William Gordon
Miami,USA
Summary
Innovative insurance and insurtech leader with a proven track record in building high-growth distribution networks, forging strategic partnerships, and scaling revenue in competitive markets. Expert in go-to-market strategy, AI-driven operational innovation, and venture-backed growth. Trusted advisor to founders and boards, with deep experience in fundraising, product commercialization, and market expansion.
Overview
12
12
years of professional experience
Work History
Advisor
Excite OS
Miami , Florida
07.2025 - Current
- Developed a national GTM strategy and introduced strategic partnerships with Anthem, Cigna, Aetna, and UHC.
- Built scalable sales infrastructure to accelerate ARR growth.
- Develop strategic partnerships with hospital systems
Regional Sales Manager
Sidecar Health
Miami, USA
07.2024 - Current
- Led market entry and expansion strategy in South Florida for a leading insurtech disruptor.
- Designed and executed go-to-market strategy for broker distribution, driving rapid adoption in target markets.
- Cultivated strategic relationships with national and regional agencies, including Lockton, Alliant, Brown & Brown, and Marsh & McLennan.
- Generated $15M in committed annual recurring revenue (CARR) for 2024–2025.
- Directed the development of broker and employer portals, leveraging strategic TPA partnerships and AI to streamline onboarding and sales.
Consultant
Terzo
Miami , Florida
01.2024 - Current
- Led business development efforts, securing $500K in ARR (2025).
- Collaborated with cross-functional teams to ensure alignment on project goals.
- Facilitated client meetings to gather requirements and identify needs.
- Collaborated with stakeholders to define project scope, objectives and deliverables.
- Analyzed key performance indicators to identify effective strategies.
Head of Business Development
Guardian Scripts
Remote
11.2023 - Current
- Pioneered market penetration strategies for a national pharmacy benefits platform.
- Built distribution channels through broker, TPA, and PBM partnerships.
- Delivered $1M in new revenue in 2024 and established 3 strategic PBM partnerships, representing over $6M in potential ARR.
Advisor
Align Ventures
Miami , Florida
01.2023 - Current
- Built a strategic investor base, resulting in $10M+ raised across portfolio companies.
- Provided insurtech growth strategies to portfolio founders.
Regional Vice President
Healthcare2U
Remote
02.2021 - 11.2023
- Directed multi-state expansion and enterprise partnerships for a national direct primary care organization.
- Added 10,000+ members and generated over $5.5M in ARR.
- Established a national partnership with Foundation Risk Partners, unlocking a scalable broker channel.
- Consistently ranked #1 in national sales (2022 & 2023) with 98% retention rate.
- Sold comprehensive portfolio: Self-Funded Medical, MEC/MVP Plans, Wrap Plans, Section 125 Plans, Gap Plans, and Direct Primary Care.
Senior Sales Representative
Principal
Atlanta, USA
09.2015 - 04.2020
- Exceeded new business goals at 105% of $3.5M target with an 18% close ratio.
- Generated $3.7M in new premium and managed a $29M block with 98% retention.
- Ranked Top 5 Senior Sales Rep nationally.
Sales Representative
Mutual of Omaha
Atlanta, USA
10.2013 - 08.2015
- Achieved 233% of new business goal and 353% of worksite benefits target.
- Sold $1.95M in new premium; awarded Rookie of the Year.
Education
BBA - Marketing (Sales & Sales Marketing), Computer Information Systems
Georgia Southern University
Skills
- Insurtech & Healthtech Strategy
- Developing GTM strategy
- Capital Raising & Investor Relations
- P&L Ownership & ARR Growth
- AI & Automation in Insurance Operations
- Strategic Partnerships & M&A
- National Distribution Network Development
- Product Innovation & Market Expansion
- Regulatory Compliance & Risk Management
Awards
- Rookie of the Year – Mutual of Omaha
- #1 National Sales Ranking – Healthcare2U (2022 & 2023)
- Top 5 National Senior Sales Rep – Principal Financial Group
Advisory And Consulting Roles
- Align Ventures, Advisor, Built strategic investor base resulting in $10M+ raised across portfolio companies., Provided insurtech growth strategies to portfolio founders.
- Terzo, Consultant, Led business development efforts, securing $500K in ARR (2025).
- Excite OS, Advisor, Developed national GTM strategy and introduced strategic partnerships with Anthem, Cigna, Aetna, and UHC., Built scalable sales infrastructure to accelerate ARR growth.
Timeline
Advisor
Excite OS
07.2025 - Current
Regional Sales Manager
Sidecar Health
07.2024 - Current
Consultant
Terzo
01.2024 - Current
Head of Business Development
Guardian Scripts
11.2023 - Current
Advisor
Align Ventures
01.2023 - Current
Regional Vice President
Healthcare2U
02.2021 - 11.2023
Senior Sales Representative
Principal
09.2015 - 04.2020
Sales Representative
Mutual of Omaha
10.2013 - 08.2015
BBA - Marketing (Sales & Sales Marketing), Computer Information Systems
Georgia Southern University
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