New York, New York, United States
• Expert in B2B GTM motions - driving exponential revenue growth in the global financial services sector. • Industry veteran in working with decision-makers for B2B SaaS, market research and investment products. • Adaptive thinker: recent niche in agentic AI risk and compliance SaaS for SEC- and FINRA-regulated firms.
• Led GTM strategy and positioning for B2B SaaS targeting SEC-registered investment advisors. • Redefined positioning and value narratives for C-suite buyers (CCO, COO, CEO). • Delivered opportunity sizing, market segmentation and competitive analysis. • Built high-impact thought leadership and sales enablement to grow pipeline.
• Designed and implemented GTM motion for AI-native, B2B regulatory compliance SaaS. • Conducted extensive competitive analysis, market research and global TAM/SAM/SOM modeling. • Defined messaging and value narratives for tier 1 banks, institutional asset managers and fintechs. • Distilled technical knowledge of complex B2B SaaS products into effective sales enablement. • Led successful sales motion for agentic AI trade surveillance, including regulatory training.
• Developed comprehensive strategy for 3x ARR growth of enterprise B2B regtech and security SaaS. • Served as industry SME to senior leadership, sales, external agencies and consultants • Led vertical product positioning and deep-dive work on ICPs and buying personas. • Created vertical sales playbook including SEC and FINRA recordkeeping requirements. • Built large catalog of client-facing and sales enablement content, including case studies. • Drove awareness and funnel growth through thought leadership: blogs, speaking engagements.
• Expanded financial services market access through targeted GTM strategy and sales enablement • Educated clients on critical business and compliance challenges for financial institutions • Crafted product GTM strategy, from product positioning through feedback loop and revision • Wrote and revised compelling product marketing assets, including use cases and case studies • Built scalable enablement infrastructure to drive measurable sales growth; CRM integration • Clients included a wealth tech start-up, global BPO, and a network of foreign policy experts
• Coach/player with 5 direct reports selling B2B SaaS market research to investment professionals • Managed enterprise accounts including global banks, hedge funds, broker-dealers and PE firms • Drove team to 110% of annual goal ($1.34M) through vertical specialization and sales training • Advised salespeople and senior leadership on financial services industry dynamics and priorities • Created RFPs and enterprise proposals resulting in new global deals with fintechs and tier 1 banks