Leading Business Evolution to Sustainable Growth & Innovation
By the Stats - Outcomes from my teams...
​
CAREER HIGHLIGHTS
-
Public Company COO | First COO of a regulatory compliance software firm listed on Nasdaq within the legal cannabis industry, managing over 30 billion in supply chain and transaction data. Oversaw operations during a reverse merger to go public. Responsible for P&L of a complex holding company and its subsidiaries.
-
M&A Turnaround | Led M&A integration of six financially accretive companies in the US and Canada. Successfully brought four companies to profitability or cash flow breakeven.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
​ -
Top Line and Bottomline (Revenue & Expenses)
​-
​​​​​​​​​Revenue & ARR Growth | Nearly doubled total revenue from 10.9M (FY2019) to 20.7M in 2021, with software revenue up 59% and ARR up 51%.
-
Customer & Platform Performance | Reduced churn 35% sequentially, improved customer satisfaction (8/10 average), and achieved four-nines uptime.
-
Profitability & Unit Economics | Improved adjusted EBITDA loss by 32% through cost restructuring and data‑driven performance management.
-
Increased user base of SaaS platform by more than 70% while maintaining client retention at 98%, increased sales velocity by 300%, and converted all new contracts from 1-year to 3/5-year master service agreements.
​
-
-
​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Operational and Business Transformation
​-
Entrepreneurial Operating System (EOS) | Companywide implementation of ​Entrepreneurial Operating System (EOS) to over 200 employees and 6 acquired companies, creating a single thread of communication and meeting cadence structures, KPI formation and accountability, and performance management.
​ -
Product & Engineering Evolution | Led the transformation of the product development lifecycle to an Outcomes Driven Innovation model called Jobs to Be Done. The transformation led to a 4x increase in engineering code velocity and quality.​​​​​​​​​​​​​​​​​​
​​​​​​​​ -
PADRE Operations Framework | Adapted and evolved a business operating framework from Zuora to align the client lifecycle with the functions of the business. Using this methodology allows us to rapidly diagnose friction across people, processes, and systems and course-correct operations for sustainable growth. The use of this methodology across multiple companies led to the top-line and bottom-line metrics listed above. ​
​​​​​​​​​​​​​​
-
-
Major Product Launches
​-
Managed a multi-million dollar rebuild, launch, and customer migration of a mission-critical software platform with a 97% customer satisfaction rating, a 98% customer retention rate, and an average customer lifetime of over 10 years; achieved an overall platform uptime of 99.984%.
-
Led the development and launch of the Client Assistance System for the American Red Cross, handling $40-100 million in annual transactions. Onboarded 10,000 users in 6 weeks, achieving a 96.5% organization-wide adoption and a 97% customer satisfaction rate.
-
​