Caroline Perry

Head of Partnerships at Keep Financial
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(386) 825-5501

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Credentials

  • Accounts Payables Management (APM)
    Institute of Finance and Management
    Nov, 2016
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Head of Partnerships
      • Apr 2023 - Present

      Keep Financial is revolutionizing compensation to enhance recruiting and retention – aligning compensation with business objectives, ROI, and performance. Through the intuitive KeepTM Platform, employers can create customizable vesting cash plans to attract top talent, assure retention, and increase overall employee satisfaction and productivity. Keep takes compensation to an entirely new level – providing employees with usable capital up front to satisfy personal goals while enabling… Show more Keep Financial is revolutionizing compensation to enhance recruiting and retention – aligning compensation with business objectives, ROI, and performance. Through the intuitive KeepTM Platform, employers can create customizable vesting cash plans to attract top talent, assure retention, and increase overall employee satisfaction and productivity. Keep takes compensation to an entirely new level – providing employees with usable capital up front to satisfy personal goals while enabling employers to retain talent to secure the business’ long term success. Keep is backed by Andreessen Horowitz, Launchpad Capital, Thomvest Ventures, Cambrian Ventures, and Worklife Ventures. To learn more about Keep and start attracting and retaining talent today, visit keepfinancial.com Show less Keep Financial is revolutionizing compensation to enhance recruiting and retention – aligning compensation with business objectives, ROI, and performance. Through the intuitive KeepTM Platform, employers can create customizable vesting cash plans to attract top talent, assure retention, and increase overall employee satisfaction and productivity. Keep takes compensation to an entirely new level – providing employees with usable capital up front to satisfy personal goals while enabling… Show more Keep Financial is revolutionizing compensation to enhance recruiting and retention – aligning compensation with business objectives, ROI, and performance. Through the intuitive KeepTM Platform, employers can create customizable vesting cash plans to attract top talent, assure retention, and increase overall employee satisfaction and productivity. Keep takes compensation to an entirely new level – providing employees with usable capital up front to satisfy personal goals while enabling employers to retain talent to secure the business’ long term success. Keep is backed by Andreessen Horowitz, Launchpad Capital, Thomvest Ventures, Cambrian Ventures, and Worklife Ventures. To learn more about Keep and start attracting and retaining talent today, visit keepfinancial.com Show less

    • United States
    • Think Tanks
    • 100 - 200 Employee
    • Member
      • May 2023 - Present

    • United States
    • Software Development
    • 700 & Above Employee
    • Strategic Partnerships Lead, Chowbotics
      • Oct 2021 - Apr 2023

    • Manager, Strategy & Ops, Government & Nonprofit
      • Apr 2021 - Oct 2021

    • Manager, Regional Partner Strategy
      • Jul 2020 - May 2021

    • Senior Strategic Partner Manager
      • Apr 2019 - Jul 2020

    • Director
      • Sep 2016 - Apr 2019

      Manage sales, marketing & operations for our fintech accelerator and corresponding portfolio companies. CSI Enterprise's offsite incubator and VC arm. CSI Kick Start provides funding and an offsite incubator environment from which promising FinTech startups can find the resources and tools needed to thrive. Entrepreneurs partnering with CSI Kick Start can expect not only funding but also expertise, guidance and mentorship of a partner to help them grow a successful and sustainable… Show more Manage sales, marketing & operations for our fintech accelerator and corresponding portfolio companies. CSI Enterprise's offsite incubator and VC arm. CSI Kick Start provides funding and an offsite incubator environment from which promising FinTech startups can find the resources and tools needed to thrive. Entrepreneurs partnering with CSI Kick Start can expect not only funding but also expertise, guidance and mentorship of a partner to help them grow a successful and sustainable business. Current investments include Front Runner Films, Yoke Payments Delicious Nutritious Markets & ConnexPay. Show less Manage sales, marketing & operations for our fintech accelerator and corresponding portfolio companies. CSI Enterprise's offsite incubator and VC arm. CSI Kick Start provides funding and an offsite incubator environment from which promising FinTech startups can find the resources and tools needed to thrive. Entrepreneurs partnering with CSI Kick Start can expect not only funding but also expertise, guidance and mentorship of a partner to help them grow a successful and sustainable… Show more Manage sales, marketing & operations for our fintech accelerator and corresponding portfolio companies. CSI Enterprise's offsite incubator and VC arm. CSI Kick Start provides funding and an offsite incubator environment from which promising FinTech startups can find the resources and tools needed to thrive. Entrepreneurs partnering with CSI Kick Start can expect not only funding but also expertise, guidance and mentorship of a partner to help them grow a successful and sustainable business. Current investments include Front Runner Films, Yoke Payments Delicious Nutritious Markets & ConnexPay. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • Sep 2016 - Apr 2019

