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.

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.
• Bring in and coordinate contractors for software development and creative work.

Imbed Biosciences, Inc., Middleton, WI

• Grew veterinary revenue from less than $5,000 to over $90,000, despite COVID disruption.
• Owned the veterinary channel end to end: direct sales, distributor partnerships, webinars and customer-facing programs.

JangoBio, LLC, Fitchburg, WI

• 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.
• Project managed sourcing and vendor relationships for a $2M cell culture laboratory buildout (ThermoFisher, MilliporeSigma).
• 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.
• Built business plans, pitch decks and investor updates for main investor MAI Animal Health ($250K initial investment, followed by ongoing capital infusions and full acquisition); forecasting and market modeling.
• Grew the business to over 1,000 clinics through sales and business development.
• Managed Vetcorder software and hardware development from concept to deployment and lifecycle; launched version one as a consultant.
• Negotiated contracts with national distributors and veterinary clinic groups, including inclusion in the VCA catalog.
• Built the website and CRM, set up ShipStation and Zendesk, and integrated them with device serial tracking into one system.
• 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.
• Scaled a SaaS prototype to 12+ beta businesses and 50+ users in 60 days; wrote the software definition documents and managed the product 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 merged client bases with an incoming partner and handed off the business.

SOLOMO Technology, Inc., Madison, WI

• Business analyst on 12+ custom mobile app projects; defined requirements with internal and external stakeholders and wrote technical documents.
• Primary market research by cold calling and walking into 100+ local businesses; regular competitive analyses for the CEO to present to investors.