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5.0

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Katie McCarthy

I worked with Dan on the interviewstream product team, and I can easily say Dan was an excellent leader to have as a boss. He was always transparent, willing to listen and ask questions, and kind. In my time working with Dan, he implemented several new business/product strategies and collaborated effectively across departments throughout our company. He's a go-getter and very willing to try new things. I'd highly recommend him to anyone looking for a colleague that's hard-working, willing to learn, and excited to make change.

Faith Peterson

It's been my distinct pleasure to have worked with Dan, whom I consider a trusted colleague and mentor. Dan's background in business development and operations enabled him to quickly contribute to our go-to-market and pricing strategies. He quickly understood and took action to correct certain elements of our sales and onboarding tactics. Dan has a particular knack for listening with an open and empathetic ear. Because of this he was able to learn and appreciate the significance of a number of technical constraints, and use this understanding to good effect to make product decisions and collaborate with our sales team. In all ways Dan proved himself to be an active and energetic partner in all things product. Under Dan's leadership we improved our product management tooling and processes and advocated for important changes in our product and go-to-market strategies.

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Credentials

  • Advanced MEDDPIC
    MEDDIC Academy
    Nov, 2021
    - Sep, 2024
  • Business Development: Strategic Planning
    LinkedIn
    Mar, 2021
    - Sep, 2024
  • Strategic Partnerships
    LinkedIn
    Feb, 2021
    - Sep, 2024
  • Strength Finders 2.0
    -

Experience

    • United States
    • Software Development
    • 200 - 300 Employee
    • Partnerships, Typeform & VideoAsk
      • Jun 2021 - Present

      Typeform is a no-code SaaS platform with thoughtfully-designed tools that help companies grow their business by engaging with their audience. Offering people-friendly forms, quizzes, surveys, and asynchronous video solutions, Typeform turns digital interactions into human connection. Launched in 2012, Typeform drives more than 500 million digital interactions per year and integrates with hundreds of other business-critical tools like HubSpot, Calendly, and Slack, to name a few. Typeform is… Show more Typeform is a no-code SaaS platform with thoughtfully-designed tools that help companies grow their business by engaging with their audience. Offering people-friendly forms, quizzes, surveys, and asynchronous video solutions, Typeform turns digital interactions into human connection. Launched in 2012, Typeform drives more than 500 million digital interactions per year and integrates with hundreds of other business-critical tools like HubSpot, Calendly, and Slack, to name a few. Typeform is headquartered in Barcelona, Spain with an office in San Francisco, California, and has a globally-distributed workforce of over 450 people. My focus is building out emerging partner channels and strategic initiatives with our painters through co-marketing and co-selling efforts. Show less Typeform is a no-code SaaS platform with thoughtfully-designed tools that help companies grow their business by engaging with their audience. Offering people-friendly forms, quizzes, surveys, and asynchronous video solutions, Typeform turns digital interactions into human connection. Launched in 2012, Typeform drives more than 500 million digital interactions per year and integrates with hundreds of other business-critical tools like HubSpot, Calendly, and Slack, to name a few. Typeform is… Show more Typeform is a no-code SaaS platform with thoughtfully-designed tools that help companies grow their business by engaging with their audience. Offering people-friendly forms, quizzes, surveys, and asynchronous video solutions, Typeform turns digital interactions into human connection. Launched in 2012, Typeform drives more than 500 million digital interactions per year and integrates with hundreds of other business-critical tools like HubSpot, Calendly, and Slack, to name a few. Typeform is headquartered in Barcelona, Spain with an office in San Francisco, California, and has a globally-distributed workforce of over 450 people. My focus is building out emerging partner channels and strategic initiatives with our painters through co-marketing and co-selling efforts. Show less

    • United States
    • Internet Publishing
    • 1 - 100 Employee
    • Advisor to the CEO
      • Oct 2021 - Present
    • United States
    • Think Tanks
    • 100 - 200 Employee
    • Member
      • Oct 2021 - Present
    • United States
    • Software Development
    • 1 - 100 Employee
    • Advisor
      • Feb 2020 - Present
    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Director of Product
      • Sep 2020 - Mar 2021

