
Chief Sales Officer at By Appointment Only
Greater Boston Area

Chief Sales Officer at By Appointment Only
Greater Boston Area
I manage the sales organization for BAO, the leader in sales pipeline development services. We have helped clients to penetrate new markets, better understand their customers' needs and to land more than $500M in revenue.
I have extensive strategy, business development, sales operations, marketing, market development and channel partner development experience. I ran business development for several venture backed technology companies, including Software.com and OutOfOffice Technology. I ran marketing for the Internet services division of News Corporation, and sales operations for a publicly traded clinical trials software company.
Additionally, I have built and managed two consulting practices at IDC, the leading market research and industry analysis firm for the tech industry. In the more recent practice, the Sales Advisory Practice, I provided strategic sales productivity consulting and implementation support to the top companies in the industry, including CA, EMC, HP, Intel, Microsoft, Oracle, Sun, Symantec and many emerging vendors such as Savo Group and salesforce.com.
sales operations, sales management, marketing, strategic positioning, partnering, partner management, channel development, channel management, lead generation, positioning, sales coaching
(Privately Held; Market Research industry)
February 2006 — September 2009 (3 years 8 months)
Managed a research and consulting practice for technology sales executives and their operational counterparts to improve overall sales productivity and efficiency. Worked with senior sales executives at leading technology companies to improve their sales productivity through primary research, best practice sharing and process improvement. Hosted periodic multi-day thought leadership retreats. Developed and helped clients to implement the IDC Sales Productivity Framework.
(Public Company; 5001-10,000 employees; NOVL; Computer Software industry)
March 2005 — November 2005 (9 months)
Responsible for managing relationships between senior Novell marketing executives and the leading industry analyst firms, including IDC, Gartner, Forrester, AMR Research and others. Focus is on Novell Professional Services (Consulting, Training, Technical Support), Partner (reseller/ISV/developer) and industry/vertical market activities, specifically focusing on healthcare, education and manufacturing. Hold primary relationship responsibility for AMR Research and Eduventures. Have significantly increased visibility of professional services organization over the past 6 months, including multiple profiles by IDC, Gartner, Forrester, AMR Research, Summit Strategies and others.
(Public Company; 201-500 employees; PFWD; Computer Software industry)
August 2004 — January 2005 (6 months)
Planned, implemented and managed lead generation activities for this clinical trials software vendor. Evaluated multiple SFA applications, selected and implemented SalesForce, trained the sales organization in its use. Selected and managed external data service provider. Evaluated, negotiated and selected marketing automation application.
Initiated and managed partnerships with complementary software and service providers, including IBM, Cognos, Spotfire, ClinPhone, and others. Worked with partners to integrate product and services offerings. Planned and managed comarketing activities with partners.
(Privately Held; 11-50 employees; Computer Software industry)
January 2004 — August 2004 (8 months)
Built market and channel for Microsoft CRM specific mid-market version of enterprise ASP email marketing solution. Designed and launched channel program targeting Microsoft CRM resellers, recruited partners to program, conducted joint business development activities, provided sales support to partners. Launched monthly reseller newsletter and webinar series. Drove sponsorship of two Microsoft conferences, coordinated all aspects of conference participation. Built relationships with complementary software companies and service providers to extend overall capabilities and to conduct joint business development activities. Company was acquired in the fall of 2004.
(Privately Held; 1-10 employees; Management Consulting industry)
January 2001 — January 2004 (3 years 1 month)
Founded and managed successful consulting practice focusing on software and services clients. Implemented strategic marketing, demand generation, channel development, partnering, sales and customer service programs for a variety of public and private companies.
Clients included Braintree Electric, British Airways, Cambridge Scientific Products, Course Crafters, Court Square Data Group, Ferris Research, Granitar, Greystone, Harris Publishing, McCarthy Companies, Novell, Philographica, Progress Software, Seven Mountains Software, State Street Bank, and others.
