Genius Drive

Genius Drive is a value advisory and consulting firm, committed to empowering B2B solution providers to better articulate value in each customer engagement and throughout the buyer’s journey. From ideating differentiated value storytelling, to delivering training, automating processes, and delivering field support, Genius Drive accelerates outcomes throughout the value lifecycle.

Founder & Partner

Humans have been telling stories for centuries. Cave paintings. Tales by the fire to pass on key knowledge. We are wired by evolution to better connect, engage and retain through stories.

Does your company consistently communicate your value proposition throughout the customer journey?

Articulate your Value Story, Quantify your Value 

Enterprise Value Collective

The Enterprise Value Collective is a vibrant community dedicated to fostering meaningful conversations, knowledge-sharing, and growth around the subject of enterprise value. Whether you're a leader or practitioner in sales, customer success, value engineering, sales engineering, marketing or enablement, or simply someone interested in the subject, our community is designed to be your go-to hub for insights, best practices, and the latest trends.

Founder 

Pavilion

Executive Member

Chief

Chief is a private network focused on connecting and supporting executive women leaders. Our members are rising leaders making decisions today and influencing change tomorrow. Chief is the only organization specifically designed for the most powerful women executives to strengthen their leadership, magnify their influence, and pave the way to bring others with them.Chief is a private network focused on connecting and supporting executive women leaders. Our members are rising leaders making decisions today and influencing change tomorrow. Chief is the only organization specifically designed for the most powerful women executives to strengthen their leadership, magnify their influence, and pave the way to bring others with them.

Member

Alteryx

I had the privilege of leading Alteryx's Worldwide Customer Advisory organization, which was accountable for driving revenue growth, increasing market share, and ensuring partner satisfaction across our commercial and public sector accounts. The GTM organization was comprised of over 1,000 sales professionals and contributed to over $800M in revenue.

My role involved leading growth initiatives and overseeing the delivery of comprehensive business strategy consulting, advanced analytics, and deeply technical insights to large enterprises, helping them drive enterprise transformation initiatives. As the leader of the Worldwide Customer Advisory team, I managed six direct reports and oversaw a total of 40 team members across a range of specialist teams, including Value Engineering, Solutions Architecture, Advanced Technologies, and Field Executives. Additionally, I established Excellence teams to drive technology innovation and best practices in program management, enabling us to scale our services and exceed our clients' expectations.

Throughout my tenure, I fostered a culture of collaboration, innovation, and continuous improvement. My team's success in driving revenue growth, market share expansion, and partner satisfaction was a testament to our unwavering commitment to delivering exceptional value to our clients.

Head of Worldwide Customer Advisory

Pioneered cross-functional efforts to identify critical gaps in the customer buying journey, which led to the development and implementation of key programs resulting in significant increases in revenue, customer satisfaction, and renewal rates.

Scaled the value engineering team from 0 to 10 team members globally. Led the creation of a self-service value platform that was adopted globally by the sales team. Influenced $40M+ annually across 750+ opportunities and led to 250% increase in deal size and 13 percentage points improvement in close rate.

Sr. Director, Value Engineering & Go-to-Market Strategy

Joined Alteryx to lead and drive strategic initiatives that enabled the company to drive toward $1B in annual revenue.

I established the Value Engineering capability from the ground up and spearheaded the creation and refinement of VE team materials and methodologies, while partnering with the global sales organization to ensure successful implementation.

As part of the Marketing organization, partnered closely with demand generation and growth marketing teams to infuse value messaging into all phases of the customer journey.

Scaled the VE team globally as the organization experienced exponential growth, and contributed to driving business growth by engaging as a trusted partner with customers.

Director, Value Engineering

Alation

Alation built the top Machine Learning Data Catalog, highly rated as a leader by Gartner, Forrester, and Dresner Partners. 

Sales Strategy: Spearheaded the creation of a repeatable sales process that reduced the time to decision from 9 months to under 4 months. I trained Sales, Customer Success, and Sales Engineering teams to create repeatable "plays" that enabled new clients to evaluate complex technology with ease.

Customer Success Strategy and Enablement: Developed a repeatable customer deployment plan and trained our Customer Success teams to deliver and project manage the process. Defined value quantification, enterprise business case, and implementation KPIs to ensure renewals and client adoption. Created implementation best practices, ideal customer profiles, and delivered training for the entire company, with a focus on sales and customer success.