      • Promoted to run Product after 6 months for exceeding partnership goals. • United with CTO to develop a Product Management function establishing goals, objectives, and product prioritization resulting in helping clients reduce bias and improve diversity, equity, and inclusion within organizations using our platform. • Led five distinct product lines to drive processes and platform differentiation: Focusing on balancing new features, product innovation, and customer feature requests… Show more • Promoted to run Product after 6 months for exceeding partnership goals. • United with CTO to develop a Product Management function establishing goals, objectives, and product prioritization resulting in helping clients reduce bias and improve diversity, equity, and inclusion within organizations using our platform. • Led five distinct product lines to drive processes and platform differentiation: Focusing on balancing new features, product innovation, and customer feature requests. Drove Agile methodology processes to maintain business alignment and transparency inside and outside the organization. • Created the product strategy & 2-year Roadmap that drove the company vision and development focus to support the business strategy that aligned the product to increase net new bookings. • Strengthened internal product communication guidelines allowing all teams within the organization visibility and created an iterative feedback loop to drive product initiatives; Using tools like UserVoice/Canny, Confluence/Jira, GitHub & Lucidchart. • Developed a client advisory board to help direct/guide the product vision and direction.

    • Director of Partnerships & Alliances
      • Mar 2020 - Sep 2020

      • Built the partnership team and established an executive leadership team position to drive organization & product strategy/vision. • Developed & executed a fully functioning three-pronged approach to Partnership & Alliances obtaining 15% revenue growth of 25% overall revenue growth while the company was growing 30% YoY in just 6 months. • Established a strategic focus of quality OEM/Reseller, Referral, and Strategic/Technical partners to drive organizational growth and awareness in the… Show more • Built the partnership team and established an executive leadership team position to drive organization & product strategy/vision. • Developed & executed a fully functioning three-pronged approach to Partnership & Alliances obtaining 15% revenue growth of 25% overall revenue growth while the company was growing 30% YoY in just 6 months. • Established a strategic focus of quality OEM/Reseller, Referral, and Strategic/Technical partners to drive organizational growth and awareness in the market. • Created the partnership strategy to focus on five distinct product lines while increasing platform value through third-party strategic technical partner integrations driving higher revenue dollars through the partner organizations. • Developed and executed a hyper-focused go-to-market strategy with each OEM/Reseller & Strategic/Technical partner increasing lead gen 100% from the previous year.

    • Legal Services
    • 1 - 100 Employee
    • President
      • Jun 2013 - Mar 2020

      • Worked with clients to design strategic business development processes increasing client bookings on average by over 75%. • Taking a holistic approach to my client’s needs allowing me to define their “why” to differentiate their business from the competition through the development of creative partnerships to direct sales strategies. • Guided creative direction for all outbound facing materials for sales and marketing functions to increase lead generation and net new meetings and… Show more • Worked with clients to design strategic business development processes increasing client bookings on average by over 75%. • Taking a holistic approach to my client’s needs allowing me to define their “why” to differentiate their business from the competition through the development of creative partnerships to direct sales strategies. • Guided creative direction for all outbound facing materials for sales and marketing functions to increase lead generation and net new meetings and deeper partner relationships. • I’ve worked with these fine organizations: Zoom Media & Marketing, The Escape Pod, Bernstein-Rein, New Honor Society, Homebloq, Ekta Flow, Hickey, Rawcubes, and Salt Flats. Show less • Worked with clients to design strategic business development processes increasing client bookings on average by over 75%. • Taking a holistic approach to my client’s needs allowing me to define their “why” to differentiate their business from the competition through the development of creative partnerships to direct sales strategies. • Guided creative direction for all outbound facing materials for sales and marketing functions to increase lead generation and net new meetings and… Show more • Worked with clients to design strategic business development processes increasing client bookings on average by over 75%. • Taking a holistic approach to my client’s needs allowing me to define their “why” to differentiate their business from the competition through the development of creative partnerships to direct sales strategies. • Guided creative direction for all outbound facing materials for sales and marketing functions to increase lead generation and net new meetings and deeper partner relationships. • I’ve worked with these fine organizations: Zoom Media & Marketing, The Escape Pod, Bernstein-Rein, New Honor Society, Homebloq, Ekta Flow, Hickey, Rawcubes, and Salt Flats. Show less

