Functional Skills
Software Skills
Certifications
Sector Experience
Languages
Case Studies


Notable Clients
Experience
• In the first six months with a manufacturing client: Improved labor efficiency by over 20%. Reduced customer-issued complaints by 38%. Doubled EBITA rate (15%) of industry peers (7%).
• Perform assessments, create roadmap, and build realistic strategies for all functions of the company to ensure alignment and a high likelihood of success.
• Create KPIs, establish datapoints to track, and teach the organization and its leaders to make data-based decisions.
• Achieve measurable and demonstratable results from all functions of the company on a quarterly basis using EOS.
Co-Founder (July 2023 – present)
• Oversaw all 'front office' portions of the business, including incorporation, accounting, marketing, IT, and other functions.
• Business failed and was wound down
• By June 2023, Gross Margin (GM) raised to 59%, resulting in EBITDA of 23%.
• Transitioned unit from utilization model to velocity model (revenue / time) to better align to fixed-cost delivery.
• Manage a team of 25+ engineers, project managers, and others in three countries with 80+ concurrent projects.
● MBA
• Revamped our managed service offering and currently overseeing roll out a new Professional Services Administration (PSA) tool, Datto Autotask. The new service line sold over $200k in TLV in the first three months with over $1mm in pipeline.
• Executive sponsor and project owner for our CRM migration (Dynamics -> HubSpot). Successfully migrated nine years of CRM history. Revamped operations for sales and marketing. Eliminated all double entry in the sales process and created a robust reporting framework for all data-centric decisions in sales.
• Work with and manage stakeholders across the business to keep Mobile Mentor aligned and focused on its three-year roadmap.
• Assisted with pre-sales in US market, resulting in $500,000 of additional revenue in 2019 & 2020.
• Managed apps division in the U.S. with a team consisting of five direct reports and two interns. Led all project management activities, weekly reports, daily stand-ups, and other Scrum related activities.
• Developed policies and practices resulting in work-from-home and other employee-favored policies.
• Drove marketing operations to consolidate tool sets and increase automation and integration into CRM.
• Increased content production by 300% and SEO improvement in key search terms to top 25 globally.
• Mentored and trained junior team members on various testing processes, leading to a 70% gain in efficiency.
• Improved time spent on defect tracking and reporting by 75% through automated test plans.
• Recognized an opportunity to improve testing efficiency of actuarial department and initiated cross functional conversation. Solution resulted in an 85% testing improvement for that department.
• Identified gaps in skill sets of offshore employees from the Philippines. Developed training matrix and implemented training program, resulting in a 70% improvement in productivity.
• Led testing effort on cross-functional team that succeeded in reducing time for customers to obtain their current life insurance policy projections from two weeks via mail to instantly via electronic system.