Skill Tree
88 skills across 12 trees. Levels run I to V, and every level is backed by evidence from the record. Where evidence is thin, the level stays low on purpose. Open a skill to see the evidence.
- I Exposure (0)
- II Working knowledge in one setting (10)
- III Proven across a posting or two (49)
- IV Repeated strong results across postings (27)
- V Standout, with hard evidence (2)
Leadership
7 skills
General management (running the whole company)IV
- Sentier HC: Employee #1; executed on all aspects of the business, reporting to the Founder/CEO from startup to acquisition.
- Promote Local: Founder and CEO: sales, client delivery, budgets, payroll and contracts.
- JangoBio: Business manager directly assisting the CEO, CFO, COO and business development director.
Cross-functional leadershipIV
- Current firm: Leads a cross-functional team of internal and external stakeholders, partners and vendors.
- Sentier HC: Ran sales, marketing, product, warehouse and investor work side by side.
- Résumé record: Worked with investors, board members, senior executives, sales, marketing, software developers and electrical engineers.
Executive partnershipIV
- Sentier HC: Worked directly with the Founder/CEO from pre-product launch through acquisition.
- JangoBio: Directly assisted the CEO, CFO, COO and business development director on key projects.
- Current firm: Reports directly to the VP of Sales.
People management (direct reports)III
- Promote Local: Led sales with 2 reps.
- Sentier HC: Oversaw the office manager and the salesperson.
Hiring and onboardingIII
- Sentier HC: Hired and trained his successor; hired inside sales.
- Promote Local: Hired the team that continues to provide professional services under the Promote Local brand.
- SOLOMO: Recruited a student intern team.
Mentoring and trainingIII
- SOLOMO: Led and managed a student intern team's market research projects.
- Sentier HC: Trained his successor and 300+ Henry Schein Animal Health reps.
- Imbed: Trained MWI Animal Health distributor reps.
Team lead (interns, partners)III
- SOLOMO: Led the intern team doing market research and go-to-market pitching.
- Sentier HC and Imbed: Directed sales partners and did ride-alongs.
Strategy and Communication
6 skills
Executive communicationIV
- Sentier HC: Built the PowerPoint investor update presentations and reported on product development timelines to the Founder/CEO.
- Current firm: Regular reports to the sales managers and the VP of Sales.
- JangoBio: Ran Saturday investor meetings.
- Résumé record: Clear communication with technical and executive audiences.
Translating complex topics into simple formatsIII
- SOLOMO: Translated client needs into requirements and technical documents across 12+ app projects.
- Sentier HC: Turned forecasting and market modeling into the telehealth growth story for investors.
- Current firm: Reporting functions that put implementation status in front of sales leadership.
Strategic planningIII
- Imbed: Owned strategic planning for the veterinary business.
- Sentier HC: Formed the business plans.
- TM Initiatives: Startup business strategy for clients.
Startup strategy advisingIII
- TM Initiatives: Helps clients devise and execute startup business strategy.
- Advanced Equine Insight: Advising: connected the company with distributors and the University of Wisconsin veterinary school.
- Sentier HC: Forecasting and market modeling for investor pitches.
Public speaking and pitchingIII
- Résumé record: Extensive public speaking; pitched in startup competitions.
- Promote Local and Sentier HC: Investor pitches.
- Imbed: Webinars for veterinary clinics.
Business and technical writingIII
- SOLOMO: Wrote technical documents with internal and external stakeholders.
- Promote Local: Software definition documentation and Statement of Work contracts.
- Sentier HC: Business plans and investor pitch decks.
Sales and Channel
12 skills
B2B / consultative salesIV
- Current firm: Top 25% revenue earner as an account manager.
- Sentier HC: Main salesperson; grew the business to over 1,000 clinics.
- Imbed: Grew revenue from less than $5,000 to over $90,000, despite COVID disruption.
- Promote Local: Over $100k annual revenue in the first year.
Distributor / channel trainingIV
- Sentier HC: Trained 300+ Henry Schein Animal Health reps (50+ devices in the field from that channel) and MAI distributors.
- Imbed: Trained MWI Animal Health distributor reps.
- Both: Directed sales partners and did ride-alongs.
Channel and partner strategyIV
- Imbed: Owned the veterinary channel end to end: direct sales, distributor partnerships, webinars, customer-facing programs.
