Executive Vice President of Operations and Finance
SureDone
October 2016 – Present

SureDone is a leading SaaS provider of omnichannel e-Commerce listing and order management. SureDone provides a single location to manage products and inventory levels with powerful yet simple listing and order reconciliation across a variety of channels (i.e. eBay, Amazon, Etsy, BigCommerce, Magento and more). 

As EVP of Operations and Finance, my responsibilities include:

• Second in command of the company and senior member of the leadership team responsible for strategy and operational implementation.
• Responsible for overall finance, operational efficiency, plus customer success, customer service and customer onboarding departments. Secondary responsibilities include management of marketing and oversight of the product and development teams.
• Analyze and refine our companywide processes and manage company growth and performance.
• Define, develop, monitor and proactively react to metrics and key performance indicators.
• Manage operational and strategic finances, including cash flow, income and balance sheet.
• Work with the CEO to develop and execute fundraising strategies.

Vice President of Customer Success
SureDone
October 2015 – October 2016

SureDone is a leading SaaS provider of omnichannel e-Commerce listing and order management. SureDone provides a single location to manage products and inventory levels with powerful yet simple listing and order reconciliation across a variety of channels (i.e. eBay, Amazon, Etsy, BigCommerce, Magento and more). 

As Vice President of Customer Success, my responsibilities included:

• Be part of the leadership team providing growth, operational and strategy development to this rapidly growing SaaS company in their next phase of development.
• Overall responsibility and management of the Onboarding, Training, Tier 1 and Tier 3 Support and Account Management groups to ensure our platform, services and support are aligned with our customer’s objectives and mission
• Responsibility of developing new processes and approaches to make the onboarding and support processes more efficient and effective while improving the level of customer touch they provide
• Responsibility for identifying root causes for customer churn and implementing new methods to improve customer retainment
• Lead various strategic business development, marketing, technology, finance, HR, process, and operational activities.
• Implemented SalesForce to manage the customer lifecycle from marketing to sales to onboarding – creating the “one source of truth” for all customer information. Includes significant custom development, process implementation and integration with external tools such as support desk and finance.
• Successes included comprehensive outsourcing including processes, communications and management of onboarding and professional services; Leading the creation of customer facing documentation and support for the SaaS application; Design and implementation of learning management; Complete overhaul of customer service, success and onboard processes to radically improve efficiency and decrease cost.

Chief Strategy Officer
Ithos Global
January 2015 – September 2015

Ithos Global is a leading enterprise software solutions provider with a startup approach focused on international regulatory compliance reporting throughout product lifecycles in the cosmetic, chemical, consumer packaged goods and food industries. By combining regulatory compliance content, and advanced information indexing and retrieval techniques with product lifecycle management (PLM) applications, Ithos Global improves speed to product launch in new and existing markets, integrates regulatory compliance content into existing systems, streamlines and reduces the cost of creating regulatory compliance documents and reports, and improves the quality of regulatory compliance reporting at small, mid-market and enterprise organizations.

As Chief Strategy Officer, my responsibilities included:

• Be part of the leadership team providing growth, operational and technology strategy development to this rapidly growing software company in their next phase of development.
• Overall responsibility and management for the continued development of a Software as a Service (SaaS) version of the Ithos Global software suite, including working with external and internal staff to develop architecture, specifications, resource allocation, pitch decks and funding requests to support its build and implementation.
• Lead the charge to enhance the existing quality controls and processes around our comprehensive international regulatory content updates and additions.
• Support the development of strategic materials, relationships and internal structures while leading the search for continued funding events and M&A activities.
• Assist with activities and management of key accounts ensuring their delight with our products and services, and developing strategic roadmaps to focus on their future success.
• Lead various strategic business development, marketing, technology, finance, legal, process, and operational activities.

Managing Partner
Fair Winds Strategies
October 2013 – Present

Fair Winds Strategies provides advisory, consulting and funding services to small and medium businesses. Other services include executive advisory, strategy, operations, marketing, finance, human resources, marketing, technology and additional business functions.