Sales Development: Created a territory strategy in collaboration with Marketing and Business Development teams that resulted in the successful creation of pipeline in the region. Onboarded and expanded new prospects and customers with renowned clients such as Blue Cross Blue Shield, Amherst Holdings, USAA, 21st Century Fox, Magic Leap, Express Scripts, and TechnipFMC.

Product Strategy: As a liaison between the VP of Product and Director of Professional Services, played a pivotal role in creating a feedback loop from customers to the product management and engineering teams, ensuring agile and customer-focused product development. Fostered relationships with key strategic partners to identify product gaps, which resulted in a product roadmap shift to support gamification of data stewardship.

Strategic Sales 

Cisco

Duo Security, owned by Cisco, protects organizations against data breach by making security easy and effective. In an industry full of network, endpoint, application, and data security products, they design security for people.

Responsibilities/Accomplishments: 

✓ Partner Relationships: Created relationships with new Direct Market Resellers, Value Added Resellers, Referral Partners, and Technology Partners in region to support territory growth. 

✓ Insights to Drive Revenue: Discovered inefficiencies in sales operations process and designed solutions to drive revenue. Advocated, deployed, and trained sales team on using automated prospecting solutions such as Salesforce.com integration with data.com, and tools such as Tableau and SalesLoft.

✓ Territory Management and Data Analytics: Created process for data-driven territory allocation to sales team using Tableau to analyze market opportunity and lead flow to strategically allocate the appropriate territory size and location. 
 
✓ Revenue Generation: Central region responsible for $5M in total sales. Attained 200% of quota in 2016. Developed 3x pipeline in the region for 2017. Awarded Most Valuable Player in first three months at the company.

Enterprise Account Executive

Tableau Software

Tableau is business intelligence software that allows anyone to easily connect to data, then visualize and create interactive, sharable dashboards. It's easy enough that any Excel user can learn it, but powerful enough to satisfy even the most complex analytical problems. 

Responsibilities/Accomplishments 
 
✓ Revenue Creation: Consistently reached 115-150% of sales goal. Quota: $1.2M-$1.5M. Promoted twice in three years (above average career progression).
 
✓ Professional Services: Recognized as leader in selling consulting services. With quarterly quota of $25,000, achieved 200% of services quota every quarter. 

✓ Partners: Effectively generated at least 10% of revenue through the channel. Leveraged Direct Market Reseller relationship to win strategic accounts. Spoke to sales team at Global Sales Kick Off 2015 on How to Win with Partners.
 
✓ Awards: Received President’s Award for top revenue generation in 2015. Ranked in the top 6% of salespeople in the company in revenue delivered.

The Mount Sinai Medical Center

Located in New York City, The Mount Sinai Medical Center is a 1171-bed, tertiary -care teaching hospital acclaimed internationally for excellence in clinical care. The Friedman Brain Institute focuses on neural injury and repair, cognitive function and neuropsychiatry. 

As an Officer for The Friedman Brain Institute, I was responsible for driving major donor fundraising efforts to advance its mission. My focus on relationship building enabled me to develop and maintain meaningful connections with New York's top philanthropists, including business executives and world-renowned physicians.

I grew my portfolio of major donor prospects and donors from 60 to over 100, with a focus on cultivating relationships with those capable of giving up to $1 million.

Through strategic planning and execution, I secured one-on-one in-person donor meetings, and effectively utilized these opportunities to establish and strengthen donor relationships for long-term support of The Friedman Brain Institute and Brookdale Department of Geriatrics and Palliative Medicine. My efforts helped to drive sustainable growth and progress towards achieving our philanthropic goals.

Development Officer, Major Gifts

Archstone

Nation's leading luxury residential retailer with locations in the most desired neighborhoods in the top cities in the US, including New York, Boston, Los Angeles, etc. Serving high-end clientele with a focus on white glove service after the sale.

Responsibilities/Accomplishments:

✓ Affordable Housing Program Management - Managed the applications, renewals, and compliance of the affordable housing program.

✓ Prospecting/Portfolio Management: Provide superior one-on-one service to portfolio of over 700 clients using Solution Selling. Cultivated corporate partnerships that produced $850,000 in revenue over six months.

