Vetted CRM Professionals

“Partnerships and GTM operator with experience across healthcare and the creator ecosystem: sourced and negotiated influencer deals for hormone healthcare products, and leveraged a personal network to land a major B2B white-label partnership driving steady monthly B2C sales. At TELUS Health, led a Learning product relaunch from one-time purchases to subscriptions (28% conversion vs 30% goal) and built a webinar acquisition loop optimized through iterative conversion experiments.”

“Co-founder and employee #1 who built Reva, a vertically integrated conversational CRM for multifamily leasing and resident services, leading product, engineering, and design from inception through acquisition. Combines deep enterprise product leadership with early AI experience, including a pre-LLM chatbot that drove a 400% lift in lead conversion and prior edtech work where AI-enabled learning tools improved struggling students by a full letter grade on average.”

Charles Parsons

Screened ReferencesStrong rec.

Executive product leader specializing in SaaS growth and product strategy

Southbury, CT20y exp

“Product and UX leader who has both rebuilt a dated messaging platform through iterative releases and launched a new Salesforce version from scratch. They combine hands-on product management, UX design, and human-centered AI thinking—especially around blended automation/manual workflows—and have also built and mentored early-stage product and design teams in a startup environment.”

“Commercial LNG/gas leader with hands-on experience spanning origination, commercial operations, business development, and regional marketing in India’s regasification market. Stands out for combining market creation, complex energy logistics strategy, and regulatory/commercial execution—including saving over US$25M in import tax through customs advocacy and structuring multi-party LNG/terminal agreements while managing PE risk.”

“Customer-facing implementation/security-focused professional with experience at Freshworks and IMImobile (Cisco), advising enterprise customers on app security for CRM/ITSM and sensitive/PII workflows. Has led threat-model-driven remediation for API/RBAC/token risks and troubleshot complex cloud integration incidents (token expiry + load balancer misrouting) using logs/metrics/tracing, escalating with clear technical reports to accelerate engineering fixes.”

“Enterprise/technical seller with ~2 decades of complex sales experience, focused on high-ACV AI/robotics-style deals. Self-sourced and closed a robotics opportunity into a $500K paid pilot that expanded to $1M, coordinating NDAs and multi-party integrations across NVIDIA GPU/CUDA, camera, and VMS stakeholders. Also founded a startup and built early pipeline from scratch, leading a small sales team to close initial deals in a pre-revenue MVP stage.”

Shane Howard

Screened

Executive technology and operations leader specializing in consulting, SaaS, and digital transformation

Salt Lake City, UT32y exp

“Serial operator and founder with four exits, including a recent business sale after raising $750K, and experience leading 17 acquisitions. Has held CEO, CIO, and global delivery/operations leadership roles across VC-backed, PE-backed, and high-growth companies, with a strong track record in GTM, operational scaling, and building repeatable cross-functional systems for growth and exit.”

“Backend engineer who built an e-commerce order processing service in Python/Flask with PostgreSQL, focusing on correctness and reliability (idempotency, Redis locks, async payment processing with circuit breakers). Also integrated an ML recommendation system as a separate FastAPI inference service with caching and async embedding updates, reporting ~25% CTR lift, and has experience with multi-tenant isolation using PostgreSQL row-level security.”

“Analytics professional with experience at Franklin Templeton and IQVIA India, focused on turning messy cross-system data into trusted reporting and actionable business insights. Stands out for combining SQL, Python, AWS ETL, and BI dashboards to solve data quality issues, improve investor engagement analysis, and standardize commercial reporting in financial services and pharma contexts.”

“Business/data analyst with experience at KPMG and Liberty Mutual, focused on financial reporting, data quality, and analytics automation. Has built SQL and Python workflows for large transaction datasets, reduced manual reporting effort by 15+ hours per week, and translated ambiguous business questions into standardized KPIs and Power BI dashboards used for decision-making.”

“Backend-focused Python/Flask engineer with strong performance and scalability experience across PostgreSQL/SQLAlchemy optimization, caching, and async processing. Has implemented multi-tenant data isolation (schema/db per tenant with RBAC and encryption) and integrated TensorFlow-based ML inference behind a Flask REST API using Redis caching, batching, and async execution; reports measurable wins like cutting endpoints from 6–8s to ~2s and increasing throughput 3–4x via Celery queues.”

“Hands-on engineering manager/lead focused on Azure application deployments and CI/CD automation. Has led design sessions and 1:1 code reviews, and owned a production performance incident end-to-end from measurement and test-environment setup through production validation, while coaching team members via regular 1:1s.”

