Experience

acquire.com

• United States
• Software Development
• 1 - 100 Employee

• Chief Growth Officer

  • Dec 2022 - Present

  San Francisco Bay Area *Establish growth pathways by identifying optimization opportunities. *Build the world’s most founder-friendly startup acquisition marketplace. *Transform founder journeys into success stories. *Optimize practices and performance through thorough evaluation. *Implement continuous improvements. *Coordinate across departments for alignment on company initiatives. *Partner with CEO and Exec team to develop long-term business strategies. *Formulate operational plans to support… Show more *Establish growth pathways by identifying optimization opportunities. *Build the world’s most founder-friendly startup acquisition marketplace. *Transform founder journeys into success stories. *Optimize practices and performance through thorough evaluation. *Implement continuous improvements. *Coordinate across departments for alignment on company initiatives. *Partner with CEO and Exec team to develop long-term business strategies. *Formulate operational plans to support growth objectives. Show less



rebel iQ

• United States
• Software Development
• 1 - 100 Employee

• President

  • Oct 2018 - Dec 2022

  Greater San Diego Area *Secured business functionality to foster sustainable growth. *Optimized business practices and performance through thorough evaluation and continuous improvements. *Coordinated across departments to align on company initiatives. *Partnered with CEO to develop long-term business strategies and an operating plan to support growth. *Focused on lead generation for Mortgage and Real Estate sectors, spanning direct to enterprise-level engagements.



ESW Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director Partner Relations for Think3 Portfolio / ESW Capital

  • Aug 2018 - Jul 2019

  Austin, Texas Area *Engineered a post-acquisition program to harmonize on-boarding across the portfolio, setting a robust foundation for seamless transitions. *Implemented training to ESW Teams on retention and partner success programs, elevating performance benchmarks. *Facilitated knowledge transfer in sales processes, automation strategies, pricing augmentation, and client success methodologies, fostering a culture of continuous improvement. *Orchestrated help desk operations and KPI management… Show more *Engineered a post-acquisition program to harmonize on-boarding across the portfolio, setting a robust foundation for seamless transitions. *Implemented training to ESW Teams on retention and partner success programs, elevating performance benchmarks. *Facilitated knowledge transfer in sales processes, automation strategies, pricing augmentation, and client success methodologies, fostering a culture of continuous improvement. *Orchestrated help desk operations and KPI management, ensuring a well-oiled operational machinery. *Crafted sales training playbooks for Think3 companies, spotlighting a new partner success program within the refreshed portfolio covering: BiznessApps, DNN, Kayako, MyAlerts, FogBugz, and School Loop. Show less



Bizness Apps

• United States
• Software Development
• 1 - 100 Employee

• Chief Success Officer (Acquired)

  • May 2017 - Oct 2018

  Greater San Diego Area *Propel organizational engagement in nurturing customer relationships, fostering a culture rooted in customer-centricity. *Instill a relentless focus on customer satisfaction in every action the company undertakes, setting a gold standard in customer-oriented operations. *Drive collaborative efforts across the organization to deliver an optimum customer experience, creating a valuable customer journey. *Advancements in Android/Apple apps and Progressive Web Apps, with a sharp focus on… Show more *Propel organizational engagement in nurturing customer relationships, fostering a culture rooted in customer-centricity. *Instill a relentless focus on customer satisfaction in every action the company undertakes, setting a gold standard in customer-oriented operations. *Drive collaborative efforts across the organization to deliver an optimum customer experience, creating a valuable customer journey. *Advancements in Android/Apple apps and Progressive Web Apps, with a sharp focus on digital excellence and reputation enhancement.

• Vice President - Client Support

  • May 2016 - May 2017

  Greater San Diego Area *Spearheaded the relocation of the client success organization from San Francisco to San Diego, streamlining operations. *Revolutionized staffing models in the call center, introducing KPIs and SLAs for performance measurement. *Implemented an adaptable model with cross-training and specialized roles (Sales Teams, Onboarding, *Tech Support, Customer Success), reducing churn significantly. *Pioneered an enhanced Playbook for the Sales Team, driving increased conversion… Show more *Spearheaded the relocation of the client success organization from San Francisco to San Diego, streamlining operations. *Revolutionized staffing models in the call center, introducing KPIs and SLAs for performance measurement. *Implemented an adaptable model with cross-training and specialized roles (Sales Teams, Onboarding, *Tech Support, Customer Success), reducing churn significantly. *Pioneered an enhanced Playbook for the Sales Team, driving increased conversion rates. *Managed client support and sales, particularly catering to Reseller clients. *Focused on the growth of local businesses through Apple/Android/PWA apps, fostering loyalty, reputation, and relevant features.



