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Work Background
StartupOSChief of Staff & Chief Startup Officer
Nov. 2022La Quinta, California, United StatesIncubated and funded by SVB-Silicon Valley Bank, StartupOS’ mission is to democratize access to the tools, guidance, and capital that early-stage founders and entrepreneurs everywhere need to be successful. It’s a moonshot challenge that involves cold-starting a multi-sided innovation network of founders, mentors/advisors, investors, corporates, and solution partners. As Chief of Staff, I serve as a key advisor and strategic partner to the CEO and leadership team, integrating business, market research, technology, and enablement functions. My role is to anticipate future trends and challenges, leveraging deep research and analysis of market signals, competitor activities, industry dynamics, and best practices. Beyond a growth mindset, my work demands a hands-on, action-oriented approach, driving special projects that deliver quick, impactful results. This broad perspective has made me a key contributor to the development of content for our investors, board, and customers. As Chief Startup Officer, I champion customer-centric strategies and decisions that elevate satisfaction and foster loyalty. As Advisory Lead, I manage a variety of engagements including startup/technology scouting for corporate clients, ecosystem platform deployments for accelerator clients and managed accelerator events/pitch days. As Mentoring Program Lead, I nurture a major growth loop and DEI mission (SVB Catalyst 2045). My active role as an agent-of-change and mentor to 100s of women, Black and Latinx entrepreneurs fuels our charter to serve underrepresented founders and scratches an itch for meaningful connections, fresh discoveries and work that makes a difference.
StartupOS Inc.VP of Products
Jan. 2022 - Nov. 2022California, United StatesAs the founding product manager, my mission was to conceptualize and deliver a minimum viable product (MVP) for a category-defining platform that powers early-stage startup founders and teams through an uncertain journey -- from idea to product/market fit (PMF) and beyond.
The Cincinnati Insurance CompaniesSpecialist, Advisory Services
Mar. 2021 - Dec. 2021Cincinnati Metropolitan AreaServed as trusted advisor to business and process owners across the enterprise including Legal-Litigation and Customer Care. Delivered findings and recommendations for assessing/enriching data quality, building confidence in performance metrics, achieving cost efficiencies and reducing staff turnover through case load balancing, underwriting and call/time management.
Cincinnati Children's Hospital Medical CenterInnovation Specialist / Sr. Acceleration Manager for Digital Health, Innovation Ventures Group
Mar. 2018 - Mar. 2021Cincinnati, OHCincinnati Children’s is ranked #1 in the nation among Honor Roll hospitals by U.S. News and World Report’s Best Children’s Hospitals. - As an Acceleration Manager, I worked with internal clients (world-class research faculty/scientists and clinicians), investors, partners and suppliers to accelerate clinically promising IP from “bench to bedside” leveraging the most effective pathways to commercial success (licensing or startup). Digital health acceleration projects included: 🎗 Cancer Care Navigator
🎗 Hive Healthcare Learning Networks
🎗 Model-based Precision Dosing
🎗 Telemed Traumatic Brain Injury (TBI) - As an Innovation Specialist, I evaluated and implemented collaborative innovation and work management infrastructure (technologies and practices) that extended the department’s reach and aligned upstream/downstream processes with Children's commercial ambitions. I also facilitated ideation challenges designed to generate more-viable top-of-funnel ideas and produced Lean Startup-inspired toolkits designed to promote an entrepreneurial mindset. Helped coordinate the Children's annual Innovation Fund, a competitive event where faculty and staff vied for a share of $1 million in seed funding to commercialize their remarkable inventions. The former was an individual contributor role within a team of 16, while the latter was a force multiplier role within a wider institution of 16,000.
InnoStreamsInterim VP Customer Success
Dec. 2017 - Mar. 2018Austin, Texas / Truckee, NevadaInnoStreams is a B2B SaaS platform that helps agile teams convert early concepts with promise into fully fleshed-out, impactful ideas with value by allowing hypotheses to be validated (or invalidated) through data and experimentation. In effect, the business version of “measure twice, cut once”. I helped bootstrap the business by crafting and executing a customer success strategy targeted at an inaugural class of large enterprise clients.
Pignus Cybernetics | DigiCare | DigiFarmStrategic Advisor (pro bono)
Sep. 2017 - Oct. 2024Cincinnati OHAdvised early-stage founding teams targeting critical-to-infrastructure sectors. Synthesized research and key trends (shift-to-value, population health management, AI/Quantum, AR, IoT) into insights that revealed potential growth opportunity and inspire possibilities. Served as CEO's sounding board for B2B/B2C/B2P health-and-wellness ecosystem strategies and SaaS platform concepts. Developed visualizations and presentations in support of internal alignment, customer value and fundraising.
