Catalyze Growth Partners

Founding Head of Business Development

Pilot

Investor

Upgraded

Advisor

Founding Head of Partnerships and Revenue

I head up revenue for Upgraded, a profitability operations consultancy for Canadian SME tech companies. We help unlock hundreds of thousands of dollars in working capital for each client through four pillars:

1. Government Programs/Financing (the average mid-sized company leaves $86k/employee on the table)
2. AI Solutions/Automations (47% of white collar work is automatable)
3. Tech Savings/Rewards (we can help our average company save 20 to 50% on their tech spend)
4. Financing (~50% of founders regret their VC financing)

We are completely performance based. So:
1. If we don't think we can help unlock more than $100k, we don't take on a client. It's not worth our time.
2. We only make money if you do. 
3. Our interests are closely aligned because of this.

Founding Head of Revenue

Planswell

-Promoted to Sales Manager in May 2022
-Promoted to Interim Head of Sales from July to November 2022
-Met daily in leadership team meetings from July to November 2022
-Scaled team from 11 to 32 AEs in Q3 2022
-Led team to an EBITDA-positive monthly revenue record in September 2022
-Granted 5x my existing stock options for high performance in September 2022
-Oversaw 64% growth in revenues in under 3 months (~ >$500k to ~$800k MRR)
-Guided fully-ramped AEs to 108% attainment

Stepped away from role in November 2022 due to kidney cancer prognosis and treatment.

Sales Manager / Co-Head of Sales

Trained, coached, and managed 4 SDRs while continuing to maintain the same quota as the rest of the AE team.

Achievements:
-Top AE on team in sales for all 5 months of 2022 until next promotion.
-143% to quota in first half of 2022.
-113% to quota of SDRs on my team. 
-3 of 4 of my direct report SDRs promoted to AE.
-Won 4 of 5 monthly sales spiffs.
-Only AE on team to achieve President's Club in 2022 (120% to quota over >6 months).
-Promoted to Sales Manager in May 2022.

Senior Account Executive / Business Development Manager

Achievements:
-#1 on sales leaderboard in 7 of last 8 months as AE (of 15 AEs)
-118% to quota in 2021
-2nd on team (of 15 AEs) in sales for 2021
-Granted 20% more stock options for high performance in 2021
-1st on team with 10% more dials than next closest AE in 2021
-1st on team with 21% more talk time than next closest AE in 2021
-1st on team with 23% more demos booked than next closest AE in 2021
-1st on team with 11% more demos held than next closest AE in 2021

Account Executive

CIBC

Product lead on the Strategy, Projects, and Delivery team in Digital Business Banking at CIBC. 

I have been responsible for strategy and/or project delivery on digital business banking projects related to:
-Platform analytics
-Onboarding improvement
-Client outreach 
-Market research
-Marketing and sales enablement
-Workflow improvement
-Client feedback and net promoter score
-App decommissioning

Some of the accolades we have earned as a team while I have been with the bank include: 
-Bank Innovator of the Year from the Digital Finance Institute's Canadian Fintech and AI Awards 
-Best Bank for Cash Management (North America-wide in 2019) and Best Treasury and Cash Management Bank (Canada-wide, and winner for 6 of the past 7 years, including 2019, 2020, and 2021) from Global Finance Magazine

Senior Product Manager, Digital Business Banking

Citi

Consulted for Citi Ventures with a small team of Rotman MBA students.
Created a prototype of a marketplace enabling organizations to transact anonymized, corporate IoT data from smart cities projects. 
Heavy focus on data risk management, tech strategy and infrastructure, and data compliance. 
Earned top grades on project from panel of Citi Ventures employees and other fintech professionals and executives.

MBA Innovation Consultant

Oracle

Created and validated enterprise blockchain use cases for Oracle in the telecom industry.
Final product was hyperledger blockchain-enabled C2C and B2C marketplace allowing for mobile data trading, exchange, and payments.  

In an innovation case competition judged by a panel of industry experts and senior Oracle management, my team was awarded first place in the telco sector, and second place overall.

We were invited to author a White Paper on our use case for Oracle.

MBA Blockchain Consultant

Allegheny Holdings Ltd, A Real Estate Corporation

Analyzed, reported on, and consulted on entry and exit of real estate markets and properties, including analysis of: tenancy, rental, and leasing statistics; interest and mortgage rates; market pricing trends; and socio-political, zoning, taxation, and regulatory factors in the acquisition and sale of real estate (roughly 70% commercial; 20% land; 10% residential).
Responsible for sales enablement efforts in organization: liaised with brokers to set sale prices; provided value prop and market-related collateral to support property sales.
Led organizational change initiative aimed at reducing errors leading to suboptimal investments, and instituted new investment framework within organization.
Responsible for contracts and relationship management with construction contractors, facilities contractors, real estate brokers, and others.
A family corporation.