    • United Kingdom
    • Marketing and Advertising
    • Advisor - Business Development
      • Jul 2019 - Feb 2020

      VLG is one of the most highly regarded technology-based entertainment marketing and technology companies in America. A pioneer in the digital music space, VLG focuses exclusively on powering digital entertainment experiences using music, video, or custom content. We help turn brands into a powerful entertainment experience that's a unique and powerful extension that drives brand awareness, share of wallet, and first-party data collections. Using NFC and QR technology, our patents allow us to… Show more VLG is one of the most highly regarded technology-based entertainment marketing and technology companies in America. A pioneer in the digital music space, VLG focuses exclusively on powering digital entertainment experiences using music, video, or custom content. We help turn brands into a powerful entertainment experience that's a unique and powerful extension that drives brand awareness, share of wallet, and first-party data collections. Using NFC and QR technology, our patents allow us to stream/download any content to a mobile device without the use of an app. As Head of Growth for VLG, I'm responsible for building and executing our strategic growth plan. We're looking to partner with the worlds leading brands, advertising & media agencies, and entertainment partners. Acquired by Salt Flats Capital in 2018. Show less VLG is one of the most highly regarded technology-based entertainment marketing and technology companies in America. A pioneer in the digital music space, VLG focuses exclusively on powering digital entertainment experiences using music, video, or custom content. We help turn brands into a powerful entertainment experience that's a unique and powerful extension that drives brand awareness, share of wallet, and first-party data collections. Using NFC and QR technology, our patents allow us to… Show more VLG is one of the most highly regarded technology-based entertainment marketing and technology companies in America. A pioneer in the digital music space, VLG focuses exclusively on powering digital entertainment experiences using music, video, or custom content. We help turn brands into a powerful entertainment experience that's a unique and powerful extension that drives brand awareness, share of wallet, and first-party data collections. Using NFC and QR technology, our patents allow us to stream/download any content to a mobile device without the use of an app. As Head of Growth for VLG, I'm responsible for building and executing our strategic growth plan. We're looking to partner with the worlds leading brands, advertising & media agencies, and entertainment partners. Acquired by Salt Flats Capital in 2018. Show less

    • Netherlands
    • Advertising Services
    • 1 - 100 Employee
    • Dir. Client Partnerships & Business Development
      • Oct 2016 - Jun 2019

      • Instrumental in the creation of the new business strategic growth plan that increased revenues by over 300%. • Pitched and won the organization's largest client worth over $3MM in annual revenues by executing a strategic plan that differentiated the organization from the competition. • Responsible for the creation of the company’s tone, voice, and pitch to generate brand awareness, increase sales, lead generation, and net new meetings. • Guided the organization’s voice to… Show more • Instrumental in the creation of the new business strategic growth plan that increased revenues by over 300%. • Pitched and won the organization's largest client worth over $3MM in annual revenues by executing a strategic plan that differentiated the organization from the competition. • Responsible for the creation of the company’s tone, voice, and pitch to generate brand awareness, increase sales, lead generation, and net new meetings. • Guided the organization’s voice to vertical/client focus of organizations that have a positive impact on life, society, and business allowing Tandem to differentiate in a crowded custom software landscape. Show less • Instrumental in the creation of the new business strategic growth plan that increased revenues by over 300%. • Pitched and won the organization's largest client worth over $3MM in annual revenues by executing a strategic plan that differentiated the organization from the competition. • Responsible for the creation of the company’s tone, voice, and pitch to generate brand awareness, increase sales, lead generation, and net new meetings. • Guided the organization’s voice to… Show more • Instrumental in the creation of the new business strategic growth plan that increased revenues by over 300%. • Pitched and won the organization's largest client worth over $3MM in annual revenues by executing a strategic plan that differentiated the organization from the competition. • Responsible for the creation of the company’s tone, voice, and pitch to generate brand awareness, increase sales, lead generation, and net new meetings. • Guided the organization’s voice to vertical/client focus of organizations that have a positive impact on life, society, and business allowing Tandem to differentiate in a crowded custom software landscape. Show less

