Sole proprietor partnering with organizations to define and execute go-to-market, product, and growth strategies. Specialize in tech and financial services. Clients span mid-cap public companies to start-ups.

↳ Go-to-Market Annual Planning, Cloud Hosting Services
Transformed go-to-market organization structure, introducing two new roles to grow net dollar
retention for this $700m business. Revamped compensation and customer coverage model.

↳ Customer Experience Transformation, Digital Retail Bank
Benchmarked customer support product features and operational performance for $80b AUM bank. Resulting roadmap 2x-ed efficiency without migrating CX platforms or introducing new software.

↳ Enterprise Transformation, Warehouse Management SaaS
Led efforts to prioritize quick-win and medium-term strategic initiatives driving 5% top-line growth. Optimized sales team quotas, compensation, and customer coverage model for $500m business.

Sole business resource in an engineering-led organization, operating in a co-founder capacity. Led all commercial preparations for launch. Thesis is the venture studio behind tBTC, a top ten crypto bridge.

↳Strategic Planning and Performance Management
Drove OKR process for 17-person organization contributing to $1b protocol. Established annual
planning for 50-person spin-off. Composed and presented board updates and fundraising decks.

↳ Partnerships and Marketing
Cultivated 100+ target partners. Refined value proposition, and distinct messaging for users, network operators and developers. Created digital content and managed conference sponsorships.

First employee establishing office with Chief Futurist, focused on scenario development, business models, and product roadmaps. Highly visible team, driving enterprise-level decisions with executive leadership.

↳Executive Program Management, Future of Tech and Media, Financial Services
Led 12+ month “Future of” programs to prepare glidepath for 2030 markets, opportunities, and
business model needs. Used scenario planning, systems thinking, and war-gaming methodologies. Managed team of 4 and dozens of executive relationships. Output embedded in sales campaigns driving $500m of revenue growth and an $8m investment in new asset development.

↳ Partnerships and Organizational Development
Established and managed 4 partnerships to enhance firm-wide foresight and scenario capabilities, targeting $100m of new revenue. Facilitated 10+ multi-day workshops with hundreds of participants.

Served financial services, technology and digital media clients, delivering transformation, growth strategy and go-to-market work.

↳Customer and Sales Strategy, Engineering, Procurement, and Construction
Sized and segmented $22b data center market. Mapped customer journeys to optimize market
positioning and sales efforts. Analysis motivated market entry, 120+ projects completed since.

↳Customer Success Operating Model, SaaS
Optimized staffing, IT systems, cost-center funding, and paid services portfolio to transform
hardware company’s op model in line with best practices, drove 55% growth in recurring revenue.

↳ Operations and Transformation, Banking and Capital Markets
Streamlined anti-money laundering operations at one of the world’s largest banks. Served as SVP’s right-hand, driving process, policy, data and talent (+1,000 FTEs) initiatives with leadership team.

Founding team member bringing new venture to market, delivering affordable homes to address slum proliferation in urban India. Led sales, partnerships, and customer operations. 6,000 units constructed.

↳Sales and Post-Sales Enablement
Managed development and roll-out of sales and post-sales software. Increased operating speeds 9x and automated communications in preferred languages. Shared as best practice across Mahindra.

↳ Partnerships, Sales, and Customer Success
Established national workflows, reducing staffing costs by 40%. Led field research informing product and go-to-market. Built financial inclusion pipeline, partnering with banks, fintech players, and NGOs.

↳ Business Model Transformation
Led analysis adjusting Special Economic Zone’s industry allocations and go-to-market. Designed expansion strategy and evaluated inbound opportunities. 120+ global firms operating today.