Experience

Foresight

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder

  • Feb 2021 - Present

  The better way to retain and expand revenue. Foresight's Embedded Discovery™ is the first ever technology platform that identifies, communicates, and defends the value of your solution to buyers. We empower sellers, account managers, and client success teams at enterprise software companies to systematically identify, communicate, and defend the value of their solutions to their clients and prospects. Find out how we can help you today! https://lnkd.in/dTCzrPis The better way to retain and expand revenue. Foresight's Embedded Discovery™ is the first ever technology platform that identifies, communicates, and defends the value of your solution to buyers. We empower sellers, account managers, and client success teams at enterprise software companies to systematically identify, communicate, and defend the value of their solutions to their clients and prospects. Find out how we can help you today! https://lnkd.in/dTCzrPis



Self-employed

• New York, New York, United States

• Independent Consultant

  • Oct 2020 - Feb 2021

  Helping SaaS companies and Professional Services firms develop and execute GTM strategies for product and service launches into new end-markets. Helping SaaS companies and Professional Services firms develop and execute GTM strategies for product and service launches into new end-markets.



Intapp

• United States
• Software Development
• 700 & Above Employee

• Global Head, OnePlace Solutions

  • Jul 2019 - Sep 2020

  • Building and leading the solutions team covering Americas, EMEA, and APAC for OnePlace - Intapp's Industry Cloud for Professional Services • Working with leaders across product, product marketing, sales, and value engineering to develop and execute the go-to-market strategy for the Intapp OnePlace solution Intapp is The Industry Cloud for Professional and Financial Services. Headquartered in Silicon Valley, we serve over 1,300 customers worldwide — 96 of the Global 100 law firms, 5 of the top 8 global accounting firms, and more than 600 capital markets and financial advisory firms — we’ve cultivated a record of customer success and collaborative partner relationships. We have over 500 professionals across the globe — from our Silicon Valley headquarters in Palo Alto to Charlotte, Chicago, London, Jersey City, New York, Manchester, Minsk and Sydney. We help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. We offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution. For more information, visit www.intapp.com Show less



North Carolina School of Science and Mathematics

• United States
• Education Management
• 100 - 200 Employee

• Board Member, Alumni Association Board of Directors

  • Jan 2018 - Dec 2019

  Promoting active relationships among 10,000+ alumni of the nation’s first residential public high school focused on science, technology, engineering, and math. Supporting the school's educational mission through volunteerism, social events, and financial giving. Promoting active relationships among 10,000+ alumni of the nation’s first residential public high school focused on science, technology, engineering, and math. Supporting the school's educational mission through volunteerism, social events, and financial giving.



DealCloud, by Intapp

• United States
• Software Development
• 200 - 300 Employee

• Client Solutions Manager

  • Jul 2018 - Jun 2019

  • Developed industry-leading cloud solution designed to enable revenue growth for Professional Services firms. Conducted 200+ demos as an independent contributor, pitching to managing partners of leading global firms• Led executive pitches and a successful solution-first sales strategy to win a multi-year global deal with Baker McKenzie, one of the world’s largest law firms. Presented to global management committee• Keynote presenter at Intapp Connect19 alongside C-suite. Invited to speak at LMA industry conference• Worked with leadership team in acquisition and integration of two software companies in the market. Worked with sales, product, and service leaders across all three organizations to develop our go-to-market strategy Show less

• Implementation Manager

  • Oct 2017 - Jun 2018

  • Built and led an implementation team of 4 implementation analysts. Oversaw 75+ client engagements• Effectively managed my team’s billable utilization to deliver $500k in annual services revenue• Improved internal processes to gain meaningful reduction in average onboarding time, from 14 to 11 weeks• Worked with sales leadership to effectively scope and budget incoming hours for 100+ projects

• Implementation Associate

  • Jan 2017 - Sep 2017

  • Became SME in deploying DealCloud software to financial services: Private Equity, Investment Banking, FoF/LPs• Generated $200K in services revenue and managed 50+ high-intensity engagements as independent contributor• Worked across functional groups to drive product and process improvements: API with third-party data providers, and creating efficiencies in data migration protocolDealCloud, Inc. is a software-as-a-service (SaaS) company providing software to firms participating in Mergers & Acquisitions (M&A). Primarily focusing on Private Equity, Investment Banking, Venture Capital, Corporate Development, and Specialty Lending markets, the proprietary Deal Execution and CRM platform helps clients track and manage the deal workflow process by automating interactions, notifications, and follow-ups across their network. The highly configurable software platform allows DealCloud's implementation team to design custom solutions for each individual client's business. Show less



Red Ventures

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Strategy and Operations

  • Jul 2015 - Sep 2016

  • Managed sales center operations for company’s largest and most profitable partnership • Grew $70MM+ annual EBITDA run rate business by 5% through optimizing sales yield for 350 sales agents • Mastered rigorous data analytics by writing MySQL queries and running excel models, innovated operational processes through A/B split testing, and built dashboard reports with Datazen and Microsoft PowerBI • Worked across functional groups – paid search, customer experience, and data science Featured on Red Ventures Company blog. Red Ventures partners with large brands in high-growth industries and owns the entire direct marketing process on their behalf - from demand generation to closing the sale. We use data to optimize the entire customer life-cycle for our brand partners with our expertise in advanced analytics, speed of execution, and value creation. Show less