BW Research Partnership, Inc.Market Research Consultant
Aug. 2017 - Oct. 2017Wrentham, MAConducted qualitative workforce research for the renewable energy sector.
BrightideaInnovation Consultant
Jun. 2017 - Aug. 2017San Francisco, CABrightidea markets a premier suite of SaaS-based Innovation Management applications used by Fortune 500 clients. Conducted primary and secondary segmentation and best-practices research on corporate innovation labs and venturing models. Crafted customer success and churn reduction strategies and playbooks.
BatteriiChief of Staff | EVP Strategy, Alliances & Product
Jun. 2011 - May. 2017Cincinnati, OHBatterii develops digital tools and services for 'needs seekers' and 'market readers' -- companies whose success depends on innovative business models, brands and experiences that truly connect with people. Its integrated suite of cloud-based desktop and mobile apps power design, brand and venture-building teams through customer discovery, sense-making and synthesis — the notoriously fuzzy front-end of innovation where the “magic” happens. Batterii customers include: adidas, Bayer, BCG Digital Ventures, Coca-Cola, Georgia-Pacific, J&J, Ocean Spray, Pfizer, P&G, REI, State Farm, Toyota. The extreme uncertainly that follows most early-stage startups like Batterii required a combination of focus and flexibility, as well as a willingness to play multiple, customer-facing and behind-the-scenes roll-up-the-sleeves roles: - As Chief of Staff to the CEO, I offered frank and measured advice that helped temper decisions. - As Chief Strategist, I worked with the Batterii leadership team to achieve and maintain clarity on overall direction, conducting market and design research, mapping the competitive and cooperative landscape, crafting and monitoring dynamic execution strategies that scaled the business. By combining thoughtful analysis with strategic intuition, I helped the team and board ask, answer and align on fundamental questions like “where and how could we, should we, and will we compete?”. - As Alliance Manager, I developed programs and brand advocates across a community of world class design agencies and innovation consultancies. - As Product Owner, I defined product vision, and rationalized it into cogent strategy, roadmap and epics/user stories for a small, highly gifted (and caffeinated) team delivering in an agile, continuous delivery (CD) lifecycle. - As Customer Success Manager (2011-2013), I helped implement systems and delivered services (onboarding, onsite workshops) required to develop healthy customer relationships and CS staff over time.
SpigitVP Markets & Business Analysis
Mar. 2011 - Jun. 2011Pleasanton, California, United StatesSpigit is the largest provider of SaaS-based Innovation Management software for Fortune 500 companies and many of the world's top brands. Led mission to identify market opportunities within an emergent innovation management space and used those insights to craft next-gen platform strategies aimed at driving growth from $25M to $100M over a 3-year horizon.
SpigitVP Customer Success / Community Management
Dec. 2009 - Mar. 2011Pleasanton, California, United StatesBuilt/led client enablement team responsible for providing transformative thought leadership to over 100 global enterprise clients including Apple, AT&T, 3M, Allstate, AMEX, Cisco, Citibank, Coca-Cola, Comcast, Fidelity, PepsiCo, Pfizer, P&G, Progressive, Quest Diagnostics, Volvo, Walmart, New York City, and Maricopa County. Authored client-focused best-practice guides and playbooks prescribing methods for launching and sustaining collaborative innovation communities and challenge-based events.
Quest Diagnostics Healthcare IT Solutions (formerly MedPlus)Director Strategy & Innovation, Strategic Program Office
Sep. 2005 - Dec. 2009Cincinnati, OHQuest Diagnostics is the world’s leading provider of diagnostic lab services. The Healthcare IT Solutions business unit maintains a suite of SaaS-based connectivity solutions (Care360® Labs & Meds, Care360® ePrescribing, Care360® EHR, Care360® Revenue Cycle Management) used by over 200,000 physicians for secure, mission-critical functions. Served as internal management advisor to senior leadership team and line managers, with principal responsibility for implementing and integrating world-class strategic, innovation and change management frameworks designed to advance the company's vision and strategies. Designed, implemented, and managed best-in-class operational performance management program integrating Balanced Scorecard framework (strategy maps, change agenda/growth portfolio, scorecards/OKRs) with Quest corporate’s strategic blueprint and Six Sigma mission. Earned Kaplan & Norton Balanced Scorecard Certified Practitioner designation for strategic management.
Quest Diagnostics Healthcare IT Solutions (formerly MedPlus)Director Program Management Office
Aug. 2001 - Sep. 2005Cincinnati, OHIntroduced core business management practices into a late-stage startup environment. Built/led 15-person team of business requirements analysts and software project managers responsible for B2B on-premise and SaaS-based healthcare informatics product lines (ChartMaxx and Care360).
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