Summary
Accomplishments
Overview
Work History
Education
Skills
Certification
Software
Timeline
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Caitlyn McCrimmon, CFA

Caitlyn McCrimmon, CFA

Sales Leadership
Los Angeles, CA,CA

Summary

Results-oriented sales leader with 10+ years of experience in software sales in startup, mid-market, and large corporate settings. I have developed and implemented the people, processes, and infrastructure required for scaling rapidly growing organizations, leading to six corporate transactions and fundraises. A high standard of performance paired with an analytical, prudent, and execution-focused leadership style has allowed me to drive sales success within ambitious organizations.

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Whether building startup sales teams from scratch, or leading strategic enterprise sales teams at established organizations, I have helped companies scale through various stages of growth. As a dynamic team player, I have taken on key components of cross-functional disciplines, including sales operations, legal, and finance and have collaboratively worked across departments to leverage and improve existing structure.

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My extensive expertise in oil & gas and renewables is enhanced with domain knowledge in carbon management, decarbonization, ESG and climate tech solutions. I have sold globally into North American, LatAm, European and Japanese markets. Team and individual quotas have ranged from $1MM to $40MM.

Accomplishments

Past Results - Revenue Goals

  • 2023: 102% attainment of company goal
  • 2022: 75% of company goal at the time of my departure, with visibility to reach 94% attainment by fiscal year end
  • 2021: 1H'21: 103% attainment of a $27.4MM manager quota; 2H'21: no quota
  • 2020: 101% attainment of a $29.5MM manager quota
  • Partial 2019: 86% attainment of a $6.2MM individual quota while in role (pacing 103% attainment)
  • 2018: 186% attainment of a $2.8MM individual quota
  • 2017: 142% attainment of a $1.5MM individual quota

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Senior Leadership Results

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Transect

  • 102% of company ARR goal in first year
  • 68% improvement in pipeline generation
  • 30% reducing in sales cycle time
  • Restructured and scaled sales, CS, and revops departments, launched a successful new SDR strategy
  • Planned and executed GTM strategy for four new market segments & industries
  • Executed two pricing strategy overhauls
  • Turned a contentious Sales-Marketing department relationship into a cohesive, collaborative one; improved conference results by 110% y/y
  • Spearheaded revops and CRM audits that allowed the organization to adopt data-driven decision making
  • Personally worked and closed two of the three largest deals closed in company history

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SINAI

In 15 months with SINAI, I led the sales team in realizing:

  • 289% growth in ARR (on track for 94% of F'22 goal)
  • 266% increase in ACV (average contract value)
  • 1/3 of all contracts signed as multi-year agreements
  • Achieved 90% of customer expansion volume goal

Overview

20
20
years of professional experience
8
8
years of post-secondary education
2
2
Certificates
10
10

Years of energy industry experience

Work History

Vice President, Revenue

Transect
Austin, TX
03.2023 - Current

Transect’s platform discovers and assesses energy project sites in minutes so developers can focus resources on quality sites, avoid costly risks, and quickly and confidently move projects forward.

Reporting to the COO, I lead the sales, business development and customer success departments, and am responsible for company revenue from multiple channels. I own and execute the organization’s go-to-market strategy, excluding marketing. As a member of the company’s executive team, I am heavily involved in the overall company strategy, culture, partnerships, budget decisions, and Board interactions.

Responsibilities include:

  • Definition & execution of the go-to-market strategy
  • Oversight of all company revenue channels - achieved 102% of company ARR goal in first year, 68% improvement in pipeline growth, 30% improvement in sales velocity
  • Expansion into new growth market segments & industries
  • Price book creation, pricing strategy execution
  • Customer retention & growth, 104% NDR YTD
  • Developing and supporting customer relationships, including leading complex negotiations and commercial discussions
  • Recruiting, coaching, performance management and terminations for three departments with team members in multiple geographies
  • Forecasting, scenario analysis & budgeting
  • Cross-department collaboration and peer alignment with marketing, product, engineering, finance, and environmental teams.
  • Process development, refinement, training, and application

Startup Advisor, GTM

P6 Technologies
Austin, TX
02.2023 - Current

P6 Technologies is an emerging tech startup providing a SaaS-based solution to Life Cycle Analysis for transportation fuels, biogas and chemicals. P6 helps renewable fuel and chemical companies quantify and improve carbon intensity.

In this role, I provide feedback to the CEO on lead generation, sales and marketing activities, as well as mentorship to the sales team.

Head of Sales

SINAI Technologies
San Francisco, CA
2021 - 2022

SINAI Technologies is an emerging leader in CleanTech decarbonization software solutions, helping the world’s largest emitters measure, analyze, price and reduce GHG emissions. As Head of Sales, I reported directly to the CEO, participated in Board meetings, and supported a successful Series A fundraise while refining a GTM strategy and building and leading a global sales team from scratch.

