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Work Background
BotkeeperChief Revenue Officer (CRO)
Oct. 2024As the Chief Revenue Officer at Botkeeper, I oversee all aspects of revenue generation, including sales, marketing, and customer success, driving strategic growth and profitability across the organization. I focus on creating and executing strategies that enhance revenue performance and elevate customer engagement, while ensuring strong alignment across all teams. My goal is to help shape the future of accounting through innovative solutions, strategic partnerships, and a relentless commitment to delivering value to our customers. Passionate about transforming the way businesses manage their financial operations, I’m dedicated to making Botkeeper a key player in the evolution of the profession.
ZeeHubAdvisory Board Member
Jun. 2023
GramenerAdvisory Board Member
Jun. 2023
BotkeeperChief Marketing Officer
Jul. 2021 - Sep. 2024Boston, Massachusetts, United StatesAs the CMO at Botkeeper, I oversee all aspects of marketing, sales, and customer success, driving strategic growth and profitability. Leading a dynamic 35 person team, I develop and execute comprehensive strategies to enhance market presence and customer engagement. A key achievement was launching Botkeeper's first "AI Unchained" conference in 2023, a landmark event that received rave reviews and established Botkeeper as a thought leader in AI and accounting technology. Under my leadership, Botkeeper has experienced exponential growth, cementing its position as a leader in automated bookkeeping solutions. My focus on leveraging advanced technologies and strategic partnerships has positioned Botkeeper as a key player in transforming the accounting profession.
botkeeperVice President Marketing
Oct. 2019 - Jun. 2021Greater Boston AreaAs VP of Marketing, I led Botkeeper’s marketing initiatives through a period of exponential growth. I refined and expanded our marketing strategies, overseeing a dynamic team dedicated to scaling our digital presence. My strategic leadership contributed to Botkeeper being named one of the fastest-growing private companies and securing multiple industry accolades for innovation and customer service.
botkeeperMarketing Director
May. 2018 - Oct. 2019Greater Boston AreaAs Marketing Director at Botkeeper, I spearheaded the creation of our go-to-market organization from the ground up. Joining in April 2019, I focused on building a robust digital marketing strategy and enhancing our organic reach, which played a pivotal role in securing our Series A funding within nine months of our seed round. I layered in field marketing to complement our digital efforts, contributing to our rapid growth and recognition as an industry leader.
HubSpotSenior Growth Specialist
May. 2016 - Apr. 2018Greater Boston Area
HubSpotInbound Marketing Specialist
Dec. 2015 - May. 2016Cambridge
SmartBooks Corp.Practice Manager
Dec. 2014 - Nov. 2015Concord, MAAs a Practice Manager at SmartBooks, I had the opportunity to work closely with modern businesses and help them streamline their financial processes. In my role, I handled all aspects of sales and field marketing, including developing and executing campaigns to generate leads and promote our services. With a focus on driving business growth, I identified new leads, built strong relationships with potential clients, and closed deals. I collaborated with clients to create tailored solutions that met their unique needs and helped them achieve their financial goals. As the sole 'field marketer' for the company, I developed and executed all marketing campaigns and strategies. I attended various networking events and conferences to build brand awareness and establish new partnerships. One critical aspect of my role was partnering with CPA firms to offer our services to their clients. I built strong relationships with CPA firms by educating them on the benefits of our services and demonstrating how we could help their clients achieve better financial outcomes. My time as a Practice Manager at SmartBooks was a rewarding experience that allowed me to grow both personally and professionally. I am proud of the work that I accomplished during my time there and look forward to applying the skills and knowledge that I gained to future opportunities.
Lindseys' IncGeneral Manager
Jul. 2014 - Dec. 2014Buzzards Bay, Massachusetts, United StatesReturning to Lindsey's Inc. as the Senior General Manager, I immediately focused on enhancing strategic growth and profitability. I oversaw all aspects of the restaurant's operations, including staff management, community advocacy, partnership building, and administrative tasks. I continued to implement innovative systems and processes, further improving efficiency and productivity. My efforts in leveraging technology and software for scheduling, inventory management, and financial reporting resulted in significant cost savings and operational improvements. Building on my strong community network, I forged new partnerships with local organizations and vendors, enhancing the restaurant’s event offerings. These collaborations led to unique and personalized experiences for our customers, driving both revenue growth and community engagement. My leadership focused on maintaining high standards of customer service and team performance. I regularly reviewed and optimized performance metrics, ensuring continuous improvement and excellence. Overall, my second tenure at Lindsey's Inc. solidified my role in driving strategic growth and profitability, while maintaining the restaurant's legacy of exceptional service and community engagement.
Wicked Restaurant and Wine BarGeneral Manager
Jul. 2013 - Jul. 2014Mashpee, MassachusettsAt Wicked Restaurant and Wine Bar, I served as a dedicated and driven General Manager with extensive hospitality experience. I took pride in fostering a welcoming and enjoyable atmosphere, ensuring that every guest had a memorable dining experience. In my role, I effectively oversaw all aspects of the restaurant's day-to-day operations, including hiring and firing, staff development, and maintaining a high level of customer service. I was proactive in creating a strong team culture by providing regular feedback, setting clear expectations, and conducting performance reviews, which led to a significant increase in staff retention and job satisfaction. With a keen eye for detail and a passion for excellence, I played a pivotal role in the restaurant's marketing efforts. I devised and executed innovative marketing campaigns, which significantly boosted the restaurant's visibility and attracted new patrons. This not only led to a growth in foot traffic but also increased revenue and profitability. As an organized and efficient manager, I coordinated various functions and events, including private parties and corporate gatherings. I ensured that every aspect, from the menu selection to the final touches, was executed flawlessly, resulting in numerous repeat clients and glowing reviews. Additionally, I managed the administrative side of the business, including budgeting, inventory control, and maintaining a high standard of cleanliness and compliance with all relevant regulations. This comprehensive approach allowed me to create a seamless and enjoyable experience for both guests and staff alike. Overall, my tenure at Wicked Restaurant and Wine Bar was marked by strong leadership, innovative problem-solving, and a dedication to creating an exceptional dining experience for our valued guests.
Lindsey's RestaurantGeneral Manager, Various Other Roles
Sep. 2008 - Jul. 2013At Lindsey's Inc., I began my journey by modernizing operations and bringing innovation to the restaurant's 75-year legacy. Starting in a more hands-on role, I quickly advanced to management and eventually senior management, where I oversaw all aspects of the restaurant's operations, including staff management, community advocacy, partnership building, and administrative tasks. One of my key contributions was introducing modern systems and processes to streamline operations and improve efficiency. I implemented new technologies and software for effective scheduling, inventory management, and financial reporting, resulting in improved productivity and cost savings. I leveraged my network within the community to build partnerships with local organizations and vendors. By collaborating closely with these partners, I offered unique and personalized event experiences that exceeded customer expectations and drove revenue growth. Through my leadership and innovation, I established Lindsey's Inc. as a modern and relevant destination within the community. I trained and managed staff to provide top-notch customer service, and regularly reviewed performance metrics to identify areas for improvement. Overall, my time at Lindsey's Inc. was marked by success in modernizing operations and driving revenue growth through community advocacy and partnership building.
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