      Sourced and led the development of new market partnerships in the B2B payments space by working with market makers and selling in strategic vision. Edenred Pay is the market leader in invoice-to-pay automation. Our integrated platform automates, optimizes, and monetizes the entire invoice-to-pay lifecycle – from the receipt of supplier invoices through payment reconciliation. Edenred Pay's flexibility, open architecture, automation, and integrations enrich AP, enhance visibility… Show more Sourced and led the development of new market partnerships in the B2B payments space by working with market makers and selling in strategic vision. Edenred Pay is the market leader in invoice-to-pay automation. Our integrated platform automates, optimizes, and monetizes the entire invoice-to-pay lifecycle – from the receipt of supplier invoices through payment reconciliation. Edenred Pay's flexibility, open architecture, automation, and integrations enrich AP, enhance visibility and connectivity, and deliver value across the invoice-to-pay lifecycle. The result is an innovative approach to invoice-to-pay automation that provides a better experience for all parties across the B2B ecosystem. Show less Sourced and led the development of new market partnerships in the B2B payments space by working with market makers and selling in strategic vision. Edenred Pay is the market leader in invoice-to-pay automation. Our integrated platform automates, optimizes, and monetizes the entire invoice-to-pay lifecycle – from the receipt of supplier invoices through payment reconciliation. Edenred Pay's flexibility, open architecture, automation, and integrations enrich AP, enhance visibility… Show more Sourced and led the development of new market partnerships in the B2B payments space by working with market makers and selling in strategic vision. Edenred Pay is the market leader in invoice-to-pay automation. Our integrated platform automates, optimizes, and monetizes the entire invoice-to-pay lifecycle – from the receipt of supplier invoices through payment reconciliation. Edenred Pay's flexibility, open architecture, automation, and integrations enrich AP, enhance visibility and connectivity, and deliver value across the invoice-to-pay lifecycle. The result is an innovative approach to invoice-to-pay automation that provides a better experience for all parties across the B2B ecosystem. Show less

  • CAC Group
    • San Francisco | London
    • Consultant
      • Jan 2014 - Sep 2016

