William Trew Merrick

Technology advisory and procurement firm, Madison, WI area

Promoted February 2024 from Enterprise Account Manager (November 2022 to February 2024).

• Run 180+ simultaneous implementations (industry norm about 60 to 100 with a small team) for client programs spanning over 1,000 locations nationwide.
• Built the implementation platform in Airtable, Microsoft Power Automate and Azure OpenAI covering ERP, project management, inventory, CRM, ticketing and email.
• Promoted to implement and manage a newly created Project Management Center of Excellence.
• Lead a cross-functional team of internal and external stakeholders, partners and vendors; report to the VP of Sales with regular reports to sales managers.
• Track supplier performance, identify gaps and build process improvements; built reporting functions executed by the company's data analyst.

TM Initiatives (consultancy), Madison, WI area

• Help clients with everything from startup business strategy to Microsoft and other tool implementation to full custom ERP development and implementation.
• Designed and implemented a full ERP replacement for a Chicago industrial bakery.
• Provide ongoing Microsoft 365, security and operations support for a client firm.
• Bring in and coordinate contractors for software development and creative work.

Imbed Biosciences, Inc., Middleton, WI

• Managed the entire veterinary business: advertising budgets, customer service, distribution, marketing, social media, strategic planning and website.
• Set up warehouse operations for a new facility.
• Reviewed and negotiated contracts with the largest veterinary product distribution companies.
• Grew veterinary revenue from less than $5,000 to over $90,000, despite COVID disruption.

JangoBio, LLC, Fitchburg, WI

• Project managed sourcing and vendor relationships for a $2M cell culture laboratory buildout (ThermoFisher, MilliporeSigma).
• Directly assisted the CEO, CFO, COO and business development director on key projects; interfaced with investors and suppliers.
• Ran investor relations, including Saturday investor meetings, and organized a friends-and-family raise.
• Created the business model, plan, brand and website for Heartland Vivarium, a shared rodent testing facility.

Sentier HC, LLC, Brookfield, WI

• Employee #1, reporting to the Founder/CEO from startup to acquisition by MAI Animal Health; executed on all aspects of the business.
• Grew the business to over 1,000 clinics through sales and business development.
• Built the website and CRM, set up ShipStation and Zendesk, and integrated them with device serial tracking into one system.
• Built the warehouse operation for devices imported from China, with serial tracking, ISO 9001 batch QA and lot management.
• Main salesperson; hired and trained a successor and hired inside sales; oversaw the office manager and salesperson.

Promote Local, LLC, Madison, WI

• Founded the agency and bootstrapped it to over $100k annual revenue in the first year, with 12+ clients.
• 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 merged client bases with an incoming partner and handed off the business.

SOLOMO Technology, Inc., Madison, WI

• Recruited and led a student intern team doing market research and go-to-market pitching to downtown Madison businesses.
• Primary market research by cold calling and walking into 100+ local businesses; regular competitive analyses for the CEO to present to investors.