Montgomery Ostrander
La Jolla,CA
Summary
Dynamic leader with over 25 years of experience in sales management, operations, and philanthropy, combined with a strong foundation in clinical psychology. As both a health care clinician and business leader I am adept at transforming organizations through strategic leadership, innovative fundraising, and a focus on mission-driven outcomes. Proven track record of developing and implementing comprehensive campaigns that drive seven- and eight-figure philanthropic investments. Recognized for excellence in sales enablement, donor relations, and operational efficiency, with a unique ability to inspire and empower teams.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Director of Sales Operations
SS&C Technologies
06.2024 - Current
- Directed lead generation efforts, achieving a 300% increase in MQLs and doubling conversion rates to 70%
- Designed and implemented sales process playbooks, role-specific training, and certification programs to enhance team performance
- Leveraged advanced tools like Linkedify and CoPilot to drive innovative messaging and engagement strategies
Senior Sales Enablement Manager, Global
Netradyne
08.2022 - 06.2024
- Increased closed/won conversion rates from 8% to 24% and SDR lead conversions from 44% to 90%
- Developed and implemented SPICED Discovery training and certification programs, improving global revenue by 10%
- Spearheaded comprehensive onboarding programs, reducing ramp time from three months to three weeks
Vice President of Sales, North America
Purview Healthcare
01.2022 - 08.2022
- Managed sales teams and processes across North America, driving strategic partnerships and securing high-value contracts
- Provided leadership for HIT, RCM, EHR/EMR, and cybersecurity solutions, directly impacting organizational growth
Chief Executive Officer
Tree of Life Elder Care
03.2012 - 04.2020
- Founded and grew a successful elder care enterprise with $1.4M revenue in the first year
- Operated five RCFE facilities specializing in dementia care, overseeing a staff of 19 and ensuring compliance with all regulations
- Designed innovative care models, emphasizing therapeutic interventions and high-quality patient outcomes
Partner Business Manager, Southern California
Microsoft
06.1997 - 08.2005
- Managed reseller and partner channels, achieving 100% revenue growth annually through strategic enablement initiatives
- Hosted events and led marketing efforts for the Microsoft Certified Solutions Provider program, fostering community engagement
Education
Master of Social Work (MSW) - Clinical Psychology
01.2013
Master of Science (MS) - Clinical Psychology
01.2012
Master of Business Administration (MBA) - Information Technology
01.2006
Bachelor of Arts (BA) - Liberal Arts and Sciences, Information Technology
01.1997
Skills
- Strategic Philanthropy & Campaign Management
- Major Gift Solicitation & Stewardship
- Sales Enablement & Leadership
- Relationship Building & Community Engagement
- Data-Driven Decision Making & CRM Systems
- Cross-Functional Team Leadership
- Targeted marketing
- Forecasting
Certification
- Certified Administrator for Residential Care Facility for the Elderly (Dementia)
- The Science of Wellbeing, Yale University 2021
Philanthropy Expertise
Proven ability to lead comprehensive campaigns, including managing donor pipelines, building major gift programs, and collaborating with volunteer leadership. Extensive experience in stakeholder engagement and fostering sustained relationships that result in significant financial contributions.
Strategic Leadership
History of developing and executing strategic plans aligned with organizational missions, as demonstrated at Tree of Life Elder Care and Purview Healthcare. Strong analytical skills to set performance metrics, evaluate outcomes, and optimize processes for maximum impact.
Healthcare Passion
As both a clinician and business leader I've developed a deep understanding of healthcare operations, patient care models, and organizational growth strategies, including launching elder care facilities and managing HIT solutions. Passion for advancing healthcare access and outcomes through philanthropy and innovative initiatives.
Awards
Sales Enablement Excellence Award, Value Selling Magazine 2023 & 2024 (Sales Enablement Society)
Key Publications
- "SaaS Sales Discovery and Psychodynamic Models"
- "Redefining Senior Living"
- "A New Approach - Therapeutic Elder Care"
Timeline
Director of Sales Operations - SS&C Technologies
06.2024 - Current
Senior Sales Enablement Manager, Global - Netradyne
08.2022 - 06.2024
Vice President of Sales, North America - Purview Healthcare
01.2022 - 08.2022
Chief Executive Officer - Tree of Life Elder Care
03.2012 - 04.2020
Partner Business Manager, Southern California - Microsoft
06.1997 - 08.2005
Pepperdine University - Master of Science (MS), Clinical Psychology
EDHEC Business School - Master of Business Administration (MBA), Information Technology
The Evergreen State College - Bachelor of Arts (BA), Liberal Arts and Sciences, Information Technology
University of Southern California - Master of Social Work (MSW), Clinical Psychology
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