FranConnect

• United States
• Software Development
• 200 - 300 Employee

• VP of Local Sales and Client Success (Acquired)

  • Jan 2011 - May 2016

  United States *Entrusted with bolstering Major Franchise Brands, Franchisees, and Local businesses by deploying digital marketing arsenals to augment online revenue streams. *Excel in qualifying clients on optimal solutions tailored to catalyze their business growth, acting as a catalyst for their success. *Architect solutions to drive growth via reputation crafting, strategic recruiting, online brand stewardship, and lead generation (digital ads/local SEO), acting as a growth linchpin. *Extend… Show more *Entrusted with bolstering Major Franchise Brands, Franchisees, and Local businesses by deploying digital marketing arsenals to augment online revenue streams. *Excel in qualifying clients on optimal solutions tailored to catalyze their business growth, acting as a catalyst for their success. *Architect solutions to drive growth via reputation crafting, strategic recruiting, online brand stewardship, and lead generation (digital ads/local SEO), acting as a growth linchpin. *Extend expertise across a spectrum of sectors including Real Estate, Mortgage, Restaurants, and *Service companies, showcasing a versatile approach to digital marketing strategies. Show less



Z57, Inc. (Acquired now Constellation)

• Director of Client Services

  • Jan 2008 - Aug 2011

  Greater San Diego Area *Spearheaded support initiatives for thousands of Real Estate Agents/Brokers across the US, elevating their operational prowess. *Orchestrated a smooth onboarding journey, ensuring seamless integration and success for clients with *Real Estate digital platforms and services. *Commanded an array of managed services, including the adept handling of paid media and SEO services, boosting online visibility and client acquisition. *Instituted KPIs/OKRs, honing in on upsells and client… Show more *Spearheaded support initiatives for thousands of Real Estate Agents/Brokers across the US, elevating their operational prowess. *Orchestrated a smooth onboarding journey, ensuring seamless integration and success for clients with *Real Estate digital platforms and services. *Commanded an array of managed services, including the adept handling of paid media and SEO services, boosting online visibility and client acquisition. *Instituted KPIs/OKRs, honing in on upsells and client retention, thereby fostering a culture of continual growth and client satisfaction. *Held the reins of recruitment and training programs, ensuring a steady influx of well-versed, highly trained new hires, ready to contribute to the organizational momentum. Show less



American Capital Financial Services

• Sr. Director Customer Experience

  • 2003 - 2007

  Nationwide *Steered daily operations in a high-velocity call center, ensuring smooth functionality. *Orchestrated national marketing campaigns for a pivotal Mortgage and Real Estate entity. *Commanded the call center operations and inbound volume generated through national TV and radio advertisements. *Unveiled a comprehensive client roadmap, spearheaded reporting mechanisms, initiated robust training programs, and instituted Standard Operating Procedures (SOPs). *Managed an expansive online… Show more *Steered daily operations in a high-velocity call center, ensuring smooth functionality. *Orchestrated national marketing campaigns for a pivotal Mortgage and Real Estate entity. *Commanded the call center operations and inbound volume generated through national TV and radio advertisements. *Unveiled a comprehensive client roadmap, spearheaded reporting mechanisms, initiated robust training programs, and instituted Standard Operating Procedures (SOPs). *Managed an expansive online national lead generation campaign, bolstering support for 100 local branches. *Administered the marketing budget meticulously, ensuring a robust Return on Investment (ROI) across channels including PPC, SEO, email marketing, TV, radio, and various events. *Collaborated with in-house developers to inaugurate a company intranet, alongside launching bespoke *Mortgage and Real Estate sites for over 500 Loan Officers and Realtors, enhancing digital presence and operational efficiency. Show less