Simplyai

PE-owned AI professional services and consulting business specialising in Agentic AI, AI Ops, big data projects and innovation
Partner to the CEO for Simplyai’s operations
Responsible to the board for sales, finance, operations, M&A, compliance, risk
Ai thought leader and growth driver

Finance Director

Strategic Consulting

Ad-hoc partnership with Business Owners to provide advice during growth, expansion or exit.

Fractional CFO

Chartered Accountants Australia and New Zealand

Course Facilitator

Audience Republic

2IC of Audience Republic’s US, European and Australian operations.
Accountable to the Board for Post-sales functions along with funding, finance and compliance.

VP, Finance & Operations

Zapid Hire

2IC of Zapid Hire’s US, UK and Australian operations.
Country Manager of US operations and responsible for launch of US mid-market and enterprise sales GTM. 
Lead the team from 50 to 1,000+ customers.
Accountable to the Board for Pre & Post-sales functions along with funding, finance and compliance.

CFOO

Essence Group Sydney

Australian branded and contract manufacturer, distributor and E-Commerce provider of dairy and nutritional powders for Australian FMCG customers (inc A2 Milk, Swisse, Woolworths and ALDI), and a growing international export market (inc China, India and the US). 
- Reported to the Managing Director and managed the strategic direction of the senior leadership team. In addition, managed the organisational effectiveness of the sales, operations and finance functions of the Group (150+ employees), across Sydney, Nowra and Shanghai. 
- Accountable for development and execution of outcomes-based business plans resulting in YoY revenue growth of avg 100%+ and significant EBITDA margin improvement.
- During leadership tenure, Essence was awarded the high-profile, 2019 Australian Exporter of the Year Award (Agribusiness and Food) by the Australian Trade and Investment Commission for outstanding export achievements.

Finance & Operations Director

Extensive experience executing buy-side & sell-side financial due diligence for clients located in Australia, the UK, Ireland and the US across a wide range of industries, including: Property, Financial Services, Specialist manufacturing, Pharmaceuticals, Food manufacturing/distribution, Banking and Infrastructure.
- Advised on deal sizes from $50m-$5bn

Transaction Advisory Services - Snr Manager

Graduate in EY’s Financial Services Audit team and completed Chartered Accounting accreditation. Progressed to Audit Manager role and was a global secondee to EY Dublin office.
- Experience with IFRS, US GAAP, Irish GAAP

Financial Services Audit - Manager

Creating incredible customer experiences and building world class revenue and finance teams at early stage hypergrowth start ups

Matthew Caldicott

Verkada

- Joint Verkada during their series D capital raise in October 22’ managing a northern Queensland territory as the 9th Account executive in the APAC business.
- Total revenue generated of 1.35million AUD in 5 quarters. Grew account base from 8 accounts to 36 accounts in 18 months
- Revenue generated from Net New logos = 1.1million across 28 accounts
- Runners up presidents club in FY23 for APAC (Revenue/New Logos)
- Achieving an average of 107% to target across 6 quarters in seat
- Daily cold outreach through Calls, Emails, LinkedIn and direct mailers. Due to start up environment without many resources or brand awareness within Australia must be a hunter.
- MEDPIC and Challenger Sales Methodology used across territory/account

Account Executive - Team Lead

Salesforce

Account Executive - Financial Services

Salesforce is the enterprise cloud computing leader. Our social and mobile cloud technologies including our flagship sales and CRM applications help companies connect with customers, partners, and employees in entirely new ways.

• Achieving monthly quota of qualified opportunities and closed business
• Engaging with customers via telephone and email to analyse their needs
• Profiling the account and overcome objections to generate quality opportunities
• Collaborating with Marketing and sales on lead quality and conversion
• Build first impressions to prospect, as well as build a pipeline for Account Executives
• Become a trusted resource for internal and external contacts
• Maintain active engagement with new and existing leads through creative follow-up communications designed to increase customer interest

Salesforce pioneered a new technology model with our cloud platform, a new pay-as-you-go business model focused on customer success, and a new integrated corporate philanthropy model, called the 1-1-1 model, by which we donate 1% of our equity, 1% of our employee time, and 1% of our product to improve communities around the world.

