Vetted Strategic Planning Professionals

“Founder-sourcing and relationship-development operator with experience from CAA, skilled at cold outreach and long-cycle nurturing that converts into active opportunities. Recently leveraged a former colleague relationship to support a sports equipment startup's Series A by sourcing strategic VC introductions, and has evaluated early-stage products (e.g., 3D-printed custom mouthguards) through founder discovery and top-level financial review.”

“Robotics software engineer focused on real-time mapping and SLAM in unstructured environments, combining camera-based navigation, GTSAM/iSAM2 pose-graph optimization, and nvBlox ESDF mapping with strong real-time performance on both RTX 4070 and Jetson Orin. Has hands-on ROS 2 + Docker integration experience and has built Isaac Sim plugins/ROS 2 packages to make LIO-SAM work in simulation, plus work on decentralized multi-robot SLAM with heterogeneous LiDARs and edge map building.”

“Operations-focused leader with experience spanning client delivery, sales operations, and longer-term customer success initiatives at a reputation analytics firm and at Penta. Known for implementing systems (ClickUp, Salesforce/HubSpot, marketing tech) and rigorous reporting rhythms that improve executive visibility, accountability, and data-driven resource allocation; also supported an acquisition by preparing confidential financial documentation and contracts.”

“Operations and revenue-ops leader with higher-education experience who built a team and the full operating/marketing/sales infrastructure from scratch, getting to revenue in under a year and beating projections by year 2. Deep hands-on Salesforce CRM implementation and automation (lead-to-opportunity conversion, round-robin assignment, dashboards) paired with data-driven brand/market research and executive mentoring.”

“Enterprise Architecture leader with insurance domain experience (Farmers Insurance) who drove a multi-phase roadmap to modernize a siloed CRM landscape—migrating from legacy Siebel to Salesforce Financial Services Cloud with Customer 360, MDM, and omnichannel capabilities. Also led a high-impact architecture decision to implement offline billing to reduce customer-facing downtime, including complex SAP/on-prem-to-cloud integration and transaction sync.”

“Current COO who rebuilds and scales operational backbones end-to-end—data architecture, workflows, dashboards, and operating cadence—creating real-time visibility into pipeline, cycle times, and revenue forecasting. Known as a cross-functional integrator (hiring, GTM, finance, investors) who drives tough tradeoffs and turns ambiguity into durable operating systems.”

“Senior HR leader/HRBP with experience at Lowe's and as VP of HR at Chefs' Warehouse (NYSE: CHEF), known for building scalable talent and performance systems across large operational workforces. Led a nationwide assessment across 15 distribution centers and delivered executive-ready insights that earned a CEO commendation, and is a strong HRIS/people-metrics practitioner (Workday/ADP/Dayforce) who turns survey and workforce data into concrete action plans.”

“Chief of Staff at the Kufel Group with a strong operator + investment/portfolio orientation, leading OKR rollout, real-time portfolio reporting, and AI workflow adoption in parallel. Built AI-enabled executive productivity systems (meeting transcription/summaries, prep briefs, scheduling optimization) and measured impact via an Executive Effectiveness Dashboard, citing a 40% drop in urgent escalations and 13% portfolio performance improvement.”

Helen Eresseril

Screened

Director-level Global HR Business Partner specializing in people strategy and org design

USA & India20y exp

“HR/People leader with experience at Equifax, EMC, and HP driving high-impact org initiatives across compensation, performance management, leadership coaching, and people analytics. Led a major pay-for-performance variable comp redesign and managed a sensitive conflict-of-interest investigation resulting in VP termination, while also improving leader engagement outcomes (+15%) and reducing attrition drivers through internal mobility and development programs.”

Michael Singleton

Screened

Executive Soccer Coach & Sports Psychology Leader in Coaching Education

St. Petersburg, FL29y exp

“Senior soccer leader and educator: former NCAA coach across Div I/II/III, youth national team contributor, and ex-leader within a major state soccer organization. Now VP of Education at United Soccer Coaches, known for integrating sports psychology into coaching and for transforming Washington & Lee into a #1-ranked, perennial Final Four program while also excelling in recruiting and player evaluation.”

Jamie Jones

Screened

Executive biotech and pharma commercial leader (CEO/CBO/VP) specializing in growth, launches, and fundraising

Greater Boston, MA37y exp

“Entrepreneur and fundraising leader with 8 years raising $500K–$55M across life sciences, transportation, and brand marketing. Notably raised $55M for an oncology startup by de-risking the story and sourcing aligned institutional investors with drug development expertise. Brings a highly structured, metrics-driven approach to validation and surgical go-to-market execution in resource-constrained environments.”

“Private equity fund internship experience sourcing and outbounding to founders (notably B2B SaaS and healthcare), using AI-personalized cold emails to generate responses and progress conversations through NDA, financials review, and detailed modeling. Demonstrates structured discovery and diligence rigor, including pushing for segment-level data to enable long-term cash flow modeling and making pass/continue decisions against investment criteria.”

Bryan DiMenna

Screened

Executive Revenue & Sales Leader in Life Sciences, Specialty Chemicals, and Retail Channels

St. Augustine, FL20y exp

“Innovation and licensing leader (formerly led global rapid innovation at BASF) with 10+ years interfacing with top-tier universities and Fortune 100 companies across pharma/biologics, aerospace/defense, and chemicals. Currently drafting provisional patents and guiding lab validation from computational biology toward bench-scale proof of concept for a DARPA-grant-aligned venture targeting >90% margins in a rapidly growing market.”

Alan Rudolph

Screened

Executive COO/CCO leading global Customer Success and Operations in B2B SaaS and Managed Services

Boca Raton, FL15y exp

“Experienced enterprise SaaS operator/investor with extensive exposure to both venture capital and private equity, focused on value creation and financial performance improvement. Has evaluated and acquired 20+ companies in private-equity-backed software environments and brings strong judgment across product quality, go-to-market strategy, and business economics.”

“Performance marketer from Unilever with hands-on ownership of a sizable multi-platform paid media portfolio across Google, Meta, TikTok, and YouTube. Stands out for combining rigorous experimentation, LTV-based audience segmentation, and incrementality testing to improve ROAS, lower CPA, and restore growth when campaigns plateau.”

Alex Lange

Screened

Executive Strategy & Technology Leader specializing in PropTech, digital marketing, and venture innovation

Bellevue, WA36y exp

“Serial entrepreneur with decades in lead gen and CRM marketing and a track record of three exits/acquisitions. Founded Roost, a national MLS-driven real estate portal, leveraging SEO/SEM/email and a pilot-led, unit-economics approach (pricing, retention, CAC/LTV). Now exploring an AI-driven, end-to-end automation concept for SMB hyper-local marketing and execution.”