      Independent Consultantfocused on lean process, strategy & fundraising for technology startups. Clients include: SavonBox, Re:Post, Comcarde, CueSongs, Comcarde, Trdr, 6Builder Extended my visa in UK to serve as interim Director of Marketing for Comcarde and CueSongs: Comcarde Ltd. - July 2014 –March 2015 Recruited by founding team of Comcarde Ltd., a Scotland-based information security and mobile payments company, to develop go-to-market strategy for BRIDGE, a next… Show more Independent Consultantfocused on lean process, strategy & fundraising for technology startups. Clients include: SavonBox, Re:Post, Comcarde, CueSongs, Comcarde, Trdr, 6Builder Extended my visa in UK to serve as interim Director of Marketing for Comcarde and CueSongs: Comcarde Ltd. - July 2014 –March 2015 Recruited by founding team of Comcarde Ltd., a Scotland-based information security and mobile payments company, to develop go-to-market strategy for BRIDGE, a next generation, FCA compliant-secure B2C & B2B application targeting the international mobile payments space Cue Songs, Ltd. - March 2014 – July 2014 Created & executed marketing plan to increase CueSongs brand visibility, site traffic & sales via social media, research, events & PR; managed strategic partnerships with principal investor Peter Gabriel’s Real World Records, YouTube, Sony & other MCN’s, ad agencies, music publishers, rights-holders and record labels Show less Independent Consultantfocused on lean process, strategy & fundraising for technology startups. Clients include: SavonBox, Re:Post, Comcarde, CueSongs, Comcarde, Trdr, 6Builder Extended my visa in UK to serve as interim Director of Marketing for Comcarde and CueSongs: Comcarde Ltd. - July 2014 –March 2015 Recruited by founding team of Comcarde Ltd., a Scotland-based information security and mobile payments company, to develop go-to-market strategy for BRIDGE, a next… Show more Independent Consultantfocused on lean process, strategy & fundraising for technology startups. Clients include: SavonBox, Re:Post, Comcarde, CueSongs, Comcarde, Trdr, 6Builder Extended my visa in UK to serve as interim Director of Marketing for Comcarde and CueSongs: Comcarde Ltd. - July 2014 –March 2015 Recruited by founding team of Comcarde Ltd., a Scotland-based information security and mobile payments company, to develop go-to-market strategy for BRIDGE, a next generation, FCA compliant-secure B2C & B2B application targeting the international mobile payments space Cue Songs, Ltd. - March 2014 – July 2014 Created & executed marketing plan to increase CueSongs brand visibility, site traffic & sales via social media, research, events & PR; managed strategic partnerships with principal investor Peter Gabriel’s Real World Records, YouTube, Sony & other MCN’s, ad agencies, music publishers, rights-holders and record labels Show less

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Strategy & Business Development Lead, Europe
      • Oct 2013 - Jan 2014

      A digital content and marketing platform for engaging the audience with the most money and influence online. Martini is funded by Venrock, Reed Elsevier Ventures and Granite Ventures, along with a number of prominent angel investors. Relocated to UK office to implement marketing strategy through PR, product marketing, educational programs, strategic relationships & events in order to achieve regional sales goals

    • Chief of Staff
      • May 2012 - Oct 2013

      A digital content and marketing platform for engaging the audience with the most money and influence online. Martini is funded by Venrock, Reed Elsevier Ventures and Granite Ventures, along with a number of prominent angel investors. Special Projects Lead for C-Suite Initiatives including: Fundraising - Assisted with Investor outreach, creation of pitch/marketing materials & product demos for Series C round M&A - Liased with CEO, CFO, SVP of marketing, advisors & bank to create and… Show more A digital content and marketing platform for engaging the audience with the most money and influence online. Martini is funded by Venrock, Reed Elsevier Ventures and Granite Ventures, along with a number of prominent angel investors. Special Projects Lead for C-Suite Initiatives including: Fundraising - Assisted with Investor outreach, creation of pitch/marketing materials & product demos for Series C round M&A - Liased with CEO, CFO, SVP of marketing, advisors & bank to create and execute strategy; Performed market research and product assessment in due diligence process for possible acquisitions; Managed deeper cultivation of relationships across organization and externally with strategic goals in mind Marketing, PR: Launched educational thought leadership breakfast series in Chicago, NY and SF on topics of big data, content marketing and programmatic buying; Covered events with video and written content Executed 5 luxury marketer research studies featured in national and international press including Adweek, MediaPost and iMedia Worked with SVP of Marketing, CEO & advisor in brand strategy and market positioning Professional Develoment & Recruiting: Managed Internal professional development program with goal-based assessments and company culture evaluations

    • Marketing Research Analyst
      • Oct 2011 - May 2012

      Firespotter labs is product-focused team of developers and designers fanning the flames of ideas and building companies to solve the problems that bother us daily. Firespotter labs is product-focused team of developers and designers fanning the flames of ideas and building companies to solve the problems that bother us daily.

