Vetted Strategic Planning Professionals

“Backend engineer with deep experience modernizing a provider credentialing/compliance platform with multiple upstream/downstream integrations. Focused on building predictable, scalable REST APIs (primarily ASP.NET Core; framework-agnostic approach applicable to FastAPI), improving performance via DB/query optimization, and hardening workflows with idempotency, transactions, feature flags, and strong auth/RBAC patterns.”

“Growth and partnerships leader spanning creator ecosystem and B2B SaaS GTM. Drove measurable revenue outcomes by combining performance-based creator deals (including whitelisting/retargeting and geo lift testing) with a repeatable demand engine using Google Search, LinkedIn ABM, AI-personalized outbound, and HubSpot automation—scaling MRR from $15K to $110K and lifting trial-to-paid conversion from ~3.4% to ~9% via persona-based onboarding.”

“People/HR leader focused on retention, engagement, and organizational effectiveness—partnering with executives to implement performance review systems, redesign teams for growth, and improve hiring/onboarding. Brings strong employee relations experience (including harassment investigations) and uses people metrics and market research to optimize benefits and drive participation.”

“Operations-focused leader/advisor who has spun up and redirected an internal startup into a standalone division with full P&L ownership, introducing tech-enabled order tracking and a weekly management operating cadence. Experienced driving change in legacy environments through transparency and KPI-driven execution, with additional advisory work supporting founders/executives through M&A and working-capital/inventory discipline.”

“Enterprise CSM with strong integration and expansion experience, including standing up a full Salesforce integration in ~2 weeks and using benchmark-driven success plans to materially improve renewal performance. Demonstrated land-and-expand impact by growing an account from $24k to $240k ARR and influencing product development (QuickBooks integration) to remove customer friction and support contract extension.”

“Product Management Intern who owned an end-to-end sourcing-style initiative for a new digital product launch, coordinating internal stakeholders and external vendors. Uses data-driven, value-focused negotiations and milestone-based delivery management (Jira/Smartsheet) to control scope, timelines, and supplier performance while proactively mitigating cost and schedule risks.”

“Fractional CIO/founder-type operator at AHDX Inc, a hybrid-cloud/primary storage solutions startup with a compliance focus targeting healthcare; MVP has completed beta and the company has seed funding while pursuing additional investment. Has supported multiple startups (OmniHR, Combat Connect, 3BX) and cites tangible results tied to DoD/security, Medicare/Medicaid, and Air Force LMS contracts, positioning them as a hands-on "fixer" for early-stage technical strategy and architecture.”

“Cross-functional operator/chief-of-staff style leader who took a product from prototype to a live pilot in 3 months, spanning public-sector data normalization, an ML matching engine, a secure API, and KPI/investor demo instrumentation. Strong focus on executive alignment and productivity via Notion-based operating systems plus automated reporting (Python/Power BI), with experience supporting fundraising and go-to-market narratives.”

“Entrepreneur building a self-funded men's routine/body care startup that originated from developing a topical product to support a brother’s nerve injury recovery, revealing a perceived gap in men’s care. Has also identified and executed a manufacturing coatings opportunity by creating detailed execution plans and building stakeholder trust, and describes a structured, resource-conscious go-to-market approach.”

“Operations leader and advisor (former COO at College Partnership; also worked with Founders Advisors) who rebuilds and scales early-stage operations using Lean Startup experimentation and KPI-driven execution. Notably centralized a call-center function, implemented scripts/SLAs/metrics, and iterated staffing based on conversion and response-time data while mentoring non-ops founders on MVPs, SMART goals, and tactical operating plans.”

“Entrepreneur and turnaround operator who recently sold a patented mobile + connected TV (CTV) technology startup. Took the product from concept and use-case definition through market testing, product planning, and GTM traction, ultimately converting a prospective client presentation to a European regional digital media company into an acquisition; also advises on turnarounds including stalled VC investments.”

“Lifecycle/CRM marketer at Datazoic who builds post-onboarding activation and retention programs end-to-end, partnering with Analytics for behavioral segmentation and running rigorous A/B tests across messaging, timing, and CTAs. Also orchestrates cross-functional product feature rollouts (Product/Creative/Analytics) to align customer messaging with in-product experience, driving high engagement and fewer customer inquiries.”

“Cross-functional operations/coordination professional with experience aligning finance (including FP&A), vendor management, and operations through structured communication cadences and tools like Asana. Has supported executive productivity by coordinating executive assistants, prioritizing meeting agendas, and triaging inbound email and meeting requests, and has stepped in to resolve finance-team misalignment by clarifying objectives and delivery expectations.”