Bill Schlageter

About

Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.

Key Strengths

• Board-level operator helping a mid–$10M revenue company pursue growth to $100M+
• Designs commercial org structures with clear accountability (separating marketing and sales; leadership reporting lines)
• Strong process/operations diagnostic approach (process maps, bottleneck identification, SoD risk, time studies/value streams)
• Pragmatic ERP philosophy: default to standard workflows; customize only for true competitive differentiation
• Hands-on execution bias to ensure strategies are implemented (rolls up sleeves to drive follow-through)
• Effective founder/executive coaching to shift from founder-led execution to scalable, metrics-driven teams

Reference Highlights

• deep business understanding alongside IT expertise
• intellectual curiosity
• strong ability to dig into the what/why/how to drive outcomes
• process-oriented, horizontal (non-siloed) thinking
• effective mentor who identifies and develops potential in others
• strong cross-functional leader
• able to envision end-state and map steps to achieve it
• builds and grows teams so he can delegate effectively
• trusted advisor to CEOs and CFOs through leadership transitions
• able to translate strategy into an operational technology/application landscape
• focused on both technical and people aspects of change
• absolutely excellent at assessing and improving systems/processes
• master at simplifying operations
• able to right-size organizational systems to business needs
• creates and revises processes to fit organizational needs
• led financial processes, controls, and governance for shared services consolidation
• delivered $30M cost reduction
• ensured compliance to financial controls
• high-impact mentor; key contributor to mentee’s career success
• teaches focus on priorities
• identifies simple solutions to complex problems
• emphasizes leading a team vs managing a team
• adaptable
• great leader of people
• willing to roll up sleeves and help
• true team player
• excellent fit for advisory role in fast-growing startup

Experience

Education

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