Catalyze Growth Partners

Founding Head of Business Development

Pilot

Investor

Upgraded

Advisor

Founding Head of Partnerships and Revenue

I head up revenue for Upgraded, a profitability operations consultancy for Canadian SME tech companies. We help unlock hundreds of thousands of dollars in working capital for each client through four pillars:

1. Government Programs/Financing (the average mid-sized company leaves $86k/employee on the table)
2. AI Solutions/Automations (47% of white collar work is automatable)
3. Tech Savings/Rewards (we can help our average company save 20 to 50% on their tech spend)
4. Financing (~50% of founders regret their VC financing)

We are completely performance based. So:
1. If we don't think we can help unlock more than $100k, we don't take on a client. It's not worth our time.
2. We only make money if you do. 
3. Our interests are closely aligned because of this.

Founding Head of Revenue

Planswell

-Promoted to Sales Manager in May 2022
-Promoted to Interim Head of Sales from July to November 2022
-Met daily in leadership team meetings from July to November 2022
-Scaled team from 11 to 32 AEs in Q3 2022
-Led team to an EBITDA-positive monthly revenue record in September 2022
-Granted 5x my existing stock options for high performance in September 2022
-Oversaw 64% growth in revenues in under 3 months (~ >$500k to ~$800k MRR)
-Guided fully-ramped AEs to 108% attainment

Stepped away from role in November 2022 due to kidney cancer prognosis and treatment.

Sales Manager / Co-Head of Sales

Trained, coached, and managed 4 SDRs while continuing to maintain the same quota as the rest of the AE team.

Achievements:
-Top AE on team in sales for all 5 months of 2022 until next promotion.
-143% to quota in first half of 2022.
-113% to quota of SDRs on my team. 
-3 of 4 of my direct report SDRs promoted to AE.
-Won 4 of 5 monthly sales spiffs.
-Only AE on team to achieve President's Club in 2022 (120% to quota over >6 months).
-Promoted to Sales Manager in May 2022.

Senior Account Executive / Business Development Manager

Achievements:
-#1 on sales leaderboard in 7 of last 8 months as AE (of 15 AEs)
-118% to quota in 2021
-2nd on team (of 15 AEs) in sales for 2021
-Granted 20% more stock options for high performance in 2021
-1st on team with 10% more dials than next closest AE in 2021
-1st on team with 21% more talk time than next closest AE in 2021
-1st on team with 23% more demos booked than next closest AE in 2021
-1st on team with 11% more demos held than next closest AE in 2021

Account Executive

CIBC

Product lead on the Strategy, Projects, and Delivery team in Digital Business Banking at CIBC. 

I have been responsible for strategy and/or project delivery on digital business banking projects related to:
-Platform analytics
-Onboarding improvement
-Client outreach 
-Market research
-Marketing and sales enablement
-Workflow improvement
-Client feedback and net promoter score
-App decommissioning

Some of the accolades we have earned as a team while I have been with the bank include: 
-Bank Innovator of the Year from the Digital Finance Institute's Canadian Fintech and AI Awards 
-Best Bank for Cash Management (North America-wide in 2019) and Best Treasury and Cash Management Bank (Canada-wide, and winner for 6 of the past 7 years, including 2019, 2020, and 2021) from Global Finance Magazine

Senior Product Manager, Digital Business Banking

Citi

Consulted for Citi Ventures with a small team of Rotman MBA students.
Created a prototype of a marketplace enabling organizations to transact anonymized, corporate IoT data from smart cities projects. 
Heavy focus on data risk management, tech strategy and infrastructure, and data compliance. 
Earned top grades on project from panel of Citi Ventures employees and other fintech professionals and executives.

MBA Innovation Consultant

Oracle

Created and validated enterprise blockchain use cases for Oracle in the telecom industry.
Final product was hyperledger blockchain-enabled C2C and B2C marketplace allowing for mobile data trading, exchange, and payments.  

In an innovation case competition judged by a panel of industry experts and senior Oracle management, my team was awarded first place in the telco sector, and second place overall.

We were invited to author a White Paper on our use case for Oracle.

MBA Blockchain Consultant

Allegheny Holdings Ltd, A Real Estate Corporation

Analyzed, reported on, and consulted on entry and exit of real estate markets and properties, including analysis of: tenancy, rental, and leasing statistics; interest and mortgage rates; market pricing trends; and socio-political, zoning, taxation, and regulatory factors in the acquisition and sale of real estate (roughly 70% commercial; 20% land; 10% residential).
Responsible for sales enablement efforts in organization: liaised with brokers to set sale prices; provided value prop and market-related collateral to support property sales.
Led organizational change initiative aimed at reducing errors leading to suboptimal investments, and instituted new investment framework within organization.
Responsible for contracts and relationship management with construction contractors, facilities contractors, real estate brokers, and others.
A family corporation.

 Director, Operations and Research

Western University

Graduate Student Teaching Assistant

Global Affairs Canada | Affaires mondiales Canada

Based in Arequipa, Peru, while working on a business development consulting grant from the Canadian International Development Agency (now Global Affairs Canada), administered through Niagara College.

Directed and consulted on 4 projects: 
-Led change initiative to improve fundraising and related digital capabilities for a welfare provision charity; 
-Developed and project-managed a cultural tourism marketing plan and implementation for a large municipality;
-Created a multimedia educational partnership program for an underprivileged school, procuring donations of seed money, computers, and digital cameras; 
-Developed a home-stay tourism model and marketing plan for a rural community tourism not-for-profit organization.

