Fractional CRO • Executive leadership without the full-time executive hire • Sales leadership • Forecasting • Hiring • Coaching • Revenue operating cadence GTM Sprint • 30-day diagnostic • ICP refining and/or defining • Messaging • Sales process • Forecasting and Pipeline • Execution roadmap Advisory • Founder/CEO coaching • Board discussions • Investor readiness • Revenue planning

Yapi and DoctorLogic merged in March 2025, and I was retained as Chief Revenue Officer for the combined organization. Key areas of focus included: • Led the integration and re-building of the go-to-market revenue organization following the merger • Rebuilt the Ideal Customer Profile (ICP) and go-to-market segmentation to align with the combined company's strategic priorities • Transitioned the business from predominantly month-to-month contracts to an annual-first billing model, achieving 95%+ annual payment adoption by the time of my departure • Redesigned pricing, packaging, and market positioning, resulting in a 100% increase in average deal size • Standardized sales process, forecasting, and operating cadence across the combined revenue organization • Worked across the organization to build alignment across Sales, Marketing, Product and Customer Success around a unified go-to-market strategy • Rolled out the company's enterprise sales motion and operating process, helping position the organization to successfully secure the largest orthodontic DSO in the U.S. within the first eight months following the merger

Joined Yapi as Chief Revenue Officer to build and scale the company's go-to-market organization while preparing the business for its next phase of growth. • Rebuilt the Ideal Customer Profile (ICP) and go-to-market segmentation to improve sales efficiency and focus on the highest-value customer segments. • Transformed the commercial strategy from a predominantly inbound-led model to a more balanced inbound and outbound revenue motion, establishing the foundation for scalable growth as market competition increased. • Restructured the sales organization, introducing specialized outbound and Account Management functions while redesigning roles, responsibilities, and compensation plans to better support growth objectives. • Redesigned pricing, packaging, and discounting strategy, increasing average deal size while improving overall pricing discipline. • Launched new products and revenue streams, including the successful go-to-market rollout of Insurance Verification. • Partnered closely with executive leadership throughout the strategic diligence and integration planning process, helping position the company for its successful merger with DoctorLogic.

Following Revalize's acquisition of Attainia, I was retained as Vice President of Sales and expanded my leadership responsibilities to oversee multiple recently acquired portfolio companies as part of TA Associates' roll-up strategy • Led sales organizations across six business units within the Revalize portfolio, including multiple founder-led companies acquired through TA Associates' roll-up strategy • Standardized sales processes and operating cadence across founder-led organizations, implementing a unified sales methodology while preserving each business's unique market strengths. • Partnered with cross-functional leadership to support the integration of core business systems, helping transition multiple organizations onto a common technology and operational infrastructure. • Led the company-wide rollout of the MEDDICC sales methodology, incorporating it into onboarding and ongoing sales training programs across the organization. • Partnered with executive leadership to redesign sales territories, account segmentation, and organizational structure to improve market coverage and support future growth. • Managed a geographically dispersed sales organization through a period of rapid acquisition and organizational transformation, helping establish a scalable operating model across the Revalize portfolio.

Joined Attainia as Vice President of Sales to lead the sales organization serving IDNs and large health systems. Built the sales leadership team (adding Regional VPs) and strengthened the company's go-to-market organization through improved sales execution, organizational structure, and operational discipline, helping position the company for its successful acquisition by TA Associates and subsequent integration into Revalize. • Hired and developed Regional Vice Presidents to establish a more scalable sales leadership structure • Improved forecasting, sales execution, and operational discipline across the commercial organization • Helped lead the sales organization to one of its strongest quarterly performances in history prior to the acquisition • Supported the post-acquisition transition and integration planning into the newly formed Revalize organization

Kronos and Ultimate Software merged to form UKG (Ultimate Kronos Group)

Helped grow revenue from $6M to $42M and a successful exit to Summit Partners.

Started as a sales rep then promoted to build out new Kansas City sales territory. Built out sales team from zero sellers to 17 sales reps and 2 field sales managers.