Provider of strategic advisory services (marketing/sales/product) to AI-focused technology companies.Representative client: Fisent Technologies (https://fisent.com/), provider of the BizAI service, a leading solution in the Applied GenAI Process Automation category. BizAI is a unique solution that digitizes and automates business processes in days.

Global leader providing AI-based enterprise risk management and data management cloud/SaaS and on-premise solutions to leading organizations worldwide.• Spearheaded Innovative partner and partner marketing programs globally across all lines of business, including AML compliance and data quality/data management.• Ensured pricing strategies and sales compensation programs comply with regulatory requirements and company policies.• Implemented a structured approach to partner development, contracting, marketing, management, and governance.• Collaborated with cross-functional teams to ensure alignment of sales support activities with overall business objectives.• Built and cultivated extensive partnerships with key global organizations, including FIS, EY, KPMG, Avalara, Dow Jones, LSEG, Thompson Reuters, and others.• Oversaw and coordinated marketing and sales efforts to improve collaboration and effectiveness between Innovative and partners.Core Accomplishments:• Expanded partner program reach and effectiveness by over 300% across OEM, Managed Services, Basic and Advanced Reseller, Co-seller, and Referral channels.• Developed pricing and packaging for advanced offerings that boosted uptake by over 140%. • Delivered thought leadership and subject matter expertise through webinars and conference speeches on industry-leading topics, including "The King of Data Quality: Crowdsourcing or Machine Learning." at Enterprise Data World, San Diego, CA.

Global leader providing AI-based enterprise risk management and data management cloud/SaaS and on-premise solutions to leading organizations worldwide.• Led global marketing efforts across direct and partner channels for all lines of business, including AML compliance and data quality/data management.• Oversaw strategic planning sessions, ensuring alignment with company goals and objectives while fostering a sense of commitment and direction among team members.• Provided strategic product direction and pricing for all lines of business, guiding the development and enhancement of products to meet market demands and drive revenue growth.Core Accomplishments:• Created a global brand for the new compliance software and services line through innovative marketing and partner strategies.• Increased lead volume by over 200% and improved qualified sales opportunities by implementing marketing and sales automation.• Boosted product profitability by over 35% by developing a new product pricing methodology.• Launched new websites with original professional video content to drive targeted traffic.• Delivered thought leadership through webinars and tradeshow speeches on industry-leading topics.

Provider of strategic advisory services to software and related technology companies, specializing in new channel, market, and product development.Main Job Function: • Provided strategic advisory services to business decision-makers in diverse environments to create and execute innovative partnering, pricing, packaging, and compensation programs, enhancing revenues, business development, and marketing success.Drove Competitive Advantage for Clients through the following strategic advisory engagements:• Worked with a SaaS marketing automation platform firm to build a strong network of OEM and branded reseller channel partners. • Worked with a software firm in the design space to develop the marketing strategy and execute sales tactics to support expansion into manufacturing, financial services, and advertising industries.• Worked with a new television and Internet channel entertainment platform to formulate their partner marketing and sales strategy and recruited the initial content partners.

A leading AI-based business rules management software and services provider for finance, insurance, healthcare, manufacturing, and defense. Oracle acquired it.Main Job Functions:• In a highly visible leadership role, energized the organization and defined new strategic decisions affecting business development, marketplace positioning, operational capabilities, and future trajectory.Core Accomplishments:• Transformed organizational culture by realigning the existing sales and sales engineering teams. • Established a new positioning and strategic selling process to support aggressive growth goals.• Championed operational analytics tracking framework by implementing the first detailed sales functional analysis and tracking process to provide meaningful process information for executives.• Maximized Market Reach & Profitability through launching a new channel marketing and sales strategy. • Reformulated existing channel partner financial models and agreements to grow channel partners and optimize profitability.

A management consulting, software, and services firm specializing in profitability and customer management solutions within the financial services industry.Main Job Functions:• Managed web-based financial and marketing analysis software, collaborating across departments and projects and directly engaging with end-users to refine product design and functionality.Core Accomplishments:• Developed the first licensable software product, a web-based profitability data mart solution, achieving breakthrough industry presence and rapid adoption by major US financial institutions.• Expanded the market footprint by establishing a new business intelligence software line. • Led a development team in designing, developing, and enhancing the application, making it the company's flagship offering.

Global leader providing AI-based enterprise risk management and data management cloud/SaaS and on-premise solutions to leading organizations worldwide.Initially hired as Account Executive and rapidly advanced to Sales Manager then Director of Sales, managing sales of all software, services and consulting for North America. Advised and consulted with over 50 Fortune 1000 firms on customer information projects.- Optimized Sales Team Performance. Built and led a sales team to achieve consistent above-quota performance by focusing on product knowledge, sales methods, and understanding customer business needs.- Positioned the Company for Growth. Developed and executed an aggressive sales strategy that positioned the company as an industry leader.- Delivered Sophisticated Technology Solutions. Sold and managed the delivery of software and services for large-scale CRM repositories to a top 10 commercial bank and a top three multi-line insurance firm in the US.