Vetted CRM Professionals

Sanjay Mamani

Screened ReferencesStrong rec.

Executive Technology Leader specializing in enterprise data, AI, and cloud analytics

Mooresville, USA26y exp

“25-year builder/operator who has scaled others' visions and led VC-backed startup incubation work (Saltmines). Built Bridgetree’s AI CoE from 0 to 1 and cites $20M+ measurable customer impact, with experience leading 110-person cross-disciplinary teams. Exploring a new venture idea (gotAgentic.ai) focused on agentic AI solutions such as AI-ready data prep, agentic SDLC teams, and front-office automation (scheduling/invoicing).”

reza Hosseini

Screened

Senior Growth Marketing Manager specializing in B2B SaaS, AI automation, and performance growth

Los Angeles, CA14y exp

“Growth/performance creative lead with experience running high-velocity multivariate creative testing for an AI SaaS product at HTN Corporation across Meta, LinkedIn, TikTok, and YouTube. Built a modular creative system (Canva/Figma) plus automated Notion/Zapier performance tracking to ship 10–15 variants/week, cutting production time ~40% while improving outcomes (33% lower CPA, 2.6× ROAS).”

Gloria Anderson

Screened

Senior Business Development & Account Management leader in money transfer and telecom

Las Vegas, NV27y exp

“Account Development/Business Development Executive in the money transfer/cross-border FX space with heavy field prospecting and location-intelligence-driven targeting. Generated significant contracting outcomes in 2026 (28 agencies recruited, 40+ renewals, 12 exclusive contracts) and reports strong conversion rates (36–40% to qualified opps; 40–45% SQL close). Experienced supporting strategic multi-location accounts, including troubleshooting operational/fee issues to secure renewals.”

Robert Wheeler

Screened

Executive Technology Leader (CTO) specializing in cloud, AI/ML, and scalable product platforms

Manhattan, USA25y exp

“Technical leader and hands-on engineer with 20+ years of experience who has previously raised funding and exited a venture. Currently bootstrapping a new AI-direction startup with personal and family capital, leveraging structured financial planning and a relationship-driven approach to investor outreach.”

scott graham

Screened

Executive customer experience and operations leader in SaaS, EdTech, and enterprise support

New York, NY24y exp

“Founder/operator with an MS in Finance who has helped grow an early-stage company from startup toward scaleup on roughly $400K raised, while delivering 25%+ YoY ARR growth and 100% retention without new capital for 30 months. Differentiates through a sharp eye for overlooked but mission-critical work like data cleansing, strong financial modeling instincts, and a hands-on, trust-building consulting style that wins long-term contracts in underserved sectors.”

“Accounting and finance professional with startup founder-sourcing experience through StageSphere, combining grassroots community outreach with highly organized pipeline tracking. Also led employer relationship-building as Accounting Club president, helping create student-to-firm recruiting pipelines in Minneapolis while drawing on experience from PwC and Minnetronix Medical.”

“Product leader with deep edtech experience who helped take Honor Education from an incomplete early product at zero users/zero revenue to general availability and a $38M Series A. Combines zero-to-one product building, AI feature delivery, LMS integration strategy, and team leadership, with a clear philosophy around human-centered AI that supports educators and learners rather than replacing them.”

“Financial services professional with experience across banking and insurance who built their own outbound pipeline from scratch using canvassing, LinkedIn, events, referrals, and disciplined Salesforce follow-up. Strong in consultative, relationship-led business development and customer retention, with a track record of turning conversations into client relationships and long-term referrals.”

“Paid media/inbound marketer with experience managing high monthly ad spend in EMEA and Spain, including a regulated online betting environment. Built a content-led acquisition approach (YouTube/blog audience building) paired with remarketing and conversion campaigns, optimizing to CPL and lead quality while collaborating with CRM and external teams.”

Cia Hang

Screened

Executive IT and Operations leader specializing in digital transformation and security

Chicago, IL13y exp

“Candidate is very familiar with the venture capital and broader investment landscape, but is not interested in founding a company. They have worked with several TPG-backed or TPG-owned organizations, helping drive business scaling, cost reduction, and execution against investor governance requirements.”

Joe Lovrek

Screened

Director-level mortgage sales leader specializing in banking and consumer lending

Huntsville, TX22y exp

“Senior national business development leader from PenFed Credit Union/PenFed Realty with deep experience scaling mortgage, banking, and real estate partnership channels across large territories. Stands out for combining relationship-led growth with operational rigor, including raising internal mortgage capture from under 1% to over 20% and leading divisions producing up to $400M annually.”

“Growth/creative marketer from Esleydunn Games who uses Google Analytics to integrate cross-channel performance data (TikTok, YouTube, LinkedIn, Facebook) and run structured A/B tests on video ad length and layout. Reported reducing CPA by 20 per customer when leveraging YouTube and TikTok, and improved CTR through CTA/button placement testing and ongoing user-feedback loops (forum/WeChat topics).”

“Engineering/IT leader with 12+ years of people management and deep ERP ecosystem experience, including SAP S/4HANA and large-scale integrations (APIs/EDI/e-commerce). Managed an 11-person cross-functional team supporting multiple business domains and led process improvements like support-cycle/ticketing and documentation, plus regression test automation strategy driven by business-critical prioritization.”

“Analytics candidate with strong finance/operations reporting experience, focused on billing, margin, and revenue leakage use cases. They have built SQL and Python workflows that turned messy shipment, invoice, PO, and ERP data into trusted reporting layers, replacing manual Excel processes and driving adoption through transparent reconciliation and stakeholder collaboration.”

“Recruiting leader with 4 years managing a 25-person recruiting team and deep experience in C-suite executive search. Built a full recruiting lifecycle process from the ground up in their current role, scaling to ~60 candidate interviews per week and implementing Salesforce-based pipeline tracking. Regularly partners with HRBPs and works directly with CEO/COO on retention, budgeting, and hiring/firing decisions.”

Gabriel Hatewa

Screened

Senior Customer Success Engineer specializing in SaaS and FinTech client solutions

San Francisco, CA8y exp

“AppSec-focused customer-facing practitioner with Worldpay experience advising clients on fraud reduction via stronger transaction validation and monitoring, translating technical controls into quantified business risk to secure buy-in. Has quickly learned and supported SonarQube in production by integrating it into CI/CD and guiding remediation, and has implemented security integrations in Kubernetes with secrets management and observability while resolving RBAC/network policy issues.”