✓ Closing Sales: Tailor closing technique to customer preferences to ensure the highest rate of final conversion. Close deals of $50,000+ on average. Closed four deals in first two days at a struggling location totaling $180,000.

Program Manager 

WHAT WE DO

🌟 We help you articulate and quantify your company's value proposition.
🌟 We harness in-house knowlege and research to tell your value story for each persona.   
🌟 We enable and empower your GTM team to speak the language of value.   
🌟 We partner with you to build and deliver business cases to close your top deals.

WHO WE WORK WITH

Technology or tech-enabled companies who want to pivot from a product feature/function conversation to a value/outcomes conversation.

👨‍💼 Chief Executive Officers
👨‍💼 Revenue Leaders
👨‍💼 Marketing Leaders
👩‍💼 Customer Success Leaders
👩‍💼 Sales Enablement Leaders

KEY CUSTOMERS WE WORK WITH

🌟 Pigment
🌟 Crisp
🌟 InterSystems
🌟 Scale Computing
🌟 Eleven Systems
🌟 K1X
🌟 Mediafly
🌟 Sphere
🌟 Triptych
🌟 Plastic Bank

CLIENT RESULTS

✅ Increase Win Rate by up to 20 percentage points
✅ Increase Deal Sizes by over 54%
✅ Achieve up to 70% open rates on prospect outreach
✅ Accelerate sales cycles
✅ Increase competitive advantage

HOW IT WORKS

Engage us to:

🔎 Articulate your value story.
🔎 Train the whole GTM team to tell the same story and gain value selling skills. 
🔎 Bring expert workshop facilitation and outside research to bring clarity through an outside perspective.
🔎 Create foundational value content to empower your GTM organization.

WHY IT WORKS

Our approach creates your CUSTOMER as the HERO. By clearly understanding their challenges and telling the story to achieve their intended outcomes, it is a win-win.

🏆 Thought Leaders in Enterprise Value for 30+ years
🏆 Neuroscience Based Methodology combined with the Power of Storytelling
🏆 Proven results in building impactful value programs

WHO IS IT FOR

☑ B2B Technology Providers
☑ B2B Solution Providers
☑ Financial Service Providers

READY TO TALK?

Email: amorley@geniusdrive.com

When I am not driving value adoption, across the enterprise, you can find me exploring the world of the arts. For fun, I took a professional floral artistry program and enjoy gathering the freshest blooms and making something beautiful. My favorite part is to give an arrangement as a gift! 

Growing up in Wisconsin, then moving to Florida, my happy place became the sunshine and the beach! I also learned to ski in the beautiful Tetons and am still working to claim title as an intermediate skiier. 

I look forward to connecting with you!

April Morley

Illumio

Global head of Value Advisory. Advise and articulate the economic benefits of Illumio’s solutions, demonstrating value and ROI across diverse industries. Lead cross-functional teams to drive growth and establish thought leadership around Illumio’s value proposition. Provide strategic advice and support for key initiatives, both internally and externally.

Value Advisory Director

GEM Advisory

Advise the management team, be a sounding board, and share best practice principles around Process Improvement, Change Management, and Design Thinking.

Board of Advisors

TZK Solutions, LLC

Advise the management team, be a sounding board, and share best practice principles around streamlining the supply chain, procurement operations, technology transformation, business & finance operations

World Wide Customer Advisory Principal, Customer Value Transformation (acquired by Clearlake Capital & Insight Partners) Nov 2023 - Feb 2024

Led transformation initiatives using a “People, Process, Technology” approach to drive business outcomes. Provided expertise on best practices for Alteryx deployment and quantified benefits for clients.

Worldwide Customer Advisory Principal Value Engineer Sep 2022 - Nov 2023

Awarded Alteryx World Wide Customer Advisory of the Year and President’s Club. Articulated the business value of the Analytics Process Automation platform and drove GTM strategy. Consulted with customers to develop business impact analyses and ROI models, building trusted advisor relationships.

Americas Sr. Value Engineer May 2021 - Aug 2022

Consulted with customers to construct business impact analyses and ROI models for digital transformation. Developed business case presentations and financial models, working with global, strategic, and enterprise accounts to achieve strategic goals.

World Wide Customer Advisory Principal (acquired by Clearlake Capital & Insight Partners)

CROSSMARK

Note: WIS International acquired Crossmark. 
Strategic Initiatives Office - supporting Crossmark, a PE owned firm, around Efficiency, Effectiveness, eCommerce, & Digital Transformation.