  • Grew ARR by 289%, increased TCV by 370%, tripled ACV, and signed ⅓ of all contracts as multi-year agreements
  • Established OKRs, quotas, territory assignments, forecasts, comp plans, Quarterly Business Reviews, and processes
  • Scaled from two reps to 11 sales roles including account executives, outbound sales development, sales engineering, and partnerships
  • Developed and owned the go-to-market strategy, sales budget, hiring plans, revenue forecasts, and dynamic pricing models for B2B enterprise sales and partnerships
  • Co-led product-market fit efforts with other department heads

Sr. Director, Corporate Sales, Strategic Accounts

Enverus
Houston, TX
2019 - 2021

Enverus delivers multi-solution energy-related technical and financial insights via an industry-leading data & analytics platform. As Senior Director, Strategic Accounts, I reported to the Global Head of Corporate Sales and managed 5 reports.

  • Oversaw team pipeline, forecasts, messaging, pricing, and negotiation
  • Supported complex and enterprise strategic selling processes from outbound opportunity identification through closing
  • Earned a composite score of 3.93/4.0 from my direct reports in a 2020 anonymous review
  • Manager-level quota attainment of 101% in 2020 and 109% in 1H’21

Director, Corporate Sales

Enverus
Los Angeles, CA
2015 - 2019
  • Reported to the CRO as a senior individual contributor while also supporting efforts to grow a high-performance sales team from two people to 60+ in 3.5 years under the RS Energy Group brand which was acquired by Enverus for >$1 billion (~8x return over our team’s prior corporate sale)
  • Award-winning top contributor who led complex sales pursuits identified through both inbound and outbound channels, and translated sophisticated solutions into compelling value propositions
  • Achieved multi-million dollar quota attainment of 142% and 186% in 2017 and 2018, respectively

This role was held at RS Energy Group, ultimately acquired by Enverus

Account Executive

Enverus
Los Angeles, CA
2014 - 2015
  • As one of only two corporate sales team members, I took on multiple roles in addition to full cycle sales, including marketing, sales ops, and customer support to build up the sales foundation from scratch
  • Grew a customer base from zero a multi-million dollar recurring revenue base
  • Analyzed performance data to deliver quarterly reviews and annual strategic plans to executives

This role was held at Ross Smith Energy Group & ITG, ultimately acquired by Enverus

Senior Research Associate, Energy

Enverus
Calgary, Canada
2011 - 2014
  • Published research derived from in-depth analysis of the US oil & gas industry including company and asset valuations, M&A, financial modeling, and development forecasts
  • Interacted with global client base and prospects including hedge funds, private equity and oil & gas companies
  • Presented at conferences in New York and Houston

This role was held at Ross Smith Energy Group, ultimately acquired by Enverus

Analyst - Investment Banking

J.F. Mackie & Company Ltd
Calgary, Canada
Sep.2009 - Apr.2011
  • Performed financial and written analysis of companies across multiple sectors, including valuation and merger models, pro-forma financial statements and comparable company analysis
  • Prepared pitch-books, marketing materials and related sales & financing documentation
  • Supported a record-breaking international deal in the Canadian oil & gas sector, securing over $1.2 billion in joint venture funding

This role was held at J.F. Mackie & Company, acquired by Mackie Research Capital.

Executive Assistant to the Chairman and CEO

J.F. Mackie & Company
Calgary, Canada
2007 - 2009

This role was held at J.F. Mackie & Company, acquired by Mackie Research Capital.

Financial Advisor

TD Bank
Calgary, Canada
2006 - 2007

Personal Banker

TD Bank
Calgary, Canada
09.2005 - 09.2006

Customer Service Representative

TD Bank
Calgary, Canada
2004.09 - 2005.09

Education

Bachelor of Commerce - Finance & Risk Management

University of Calgary
Calgary, AB, Canada
2002 - 2007

Chartered Financial Analyst (CFA) - Finance

CFA Institute
Charlottesville, VA
2011 - 2013

Nutritional Therapy Practitioner (NTP) - Nutrition Sciences

Nutritional Therapy Association
Olympia, WA
06.2017 - 06.2018

Skills

GTM Strategyundefined

Certification

Chartered Financial Analyst

Software

Hubspot

SalesForce

ZoomInfo

LinkedIn SalesNavigator

Slack

Google Suite

Notion

Mondaycom

Microsoft Suite

Ohm Analytics

Gong

Chorus

Timeline

Vice President, Revenue

Transect
03.2023 - Current

Startup Advisor, GTM

P6 Technologies
02.2023 - Current

Head of Sales

SINAI Technologies
2021 - 2022

Inclusive Culture Series

04-2021

Sr. Director, Corporate Sales, Strategic Accounts

Enverus
2019 - 2021

Nutritional Therapy Practitioner (NTP) - Nutrition Sciences

Nutritional Therapy Association
06.2017 - 06.2018

Director, Corporate Sales

Enverus
2015 - 2019

Account Executive

Enverus
2014 - 2015

Chartered Financial Analyst

09-2013

Chartered Financial Analyst (CFA) - Finance

CFA Institute
2011 - 2013

Senior Research Associate, Energy

Enverus
2011 - 2014

Analyst - Investment Banking

J.F. Mackie & Company Ltd
Sep.2009 - Apr.2011

Executive Assistant to the Chairman and CEO

J.F. Mackie & Company
2007 - 2009

Financial Advisor

TD Bank
2006 - 2007

Personal Banker

TD Bank
09.2005 - 09.2006

Customer Service Representative

TD Bank
2004.09 - 2005.09

Bachelor of Commerce - Finance & Risk Management

University of Calgary
2002 - 2007
Caitlyn McCrimmon, CFASales Leadership