 Director, Operations and Research

Western University

Graduate Student Teaching Assistant

Global Affairs Canada | Affaires mondiales Canada

Based in Arequipa, Peru, while working on a business development consulting grant from the Canadian International Development Agency (now Global Affairs Canada), administered through Niagara College.

Directed and consulted on 4 projects: 
-Led change initiative to improve fundraising and related digital capabilities for a welfare provision charity; 
-Developed and project-managed a cultural tourism marketing plan and implementation for a large municipality;
-Created a multimedia educational partnership program for an underprivileged school, procuring donations of seed money, computers, and digital cameras; 
-Developed a home-stay tourism model and marketing plan for a rural community tourism not-for-profit organization.

Economic Development Consultant

Growth 📈 @ category-defining orgs | Working on a top-secret project 🤐 | MBA @ iE | Lean 6σ Green Belt | Cancer Survivor | Girldad | Per aspera ad astra 🌌

I am the Founding Head of Revenue at Upgraded, a tech-enabled working capital advisory for Canadian SME tech companies. We help our clients access hundreds of thousands of dollars in working capital through four pillars: government programs, AI solutions, tech savings, and financing. We are performance-based, meaning we only make money if our clients do.

I have over six years of experience in SaaS revenue generation, with a track record of exceeding quotas, driving growth, and leading high-performing teams. I have an MBA from IE Business School and a Lean Six Sigma Green Belt certification. I am passionate about helping tech entrepreneurs scale their businesses, avoid layoffs, and achieve their goals. I am also a cancer survivor, a girldad, and a lifelong learner.

👹Daniel Schloss

Vital Forze

- Virtually train a niche clientele of Founders, CEOs, and Executives who travel internationally 60% of the time.
- Travel to clients houses the other 40%.
- Utlize Zoom for virtual training and my private app for online programming
- Use a science-based approach to integrate yoga, weight lifting, strength training, and cardio into personalized fitness plans.
-Deliver measurable results based on clients' age, bodyweight, and specific goals to maintain high motivation.
- Research hotels, airports, and restaurants in advance to customize workouts and nutrition plans for consistent results.
- Nutritional expertise in customizing protein, carb, and fat intake to match clients' age, preferences, and energy needs.
- Collaborate with clients, chefs, and dietitians to ensure clients achieve nutrition goals in a healthy, sustainable way.
- Build authentic relationships with clients, ensuring they know I’m personally invested in them as individuals.

Pain-Free Performance Specialist

Sage Fitness

- Teach small-group training sessions & seminars to educate clients on proper form, recovery strategies, & injury prevention.
- Collaborate with other kinesiology professionals and physical therapists to deliver holistic training programs.
- Consistently invest in seminars and certifications to stay current and provide top-tier client solutions.
Foster an open environment for clients to comfortably express concerns and collaborate to find solutions

Strength And Conditioning Coach

Peak Performance & Recovery

Long Beach Orthopedic Institute

- Personalized evidence-based programs to achieve strength and mobility goals based on clients' bodyweight & age.
- Conducted movement assessments to pinpoint and correct strength and mobility imbalances.
- Designed 6-minute mobility routines to solve and prevent aches and pains.
- Implemented techniques that permanently resolved chronic knee, back, shoulder, and neck pain in clients.

Physical Therapy Aide

Espiritu Culture LLC 

First salesperson hired that produced record MRR by developing and executing successful campaigns through added feedback

Consistently exceeded weekly event goals by an average of 26%

Sales Manager

Hey, I'm Brian! And I believe in making strength & longevity simple.

I’ll never sugarcoat things or sell you a shortcut that doesn’t exist.

I’ll tell you exactly what works and what doesn’t.

Some things might challenge you. Others might click instantly.

Either way, I’ve got you.

My goal is to help you move better, feel stronger, & stay pain-free—so you can perform at your peak for decades.

If I’m the right guy to help, great. If not, I’ll point you to someone who is.

Either way, we’ll probably end up talking about training, life, or the best places to eat—because balance, right?

So, here are a few things to know about me:

- I’ve helped 300+ execs over 40 build strength and mobility that lasts a lifetime.
- I can move 185 lbs—my bodyweight—for 10+ reps in any lift you throw at me.
- When I’m not coaching, I’m exploring new restaurants, at a stand-up show, or traveling with my gf
- I believe fitness should fit into your life—not take it over.
- I’m a 10th-degree black belt in eating tacos.

HERE'S WHAT'S IN STORE FOR YOU...

- An indestructible mindset and belief in yourself
- Waking up feeling strong, pain-free, and confident
- Ongoing motivation, accountability, support and guidance
- Clarity on what works best for your body & schedule (because who has time for guesswork?)
- More energy, fewer aches, and no more mystery stiffness after long workdays
- Looking in the mirror and thinking, Damn, I still got it. (Because you definitely do.)

To your success, I’m looking forward to connecting.

– Brian

P.S. If you don’t believe tacos are the perfect food, we might have to talk.

DM me "Fit" to chat!

taplio

The Battle

👹Daniel Schloss

Brian Martinez

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