    • United States
    • Advertising Services
    • 500 - 600 Employee
    • Intrim Director of Business Development
      • Jun 2015 - Mar 2016

      • Created 2016 new business growth plan driving client awareness and increase net new opportunities. • Developed a new business portal in close.io to increase new business outreach and track all customer opportunities. • Created master client list targeting 11 verticals based on new agency strategy and direction driving organization focus. • Collaborated with agency CMO & Head of Digital on new business outreach through owned and earned media platforms driving agency awareness and… Show more • Created 2016 new business growth plan driving client awareness and increase net new opportunities. • Developed a new business portal in close.io to increase new business outreach and track all customer opportunities. • Created master client list targeting 11 verticals based on new agency strategy and direction driving organization focus. • Collaborated with agency CMO & Head of Digital on new business outreach through owned and earned media platforms driving agency awareness and new business. • Won two new business accounts worth over $2 million in revenue. • Established and maintained new relationships with a national hotel chain and Children's Hospital. Show less • Created 2016 new business growth plan driving client awareness and increase net new opportunities. • Developed a new business portal in close.io to increase new business outreach and track all customer opportunities. • Created master client list targeting 11 verticals based on new agency strategy and direction driving organization focus. • Collaborated with agency CMO & Head of Digital on new business outreach through owned and earned media platforms driving agency awareness and… Show more • Created 2016 new business growth plan driving client awareness and increase net new opportunities. • Developed a new business portal in close.io to increase new business outreach and track all customer opportunities. • Created master client list targeting 11 verticals based on new agency strategy and direction driving organization focus. • Collaborated with agency CMO & Head of Digital on new business outreach through owned and earned media platforms driving agency awareness and new business. • Won two new business accounts worth over $2 million in revenue. • Established and maintained new relationships with a national hotel chain and Children's Hospital. Show less

    • United States
    • Real Estate
    • 700 & Above Employee
    • SaaS Sales Executive
      • Jun 2014 - Jun 2015

      • Exceeded monthly quota of the #1 CRE SaaS platform by over 150% through strategically targeted outreach and business development processes. • Responsible for managing, training, and upselling a book of business worth over $1MM in ARR. • United with the Regional VP of Sales created and executed a regional go-to-market strategy to establish new business relationships with some of the largest commercial real estate firms, banks, and law firms in the upper Midwest. • Exceeded monthly quota of the #1 CRE SaaS platform by over 150% through strategically targeted outreach and business development processes. • Responsible for managing, training, and upselling a book of business worth over $1MM in ARR. • United with the Regional VP of Sales created and executed a regional go-to-market strategy to establish new business relationships with some of the largest commercial real estate firms, banks, and law firms in the upper Midwest.

