Greater Seattle Area
I turn compliance from a constraint into a competitive advantage. Most companies treat tax, invoicing, and regulatory complexity as a cost of doing business. I see it differently. Designed right, compliance becomes a launch engine for global growth, a source of real-time intelligence, and a direct lever on enterprise value. With 20+ years across Avalara, Sovos, EY, and Thomson Reuters (Sabrix), I've led product and go-to-market strategies that helped Fortune 500s and high-growth companies scale across borders. I don't just design strategy. I pressure-test it, operationalize it, and make it hold under real-world conditions. Today I work with founders, CEOs, and product leaders navigating inflection points: entering new markets, replatforming legacy systems, embedding AI into core workflows, preparing for investment or exit. I see the path quickly. Challenge assumptions early. Focus teams on what actually drives outcomes — not what looks right in a deck. Where I add the most value: • Turning regulatory complexity into scalable product and platform strategy • Designing global compliance architectures across VAT, GST, and e-invoicing mandates • Moving companies from fragmented tools to system-led compliance models • Structuring enterprise deals, partnerships, and ecosystem plays that accelerate growth • Guiding product and GTM teams through high-stakes transformation I work with teams that aim higher than "good enough" and are willing to rethink how things should work, not just improve what already exists. If you're building where compliance, AI, and global scale intersect, please reach out.
I advise software, fintech, and compliance companies as an embedded strategic partner, helping them navigate growth, international expansion, and operating transformation. My work spans product strategy, go-to-market alignment, commercial positioning, and tax/compliance modernization, with a focus on turning regulatory complexity into scalable business execution. Through Batavia, I also work closely with McQuays (www.mcquays.com) as a senior partner to help organizations modernize tax and compliance operations through AI-enabled workflows, improved delivery models, and more efficient cross-functional execution.
Advising Graphio.ai on go-to-market strategy, enterprise positioning, and adoption within PE-backed and high-growth companies. Contributing to product direction with a focus on post-merger integration, organizational visibility, and scalable team performance analytics. Backed the company as an early investor based on its differentiated approach to bias-free, metadata-driven talent intelligence.
As a member of the Sovos Leadership Team, I led an exceptional team of professionals dedicated to managing a suite of critical tax solutions: Sovos Global Tax Determination, CertManager, Use Tax Manager, Sales and Use Tax Filing, and Taxify. Sovos' products empower businesses globally to achieve full tax compliance, reduce risk, and drive operational efficiency.
▪︎ Oversaw five key products, including AvaTax, electronic invoicing and live reporting, cross-border, accounts payable, and Edge software, which contributed to ~80% of revenue. This support led to bookings growth from $400M to ~$1B with improved margins, and the acquisition by Vista Equity Partners for $8.4B. ▪︎ Developed innovative solutions for mid-size and enterprise customers and new markets, leading to a significant increase in Annual Recurring Revenue (ARR) and improved customer satisfaction. ▪︎ Directed the implementation of enhancements and standardization in the software delivery life cycle (SDLC), resulting in a 30% increase in productivity. ▪︎ Streamlined go-to-market processes, leading to better quality and efficiency. SELECT IMPACTS ▪︎ Created a cohesive and effective team by assessing, restructuring, and consolidating product teams, hiring Product Managers with specific domain expertise and technical Product Managers to support technical requirements. ▪︎ Enhanced teamwork led to increased efficiency, improved backlog quality, and superior on-time product delivery, resulting in higher revenue and customer satisfaction ratings. ▪︎ Developed novel functionality addressing European and Asian market needs, such as EU cross-border VAT and India GST support, global VAT compliance, and UK (Brexit) support. ▪︎ Increased productivity, improved work outcomes, and enhanced well-being by rebuilding morale and team camaraderie in a post-pandemic environment. Organized monthly in-office meetings with lunches and engaging, collaborative, inclusive activities, providing opportunities for team members to connect and work on creative projects. ▪︎ Leveraged consulting background, global software solution building experience, and enterprise customer support expertise to improve global conversations and presentations, positively impacting Avalara's reputation and growth in the global market.
▪ Successfully led business development and innovation efforts for a new business line in the Americas. ▪ Expanded sales pipelines, closed new deals, built strong alliances, identified new opportunities, and educated teams on effective market-winning strategies. ▪ Matured a $30+ million book of business to align with customer needs and business requirements. ▪ Led a global specialist team in product planning, product marketing, promotional tasks, and deliverables.
▪ Coached teams on innovative product development processes and the creation of novel solutions. ▪ Developed services, products, and approaches for delivering exceptional value to our clients. ▪ Accelerated innovation and enabled our teams to bring their ideas to market.
▪ Conducted deployment of standard and customized tax automation solutions (ONESOURCE Indirect Tax Determination, Vertex-Series O) for over 20+ global companies. ▪ Developed and implemented tax technology strategies to support optimized global supply chains and effectively manage global indirect taxes through integration with ERP systems, improving compliance and reducing costs. ▪ Presented at industry conferences and published articles on tax technology and best practices.