Vetted Strategic Planning Professionals

“Operations-focused team lead currently managing 20 coordinators, with strong workforce management experience spanning forecasting, scheduling, KPI/staffing reporting, and executive-facing data presentations. Led a cross-functional Salesforce implementation and redesigned forecasting/workflow to support a newly created internal-promotion department, improving flexibility in coverage planning.”

“Chief of Staff with experience driving cross-functional execution and executive alignment, including in real estate development environments with shifting timelines. Implements PM tooling (Notion/Monday.com) plus KPI/OKR systems to improve clarity, accountability, and executive productivity, and has experience mediating priority conflicts between functions like marketing and operations.”

“Partnerships and growth leader (Traveronto) specializing in partner-led GTM through enterprise/API integrations and white-label distribution. Uses rigorous analytics (audience overlap, engagement quality, cohort retention/LTV) to source and scale creator/platform partnerships, and runs funnel-driven A/B tests on onboarding and pricing to improve activation, GMV, and recurring revenue while keeping CAC low.”

“Candidate states they have 20+ years of experience in government relations and govtech, but declined to provide details on outbound sales/business development motions, prospecting, outreach campaigns, early-stage process building, or AI/automation usage during the screening.”

“Operations leader with deep fintech/lending startup experience (OnDeck Capital, 1st Merchant Funding, ForwardLine, Founders First) building end-to-end underwriting-to-portfolio operations, compliance, and supporting functions like sales/marketing. Known for scaling teams and automating repeatable work—citing growth from ~$3MM to ~$20MM in 2 years—while implementing systems like Salesforce/QuickSight and helping build proprietary funding and portfolio management software. Also provides structured part-time advisory support with clear scope/cadence, including helping set up a global finance company based in Argentina.”

“Customer-facing SaaS professional in GPS fleet/ELD (FMCSA-regulated) environments who advises customers on security/compliance tradeoffs and operational risk controls. Drove product improvements around authorization and audit trails for manual log edits, and managed a 3G-to-4G fleet device migration protecting ~$45K ARR using Gainsight and Salesforce. Targeting a Customer Success Management role at ~$160K base.”

“CTO candidate who independently built an AI bot to assist store associates by first analyzing manual workflows, then delivering a nights/weekends POC that earned executive sponsorship and immediate funding. Successfully scaled the initiative to production by reallocating developers and later secured budget for a dedicated FTE within four months, citing strong adoption and cost savings.”

“Talent/Recruiting Operations leader who has managed 6–20 person TA Ops teams and led a global "Recruiting 2.0" transformation standardizing intake and structured interviews, automating screening/scheduling, and building Power BI funnel dashboards. Delivered measurable impact including ~30% time-to-fill reduction and improved candidate/hiring manager experience, and has hands-on systems implementation experience across Workday Recruiting, SuccessFactors, Eightfold, DocuSign, and background check integrations.”

“Recruiting Operations leader with 10 years across transportation, staffing, and tech, managing teams up to 40 in both remote-first and onsite settings. Known for rebuilding end-to-end recruiting workflows (interviewing, pay equity/salary transparency, onboarding automation) and delivering measurable outcomes including 140% revenue growth, plus strong ATS analytics and HRIS/LMS implementation experience (Workable, SmartRecruiters, Paycom, Litmos).”

“Talent Acquisition/Recruiting Operations leader who owned end-to-end recruiting ops and served as the Workday TA implementation SME at DART, standardizing a fragmented hiring process into documented SOPs, dashboards, and SLAs that cut time-to-fill by 52% in one year. Previously led recruiting/resource/payroll teams supporting 10k+ independent catastrophe adjusters, building surge workflows and compliance checkpoints to staff disaster events within hours.”

“Chief-of-staff–type operator supporting a president and executive director with high-intensity, day-to-day execution and strategic planning. Has led complex cross-functional work including standing up a Canadian subsidiary and aligning stakeholders across two legally separate entities (exec team, board, legal, accounting, volunteer staff), relying on tailored communication and strong discretion.”

“Former CEO of a rapidly scaling, PE-backed company (ULG) who rebuilt the operating model and unified fragmented systems after acquisition-driven growth. Implemented EOS and led phased deployments of NetSuite, Salesforce, Monday.com, and Power BI to create a connected, data-driven organization, with strong change-management and executive coaching experience.”

“Operations-focused advisor who has helped organizations scale through major transitions (including doubling headcount and moving from fully remote to hybrid) by implementing structured scheduling, space planning, and documented processes. Uses EOS/Level 10 to drive accountability and execution, and has mentored a young executive team through role definition, ownership transfers, and exit planning culminating in a $12M sale.”

“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.”

“Procurement/sourcing professional with hands-on experience across facilities build-outs, custom print/envelope supply, and complex logistics. Demonstrated ability to reduce costs (20% savings on custom envelopes) while maintaining delivery performance, and to mitigate trade/tariff exposure through alternative routing strategies. Uses Critical Path Method to manage multi-step production and packaging dependencies and has improved supplier performance in multi-site service delivery environments (Iron Mountain/Office Depot).”