Economic Development Consultant

Growth 📈 @ category-defining orgs | Working on a top-secret project 🤐 | MBA @ iE | Lean 6σ Green Belt | Cancer Survivor | Girldad | Per aspera ad astra 🌌

I am the Founding Head of Revenue at Upgraded, a tech-enabled working capital advisory for Canadian SME tech companies. We help our clients access hundreds of thousands of dollars in working capital through four pillars: government programs, AI solutions, tech savings, and financing. We are performance-based, meaning we only make money if our clients do.

I have over six years of experience in SaaS revenue generation, with a track record of exceeding quotas, driving growth, and leading high-performing teams. I have an MBA from IE Business School and a Lean Six Sigma Green Belt certification. I am passionate about helping tech entrepreneurs scale their businesses, avoid layoffs, and achieve their goals. I am also a cancer survivor, a girldad, and a lifelong learner.

👹Daniel Schloss

Heather Frady ⭐️

FRONTLINE Selling

Led the internal SDR team and external client initiatives to enhance strategic execution and outbound engagement. Directed the development of sales methodologies and training materials, significantly boosting sales team effectiveness. Collaborated extensively with executives, sales leaders, marketing, and IT departments to drive cross-functional communication and strategic alignment. Played a pivotal role in fostering client relationships and driving innovation in sales processes that consistently improved client satisfaction and operational efficiency across the business.

Director of Growth & Strategy

Implemented and optimized social selling strategies, significantly enhancing inbound lead generation and contributing to multiple closed-won opportunities, which substantially increased monthly recurring revenue. Delivered actionable insights by analyzing sales metrics, which improved forecasting accuracy and enhanced the effectiveness of sales campaigns.

Inside Sales Representative

Consistently achieved President’s Club recognition by substantially exceeding annual meeting execution targets. Led a mentorship program for new Business Development Representatives, fostering their long-term development and enhancing overall performance growth. Served as the primary leader for troubleshooting challenging campaigns, implementing innovative strategies to drive successful outcomes. Contributed significantly to the updating of the BDR playbook, refining processes, and enhancing team effectiveness across various campaigns.

Master Level 3 Sales Development Representative

We make salespeople and their organization become wildly successful by providing them the most effective way to engage their B2B buyer.

Master Level 2 Demand Creation Executive

Master Demand Creation Executive

Senior Demand Creation Executive

Making business professionals wildly successful.

Demand Creation Executive

Symtrain

Improving employee training by utilizing simulation-based scenarios that include conversational dialogue and software documentation.

Business Development Specialist

Heathersaurus Rex Designs

Specialized in creating innovative designs and concepts, utilizing a strong foundation in layout principles and aesthetic design concepts at Heathersaurus Rex Designs. Developed detailed layouts for a diverse range of visual materials including product illustrations, company logos, and websites. Collaborated closely with clients to determine layout designs, optimized through advanced graphic design software to generate new images and refine layouts for final print production. Reviewed final projects to suggest improvements and conferred with production teams to ensure precise execution of designs, consistently enhancing client satisfaction and communication.

Freelance Graphic Designer

Regions Bank

Managed aspects of vault operations, ensuring optimal cash levels and adherence to strict security protocols for daily branch activities. Responsibilities included conducting detailed verifications and balancing of cash reserves, processing high-volume cash transactions, and maintaining meticulous records to support auditing and regulatory compliance. Enhanced security measures were a focus, with participation in audits and updating of procedures to safeguard against potential theft or loss. Supported and trained team members, fostering a knowledgeable and efficient team environment. Exceptional customer service was delivered consistently, addressing issues quickly to maintain and enhance customer trust. Oversaw Gallup initiatives for the location, leading efforts to enhance workplace engagement and implement best practices that contributed to a positive and productive work environment.

Vault Teller

WNNX/99x

Organizing, preparing, coordinating, and executing promotional events for WNNX.
Maintaining the Freeloader listener program both on-site at events and in the office.
Representing WNNX in a public relations capacity at station events, including street festivals, concerts, broadcasts, and sales promotions.
Assist in managing the Freeloader database with correspondence, event preparation and execution
Basic administrative tasks, maintenance of databases, and mailings.
Assist with Listener Services including contacting winners and prize fulfillment.
Contribute Diary of a 99x Intern blog weekly and following major station events.
Work onsite sponsored events including distributing products and premiums.
Assist Webmaster in developing and producing materials for WNNX web needs.
Special projects as needed.

Promotional Intern

Strategic Sales Professional ⭐️ Problem Solver ⭐️ Growing Market Opportunities at FRONTLINE Selling

Strategic Leader with a career built around driving client engagement and market development through data-driven strategies and cross-functional collaboration. Experienced in refining ICPs, optimizing processes, and creating targeted campaigns that deliver measurable results. Proven ability to lead change management initiatives, foster high-performance teams, and streamline operations to enhance outbound efforts and drive organizational growth. Passionate about leveraging strategic vision and hands-on leadership to implement scalable solutions, align with business goals, and unlock new revenue opportunities.

- Data Analysis and Reporting: Designing and leveraging dashboards for performance tracking.
- Process Optimization & Enablement: Skilled in creating and implementing scalable workflows for onboarding, sales enablement and operational efficiency to maximize productivity.
- Cross-Functional Collaboration & Leadership: Proven ability to foster alignment across departments, build strong relationships, and lead teams to seamless execution of goals.

Growth & Strategy Manager

I work closely with the client SDR teams to help their professional growth, as well as drive strategic execution for our clients. I help identify and pilot new innovative ways to engage in the outbound process.

taplio

The Battle

👹Daniel Schloss

Heather Frady ⭐️

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