Team Lead - Business Development Representative

Salesforce.com is the enterprise cloud computing leader. Our social and mobile cloud technologies including our flagship sales and CRM applications help companies connect with customers, partners, and employees in entirely new ways.

• Achieving monthly quota of qualified opportunities and closed business
• Engaging with customers via telephone and email to analyse their needs
• Profiling the account and overcome objections to generate quality opportunities
• Collaborating with Marketing and sales on lead quality and conversion
• Build first impressions to prospect, as well as build a pipeline for Account Executives
• Become a trusted resource for internal and external contacts
• Maintain active engagement with new and existing leads through creative follow-up communications designed to increase customer interest

Salesforce pioneered a new technology model with our cloud platform, a new pay-as-you-go business model focused on customer success, and a new integrated corporate philanthropy model, called the 1-1-1 model, by which we donate 1% of our equity, 1% of our employee time, and 1% of our product to improve communities around the world.

Business Development Representative

Lion

Responsible for the ongoing management and content creation for our brands on social content platforms and will support the wider digital team with bringing the digital and social vision to life.

Assistant Brand Manager (Digital)

o Overseeing some of the largest beer and cider accounts in Sydney across sales, marketing and branding
o Commercial negotiation of large long term partnerships with hotel groups to ensure the best business outcome for both parties
o Planning and executing events in key venues including with brands such as Heineken, Kirin, Guin- ness and other Australian brands
o Managing relationships to gain range and volume of Lion products within the customer’s venue o Initiating contract resigns for operational venues as well as approaching competitor customers to
win new contracts across multiple categories
o Liaising with the marketing team to build and execute brand specific marketing campaigns.
o Developing marketing plans for individual venues which includes Heineken focus events, James Squires craft beer festival and Boilermaker dinners at partnered events.
o Building activations for key focus brands in iconic venues including digital coverage and consumer interaction mechanics

Senior Account Executive

Coca-Cola Amatil

o Managing the on premise and integrated accounts for Sydney’s Northern Suburbs, Northern Beaches and Inner West
o Managing venues including key accounts, RSL clubs and small and large operation accounts for NARTD, beer, cider, coffee and spirits
o Hosting Beam and CC trainings to multiple venues and staff within my territory.
o Planning and executing events in key venues including The Greenwood Hotel, The Chippendale Ho- tel, Mona Vale Hotel, Manly 16ft Sailing Skiff Club and The Oaks with brands such as Rekorderlig, Ca- nadian Club and Coors
o Building key relationships on a daily basis to gain range share, activation and volume of CCA prod- ucts within the customers venue
o Gaining knowledge of the extensive beer and spirits portfolio within CCA, including Molson Coors, Australian Beer Co and Beam-Suntory to compete with competitor brands in the market
o Multiple beer and spirits agreements over a large portfolio of accounts

Business Development Executive

News Corp Australia

- Coordinating all digital activity across the NSW NewsLocal Team
- Planning future campaigns
- commercial schedules for clients and brands
- Working with the digital commercial manager for business opportunities
- Reporting directly to the Head of Digital on all activities
- Have currently been involved in campaigns such as Local Shoppa, Taronga Zoo AR, Fair Go For The West and other upcoming projects
- Overseeing all NSW events list
- monitoring analytical health of the Mastheads within NSW

Digital Coordinator

The Nest Magazine

- A start up producing a monthly independent magazine based on the suburbs of the Inner West
- Chasing advertising and creating new business leads everyday
- Managing contractors
- Chasing stories
- Cold calling and door to door selling
- Digitally overseeing the production of the magazine
- Facebook
- Distribution of the Magazine to over 30,000 households per month.

Co-Director

Verkada builds intelligent security cameras capable for the Internet of Things (IoT) era. Our mission: modernize the world of physical security.

Verkada’s IoT platform combines plug-and-play security cameras with intelligent, cloud-based software — all in a scalable, user-friendly system. Hundreds of organizations use Verkada to protect people and assets, secure facilities, and gain new insights that improve the efficiency of their operations. Verkada's vision is for an autonomous, distributed system capable of understanding the physical world in real time.

If you are interested in receiving a few free Verkada trial cameras to test for your business, please give me a call at 0407-927-837, or shoot me an email at lachlan.urwin@verkada.com.

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The Battle

Matthew Caldicott

Lachlan U.

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