Vetted CRM Professionals

“COO of Greenopia (pre-seed, pre-revenue) who has built the company’s operational foundation over the past 18 months—supporting fundraising, SEC/crowdfunding setup, and coordinating app and self-serve business onboarding/assessment systems. Brings a metrics-driven operating approach (OKRs, balancing metrics/unit economics) and has advised other startups (e.g., sports betting) to refocus effort on the highest-value customer segments.”

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

“Entrepreneur and senior executive who has raised capital and built a sophisticated, integrated agency platform spanning PR, design, exhibitions/live environments, and media placement; the business is currently in a sale process due to a major shareholder exiting the U.S. Strong premium-market positioning experience, leveraging C-suite access to validate opportunities and building human-centric, data-driven, AI-enabled service offerings across luxury/hospitality/culture/real estate/wellness.”

“Senior executive-operations leader who has run CEO-office functions at BNY (Head of the CEO Office) and supported scaling leadership teams at Public as Chief of Staff to Co-CEOs/Head of People. Known for building operating cadences (MBRs, offsites), creating decision-driving templates, and executing high-stakes weeks combining board governance, CEO travel/client engagements, and external communications with strong discretion.”

“Engineering leader who modernized and unified a fragmented product suite at Milestone via a multi-year cloud-native roadmap, delivering an MVP in three quarters and boosting team velocity by 40% through cross-functional squads. At Prometheum, led a trust-building hybrid architecture (AWS control plane + customer-hosted data plane) using Kubernetes to ensure sensitive enterprise data never left customer networks while remaining cloud-agnostic across providers.”

“Technologist drawn to venture studio/zero-to-one environments, motivated by owning technical architecture and building scalable systems from day one. Interested in rapidly shipping MVPs, iterating toward product-market fit, and validating ideas through real user feedback rather than pursuing entrepreneurship for its own sake.”

“Explored a digital notarization startup concept in 2020 that stalled due to COVID-era inability to secure VC seed meetings; later saw the market validate the idea via a comparable acquisition (~$57M, per candidate). Now more interested in driving innovation and simplifying complex customer experiences within an established organization, using a highly structured, metrics-driven product execution approach.”

“Tech executive with Disney experience who has repeatedly scaled and restructured engineering organizations (from 4 to 30 and up to 100+), using OKRs/KPIs to drive business-aligned roadmaps. Hands-on with architecture and platform strategy, including adopting MongoDB Atlas to centralize transactional data and building shared core services (security/permissions, auditing, compliance) to increase product velocity across distributed teams.”

“Engineering leader who built and delivered an IoT smart-spaces platform for the self-storage and smart-living domains, translating customer requirements into architecture, capability maps, and a multi-milestone roadmap. Personally stood up missing AI/ML capabilities (including churn prediction) using Databricks (Delta Lake/MLflow), enabling follow-on features like energy optimization and security/anomaly detection. Scaled an org from 20 to 80+ with disciplined Agile planning (Jira Advanced Roadmaps/Confluence) and strong executive/customer-facing leadership during high-stakes customer commitments.”

“Engineering leader (ActiveCampaign, Yalo) with a track record of scaling both systems and orgs: grew an engineering team from 90+ to 200+ (30+ scrum teams) while re-architecting a marketing automation platform from batch to near real-time. Led major infrastructure shifts (RabbitMQ to Kafka, multi-region redundancy) and reports outcomes including 600%+ throughput gains, 99.99% uptime, and business growth from ~80K to 185K customers with revenue surpassing $200M over ~3 years.”