November 2022 to present
Project Manager (Enterprise Implementation)
Technology advisory and procurement firm · Madison, WI area
Promoted February 2024. Previously Enterprise Account Manager (November 2022 to February 2024).
Advisory, procurement and support of internet, IT security and mobility products.
He signed aboard as a hand before the mast in sales; within fifteen months he was given the implementation fleet, and built the chart room that tracks 180+ voyages at once.
What he did
- Manage the largest clients' network infrastructure improvement projects, keeping simultaneous installations on time and in budget.
- Built the implementation system: Airtable, Microsoft Power Automate and AI (Azure OpenAI) covering ERP, project management, inventory, CRM, ticketing and email, plus a customer portal and an internal client-facing product.
- Promoted to implement and manage a newly created Project Management Center of Excellence.
- Own communication, expectations and follow-through from engagement through ongoing success. Coordinate technology partners in complex multi-vendor environments.
- Lead a cross-functional team of internal and external stakeholders, partners and vendors. Report to the VP of Sales and provide regular reports to sales managers.
- Track supplier performance, identify gaps and build process improvements. Built reporting functions executed by the company's data analyst.
- As Enterprise Account Manager: prospecting, consulting conversations and onboarding new customers. Learned the product portfolio and sold within the first month.
Results
- 180+ simultaneous implementations run on the system he built (industry norm is about 60 to 100 with a small team).
- Client programs spanning over 1,000 locations nationwide.
- Top 25% revenue earner as an account manager.
- Promoted into implementation and project management after minimal time in the ISP industry.
Skills usedImplementation PMPMO / CoEAirtablePower AutomateAI integrationCRM / ERP designVendor managementB2B salesReportingIT / network implementation
May 2022 to present
Owner and Consultant
TM Initiatives · Madison, WI area
His consultancy. Client names withheld.
Helps clients with everything from startup business strategy to Microsoft and other tool implementation to full custom ERP development and implementation.
Sailing under his own flag since May 2022: charting courses for startups, refitting small-business fleets, and rebuilding a bakery's ERP from keel to topmast.
What he did
- Startup business strategy: helps founders devise and execute their plans.
- Fixed-scope Airtable operations systems that replace CRM, project management and spreadsheet ops for small businesses.
- Designed and implemented a full ERP replacement for a Chicago industrial bakery.
- Ongoing Microsoft 365, security and operations support for a client firm.
- Brings in and coordinates contractors for software development and creative work.
Results
- Full ERP replacement delivered for a Chicago industrial bakery.
Skills usedStartup strategyAirtableMicrosoft 365ERP design and implementationRequirements gatheringContractor coordination
Develops advanced therapies for burns, surgical wounds and soft-tissue repair.
He took a near-becalmed veterinary line through the COVID squalls; under $5,000 in the hold at departure, over $90,000 at landfall.
What he did
- Owned the veterinary channel end to end: direct sales, distributor partnerships, online webinars and customer-facing programs.
- Managed the entire veterinary business: advertising budgets (brochures, direct mail), customer service, distribution, marketing, sales, social media, strategic planning, clinic webinars and website.
- Built a network of key opinion leaders and clinical stakeholders supporting the products.
- Reviewed and negotiated contracts with the largest veterinary product distribution companies.
- Trained MWI Animal Health distributor reps, directed sales partners and did ride-alongs.
- Set up warehouse operations for a new facility.
Results
- Grew veterinary revenue from less than $5,000 to over $90,000, despite COVID disruption.
Skills usedChannel salesDistributor trainingContract negotiationKOL developmentMarketingWarehouse setupCustomer service
August 2018 to October 2019
Business Manager (Project Managed a $2M Laboratory Buildout)
JangoBio, LLC · Fitchburg, WI
Develops regenerative therapies to reverse hormone imbalances associated with aging.
He provisioned and fitted out a $2M laboratory from bare decks, and kept the owners' Saturday councils and the ship's purse.
What he did
- Managed key projects, directly assisting the CEO, CFO, COO and business development director; interfaced with investors and suppliers.
- Managed sourcing and partner and vendor relationships for the buildout of the company's $2M cell culture laboratory, with suppliers such as ThermoFisher and MilliporeSigma.
- Developed and managed the e-commerce site JangoCell.com, selling standardized cell culture products.
- Ran investor relations, including Saturday investor meetings, and organized a friends-and-family raise.
- Heartland Vivarium, LLC (shared rodent testing facility, now part of Woodburn Laboratory): helped create the business model, business plan, brand and website.
Results
- Delivered the $2M laboratory buildout as project manager.
- Organized a friends-and-family raise.
Skills usedCapital project managementSourcingVendor managementE-commerceInvestor relationsBusiness planningExecutive support
January 2016 to May 2018
Employee #1: Sales, Marketing, Business Development, Product Development
Sentier HC, LLC (Vetcorder) · Brookfield, WI
Reported to the Founder/CEO from startup to acquisition by MAI Animal Health. Plus about six months as a consultant before being hired.
Developed the Vetcorder, a mobile vital signs monitor for veterinarians measuring ECG and SpO2. The Vetcorder is still sold through MAI Animal Health.
