• Provide consulting on corporate strategy, organizational design and development, and business process optimization.
• Mentor founders of various startups on company operations, go-to-market strategies, and culture building.
• Consult with private equity companies on industry trends and market competition.

• Increased user adoption and submission volume by more than 3x in first 6 months.
• Provided financial oversight and engaged 3rd party firm to perform regular bookkeeping and reporting, including budget and forecasting.
• Led marketing campaigns and initiative to rebrand company, including deploying new website.
• Executed PEO onboarding for payroll and a full suite of benefits for employees.

• Implement annual processes for forecasting revenue and projecting headcount.
• Design programs for onboarding new hires in an efficient and scalable fashion.
• Install performance management processes to encourage feedback loops and accountability.

• Member of Executive team, reporting to the CEO, and responsible for more than half of the FTEs and total revenue. Company grew from $1MM to $80MM in revenue.
• Managed Professional Services and Customer Support teams responsible for ensuring a superior customer experience throughout the entire client lifecycle. Leveraged close relationships with Product Team to help guide overall product roadmap for > 150 clients.
• Following acquisition by Vista Equity Partners and merger with Alta Return, led integration effort for entire Professional Services department which accounted for > 175 team members.
• Oversaw various operational teams and departments supporting the business including HR, Recruiting, & Office Management.

• Reported to CEO and managed Professional Services department of 100 team members which was responsible for average revenue and EBITDA growth of 15-20% annually.
• Assisted with efforts to execute acquisition by private equity firm, Stone Point Capital.
• Developed and implemented end to end process for implementing clients and carrying out large-scale, bespoke consulting engagements.
• Primarily responsible for approving contractual SOWs for > 100 existing clients.
• Spearheaded design of recruiting strategy used to hire > 50% of the company's annual hires.
• Executed organizational restructure to streamline operations and increase customer satisfaction.

• Quadrupled the team of engineers supporting client engagements while establishing processes and protocols to ensure consistency in output and quality.
• Designed and implemented first training program used as the template for all departments.

• Joined company as 10th employee and was responsible for all aspects of client implementation.
• Performed role of Project Sponsor responsible for project strategy, execution, and client satisfaction for more than a dozen clients.
• Acted as mentor to project managers and other client delivery team members.
• Acted as primary point of escalation for client stakeholders as well as internal team members.

• Managed PMO team of 3, acted as primary project manager for all major technology initiatives.
• Managed a team of 6 individuals to develop and implement an automated underwriting system which transformed operations through real time pricing, approvals, and conditions.
• Responsible for improving help desk efficiency and response times by more than 50%.
• Managed team of 8 employees for more than $15MM in monthly loan volume and > 4% profit margin on secondary market sales.
• Pioneered Management Trainee Program as envisioned by the CEO/Founder.