- Sentier HC: Managed distribution through national distributors and strategic go-to-market partners.
Account managementIV
- Current firm: Enterprise Account Manager: prospecting, consulting conversations and onboarding; sold within the first month; top 25%.
- Imbed: National Accounts Manager (Veterinary).
- Promote Local: Consultative client management: scoped work, set expectations, delivered on time and on budget.
Go-to-market launchesIV
- Sentier HC: Managed the launch marketing and sales plan for the Vetcorder, then grew to over 1,000 clinics.
- Imbed: Launched the veterinary division of a wound care product line.
- SOLOMO: Go-to-market intern team pitching downtown Madison businesses.
Prospecting and outreachIII
- SOLOMO: Cold calling and walking into more than 100 local businesses.
- Current firm: Prospecting calls and consulting conversations.
- Promote Local: Built contact databases covering 1,100+ Madison-area businesses.
Contract negotiationIII
- Sentier HC: National distributor and clinic-group contracts, including inclusion in the VCA catalog.
- Imbed: Contract review and negotiation with the largest veterinary product distribution companies.
- Promote Local: Statement of Work contracts.
Strategic partnershipsIII
- Sentier HC: Engaged strategic partners for product development, go-to-market and sales distribution.
- Advanced Equine Insight: Connected the company with distributors and the University of Wisconsin veterinary school.
- Current firm: Coordinates technology partners in multi-vendor environments.
Sales leadershipIII
- Promote Local: Led sales with 2 reps.
- Sentier HC: Hired and trained his successor; hired inside sales.
- Imbed: Led veterinary sales.
KOL developmentIII
- Imbed: Built a network of key opinion leaders and clinical stakeholders who supported the products.
- Sentier HC: Clinical partners at UW-Madison and Ohio State.
Marketing and eventsIII
- Sentier HC: 30+ trade shows, including sales detailers and swag.
- Imbed: Advertising (brochures, direct mail), webinars, social media and website.
- Promote Local: Founded a full-service marketing agency.
Branding and digital marketingIII
- Promote Local: Agency work from brand identity and PR through social media and print.
- JangoBio: Crafted the brand and website for Heartland Vivarium.
- Imbed: Social media and website management.
Software and Systems
12 skills
AirtableV
- Current firm: Built the Airtable platform that runs 180+ simultaneous implementations (industry norm about 60 to 100 with a small team).
- Current firm: Leads process improvement in Airtable, including an internal client-facing product.
- TM Initiatives: Fixed-scope Airtable operations systems that replace CRM, project management and spreadsheet ops.
CRM / ERP / PM system designIV
- Current firm: One system covering ERP, project management, inventory, CRM, ticketing and email, plus AI.
- Sentier HC: Unified CRM, website, warehouse, shipping and support ticketing with device serial tracking.
- TM Initiatives: Full ERP replacement for a Chicago industrial bakery.
Workflow automation (Microsoft Power Automate)IV
- Current firm: Automations built with Microsoft Power Automate alongside Airtable and AI.
- Current firm: Customer portal and project management automations.
Business analysis and requirementsIV
- SOLOMO: Business analyst on 12+ custom mobile app projects; defined requirements and wrote technical documents.
- Sentier HC: Business analysis and requirements gathering for the telehealth platform.
- Promote Local: Initial software definition documentation.
Custom ERP development and implementationIII
- TM Initiatives: Full custom ERP development and implementation for clients, including a Chicago industrial bakery.
- BusinessOS: Custom ERP for an industrial baker, the cornerstone client.
CRM administrationIII
- Sentier HC: Built and ran the company CRM.
- Current firm: CRM module inside the Airtable platform.
- Résumé record: CRM admin listed as a core skill.
Customer portals and client-facing productsIII
- Current firm: Customer portal and an internal client-facing product.
Integrations (shipping, ticketing, web)III
- Sentier HC: Integrated the website, CRM, ShipStation, Zendesk and device serial tracking into one system.
Web and e-commerce buildsIII
- JangoBio: Developed and managed JangoCell.com for standardized cell culture products.
- JangoBio: Heartland Vivarium website.
- Sentier HC: Built the company website.
AI integrationIII
- Current firm: Azure OpenAI built into the implementation system.
