Chief Revenue Officer
Senior leader strengthening strategy, sales, process, talent, and culture to position organizations for sustained growth. Manage high-visibility, cross-functional projects and teams that improve operational efficiency, bringing an innovative approach and cultivating a strong team environment. Demonstrated ability building sales processes, recruitment, operations and leading remote, national teams. Draw on business acumen to align vision, strategy, budgets, and plans across departments, gaining buy-in at all levels.
Areas of expertise include:
Sales | Team Building & Leadership | E-Commerce | Channel Sales | Strategic Planning | Forecasting
Budgeting | Project Management | Compensation & Benefits | Analytics | Mediation | Negotiations | Product Launches
Professional Experience
Privy REI SaaS Denver, CO Real Estate Investing SaaS Platform Sep 2019 – Nov 2021
Investor & Director of People and Operations
Designed, implemented and managed all hiring, culture and operational strategies, plans, and projects. Collaborated with department heads to review hiring plans, allocate resources, and leverage employee talent across organization to drive projects to completion. Oversaw all HR functions and streamlined workflows for efficiency and continuous improvement. Created guidelines for employee evaluation, recruitment, and promotions.
- Member of the Executive Team, working collaboratively with Senior Leadership and CEO to grow sales 10x y/y
- Created operational forecasts and budgets, reducing overhead 13% while adding technology to assist channel sales
- Built world-class recruiting, hiring and compensation plans, benefits packages and negotiated terms with candidates
- Established and executed onboarding and retention processes
- Trained Senior Leaders in employee relations, inclusivity, diversity and HR standards and compliance
- Developed and enforced all HR functions, ensuring a dynamic work environment that aligned with company values
- Developed org chart and plotted roadmaps to ensure continued engagement and employee retention
- Worked with outside contractors, including payroll, legal, vendor relations, negotiating terms and contracts
- Researched and implemented best tech stacks for all functions of the business
- Passionate about solving challenges by leveraging People and Technology solutions
Stoneside Blinds & Shades Nationwide Luxury Custom Window Coverings Nov 2011 – May 2018
Chief Revenue Officer
Oversaw sales, customer success, marketing, and installation teams while serving on the advisory board and executive leadership team. Managed 78 national direct reports including three Directors and five National Sales Managers, and a $12.4M budget, executing with average 1.5% reduction y/y for five years. Championed growth management with “Market in a Box” approach to opening new territories across the country and executing profitability in each new market within one year. Prepared forecasts and hit aggressive growth goals throughout tenure. Organized yearly national company conferences and developed all training for the sales, customer success and marketing team. Oversaw all onboarding and HR functions.
- Brought a battle-tested sales methodology to the company, raising close rates from 19% to 55% in first year
- Analyzed customer data to increase channel sales from 6% to 45% throughout tenure
- Created all sales targets and KPI’s, leveraging data to establish baselines and quotas and increase market profitability
- Developed sales and marketing forecasts, goals and budgets, creating KPI’s and sales strategies to drive growth
- Spearheaded 2,500% growth in sales over seven years with creative, out-of-the-box thinking and execution
- As part of the Advisory Board, prepared and presented all sales and marketing reporting to Board of Directors
- Road-mapped and executed strategy to become highest-rated window coverings company in U.S.
- Obtained 4.9-star average rating across all review platforms including Yelp, Google, TrustPilot, and Glassdoor, leading to 22% increase in organic leads and 9% reduction in marketing costs
- Partnered with CEO in creating price structures for new product launch to ensure market fit and competitive analysis
- Served as project manager for large-scale website and configurator rebuild, liaising between internal and external teams and aligning outcomes with budgets and forecasts, while growing sales 17%
- Authored marketing content for landing pages, training, sales funnels, brand messaging, and social media
- Implemented NetSuite CRM as pipeline management, growing sales 200% through improved client tracking
- Established all HR functions, including hiring, onboarding/off-boarding, diversity and inclusion, employee relations, career coaching, commission and pay structuring, compliance, and training
- Developed new commission structure that led to 22% increase in gross profit y/y in 2017 and 2018
- Built national team structure and hierarchy to create roadmaps for employees, increasing retention rate to 94%
- Created all sales, installation, and customer success training, leading to 22% reduction in errors across all teams, 125% increase in repeat business, and 4% increase in gross profit
- Executed National Conference for employees, investors and partners. Negotiated hotel, meals, and conference space. Wrote and delivered kickoff speech. Chaired awards dinner, serving as keynote speaker
- Wrote company handbook and participated as Culture Leader to develop company values and mission
SweetLeaf Compassion Center Denver, CO Retail and Wellness Dec 2008 – Nov 2011
Sales Manager & Founding Partner
Directed funding, staffing, inventory, payroll processing, and scheduling. Negotiated lease on highly desirable location and project managed $300K renovation project. Promoted company through magazine articles, fashion shows, and interviews.
- Raised $1.5M in capital for build-out of retail store, inventory, hiring and training and warehouse location
- Recruited, trained, and managed staff of 18 with 98% retention rate
- Designed marketing materials and built company website on WordPress
- Established presence on social media platforms and created content
- Grew sales from zero to $2M, becoming cash positive within 8 months of opening
Reply Design Phoenix, AZ Interior Design Dec 2000 – Nov 2008
Principal Designer
Designed and managed commercial Tenant Improvements and high-end residential projects with budgets of $50K to $2M. Managed financial aspects of business, including budgets, proposals, and purchases. Acquired clients through networking and strategic partnership development. Supervised construction process, including installations and budget adherence.
- Hired and managed team of 4, developing all HR and payroll functions of the business
- Created company website and blog, marketing materials and online portfolio
- Achieved consistent 22% growth rate y/y for 8 years
Notable Achievements
- As the 4th hire and an investor, built and executed the Operations and People strategy of Privy, developing all talent resourcing, operations, HR policy and working as right hand to the CEO to drive organizational growth
- Led Stoneside to be the highest rated, fastest growing window coverings company in America, sourcing, training and leading teams with 78 direct reports with 300% or greater y/y growth for 7 years straight
- Achieved goal of securing Stoneside’s spot in the Inc 500 every year eligible, being the 5th fastest growing company in Colorado and the 17th fastest growing consumer product in the country
- As cofounder of SweetLeaf, raised $1.5M, brought sales from $0 to $2M annually in 2 years and hit cash positive status within 8 months of opening while running all HR, operational, sales and compliance functions of the business
Education & Certifications
Northern arizona university – Professional Degree, Interior Design, cum laude, Phi Theta Kappa
Phoenix College – Associate of Applied Science, Interior Design and Communications, cum laude, Phi Theta Kappa
Skills
Office 365, NetSuite, Salesforce, Hubspot, Justworks, Basecamp, Jira, Geru, Google Suite, Keynote, Slack