Experience

Branch

• United States
• Financial Services
• 100 - 200 Employee

• VP Partnerships & Revenue Strategy

  • Sep 2022 - 1 year 4 months



Next Insurance

• United States
• Insurance
• 500 - 600 Employee

• Head of Channel Sales and Partnerships

  • Jun 2020 - Jul 2022

  Palo Alto, California, United States Led 4 person team responsible for building revenue through leading platform partners that embed NEXT Insurance into their digital experience for small businesses. * Developed partner strategy focused on Vertical SaaS, FinTech and Marketplace platforms * Influenced roadmap to create solution for Payroll segment (largest embedded insurance opportunity) * Team signed and launched 20+ partners contributing millions of annual insurance premium



Simplee

• United States
• Financial Services
• 1 - 100 Employee

• Chief Revenue Officer (CRO)

  • May 2019 - May 2020

  Palo Alto, CA Simplee, healthcare’s leading platform for engaging patients and addressing affordability with personalized paths to payment, was acquired by Flywire in Feb 2020 I led a team of 9 responsible for all Sales & Marketing function: * Revenue generation: built sales plan and pricing model to achieve multi-million dollar bookings goal with focus on closing $1M+ enterprise SaaS opportunities through highly complex healthcare IT buying process leveraging direct and channel sales * Demand… Show more Simplee, healthcare’s leading platform for engaging patients and addressing affordability with personalized paths to payment, was acquired by Flywire in Feb 2020 I led a team of 9 responsible for all Sales & Marketing function: * Revenue generation: built sales plan and pricing model to achieve multi-million dollar bookings goal with focus on closing $1M+ enterprise SaaS opportunities through highly complex healthcare IT buying process leveraging direct and channel sales * Demand generation: built $80M+ annual pipeline through field events, webinars, digital marketing, strategic account prospecting and other channel marketing efforts * Customer co-marketing: showcased Simplee's results by grooming customer champions and writing content for 3-5 annual speaking sessions and white papers * Sales operations: built Salesforce instance to support lead to close lifecycle, created durable cadences and dashboards to report on business health, designed quota plan for sales executives and BDR’s * Product Marketing & Sales Enablement: supported sales velocity by creating company and product marketing content pieces, pitch decks and email nurture content streams * PR: built Simplee's brand through customer press releases and publishing thought leadership bylines in major healthcare news outlets * Market intelligence: inform company strategy, marketing and sales positioning by creating competitor profiles and kill sheets and daily market intel cadence

• Chief Marketing Officer

  • Aug 2018 - Apr 2019

• VP Marketing

  • Sep 2017 - Jul 2018

• VP Partnerships

  • Mar 2017 - Aug 2017



Trooly (Acquired by AirBnB)

• United States
• Software Development

• Head of Product and Business Development

  • Jul 2016 - Mar 2017

  Los Altos, CA Trooly (acquired by AirBnB in 2017) creates a real time score to assess customer trustworthiness by applying machine learning algorithms to an individual's publicly available digital footprint. As a member of the Trooly executive team, I was responsible for: * Assessing new verticals where Trooly screening can significantly improve customer onboarding and lifecycle management experiences through seamless risk vetting * Leading client development across sharing economy, financial… Show more Trooly (acquired by AirBnB in 2017) creates a real time score to assess customer trustworthiness by applying machine learning algorithms to an individual's publicly available digital footprint. As a member of the Trooly executive team, I was responsible for: * Assessing new verticals where Trooly screening can significantly improve customer onboarding and lifecycle management experiences through seamless risk vetting * Leading client development across sharing economy, financial services and small business risk management markets * Defining product requirements to expand Trooly's ability to serve new markets Show less



PayPal

• United States
• Software Development
• 700 & Above Employee

• Senior Director, Head of Global Credit Product

  • Apr 2013 - Jul 2016

  San Jose, CA Executive responsible for defining & building consumer & business credit products * Managed 30 person product team located in multiple domestic & international offices * Prioritized and delivered roadmap across 30+ delivery teams to support $1B revenue credit business operating in multiple countries * Led PayPal’s top priority product development effort of expanding Credit to UK and DE markets and building installments feature * Developed innovative new products tailored to local… Show more Executive responsible for defining & building consumer & business credit products * Managed 30 person product team located in multiple domestic & international offices * Prioritized and delivered roadmap across 30+ delivery teams to support $1B revenue credit business operating in multiple countries * Led PayPal’s top priority product development effort of expanding Credit to UK and DE markets and building installments feature * Developed innovative new products tailored to local market payment preferences, such as Payment Upon Invoice in Germany and Issuer-backed Installments in Brazil and Mexico * Led re-platform of PayPal working capital to support geographic expansion and scalability of online merchant lending product with over $1B in loans originated

• Director, PayPal Credit Consumer Marketing

  • Sep 2010 - Mar 2013

  San Jose, CA General manager for credit account and volume growth via PayPal US marketing * Developed shared goals, metrics and operating rhythms to align Credit and North America BU’s * Drove $100M incremental payment volume via co-marketing programs with large merchants

• Director, Business Operations

  • Apr 2009 - Aug 2010

  San Jose, CA General manager for integration of Bill Me Later credit business post acquisition by PayPal * Led financial and operational planning to optimize credit integration on eBay and PayPal * Built 3-year global strategic plan to garner investment for credit business unit * Built performance dashboards to identify incremental volume opportunities

• Senior Manager, Corporate Strategy

  • May 2006 - Mar 2009

  San Jose, CA Senior member of 6 person strategy group supporting PayPal executive team * Conducted strategic and financial diligence leading to $945M acquisition of Bill Me Later * Led 3 year strategic planning process with PayPal Executive Staff * Led development of new rate card for large merchant sales team



Bain & Company

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

• Case Team Leader

  • Oct 2003 - Apr 2006

  San Francisco, CA Led teams of 2-4 consultants to develop growth strategies for Fortune 500 clients



Bain & Company

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

• Associate Consultant

  • Jul 1998 - Jun 2001

  Boston, MA and Sydney, Australia