Custom database applicationsIII
- SOLOMO: Built a custom database application that scraped Craigslist to find arbitrage opportunities for a used-car dealer client.
AI-first software deliveryII
- BusinessOS: AI-first custom software development with expert oversight and orchestration; in progress.
Data and SQL
7 skills
Excel / Power QueryIV
- Work record: Extensive Power Query use.
- Résumé record: Microsoft Excel and spreadsheets listed across resume versions.
SQLIII
- SOLOMO: Heavy SQL, including the Craigslist arbitrage database app.
- Level note: Most recent heavy use is older, so rated III.
Data analysisIII
- Résumé record: Data analysis listed as a core competency.
- Current firm: Implementation and supplier reporting.
- SOLOMO: Market and competitive analysis.
Forecasting and market modelingIII
- Sentier HC: Forecasting and market modeling for investor pitches, including the telehealth growth story.
Quantitative methodsIII
- Education: B.S. Economics (Math Emphasis), University of Wisconsin-Madison.
- Résumé record: Quantitative methods, linear programming and modeling listed as skills.
Reporting designIII
- Current firm: Built reporting functions executed by the company's data analyst; regular reports to sales managers.
Market and competitive researchIII
- SOLOMO: Regular competitive analyses for the CEO to present to investors; primary research with 100+ local businesses.
IT Ops
4 skills
Network / telecom implementation managementIV
- Current firm: Largest clients' network infrastructure improvement projects across over 1,000 locations nationwide; internet, IT security and mobility.
Carrier and vendor coordinationIV
- Current firm: Interfaces regularly with telecommunications partners and suppliers; complex multi-vendor environments.
Microsoft 365 and security supportII
- TM Initiatives: Ongoing Microsoft 365, security and operations support for a client firm.
Hands-on technical supportII
- Wisconsin Medical Society: Data entry and technical support internship.
Quality (QA, ISO 9001)
4 skills
Process improvementIV
- Current firm: Tracks supplier performance, identifies gaps and creates process improvements.
- Current firm: Leads process improvement efforts in Airtable.
Gap analysis and asking the right questionsIII
- SOLOMO: As business analyst: requirements gathering, seeing the gaps, asking the right questions.
- Current firm: Supplier gap identification.
- Sentier HC: Beta program questions, such as which species the ECG probes work well on.
Traceability (serial and lot tracking)III
- Sentier HC: Device serial tracking and lot management, integrated with CRM and support.
ISO 9001 batch QAII
- Sentier HC: ISO 9001 batch QA in the warehouse operation.
Operations and Warehouse
8 skills
Sourcing and vendor managementIV
- JangoBio: Managed sourcing for a $2M cell culture laboratory buildout (ThermoFisher, MilliporeSigma).
- Sentier HC: Chinese manufacturer and multiple ancillary-parts suppliers.
- Current firm: Supplier performance tracking.
Warehouse buildoutIII
- Sentier HC: Built the warehouse operation for devices imported from China.
- Imbed: Set up warehouse operations for a new facility.
Inventory and lot managementIII
- Sentier HC: Serial tracking and lot management.
- Current firm: Inventory module in the Airtable platform.
- Résumé record: Shipping, receiving and inventory listed as business systems skills.
Fulfillment and shipping opsIII
- Sentier HC: ShipStation setup and shipping and tracking integration.
Import logistics (China)II
- Sentier HC: Imported devices from a Chinese manufacturer into a serial-tracked warehouse.
Customer support opsIII
- Sentier HC: Zendesk support ticketing setup.
- Imbed: Owned customer service for the veterinary business.
Event logisticsIII
- Sentier HC: Budgeting, sourcing and coordination for more than 30 trade shows.
Budgeting and payrollIII
- Promote Local: Managed budgets and payroll.
- Imbed: Advertising budgets.
- Sentier HC: Trade show budgets.
Project and Program Management
7 skills
Implementation / multi-project managementV
- Current firm: 180+ simultaneous implementations against an industry norm of about 60 to 100 with a small team.
- Current firm: Client programs spanning over 1,000 locations.
PMO / Center of ExcellenceIV
- Current firm: Promoted to implement and manage a newly created Project Management Center of Excellence.
Methodologies (Agile, Scrum, Kanban, Waterfall, hybrid)IV
- Certification: Google Project Management Certificate; PMP-eligible.
