Functional Skills

Customer Relationship Management
Budgeting
Sales Strategy
Marketing Operations
Strategic Planning
Revenue Growth
Marketing Analytics
Marketing Strategy
Operations Management
Communications
Commercial Due Diligence
Sales and Operations Planning (S&OP)
Leadership Development
Process Improvements
Requirement Analysis

Software Skills

Salesforce
Marketo
Data visualization
Alteryx

Sector Experience

Business Services
Energy
Social & Public Sector
Technology
Transportation & Logistics
Fortune 500

Experience

GTM Strategies Corporate Strategy & Development
Principal Advisor & Founder
9/2023 - Present
GTM Strategies, a boutique go-to-market- advisory (gtmstrategies.ai), specializes in developing and implementing sales & marketing strategies in climate tech.
• Actively advising early stage startups on commercialization strategies with a specialization on SaaS solutions for regulated utilities (US) and deregulated retailers (Texas & International).
• Perform market analysis including market sizing, competitive landscape and pricing models.
• Experience conducting due diligence on M&A prospects.
• Currently bringing a fintech start-up to market with novel renewable energy trading software.

BIDGELY Start-Up
Sr. Vice President of Sales & Delivery
1/2018 - 9/2023
Account Executive)
● Executive Leadership
• Contracted 34 new utility logos and ~20M new meters resulting in a consistent year over year increase in contracted annual recurring revenue of 15% in 2020, 22% in 2021 and 36% in 2022.
• Sat on M&A team to evaluate potential partnerships and acquisitions in the utility software space.
• Define and implement sales and delivery strategy based on corporate objectives
● revenue growth;
● breakeven & acquisition) and represent results to a Board of Directors.
• Serve as a public facing thought leader via conference speaking, marketing videos and social media.
• Lead a team of 15 sales and delivery professionals. Created and designed the structure of the team to support organization; including building of job descriptions, recruitment, screening, onboarding, formal/informal performance reviews and termination. Sales
• Revenue Generation - develop and implement the go-to-market (GTM) strategy for mature and new products including: ○ Highes

ECOVA, an Engie Company Sales
Sales Director
1/2013 - 1/2018
Lead consultative sales efforts and guide product and support teams through complex sales cycle to large, investor-owned utilities. Direct a clear, objective sales strategy that is flexible in design. Develop organizational partnerships to improve diversity and strategic alliances and successful implementation.
• Developed pipeline of $10MM+ in new 2018 business through deep relationships and an extensive understanding of the RFP process.
• Achieved 20% increase using a combination of software, data analytics and energy efficiency program design.
• Manage largest client account with 2017 efforts resulting in a 16% increase in revenue and near-perfect client satisfaction scores.
• Drove clients through a discovery process to develop new pilot programs to meet today's needs while addressing the needs of tomorrow. Key wins include:
• Designed/Sold Connected Lighting Pilot to drive customer adoption of connected lighting and related devices. Findings to provide insight into future dis

ECOVA, an Engie Company Operations
Senior Manager, Program Operations
1/2015 - 1/2017
Responsible for P&L and delivery of energy efficiency programs for Mid-Atlantic and Southern region. Oversaw the management and HR related issues for 25 employees.
• Efforts resulted in 32% increase in yearly revenue (43% increase in margin) from 2015 to 2016.
• Exceeded revenue goal by 46% and achieved 264 GWh savings in 2016.
• Improved program operations and program margin by $0.5M through restructuring processes and staffing optimization.
• Developed a forecasting process for increased transparency of program P&L on company dashboards.
• Combined regulatory and technical knowledge to identify opportunities to bring new products to market.
• Served as senior representative for operations when meeting with existing and potential clients.

ECOVA, an Engie Company Operations
Program Manager
1/2013 - 1/2015
Managed energy efficiency lighting program that consistently exceeded revenue and energy savings goals.
• Led data visualization project using Tableau and Alteryx to improve the client experience.
• Extensive documentation of current operations to inform future design.
• Identified, selected, and managed subcontractors for field operations.

Xcel Energy Marketing
Associate Product Manager
1/2011 - 1/2013
Large, investor-owned Utility providing energy that powers millions of homes & businesses across 8 Western & Midwest states.
Associate Product Manager, 2012- 2013 Successfully managed all P&L responsibilities for multiple commercial and residential demand side management products (DSM) including forecasting, budgeting and marketing strategy.
• Efforts directly contributed to the 2 Colorado DSM program's electric savings of 400.7 GWh (122% of goal).
• Oversaw the design and implementation of the marketing strategy for multiple energy efficiency products. Marketing campaign improved brand awareness and lead generation through internal website design, TV commercials, radio spots, search optimization, major league sports sponsorships, and social media including LinkedIn, Facebook and Pandora banners.
• Developed an online portal, in partnership with the National Renewable Energy Laboratory (NREL), for the building energy modeling program that provides an improved framework for increase

Xcel Energy Marketing
Marketing Assistant, Business Energy Efficiency
1/2011 - 1/2012
Responsible for the implementation of a marketing promotion for the Energy Efficient Buildings (EEB) program to increase participation from small business, an underserved market segment.
• Designed/wrote several case studies on building successful optimization projects to market program benefits.

THE GOVERNOR'S ENERGY OFFICE Research
Intern
1/2010 - 1/2011
Charged to develop marketing plans for Colorado Carbon Fund to improve selection of clean energy projects.
• Wrote a white paper Clean Air – Clean Jobs to evaluate economic and environmental effects the House bill would have on stakeholders, including utilities, IPPs, ratepayers, and the coal and natural gas industries.
• Attended Public Utility Commission hearings and Xcel's roundtable on demand response management.

ICAST, International Center for Appropriate and Sustainable Technology Start-Up
Project Manager
1/2010 - 1/2011
Project manager for global renewable energy proposal in under-developed countries including RFP's, project scope, regulatory requirements, deliverables, implementation methods, timeline, staffing and budget.

The George Washington University, School of Business Sales
Assistant Director of Employer Relations
1/2008 - 1/2010
Developed a pipeline of contacts in Fortune 500 companies to explore employment opportunities for graduates.
• Presented a $500K strategic outreach initiative to Board of Advisors. Initiative was approved and funded. Key metrics were reached and deliverables completed on time.
• Led the strategic planning, training, testing, implementation and delivery of a contact relationship management system (CRM), Salesforce.com. Designed dashboards and trained staff on SF capabilities.
• Managed an outreach team resulting in the development of 300+ new employer contacts in
● 1 year.
• Created performance metrics to support value proposition and measure success in critical processes, customer satisfaction and staff accountability.
• Created internal/external communications via press releases, newsletters, presentations, multimedia channels.
• Member of a leadership team that designed strategic expansion growing office from 5 to 30 in
● 3 years.