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Scale Vantage

"Great ideas everyone. Now who's

going to own this getting done?"

"We're going to need some help..."

wearer-of-many-hats

ops ninja

strategic herder of cats

trusted advisor to the C-Suite

quarterback

the fixer

Recent  Projects

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Quote-to-Cash Model for New Business Unit

Acting VP of Marketing and Operations

CEO wanted to pursue an adjacent market with a new service offering but had no time to analyze or develop a model. 

 

A formal plan was needed to mobilize internal assets to quickly monetize the new offering and ensure each department understood how to execute their role.

 

 

THE SOLUTION

 

Created a lead-to-cash model across the functional teams including process definition, hand-off between departments and developing 3rd party system requirements (Salesforce, Analytics and Billing Platform) to support new business.

 

Launch of new service offering spanned the internal infrastructure from the lead funnel to billing activities.

 

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Go-to-Market Global Product Launch

Acting VP of Commercial Operations

Launch of new platform required a concerted effort between functional business units including Sales / Marketing, Client Success / Support, Product / Engineering and Finance / Legal. Short timeline necessitated efficient and timely launch.

 

A formal plan was needed to mobilize internal assets to quickly monetize the new offering and ensure each department understood how to execute their role.

 

 

THE SOLUTION

 

Created master project plan of all activities required to launch new global commercial offering. Worked with key individual contributors and leadership stakeholders to identify risks to timely deployment, ensure visibility to major milestones and maintain a clear line of communication to executive leadership.

 

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I am focused on the business behind the business.  I design and execute programs that scale and optimize revenue models by addressing key areas including data, systems and processes.

 

I'm in my zone when I've spotted an inefficient workflow and can design an automated solution in Salesforce, Pardot, Zendesk, etc or often create entirely new programs from scratch.  Both free up resources and drive increased recurring revenue through the business engine.

 

​I strive to be service-minded, flexible and intellectually curious with the aptitude and drive needed to secure alignment among senior leadership across organizations.

 

Here's to our continued success!