Projects included:
Development, launch and management of demand generation and market expansion strategies
Channel/partner evaluation and implementation
Vertical market development in healthcare, education and financial services
Repositioning company service offerings
Strategic planning and assistance in implementation of an Internet-based "preferred customer" service function for British Airways
(Privately Held; 11-50 employees; Computer Software industry)
June 2000 — November 2000 (6 months)
(Part time consulting engagement)
Researched and developed new business model for early stage services company. Worked with both the internal development organization and strategic partners to roll out new services, worked with PR firm to build visibility for these services. Company acquired by adjacent competitor for the technology we developed.
(Privately Held; 11-50 employees; Information Services industry)
January 1999 — June 2000 (1 year 6 months)
Cofounded and launched business-to-business services aggregator targeting business travelers and mobile workers. Responsible for identifying compelling services for business travelers, building supplier relationships and rebranding, repackaging their services for delivery to corporate customers. Identified, negotiated and managed relationships with multiple service suppliers including Compaq, GTE and others. Worked with external providers to develop ecommerce platform, fulfillment and customer care functions. Selected and managed external PR organization.
(Public Company; 51-200 employees; Internet industry)
June 1997 — June 1998 (1 year 1 month)
Responsible for all marketing, public relations and positioning activities for News Internet Services, the Internet Technology division of News Corporation. Successfully researched, developed, introduced and maintained the positioning of the company as a professional services firm. Drove the creation of a customer-focused engagement process to ensure customer satisfaction and successful engagements. Selected and managed external PR firm.
(Privately Held; 51-200 employees; Computer Software industry)
June 1996 — June 1997 (1 year 1 month)
Conducted strategic marketing activities, including market segmentation and analysis of opportunities, competition, and cost-of-ownership. Established and managed partnerships with third party technology providers to enhance company's Internet messaging server products. Developed and oversaw channel strategy and programs. Developed pricing model for ISP customers to encompass multiple pricing options and revenue streams.
Initiated, negotiated and delivered technology licensing arrangements with Oracle, RSA Data Security, and Verity. Initiated, negotiated and managed innovative licensing agreement and business alliance partnership with Oracle Corporation. Established marketing and PR partnership with Silicon Graphics that led to $3 million contract with large joint end user. Initiated relationships with Compaq, Hewlett-Packard and IBM, worked with Digital to develop electronic resale capability for Software.com products.
(Privately Held; 51-200 employees; Computer Software industry)
June 1995 — June 1996 (1 year 1 month)
Conducted strategic marketing activities for the company, including market segmentation and analysis, product positioning, pricing, media and promotion planning. Helped launch important new product category and brought the first Windows NT-based web server software to market. Identified nascent Intranet trend in June of 1995, developed first advertising and public relations targeting Intranet opportunities.
Drove sales and channel activities to maximize market share and revenues. Designed, championed and launched indirect channel initiative, moving the company from a 100% telesales model to one focused on resellers. Established two-tier distribution strategy, established and coordinated working relationship with Merisel. Planned and executed focused direct mail campaigns targeting both end-users and resellers. Established and managed business and PR partnerships with key marketing and technology partners, including Microsoft, Digital, Verity and others.
(Privately Held; 201-500 employees; Information Technology and Services industry)
January 1988 — June 1995 (7 years 6 months)
Established and built channels management and marketing consulting practice to a million dollar level with a wide range of clients, including Microsoft, Hewlett-Packard, IBM, Compaq, Sun Microsystems, and many others. Worked with clients to plan and implement a variety of channel programs, ranging from retail market entry to two-tier distribution. Responsibilities included P&L, marketing, sales, research planning and day-to-day management of staff.
(Privately Held; 51-200 employees; Market Research industry)
1988 — 1995 (7 years )
Director, Distribution Channels Research
(Public Company; Information Technology and Services industry)
1985 — 1988 (3 years )
bicycle racing, cyclocross, time trialing, ice hockey, sailing, hiking, autocross
Strategic Account Management Association (SAMA), Association of Strategic Alliance Professionals (ASAP), SBANE, League of American Wheelmen, Boston Road Club, Pan Mass Challenge (PMC), US Cycling Federation, SCCA, Audi Quattro Club, Porsche Club, Gennova Group, Internet Society
IDC - Research Quality Award, 2006