- Promote Local: Client work and SaaS project managed via a hybrid Agile approach.
- SOLOMO: Learned and participated in Agile software development.
Software development lifecycleIV
- Sentier HC: Software and hardware development from concept to deployment and lifecycle management.
- Promote Local: Managed the SaaS product development lifecycle.
- SOLOMO: 12+ custom app projects.
Schedule and budget controlIV
- Current firm: Keeps simultaneous network installations on time and in budget.
- Promote Local: Delivered client projects on time and on budget.
- JangoBio: Project managed a $2M laboratory buildout.
Capital / buildout projectsIII
- JangoBio: Project managed the $2M cell culture laboratory buildout.
Stakeholder communicationIV
- Current firm: Owns communication, expectations and follow-through from engagement through ongoing success.
- Sentier HC: Investor update presentations.
- JangoBio: Investor meetings.
Fundraising and Founding
7 skills
Pitch decks and investor relationsIV
- Sentier HC: Business plans, pitch decks and investor updates presented to main investor MAI Animal Health.
- JangoBio: Ran investor relations, including Saturday investor meetings.
- Promote Local: Investor pitch presentations.
Founding and bootstrappingIII
- Promote Local: Founded the agency on his own idea and bootstrapped it to over $100k in year one.
- TM Initiatives: His consultancy, May 2022 to present.
Fundraising executionIII
- Sentier HC: $250K initial investment from MAI Animal Health, then ongoing capital infusions and full acquisition.
- JangoBio: Organized a friends-and-family raise.
- Promote Local: Pitched investors; no capital raised.
Business planningIII
- Sentier HC: Formed business plans.
- JangoBio: Business plan for Heartland Vivarium.
Business model designIII
- JangoBio: Helped create the business model for Heartland Vivarium, a shared rodent testing facility now part of Woodburn Laboratory.
- TM Initiatives: Designed fixed-scope Airtable system packages for small businesses.
Business transition and handoffII
- Promote Local: Brought in a partner to merge client bases, then handed off the business.
- Sentier HC: Saw the company through its acquisition.
Startup-to-acquisition experienceII
- Sentier HC: Employee #1 through the acquisition by MAI Animal Health; the Vetcorder is still sold through MAI.
Product and Clinical / Beta Programs
6 skills
Beta programsIV
- Sentier HC: Established and maintained more than a dozen beta sites; clinic tester program for new products such as ZUMAYA needle ECG probes.
- Promote Local: SaaS prototype to 12+ beta businesses and 50+ users in 60 days.
Product management (concept to launch)IV
- Sentier HC: Launched Vetcorder version one as a consultant, then managed it through lifecycle.
- Promote Local: SaaS prototype.
- JangoBio: JangoCell.com.
- Current firm: Client portal.
Hardware product developmentIII
- Sentier HC: Managed the initial software and hardware development of the Vetcorder; worked with electrical engineers and the Chinese manufacturer.
Mobile and web product designIII
- SOLOMO: Designed custom mobile apps, including an enterprise sales app.
- Sentier HC: Telehealth web app for veterinarians.
Clinical and academic collaborationIII
- Sentier HC: Clinical partners, including an anesthesiologist at UW-Madison and a partner at Ohio State.
- Imbed: Network of key opinion leaders and clinical stakeholders.
Veterinary domainIV
- Sentier HC: ECG and SpO2 monitoring; securing sensors on cats and dogs recovering from anesthesia.
- Imbed: Veterinary wound care.
Domain Knowledge
8 skills
Veterinary medical devicesIV
- Sentier HC: The Vetcorder.
- Imbed: Veterinary wound care products.
Wound careIII
- Imbed: Advanced therapies for burns, surgical wounds and soft-tissue repair.
Telecom / ISP implementationsIII
- Current firm: Internet, IT security and mobility implementations.
TelehealthIII
- Sentier HC: Telehealth web app requirements and the telehealth growth story for investors.
Small-business marketingIII
- Promote Local: Full-service marketing for small businesses in southern Wisconsin.
Regenerative / cell cultureII
- JangoBio: Cell culture laboratory buildout and JangoCell.com.
Indoor location analyticsII
- SOLOMO: Cloud-based analytics platform for indoor location analytics and mobile engagement.
Equine microbiomeII
- Advanced Equine Insight: Advising.