PlanetTogether - Advanced Planning and Scheduling

Flexible supply chain software for planning and scheduling for global operations to help manufacturers manage production planning and shop floor scheduling.

•Serve as the main point of contact for strategic OEM Technology Partners. 
•Oversee strategy and daily activities associated with ensuring the success of partnerships.
     -Distributors, VARs, SIs, and OEM Technology Partners.
     -Serve as first point of contact for escalations related to customer or partner issues
     -Create and manage customer and partner facing templates, documentation, etc. 
•Assist Partners and Customers as a planning and scheduling expert. 
•Grow and expand the partner network (OEMs, SIs, VARs, and Distributors), both in terms of new partners as well as revenue derived from each partner account. 
•Manage team dedicated to partner support on any pre-sales, sales, and training activities.
     -Conduct product demonstrations, lead initial sales calls, etc).

Manager, Tech Partnerships

SellX

Tidal Consulting merged with SellX – June 2022

Designed for companies looking to scale faster and more efficiently, SellX provides access to on-demand SDR talent via a 1099 Contractor Marketplace with an integrated platform to help companies grow their top of funnel pipeline. 
•Manage Customer Success team to own the customer relationship from “Closed/Won through the end of engagement.
•Point for all client renewals including negotiation of pricing and terms.
•Develop measurements to understand the impact of successful onboarding & implementation.
•Create initiatives with A/B campaign testing that help to drive successful product implementation.
•Help customer define their ideal ICP and manage their timeline toward seeing value.
•Work with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.
•Build content and resources for customers to use for product/platform education and to drive adoption.
•Client champion able to discuss or educate on nuances of client product internally and externally.
•Create repeatable processes, resources, and frameworks for staff use for onboarding new customers

Head of Customer Success

TIDAL

June 2022-Tidal joined w/SellX.  
Partnered with CROs and CEOs to help build provide revenue support top of funnel with BDR support.  TIDAL leveraged the art of conversational intelligence and intent data with the science of high-tech solutions with the art of high-touch communications. A robust 9-layer tech stack allowed team to provide a multi-touch, multi-channel approach to top of the funnel lead generation that created unprecedented velocity for clients.

VP of Client Success

Throughout our customer lifecycle, prioritize delivering a fantastic customer experience with onboarding as the first step of that process. Educate new customers, help solve problems, and ensure the smooth adoption of products. 
Technology allowed us to leverage data to better understand our customers’ behaviors and speak directly to their concerns.  TIDAL leveraged the science of high-tech developing revenue quickly and consistently, helping clients grow their bottom line in the most efficient way possible.

Client Success Director

DJM Global

•Manage day-to-day activities of team by closely monitor metrics – including outreach-per-day, data dispositions, data sources, research teams and call email & LinkedIn tools.
          Phone Outreach improved to ~200 Calls/Day
          Email Cadences coupled w/calls produced +15% increase in leads
          LinkedIn efforts represent ~25% improvement of lead volume
•Work directly with clients to understand their unique needs and then customize Salesforce to meet business requirements
•Salesforce CRM Oversight, administration & support
         o Manipulate data and import into Salesforce
         o Create and manage custom fields / objects, workflow rules, flows, process builders record types, 
             data validation, page layouts and third-party integrations with tools and client instances
         o Develop and create customized reports and dashboards based upon client needs
•Recruit, onboard, and train employees to achieve sales, profitability, market share, and business plan objectives

Vice President of Client Operations

•	Manage launch and training activities for clients.  Provide reporting and feedback of metrics; conversion to opportunity rates, contribution to pipeline and closed sales rates to consistently evaluate and improve lead quality and marketing campaign effectiveness
•	Identify and make recommendations for improvements around process, efficiency and productivity of SDR & BDR teams
•	Develop, implement, and maintain budgetary and resource allocation plans
•	Delegate responsibilities to the best employees to perform them while enforcing all policies, procedures, standards, specifications, guidelines, training programs
•	Maintain project timelines to ensure tasks are accomplished on time

Director, Customer Success

Project Manager

Management Consulting

Self Employed

Highly motivated self-starter; experienced in driving SMB to growth through strategy, sales & marketing. Nick is a proven generalist with experience developing strong customer and partnerships through effective execution of strategy. He demonstrates strong decision-making capabilities, with above average communication and collaboration skills along with an ability to motivate and lead people.  

Nick is data driven and analytical with strong working knowledge of Sales & Marketing operations and a focus on CRM reporting.

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