Vetted Consultants in the NYC Metro

“Regulatory manager at Rally Rd. who functioned as a de facto Chief of Staff to the CFO, driving SEC-related approvals (including IPO/asset approvals) while building firm-wide tracking systems for fundraising and asset status. Also brings Capco consulting experience supporting executive stakeholders on strategic initiatives like target operating models and workflow efficiency, with a strong emphasis on executive alignment and discretion.”

“Senior Business Strategist (Robotproof) who effectively operated in a Chief-of-Staff-like capacity for both internal executives and Samsung’s President/CMO/Head of Strategy, running multi-workstream initiatives across strategy, marketing, and VR product/engineering. Built KPI/OKR dashboards and executive briefing rhythms to accelerate decisions and delivered an 8% sales lift via a targeted regional strategy pilot that included localized assets, an incentivized sales program, and a bespoke VR training tool.”

“Chief of Staff and public-sector leader who has stood up new functions from scratch—hiring 26 people and building governance/processes across 8 locations—while navigating high-stakes regulatory stakeholders. In industry, implemented OKRs and performance systems (Leapsome) and led change communications to improve executive productivity and cross-team accountability.”

Samuel Lee

Screened

Executive Sales Leader specializing in Enterprise SaaS GTM and global revenue growth

Hoboken, NJ14y exp

“Revenue/sales operations and GTM builder for early-stage startups who designs repeatable sales processes (CRM pipeline stages, MEDDPICC, Challenger Sales) and operating cadences (OKRs) to improve conversion and forecasting. Also mentors product/technical founders—e.g., through the Canadian Technology Accelerator—helping a fintech founder establish segmentation, metrics, and an outbound motion that produced early recurring revenue and investor readiness.”

“Sales Development Representative with hands-on outbound experience (cold calls, email, in-person) plus entrepreneurial experience running a side business selling custom Children’s Hospital socks. Previously completed a year-long internship selling hot sauce, and uses tools like ZoomInfo, Excel, and ChatGPT for prospecting and business planning.”