Mercoa

Mercoa enables any B2B platform to offer accounts payable/BillPay to their customers

Founder & CEO

Bill.com

- Lead product strategy for offering BillPay to microbusinesses. Owned product roadmap, monetization strategy, and P&L

- Led the Instant Transfer Line of Business & Vendor Payment Monetization efforts. Grew Instant Transfer TPV from $300M to $2B in one year

Payments Product Manager

Invoice2go

Defined roadmap to allow microbusinesses (plumbers, electricians, trades with <9 employees) to offer Buy Now Pay Later payment methods to their customers

Define roadmap to offer BillPay solutions to micro-businesses

Acquired by Bill.com in Sept 2021

Simplemnt

Simplemnt provides one place for businesses and their new customers to handle everything related to the onboarding process.

Co-Founder

Magento, an Adobe Company

Defined and drove the product vision and roadmap for our channel and technology partner experience
Created integration/alignment roadmap for Magento Partners to migrate into Adobe's Partner Program

Product Manager, Growth

Focused on growing and scaling Magento Cloud

Business Operations & Strategy - Cloud

Talkdesk

- Manage $1.5M customer portfolio 
- Worked with name brands such as Peet's Coffee, Evernote, August Home, Ferrara Candy Company, and Herschel Supply Company 
- Analyzed customer data to proactively identify up-sell opportunities across the portfolio
- Presented data insights to customers in Executive Business Reviews to help identify optimization opportunities within contact centers
- Created and facilitated customer trainings to understand how to leverage Talkdesk reports and metrics for workforce management, cost analysis, and overall call center optimization.

Customer Success Manager

Gusto!

- Established success metrics for the outbound sales development
- Coached junior sales professionals to increase sales acumen & sales performance
- Set SLAs around lead adherence with marketing teams
- Analyzed sales data using Salesforce.com and Excel to inform team strategies and increase targeted territorial adoption
- Created Salesforce.com dashboards and reports to help empower team and "much win"

SDR Team Lead

- Grew Inbound Sales team from 5 to 18 people 
- Managed 8 direct reports
- Increased conversion rate by 20% through experimental processes to engage with customers 
- Established program guidelines to define metrics for role success
- Coordinated with marketing and product teams around new product launches 
- Established streamlined product feedback processes to ensure Product teams were informed by quantifiable customer feedback

Inbound Sales Team Lead

- Qualified and closed inbound sales leads through phone and email
- Provided technical on-boarding support to SMB customers 
- Set demos for Mid-market leads with Account Executives
- Served as a mentor to new hires and junior members of the team

Inbound Sales Representative

Root Systems, Inc

-	Built and deployed prototype IOT-enabled irrigation management system
-       Develop customer pipeline and pilot partnerships across specific agricultural verticals (CSAs, Almonds) 
-	Raised capital from institutional investors including Plug and Play Ventures
-       Established relationships with agriculture communities in Northern California

Cisco Systems

- Coordinated communications between regional and headquarter IT teams during role out of Global Salesforce.com Instance
- Served as Scrum Product Owner for Cisco Project Marketplace; an internal projects marketplace designed to identify and retain top intern talent by giving interns the opportunity to select summer projects that interested them and drove business value
- Created  product roadmap and development timeline in conjunction with development leads
- Created and executed change management plan to ensure proper adoption by key internal stakeholders by Cisco HR, and IT stakeholders globally
- Delivered project on time and reduced full-time offer letter turnaround from 2 months to 2 weeks

IT Analyst

Wolstein Entrepreneur Scholars at The Ohio State University

-Cofounded a capstone course for the Entrepreneurship minor at OSU to allow undergraduate Entrepreneurship minor students to put theory to practice and create viable businesses
     -Students are required to take a 2 semester long course with the 1st semester being held in a group study setting.  
     -The 2nd semester is a time for students to take their businesses and bring them to market while writing a thesis about the leadership experiences gained.
     -Completion of the capstone will earn a student a "Distinction in Entrepreneurship" on their diploma

-Responsible for:
  -Creating website for the Wolstein Scholars
  -Establishing the Wolstein brand across OSU campus as well as throughout Columbus 
  -Collaborating with other entrepreneurial groups to help grow Columbus' entrepreneurial network

Co-founder

At Mercoa, we're on a mission to empower any B2B platform to offer accounts payable and bill pay services to their customers. 

I am passionate about learning, collaborating, and helping others in the fintech space. Feel free to reach out to me if you want to learn more about Mercoa, the accounts payable opportunity, or fintech trends.

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