Innovative and highly experienced sales leader and individual contributor with a diverse background in consulting and product sales who understands his success, and the success of the company he represents, comes from the success of his clients. Consistently recognized as a leading contributor to the success of the companies he represents.
· Brought into the company by the co-founder, previous CEO of UMT Consulting Group and EY Partner to establish partnerships, identify and close large enterprise sales and establish an operating environment focused on enterprise relationships rather than individual users (12-month engagement)
· Immediately secured the world’s leading project management professional organization as a customer resulting in $95,500 in annual, recurring revenue and their agreement to promote our platform across their 680,000 members that resulted in an additional $214,000 in annual recurring revenue in Year 1
· Targeted a Big 4 consulting firm based on their involvement in a massive, multi-year program in the Middle East and gained their agreement to use our platform for all related meetings resulting in
$124,000 in annual, recurring revenue in Year 1
· Created a go-to-market strategy and plan for the sales and customer success organizations related to new enterprise relationship acquisition leveraging the Challenger sales model, MEDDPICC and a Mutual Action Plan that has led to 24 new enterprise clients within the past 12 months, more than 2,600 new annual licenses and more than $500,000 in annual, recurring revenue
· Strengthened the existing partnership with Philips Speech Processing Solutions that was not generating
any license revenue in order to achieve 354 new enterprise licenses with $127,440 in annual, recurring revenue
· Exceeded all revenue targets from 2016 to 2022 with an average gross margin in excess of 45%
o $3.42M in 2016/17 (114%)
o $4.86M in 2017/18 (162%)
o $7.56M in 2018/19 (189%)
o $12.1M in 2019/20 (200%)
o $12.5M in 2020/21 (151%)
· Exceeded my 2021/22 annual target with $10.3M in revenue and an average profit margin of 42% with the acquisition of a large Canadian government healthcare agency as a client at the start of the year
· No Bid an RFP for the implementation of a project portfolio management software solution and was successful in reshaping the RFP to align to an approach that accounted for elements that were missed resulting in securing a one-year, $9.2M engagement while unseating the incumbent consulting firm
· Contributed to the development of a new transformation enablement platform (Transformation Hub) built on the Microsoft Cloud platform to differentiate our capabilities and support engagements within the US as well as Europe, Asia, Africa and Canada
· Recruited by the East Coast Managing Partner to lead sales activities for the Midatlantic
· Developed a close working relationship with Microsoft to ensure the majority of new opportunities related to the implementation of Project Online were brought to our consulting firm that resulted in $5M in revenue for calendar year 2014 and $11M in calendar year 2015
· Envisioned and created a Community of Practice comprised of strategic portfolio management leaders for the largest enterprises in the Philadelphia area to share insights and strategies on a quarterly basis
· Envisioned and created a Federal Roundtable comprised of strategic portfolio management leaders within the federal government to share insights and strategies on a quarterly basis
· Recruited and hired by the President to lead the transition to a deliverable-based, consulting firm from its roots in staffing
· Crafted overall account sales strategies and coordinated activities of sales executives to achieve revenue goals that exceeded $9M in 2012 and $13M in 2013 at an average profit margin of 37%
· Identified and secured the first project management maturity assessment for the company with the largest online retailer in the Philadelphia area
· Worked in tandem with the consulting practice leaders to develop new services offerings and methodologies
· Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals
· Recruited by the President to lead the firm's business development efforts within the financial services and healthcare verticals including a focus on large enterprise clients in the Northeast and MidAtlantic
· Led and managed the firm's relationship with Hewlett-Packard in respect to ITAM and ITSM that resulted in my achievement of $3M ($2M annual target) in annual revenue for calendar year 2011
· Created a new project management-specific service offering for the firm
· Oversaw existing relationships established with AstraZeneca, SAP and Genentech and grew these relationships by more than 500% over the course of 3 years through new service offerings, resulting in over $12M in annual revenue
· Proactively targeted Booz Allen Hamilton, New Jersey Department of Transportation, Vanguard, KPMG, Pepsico and Lafarge to develop exclusive consulting and training relationships that yielded over
$13M annually
· Redesigned the delivery model for the firm’s corporate training division to be more component-based, and focused on the specific learning objectives and desired behavior changes of the enterprise
· Partnered with Marketing to develop a formal thought leadership program that resulted in over 50 new whitepapers
· Recruited by a third party to lead business development for the Managing Partner of the Philadelphia office
· Closed a 3-year, $15 million engagement in my first year for the oversight of a litigation trust
· Collaborated with the partnership to organize large-scale pursuits and educate the practice on effective business development practices
· Tracked key business metrics and made recommendations for proactive adjustments
· Led C-suite discussions for the audit and tax practices
· Oversaw a sales territory in Central Pennsylvania where I was responsible for over $2M in annual revenue from financial institutions
· Grew my territory from a sales share of 70% to 95% before being asked to manage only those financial institutions with more than $2B in assets for a territory that represented over $24M in annual revenue
· Following a number of years of year-over-year revenue growth in excess of 45%, and as part of a restructuring, I was asked to lead the Eastern Region for super regional financial services companies where I oversaw a team of 9 sales representatives
Profit Growth Strategies
Change and Growth Management
Operational Efficiency
Transformation Management
Project, Program and Portfolio Management
Consulting & Product Sales
Active Listening
Team Management
Critical Thinking
Strategic Networking
Leadership and People Development
Integrity and Transparency
Strategic and Annual Planning
Public Sector
Account Management
Technology Enablement