Vu Tran

Screened

Senior Product Manager specializing in 0–1 platforms, AI workflows, and product operations

Oakland, CA8y exp

“Customer success/product-facing operator from AllRoomie (AI-powered rental marketplace) who owned an enterprise real estate brokerage account end-to-end. Improved conversion and adoption by automating lead intake/routing and fixing integration issues, citing ~40% less manual coordination, faster response times, and expansion into additional regions through ROI-driven land-and-expand motions.”

“CRM/lifecycle marketing strategist with hands-on ownership of campaign strategy, audience definition, QA oversight, and performance analysis across onboarding, re-engagement, nurture, retargeting, and winback programs. Particularly strong in experimentation design, offer testing, and using behavioral/purchase data to personalize messaging and improve sales outcomes, though not a direct Braze builder.”

“Growth-focused B2B SaaS operator with hands-on experience improving enterprise adoption for a cloud governance and FinOps platform. They combine customer discovery, ROI-driven messaging, automation, and funnel instrumentation to improve conversion and handoffs, citing an 18% lift in enterprise adoption and roughly $200K-$3M in influenced pipeline.”

“Management consulting and business development candidate with hands-on GTM, market research, and partnership expansion experience across high-growth organizations including OYO and IDP Education. Stands out for combining customer research, pricing and market models, and operational analytics to drive measurable outcomes like 200+ new locations, 15% revenue growth, and 14% margin improvement.”

Jasmine Peel

Screened

Senior CRM and eCommerce marketing professional specializing in retention and lifecycle strategy

Los Angeles, CA13y exp

“CRM and lifecycle marketer with strong DTC/eCommerce experience at Fenty Beauty, spanning strategy through hands-on execution across email, SMS, and push. Stands out for combining platform expertise in Klaviyo/Attentive with data-driven segmentation, retention strategy, and team leadership—highlighted by a VIP re-engagement campaign that converted about 30% of a targeted at-risk audience and lifted AOV.”

“Java/Spring Boot engineer with startup-style ownership experience across e-commerce, banking, and healthcare analytics. Stands out for driving a monolith-to-microservices migration with Kafka that improved checkout reliability under peak load, while also contributing full-stack with Angular and supporting production operations end to end.”

“Talent/recruiting operations leader with 20+ years of experience managing large, distributed teams across ~78 U.S. sites. Led multi-site restructuring and a major onboarding initiative that delivered nearly $15M in first-year savings, with a strong emphasis on quality hiring and operational metrics (time-to-hire, conversion, offers/approvals) using Lever and CRM tools.”

“Customer success/account and product leader who rebuilt from a failed startup into a consulting + SaaS business (~$300K) and later oversaw account management/renewals across a manufacturing software portfolio that scaled to $22M (mentions clients like Segway and Invisalign). Brings scaled-agile cross-functional leadership, strong change-management/training focus, and Salesforce analytics/reporting to drive adoption, retention, and roadmap improvements.”

Chris Colinsky

Screened

Executive Technology Leader/CTO specializing in data platforms, AI agents, and e-commerce/payments

Los Angeles, CA23y exp

“Engineering leader with hands-on coding time who has driven major commerce and data-platform transformations: defined goop’s omnichannel strategy, unified payments to Square, and rebuilt real-time NetSuite inventory flows plus forecasting tools. Currently reorganized engineering into Product/Data/Support teams to hit aggressive seasonal roadmaps, and led a data-lake/medallion ELT refactor feeding embedded analytics (Tinybird) with improved reliability and cost efficiency; also accelerates onboarding via AI coding tools in a serverless, event-driven architecture.”

“Wealth management sales professional who built a book of business through high-volume cold calling and relationship-driven networking, converting personal-network introductions into paying clients. Applies a VC-style lens to founder sourcing and early evaluation (problem, traction signals, founder insight), with an emphasis on disciplined CRM-based pipeline management.”

Michael Kramp

Screened

Executive sales leader specializing in global retail, distribution, and e-commerce growth

Oklahoma City, OK23y exp

“Sales executive with a consumer products and national retail background who successfully built a government/public sector channel from scratch while leading six sales divisions across retail, ecommerce, international, and institutional markets. Particularly compelling is his blend of eight-figure commercial leadership and firsthand law enforcement/SWAT experience, which helped him win business with agencies like the FBI Academy at Quantico, the U.S. Military Academy, and Homeland Security.”

“Backend/AI engineer who has owned production agentic systems end-to-end, including a CRM-integrated multi-agent financial workflow at Wow Payments that cut latency by 83% and achieved 98% uptime. Also built an AI real estate product ('Site IQ') by turning vague stakeholder goals into a geospatial autonomous agent using RAG, rapid prototyping, and tight validation layers around GPT-4 outputs.”