He signed aboard a new-built sloop as her first hand. He rigged her, crewed her, sold her cargo to 1,000+ ports, and saw her taken into the MAI Animal Health fleet.
What he did
- Product: launched version one as a consultant; managed software and hardware development from concept to deployment and lifecycle, along with the launch marketing and sales plan; did the business analysis and requirements gathering for a telehealth web app.
- Beta program: established and maintained more than a dozen beta sites, including testing of ZUMAYA needle ECG probes (which species they suit, how to secure sensors on a cat or dog recovering from anesthesia).
- Clinical partners: worked closely with an anesthesiologist at UW-Madison and a partner at Ohio State, among others.
- Sales: main salesperson; negotiated contracts with national distributors and veterinary clinic groups, including inclusion in the VCA catalog; hired and trained his successor and hired inside sales.
- Channel: managed distribution; trained 300+ Henry Schein Animal Health distributor reps and MAI distributors; directed sales partners and did ride-alongs; engaged strategic go-to-market partners.
- Warehouse and quality: built the warehouse operation for devices imported from China, with serial tracking, ISO 9001 batch QA and lot management.
- Systems: built the company website and CRM, set up ShipStation and Zendesk, and integrated CRM, website, warehouse, shipping and support with device serial tracking into one system.
- Investors: business plans, pitch decks and investor update presentations for MAI Animal Health; forecasting and market modeling, including the telehealth growth story.
- Events and team: coordinated 30+ trade shows (budgeting, sourcing, sales detailers, swag); oversaw the office manager and salesperson.
Results
- Grew the business to over 1,000 clinics.
- $250K initial investment from MAI Animal Health, followed by ongoing capital infusions and full acquisition.
- 300+ Henry Schein reps trained; 50+ devices in the field from that channel.
- VCA catalog deal; 12+ beta sites; 30+ trade shows.
Skills usedProduct managementBeta / clinical programsChannel sales and trainingContract negotiationCRM / website / integrationsWarehouse and QAFundraising decksForecastingHiring
August 2014 to December 2015
Promote Local, LLC · Madison, WI
The idea was his. He founded it, led it, then handed it off.
Full-service marketing agency and technology company serving small businesses in southern Wisconsin.
He fitted out his own privateer with no backers, took $100k+ in prizes the first year, then handed her to new command.
What he did
- Founded and bootstrapped the business; led sales with 2 reps; consultative client management (scoping, expectations, on-time and on-budget delivery).
- Wrote the initial software definition documentation and managed the SaaS product development lifecycle.
- Created Statement of Work contracts and investor pitch presentations; managed budgets and payroll.
- Hired a team that continues to provide professional services under the Promote Local brand; later brought in a partner to merge client bases and handed off the business.
Results
- Over $100k annual revenue in the first year, from zero.
- 12+ clients.
- SaaS prototype scaled to 12+ beta businesses and 50+ users in 60 days.
Skills usedFoundingSales leadershipAgency operationsSaaS product managementHybrid AgileBudgeting and payrollContracts
March 2012 to August 2014
Program Sales Manager
SOLOMO Technology, Inc. · Madison, WI
Previous titles: Business Analyst, Marketing Coordinator. Promoted twice.
Custom mobile app development company that built a cloud-based analytics platform.
Rated ordinary seaman in the analysts' mess, he was promoted twice, learned to read the charts in SQL, and led the shore parties door to door.
What he did
- As business analyst, worked on over a dozen customer projects designing custom mobile apps, including an enterprise sales app; defined requirements with internal and external stakeholders and wrote technical documents.
- Heavy SQL work, including a custom database application that scraped Craigslist for a used-car dealer client to find arbitrage opportunities.
- Recruited and led a student intern team doing market research and go-to-market pitching to downtown Madison businesses.
- Primary market research through direct sales, cold calling and walking into 100+ local businesses; regular competitive analyses for the CEO to present to investors.
- Learned and participated in Agile software development.
Results
- 12+ customer app projects as business analyst.
- 100+ businesses canvassed.
- Promoted twice.
Skills usedBusiness analysisRequirementsSQLData appsMarket researchCompetitive analysisTeam lead (interns)Sales
TM Initiatives His consultancy
Fixed-scope Airtable operations systems that replace CRM, project management and spreadsheet ops for small businesses.
A small yard of his own, fitting out working boats for small-business captains.
BusinessOS Startup
Custom software development using an AI-first approach with expert oversight and orchestration. Currently building a custom ERP for an industrial baker as the cornerstone client.
A new yard laying down hulls with AI shipwrights and master builders watching every plank.
Advanced Equine Insight Advising
Connected the company with distributors and the University of Wisconsin veterinary school.
Piloting a friendly vessel into new waters.
- English Tutor, Literacy Network, Madison, WI June 2010 to April 2012
- Data Entry and Technical Support Intern, Wisconsin Medical Society, Madison, WI November 2008 to June 2010
- Assembler (Filters), Research Products (now AprilAire), Madison, WI September 2006 to October 2007
- Machinist's Mate, U.S. Navy, Honorable Discharge 2003 to 2006
- USS Enterprise, Main Machinery Room No. 2
Machinist's Mate, United States Navy, 2003 to 2006. Honorable Discharge.