2019

  San Francisco Bay Area Consult & Coach Founders, Investors, Executives, Board Members, and Senior Leadership Teams at 50+ of the fastest-growing, venture-backed B2B SaaS businesses around the world to build world-class, predictable Sales, Marketing, and Growth engines.



Asana

• Retail Art Supplies

• Leadership Consultant - GTM Strategy, Operations & International Expansion

  • Aug 2018 - Sep 2019

  Singapore Stage: Series D & E, Pre-IPO, IPO, International Expansion, Hypergrowth IPO - October, 2020 Series E - November, 2018 Series D - January, 2018 Consulted w/ Asana leadership team on International Growth, Expansion, and Go-to-Market Strategy.



Orange Sky Australia

• Australia
• Non-profit Organizations
• 1 - 100 Employee

• Member, Board of Directors

  • Jul 2015 - Aug 2018

  Singapore Stage: Startup, International Expansion, Growth Orange Sky is the world's first free mobile laundry service for the homeless. Nic Marchesi & Lucas Patchett won E&Y Entrepreneur of the Year Awards for building Orange Sky & the resulting impact on our communities



Flare HR

• Human Resources Services
• 1 - 100 Employee

• Leadership Consultant - VP, Sales & Marketing

  • Jun 2016 - Jul 2018

  Singapore Stage: First 5 FTE, Startup, Product Market Fit, Seed + Series A + Series B Cap Raise Series C - November, 2020 Series B - July, 2018 Series A - August, 2017 Consulted & Worked on Flare's Leadership Team to build a world-class, predictable B2B2C Sales, Marketing, & Sales Development Engine.



Enboarder: Experience-Driven Onboarding

• Leadership Consultant - VP, Sales & Marketing

  • Jan 2016 - Sep 2016

  Sydney, Australia Stage: First 5 FTE, Startup, Product Market Fit, Seed + Series A Series A - June, 2019 Seed - September, 2016 Consulted w/ & worked on Enboarder's Leadership Team to build a world-class, predictable B2B Sales, Marketing, & Sales Development Engine.



Dropbox

• United States
• Software Development
• 700 & Above Employee

• Leadership Consultant - GTM Strategy, Operations & Analytics

  • Jun 2015 - Jul 2016

  Sydney, Australia Stage: Pre-IPO, Product Market Fit, International Expansion, Hypergrowth IPO - March, 2018 Consulted w/ Dropbox leadership team to build a world-class, predictable B2B Sales, Marketing, & Sales Development Engine.



SurveyMonkey

• United States
• Market Research
• 500 - 600 Employee

• Leadership Consultant - GTM Strategy, Operations & Analytics

  • Jan 2016 - Jun 2016

  Sydney, Australia Stage: Pre-IPO, International Expansion, Hypergrowth & Scale IPO - September, 2018 Consulted w/ SurveyMonkey leadership team to build a world-class, predictable B2B Sales, Marketing, & Sales Development Engine for their Asia-Pacific region.



CalReply (Acquired by Rokt)

• Leadership Consultant - GTM Strategy, Operations & Analytics

  • Apr 2015 - Sep 2015

  Sydney, Australia Stage: First 5 FTE, Startup, Product Market Fit, Seed Cap Raise, International Expansion Acquired - March, 2017 Consulted w/ CalReply Founders to build a world-class, predictable B2B Sales & Sales Development Engine.



Twitter

• United States
• Software Development
• 700 & Above Employee

• Head of Sales & Customer Success, SMB - APAC

  • Nov 2014 - Apr 2015

  Sydney, Australia Stage: Post-IPO, International Expansion, Hypergrowth & Scale IPO - November, 2013 Launched and developed Twitter's Asia-Pacific SMB business from ground zero to 1,000's of B2B customers & multi-million dollar run-rate. Collaborated with many cross-functional global teams (PR/communications, marketing, product, engineering, localisation, ad operations, sales operations, country leaders, finance, etc.).



LinkedIn

• IT Services and IT Consulting
• 1 - 100 Employee

• Head of Sales Development & Customer Success – Australia & New Zealand

  • Jul 2013 - Nov 2014

  Sydney, Australia Stage: IPO, International Expansion, Hypergrowth & Scale My new business & account management teams covered 3 business lines across Australia & New Zealand. Account management teams covered 30+ countries globally. Hired 25 Sales Reps across 3 lines of business. Developed & promoted 15 Reps into 6 different functional areas of the business. Teams generated USD $32.6M in sales pipeline & USD $8.4M in bookings.

• Manager, Sales Development & Customer Success – EMEA & LATAM

  • Mar 2012 - Jul 2013

  Dublin, Ireland Stage: IPO, International Expansion, Hypergrowth & Scale My new business & account management teams covered 70+ countries and 3 business lines across all of Europe, Middle East, Africa, & Latin America. Hired 80 Sales Reps from 22 different countries across 3 lines of business. Developed & promoted 22 reps into 5 different functional areas of the business. Teams generated USD $45.6M in sales pipeline & USD $15.9M in bookings.

• Senior Account Executive – North America

  • Dec 2010 - Mar 2012

  Chicago, Illinois, USA Stage: Pre-IPO, Hypergrowth & Scale IPO - May, 2011 Top 2 Sales Rep in North America (>100 Account Executives). Educated, consulted with, and sold to C-level executives & business leaders on how to facilitate & execute on their strategic growth & talent strategies.



CEB, now Gartner

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Account Executive – North America

  • Jul 2010 - Dec 2010

  Chicago, Illinois, USA Stage: Public, Growth, Restructure HR Leadership Council (HRLC) Consultative sales approach with C-level executives and HR leaders. Educated and sold to business leaders, helping them achieve outsized returns by more effectively optimizing talent investments, creating new sources of efficiency, reducing risk, and enabling and accelerating growth for their organization.

• Account Manager – North America

  • Jun 2009 - Jul 2010

  Chicago, Illinois, USA Stage: Public, Growth, Restructure Corporate Leadership Council (CLC) | CLC Learning | CLC Recruiting | CLC Benefits | CLC Compensation Fortune 1,000 customer relationship management & new business cross-selling within existing customer accounts. Educated, presented, and sold to C-level, VP-level, and Director-level executives.

• Senior Associate, Sales Development – North America

  • Jun 2008 - Jun 2009

  Chicago, Illinois, USA Stage: Public, High Growth Corporate Leadership Council (CLC) | CLC Learning and Development | CLC Recruiting | CLC Benefits | CLC Compensation Created high volume, new business opportunities by consulting with C-level executives. Global Top 5 Sales Associate across 2008-2009 (~100 Reps) Nominated to Midwest Office Leadership Team (105 employees) Product Team Lead - Midwest HR Practice



Total Quality Logistics

• United States
• Truck Transportation
• 700 & Above Employee

• Team Lead, Sales Development - North America

  • May 2007 - Jun 2008

  Cincinnati, Ohio, USA Stage: Hypergrowth & Scale Lead generation for North American Account Executives & Freight Brokerage Consultants. Brokered FTL & LTL shipments between customers and freight carriers. Negotiated shipment rates across domestic & international freight carriers for single and multi-load transactions. Supervised 12 Sales Development Interns. Top revenue generation team (#1 of 17 teams & supervisors)