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.
• Manage the largest clients' network infrastructure improvement projects, keeping simultaneous installations on time and in budget.
• As Enterprise Account Manager: top 25% revenue earner; learned the product portfolio and sold within the first month; prospecting, consulting conversations and onboarding.

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.
• Deliver 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.

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.
• Reviewed and negotiated contracts with the largest veterinary product distribution companies.

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.
• Developed and managed the JangoCell.com e-commerce site for standardized cell culture products.

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 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.
• Negotiated contracts with national distributors and veterinary clinic groups, including inclusion in the VCA catalog.
• Managed Vetcorder software and hardware development from concept to deployment and lifecycle; launched version one as a consultant.
• Built the website and CRM, set up ShipStation and Zendesk, and integrated them with device serial tracking into one system.

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.
• Led sales with 2 reps; consultative client management with work scoped, expectations set and delivery on time and on budget.

SOLOMO Technology, Inc., Madison, WI

• Business analyst on 12+ custom mobile app projects; defined requirements with internal and external stakeholders and wrote technical documents.
• Built a custom SQL database application that scraped Craigslist to find arbitrage opportunities for a used-car dealer client.
• Recruited and led a student intern team doing market research and go-to-market pitching to downtown Madison businesses.