Work and Results

Work & Results

Three engagements. Three different problems. Real outcomes.

ENTERPRISE AI SOFTWARE COMPANY

Semantic AI Data Company |Pre & Post-Merger | Fractional CRO → Strategic Advisor

The Situation

A European-headquartered AI software company engaged me to evaluate their GTM motion and build the foundation for US growth. I rebuilt the sales team, stepped in as interim CRO, and helped build the case for a strategic merger with a complementary company. Post-merger, my focus shifted to a series of high-impact programs: enhancing the partner-led growth model, getting products onto the Microsoft Azure Marketplace, supporting product-market fit on the new joint offerings, and leading the customer expansion motion. I also became part of the management team on investor development — work that ultimately resulted in a private equity firm acquiring a majority stake in the company, representing a significant increase in company value.

The Outcomes

A European-headquartered AI software company engaged me to evaluate their GTM motion and build the foundation for US growth. In 2024 I restructured the US sales team, stepped in as interim CRO and helped build the case for a strategic merger with a complementary company. In November 2024 I helped hire a new CRO and we worked together to rebuild the US team and architect a new sales model.

Post-merger, I ran a broad set of programs simultaneously: built the company’s first outbound sales motion, implemented MEDDIC qualification, established a Microsoft Azure partner channel, and helped launch a new joint platform offering that contributed 20% of total new ARR in its first year. I drove the full expansion strategy — building the business review framework, identifying pipeline concentration risk, and developing account-specific attack plans across Fortune 1000 accounts in IT, Healthcare, and Financial Services.

On strategic accounts, I led end-to-end relationship management and POC execution with key enterprise customers, coordinating cross-functionally with global systems integrators. I owned the customer migration program from a legacy product to the new AI platform — including transition communications, FAQ and escalation materials, and the product marketing narrative that kept customers engaged through the cutover.

I managed PR and analyst relations — including a Wall Street Journal placement — facilitated leadership workshops, coached senior leaders across the organization, and trained the sales team hands-on on the expansion motion. I helped establish and drive the Customer Advisory Board, now running regularly in both Europe and the US, and have served as a speaker and moderator at industry events including the Graph AI Summit.

I contributed to investor materials and due diligence responses, and was part of the management team through a private equity acquisition by mid market PE firm that resulted in a significant increase in company value.

The Outcomes

  • US sales team restructured and rebuilt in partnership with newly hired CRO
  • Company’s first outbound sales motion built from scratch alongside MEDDIC qualification implementation
  • Microsoft Azure partner channel established — product listed on Azure Marketplace, 10% pipeline lift in 6 months
  • New joint platform offering launched — contributed 20% of total new ARR in year one
  • Customer migration program owned — legacy product sunset to new AI platform
  • Expansion strategy built — full business review framework, pipeline concentration risk analysis, account attack plans across Fortune 1000 accounts in IT, Healthcare, and Financial Services
  • Strategic account POC execution led with Fortune 1000 customers, coordinating with global systems integrators
  • Customer Advisory Board established — running regularly in Europe and US
  • PR and analyst relations managed — Wall Street Journal placement secured
  • Leadership workshops facilitated, senior leaders coached, sales team trained hands-on on expansion motion
  • Speaker, moderator, and facilitator at industry events including the Graph AI Summit
  • Contributed to investor materials and due diligence responses
  • Part of management team through Private Equity acquisition — significant increase in company value

Sapient AI

AI-Powered Testing Platform | Early Stage GTM | CEO Advisory | 5-month

The Situation

Sapient had real product traction — downloads, usage data, telemetry signals that the product was working. What they didn’t have was commercial traction. Users were engaging with the product but nobody wanted to talk to the company. No pipeline, no enterprise conversations, no path from adoption to revenue. The founding team was technical and strong on product. They needed someone to help them figure out who the real buyer was, how to reach them, and how to build the kind of market presence that turns product signals into enterprise deals.

The Outcomes

  • ICP redefined around the actual enterprise buyer, not the end user
  • First enterprise customers closed, including a Fortune 10 technology company
  • PLG motion launched — triple-digit growth in 90 days
  • CEO coached on personal brand, thought leadership, and developer community presence
  • Engagement completed in 5 months

2NDCHAIR.AI

AI Client Collaboration for Law Firms | Early Stage GTM | CEO Advisory | 12+ months

The Situation

2ndChair has a compelling product thesis: use AI to transform how law firms communicate with clients through Relay — a secure, firm-branded portal that automates routine client communication, preserves attorney-client privilege, and converts everyday interactions into billable work. What they needed was someone to help them figure out who to sell to, how to price it, and how to get from zero to first customers in a market known for being slow and skeptical of new technology.

The Outcomes

  • ICP defined — small law firms identified as the primary entry point
  • Product evolved to Relay — repositioned as a secure AI collaboration and revenue platform for law firms
  • Seat-based pricing model with ROI-led value framing built around lawyer economics
  • First customers acquired through founder-led sales coaching
  • ABA Startup Show Finalist
  • Microsoft for Startups partner
  • Customer success framework established for behavior-change-driven adoption
  • Engagement ongoing — 12+ months

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