Chief Executive Officer
Disaster.Com
July 2014 – Present

Disaster.Com is a site focused on education, articles and community for individuals, responders, aid/relief workers, healthcare professionals, academia and researchers on topics such as preparedness, response, emergency management, technology and other areas. Share your voice by writing content or participating in our communities, and volunteer to help support the site (http://www.disaster.com/volunteer).

Chief Innovation Ninja
Internet Marketing Ninjas
December 2011 – September 2013

Focused on operational and strategy innovation at a market leading, 100+ person Internet Marketing and Search Engine Optimization company.

• Currently responsible for the Application Development, Creative/Web Design, Information Technology and Community Operations departments.
• Implementing standards, operational policies and procedures to radically improve employee and departmental accountability, visibility, communications and scalability.
• Developed multi-year strategic plan incorporating cost controls and strategy, including data center consolidation and enterprise wide application consolidation and user management
• Converted the creative group from a cost center to a profit center
• Working as part of a leadership team to develop long term strategies and innovations to ensure the organization continues to lead the industry and to improve EBITDA and profitability

Executive Vice President
D&D Consulting, Ltd.
December 2010 – June 2011

Post-transition of the D&D Consulting acquisition, my focus is on new market development, customer development and retention, product development and on M&A activities with our parent private equity holding company.

• Analyze and develop programs to address new market segments enabling the delivery of cloud based services to various markets.
• Identify strategic acquisition or investment targets and perform due diligence to understand their offerings, the opportunity they present, their industry, competition, investment requirements, investment return, marketing and sales, delivery, owner/management/employee details, specific company logistics (licenses, certifications, etc.), terms of sale, and various financial aspects

Executive Vice President
D&D Consulting, Ltd.
June 2010 – December 2011

D&D Consulting was acquired by a private equity firm with holdings in cloud computing and managed services. My initial focus was on transition, integration, product development and business development involving advanced technologies. Responsibilities included:

• Architect new cloud, managed services and recurring revenue product and service offerings for D&D Consulting utilizing capabilities from our existing solution set and the solution sets of sister companies within the portfolio
• Interface with employees, strategic customers, and partners to develop sales opportunities leveraging our existing and new advanced and emerging technology solution sets
• Work with new management team to transition financial and human resource functions to existing portfolio companies of the acquirer

Chief Executive Officer
D&D Consulting, Ltd.
November 2009 – June 2010

During this time my primary role was to position D&D Consulting for acquisition.

• Independently, and also utilizing M&A firms, identified organizations that could be considered a potential suitor of D&D. Developed relationships with these organizations and correctly positioned D&D as a strategic fit for acquisition
• Developed business summaries and presentations highlighting strengths, skills, capabilities and performance of D&D
• Developed financial statements, forecasts, cost analyses, utilization reports and other financial and operational documents for use in due diligence
• Analyzed, proposed and negotiated deal structures with suitors

Chief Executive Officer
D&D Consulting, Ltd.
January 1992 – November 2009

In this role I established and grew a technology organization from no revenue and capital to near $10mm in top line revenue including $1.8mm in professional services. D&D Consulting focuses on providing IT solutions and consulting services to midsize and large government and private sector entities. Tasks performed on a regular basis include:

• Set organizational strategy including company focus, product and service set and organizational structure
• Develop and implement advanced and emerging technology solutions and capabilities within the D&D sales and engineering teams and promote these solutions to customers and partners
• Manage day to day operations including financial oversight, executive leadership, decision making, service delivery, marketing and sales and other operational functions as required
• Analyze financial performance and key performance indicators and adjust corporate approach as necessary to improve profitability, increase efficiency and ensure appropriate levels of expenditure
• Develop and execute restructuring plans as necessary, inclusive of employees, partnerships, service offerings and fixed and variable expenditures
• Develop and/or negotiate legal and financial contracts to support D&D business functions
• Hire and manage an executive staff supporting each department of D&D Consulting
• Represent D&D to local, national and trade press and events
• Meet with strategic customers to promote D&D brand awareness and solutions
• Meet with partners to maintain relationships and determine shared strategic goals
• Maintain employee morale and retention through events such as “All-Hands Meetings”, team building exercises and other actions as appropriate