Consultant Strategic Initiatives Office (acquired by WIS)

Vion Consulting

Note: Vion Consulting was sold.
Lead end-to-end client engagements, ensuring all needs are addressed and met. Identify, analyze, and evaluate potential solutions for execution. Expertise in Financial Services, CPG, and Retail, focusing on Digital Transformation, Marketing, Sales, Risk, and Operations. 

Certified Lean Six Sigma Master Black Belt and Agile Scrum Master.

Founder and Principal Management Consultant (Vion Consulting was sold)

AKOA - A Roboyo Group Company

Note: Roboyo acquired AKOA.
Passionate about building a world-class organization to deliver maximum value for clients. Full P&L accountability for achieving sales and growth objectives in the US. Scaled the business by attracting and leading high-performing teams. Developed operational, sales, and marketing infrastructure to execute growth objectives. Represented the firm with clients, investors, and business partners.

Built a cost-effective and scalable foundation to launch AKOA’s US business.
Transformed and streamlined the revenue generation cycle to increase sales.

Notes: AKOA was formerly known as NEW Innovation Management (name changed on Sep 12, 2019).
Roboyo acquired AKOA on June 18, 2021, forming the world’s largest Intelligent Automation Professional Services Company in 16 cities across 9 countries.

COO & Interim CFO Americas (acquired by Roboyo)

Citi

Reporting to Citi Lean & Smart Automation Leader

Responsible for capacity creation and cost savings. As Relationship Manager, collaborated with Internal Audit and Deloitte to conduct strategic assessments aimed at reducing costs and increasing efficiency through automation (RPA).

Conducted strategic assessments with Internal Audit and Deloitte to reduce costs and increase efficiency through automation (RPA), labor arbitrage, and lean optimization.

Consultant Citi Lean and Smart Automation - RPA

Avon

Reporting to Avon’s Global Business Transformation Leader

Responsible for fostering a problem-solving and growth-oriented culture by executing opportunities in sales and expense areas.

•	Identified over $20MM in opportunities, vetted and executed by the global team. Partnered with E&Y as Project Lead to identify savings within the supply chain.
•	Collaborated with McKinsey’s RTS team on the North America Representative Leads (Acquisition) program to predict future sales using Life Time Value models.
•	Delivered $70MM+ in 2016 by working with Cerberus on Avon’s 3-year transformation plan. Led social media transformation using Big Data to drive sales and retention.
•	As Project Lead for LATAM (Brazil & Colombia), developed machine learning sales prediction models, resulting in a 1% sales increase in Brazil and 40% in Colombia.

Director Global Business Transformation & PMO

S&P Global

Reporting to McGraw Hill’s CTO with a dotted line to the business CFO

Responsible for process improvement strategy and execution for S&P (Ratings, Capital IQ, and S&P Dow Jones Indices) using Lean, Six Sigma, and DFSS methodologies across Analytics, Operations, Sales & Marketing, Risk, Technology, HR, and Finance.

•	Delivered $40 million in annualized savings through process efficiency and redesign initiatives in ratings, revenue, regulatory, operations, and IT areas.
•	Trained over 100 employees on BPM methodology, embedding them into the business.
•	Turned around and stabilized a program during a turbulent reorganization period.

Segment Leader and BPM Master Black Belt

MBA from MIT Sloan School of Management | BS from West Point

A hands-on leader with a proven track record in managing large-scale transformation initiatives to enhance organizational efficiency and effectiveness. Over 20 years of experience in management consulting, strategic planning, and leading cross-functional teams.

Skilled in analytics, technical solutions, communication, and influencing decision-makers to drive results. Adept at inspiring and motivating teams to develop innovative solutions for both short and long-term success. Experienced in relationship and change management, with a practical approach to problem-solving.

Comfortable working with executives and stakeholders at all levels. Proficient in Korean (elementary).

Cybersecurity
Awarded Alteryx World Wide Customer Advisory of the year and President's Club.
Software Value Management
US Military Veteran
Business Transformation
Lean Six Sigma Master Black Belt
Sales & Marketing Effectiveness
Process Reengineering
Customer Loyalty

taplio

The Battle

April Morley

Bob Fitzpatrick

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