    • Restaurants
    • Manager, International Community Development
      • Oct 2011 - May 2012

      Nosh List (now known as Waitlist.me) is a free wait list management application for restaurants. It features free SMS/phone call notifications to alert parties when their table is ready, venue analytics calculated in realtime, and integration to the Nosh consumer application. Using a clean, simple, and uncluttered interface, Nosh List is the easiest and most effective way to manage a waitlist. -co-managed sales & ambassador program, resulting in 800 restaurant partners and 1 million… Show more Nosh List (now known as Waitlist.me) is a free wait list management application for restaurants. It features free SMS/phone call notifications to alert parties when their table is ready, venue analytics calculated in realtime, and integration to the Nosh consumer application. Using a clean, simple, and uncluttered interface, Nosh List is the easiest and most effective way to manage a waitlist. -co-managed sales & ambassador program, resulting in 800 restaurant partners and 1 million diners seated 75 days post-launch http://techcrunch.com/2012/05/08/75-days-post-lauch-noshlists-waitlisting-app-for-restaurants-hits-1-million-diners-seated/ Show less Nosh List (now known as Waitlist.me) is a free wait list management application for restaurants. It features free SMS/phone call notifications to alert parties when their table is ready, venue analytics calculated in realtime, and integration to the Nosh consumer application. Using a clean, simple, and uncluttered interface, Nosh List is the easiest and most effective way to manage a waitlist. -co-managed sales & ambassador program, resulting in 800 restaurant partners and 1 million… Show more Nosh List (now known as Waitlist.me) is a free wait list management application for restaurants. It features free SMS/phone call notifications to alert parties when their table is ready, venue analytics calculated in realtime, and integration to the Nosh consumer application. Using a clean, simple, and uncluttered interface, Nosh List is the easiest and most effective way to manage a waitlist. -co-managed sales & ambassador program, resulting in 800 restaurant partners and 1 million diners seated 75 days post-launch http://techcrunch.com/2012/05/08/75-days-post-lauch-noshlists-waitlisting-app-for-restaurants-hits-1-million-diners-seated/ Show less

    • United States
    • Higher Education
    • 700 & Above Employee
    • Class of 2011
      • Sep 2007 - May 2011

      Bachelor of Arts in International Relations- Global Security Track & Public Policy Bachelor of Arts in International Relations- Global Security Track & Public Policy

    • United States
    • Non-profit Organization Management
    • 300 - 400 Employee
    • Research Assistant
      • Jun 2007 - Aug 2007

      Developed Clinton HIV/AIDS collateral for distribution to potential donors Structured President Clinton’s annual trip to Africa Fundraising: Developed personal briefs, organized scheduling details, and conducted relevant research Coordinated with staff in Africa and US offices to ensure successful project execution Developed Clinton HIV/AIDS collateral for distribution to potential donors Structured President Clinton’s annual trip to Africa Fundraising: Developed personal briefs, organized scheduling details, and conducted relevant research Coordinated with staff in Africa and US offices to ensure successful project execution

    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Intern
      • Apr 2007 - Jun 2007

      Intern for Soledad O'Brien in NYC for last portion of senior year into the summer Conducted program development research for American Morning, Special Investigations Unit Supported O'Brien in her role as moderator for Hillary Clinton, John Edwards, and Barack Obama -(2008 Presidential election @George Washington University) Intern for Soledad O'Brien in NYC for last portion of senior year into the summer Conducted program development research for American Morning, Special Investigations Unit Supported O'Brien in her role as moderator for Hillary Clinton, John Edwards, and Barack Obama -(2008 Presidential election @George Washington University)

Education

  • Brown University
    Bachelor of Arts, International Relations & Public Policy
    2007 - 2011
  • Kellogg Executive Education
    Constructive Collaboration
    2016 - 2016
  • Kellogg Executive Education
    Strengthening Your Mission: Building Your Brand
    2016 - 2016
  • University of Otago
    Study Abroad
    2010 - 2010
  • University of Cape Town
    Study Abroad
    2009 - 2009
  • General Assembly
    Data Analytics
    2019 - 2019

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