    • 1 - 100 Employee
    • Senior Account Director
      • Jun 2013 - May 2014

      • Developed a new business strategy to increase digital media revenue in the Midwest, South, and Southeast. • Responsible for a new business quota of $1.4 MM in ARR. • Prospected new accounts and initiated new client relationships that lead to measurable increases in sales. • Created new business opportunities with CPG brands leading to revenue in excess of 100% of quota. • Managed creative process for development of marketing and digital out-of-home media presentations. •… Show more • Developed a new business strategy to increase digital media revenue in the Midwest, South, and Southeast. • Responsible for a new business quota of $1.4 MM in ARR. • Prospected new accounts and initiated new client relationships that lead to measurable increases in sales. • Created new business opportunities with CPG brands leading to revenue in excess of 100% of quota. • Managed creative process for development of marketing and digital out-of-home media presentations. • Selected to be part of a 10-person ideation/creative team that developed sponsorship, and promotional ideas to sell clients. Show less • Developed a new business strategy to increase digital media revenue in the Midwest, South, and Southeast. • Responsible for a new business quota of $1.4 MM in ARR. • Prospected new accounts and initiated new client relationships that lead to measurable increases in sales. • Created new business opportunities with CPG brands leading to revenue in excess of 100% of quota. • Managed creative process for development of marketing and digital out-of-home media presentations. •… Show more • Developed a new business strategy to increase digital media revenue in the Midwest, South, and Southeast. • Responsible for a new business quota of $1.4 MM in ARR. • Prospected new accounts and initiated new client relationships that lead to measurable increases in sales. • Created new business opportunities with CPG brands leading to revenue in excess of 100% of quota. • Managed creative process for development of marketing and digital out-of-home media presentations. • Selected to be part of a 10-person ideation/creative team that developed sponsorship, and promotional ideas to sell clients. Show less

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • New Business Development Director
      • Mar 2012 - Jun 2013

      • United with the CEO to create and execute a new business strategy and go-to-market driving awareness of T2 Marketing as a major player in the promotional marketing and media space. • Initiated and grew sales from $0 to $1MM in ARR annually with brands like P&G, Unilever, General Mills, Kellogg’s, Clif Bar, Ford Motor Company within two years of the organization’s inception. • Formulated monthly outreach email blasts through iContact & Salesforce to keep top clients and brands aware… Show more • United with the CEO to create and execute a new business strategy and go-to-market driving awareness of T2 Marketing as a major player in the promotional marketing and media space. • Initiated and grew sales from $0 to $1MM in ARR annually with brands like P&G, Unilever, General Mills, Kellogg’s, Clif Bar, Ford Motor Company within two years of the organization’s inception. • Formulated monthly outreach email blasts through iContact & Salesforce to keep top clients and brands aware of micro-targeting opportunities to reach their core client groups. • Exceeded yearly quota YoY selling digital place-based, OOH, promotional sampling, and experiential activations nationally growing the organization from four (4) to 15 employees during my tenure.

    • New Business Development Manager
      • Sep 2007 - Mar 2012

    • Project Manager
      • Sep 2006 - Sep 2007

      • Secured multiple fortune 500 companies as clients and managed accounts from start to finish • Developed promotional marketing programs such as GWP, Co-Marketing, and Partner tie-ins for brands including Sears/Kmart, High Sierra, Dominos Pizza & Home Depot • Negotiated and secured partner clients and offers to retain best rate products for agency clients • Analyzed consumer demographics to identify programs and products to attract and retain consumers at the retail level • Secured multiple fortune 500 companies as clients and managed accounts from start to finish • Developed promotional marketing programs such as GWP, Co-Marketing, and Partner tie-ins for brands including Sears/Kmart, High Sierra, Dominos Pizza & Home Depot • Negotiated and secured partner clients and offers to retain best rate products for agency clients • Analyzed consumer demographics to identify programs and products to attract and retain consumers at the retail level

    • United States
    • Advertising Services
    • 700 & Above Employee
    • Marketing (Mobile Tours)
      • May 2006 - Aug 2006

      • Responsible for public relations during experiential marketing events (MC) • Managed all events programming and premiums used for PR efforts • Responsible for transportation of tour equipment and staff to all events • Responsible for public relations during experiential marketing events (MC) • Managed all events programming and premiums used for PR efforts • Responsible for transportation of tour equipment and staff to all events

Education

  • University of Kansas
    BGS, Communication & English Creative Writing
    2001 - 2006
  • AMHSI - Alexander Muss High School in Israel
    Study Abroad - Israel, History
    2001 - 2001

Community

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