An Agile Marketing and Business Development Consultancy

Representative projects include:

Industry:  FinTech

Crafted go-to-market strategy and deployed direct sales, SEO, SEM, email mail and affiliate tactics to build pipeline and accelerate sales momentum for a B-to-B, FinTech offering branded card issuance, bank accounts and money movement/payment solutions via API and white label UIs. Built team and sales strategies and positioned and priced offerings to achieve product-market fit propelling Series A funding. 

Industry:  Data/Information Services

Delivered competitive assessment and strategic Go-to-Market Roadmap for a division of a publicly traded data/information services firm selling data and compliance services to brokerage, transfer agents, mutual funds and banks. Subsequently hired as General Manager to execute plan and run the business full-time.

IndustryHealthcare (HealthTech)

Served as Interim CMO/Growth to turnaround and maximize enterprise value for managed care provider ($25M nurse staffing provider w/ software platform). Rebranded and relaunched website, installed CRM campaigns that increased lead generation 50% and reduced cost of acquisition by 30%.  

Industry:  Financial Services (Credit Card)

Led multi-functional team supervising the $6MM re-launch of a global credit card issuing brand.  Recommendations helped company earn Card Marketing Magazine’s “Best Website” in the financial services/credit category. Designed marketing programs to drive card usage, payments and lifetime value.

Industry: SaaS, Marketing Automation 

Advisory Board Member.  Led marketing/business development efforts to accelerate lead generation/conversion and grow third party reseller network for a Venture Capital backed SaaS marketing automation firm. 

Industry: Membership / Loyalty

Delivered innovative turnkey loyalty program to improve retention and increase lifetime value for the largest fraternal benefit society in the US.

Industry:  Identify Theft/Protection

Crafted a Go-to-Market Roadmap, digital and offline marketing plan and programs for an early stage ID Theft and Protection provider. 

Industry:  Professional/Administrative Services

Developed strategic acquisition framework/methodology and presented recommendations to support corporate development and M&A efforts for a $200 million professional/administrative services division of public company.