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

AllAloha247

Fractional Executive Assistant 

Providing support for HNW, celebrity, C-Suite & startup clients. 
Responsibilities include multiple special projects and large accounts including all confidential matters as well as operations, recruiting and training staff, reviewing the work of junior contractors. Some examples:

•	Improved a 40-year-old company’s efficiency by transitioning from MS Office to Google Suite, resulting in an annual savings of $75,000 per year
•	Reduced travel expenses by 20% annually by increasing efficiency in scheduling and travel planning for an Orange County tech startup

Fractional C-Suite Executive Assistant / CoS - Open to FT

Macrometa

Provided exceptional support to the CEO and Co-Founder, expertly managing complex calendars, meeting planning, projects, and initiatives. Proven ability to respond to shifting priorities and deadlines with efficiency and effectiveness.
•	Improved senior executives' efficiency by transitioning from Google Spaces to Slack, resulting in enhanced communication, better performance and productivity
•	Achieved a 15% cost savings for the company by negotiating with vendors and suppliers to reduce monthly operating expenses
•	Reduced travel expenses by 30% and saved the company $50,000 annually by increasing efficiency in scheduling and travel planning
•	Reduced overall expenses for the executive team by 20% by developing and implementing a new expense tracking system (Concur)
•	Contributed to a 25% increase in revenue by assisting the EVP of Sales in the creation of a new sales strategy that was launched in the second quarter 2021

Executive Assistant to the CEO | Chief of Staff | Director of Recruiting & People Operations

InterDigital, Inc.

Interdigital, Inc. is a $280M technology and research & development company that provides wireless and video technologies for mobile devices, networks, and services worldwide.

Senior Executive Assistant to CTO

Provided both executive and personal support to CTO and his division of over 300 technical and non-technical staff executing AI, ML, Mobility and IoT initiatives in US, Finland, Germany, UK, and France. 
•	Reduced team's travel expenses by 30%, resulting in an overall savings of $357,000 in 2021
•	Successfully launched the company's first-ever Environmental, Social Governance Program, leading the steering committee which saw a Year One savings of $65,000
•	Reduced CTO's workload through the implementation of prioritization and delegation, resulting in increased productivity by 21%
•	Achieved significant YoY cost savings and service enhancements by auditing and negotiating with key vendors. In the first six months, the company recognized a savings of $142,000

Senior Executive Assistant to CTO

Digital Media Management

Digital Media Management is a full-service digital agency, content studio, and incubator.

Executive Assistant to CEO

As employee number four, I supported the boot-strapped CEO and his global, digital start-up and helped grow it 600 people in five years using my people and HR, accounting, operations, organizational and administrative skills. With a seat on the leadership team, I also contributed to company strategies and partnerships.

•	Closely collaborated with CEO to develop what became an ongoing strategic partnership with a social media personality that led and brand partnership that led to a 15% increase in revenue 
•	An early hire, I was tasked with researching, creating and negotiating automation processes for the company. This included the introduction of Brex, Gusto and other appropriate platforms for startups
•	Provided administrative and operational support in years two and three to the CFO and CTO as well as the CEO with calendar management (including a dozen time zones), global travel arrangements (both commercial and charter) and managing three email boxes that averaged 800 emails per day
•	My new processes for all three executives freed their time to focus on revenue-generating activities and strategic initiatives. Following an analysis in Q4, they were able to reclaim 25% more of their time
•	Acted as company accountant and HR Manager for the first two years saving the company at least $250,000

Executive Assistant to CEO

Mary Ann Butcher Contracting

Mary Ann Butcher Contracting provided executive and personal assistance while traveling to various locations.

Executive & Personal Assistant | Operations Manager
Gained a reputation as a world-class administrative professional capturing high-profile clients across the globe. Oversaw initiatives to streamline daily efficiency, coordinated travel arrangements, planned schedules, and managed calendars. Directed communication that included responding to emails and corresponding via social media platforms.
⬥	Captured high profile clients including executives, reality TV cast members, entertainers, athletes, media & legal professionals, and highly successful entrepreneurs across diverse industries
⬥	Won service contracts with top enterprise companies such as Intel, Cisco, and Pepsi
⬥	Traveled across the world to support clients’ media, analyst, pitches, and industry meetings

Executive & Personal Assistant | Operations Manager

The Walt Disney Company

The Walt Disney Company is a multinational entertainment and media conglomerate. ABC Television is an American multinational commercial broadcast television network that serves the flagship property of Walt Disney Television.

Executive Assistant to President of National TV Sales

Managed projects, scheduling, active calendar, and expense report preparation. Prepared confidential communication. Arranged detailed travel plans, itineraries, and agendas. Coordinated meetings, took minutes, and prepared action items
•	Responsible for all administrative duties from multi-time zone and email management as well as personal assistance
•	Streamlined Processes: I evaluated department's workflows and identified areas of improvement, eliminating redundant and inefficient steps. By having fewer and shorter meetings, he was personally able to accompany our senior sales members to client meetings and we saw an increase in his productivity by 25% and increased revenue by 19% because he was able to attend and close the sale
•	Contract & Vendor Review: Leveraged relationships with outside vendors to secure better pricing on supplies and discounts - saving 15% per quarter compared to other divisions as well as departmental travel by 22%
•	Relationship Management: Acted as my executive's delegate in staff meetings for the 250-person department with 11 sales offices and clients like: Coca Cola, McDonalds, Delta, Budweiser, etc. Represented the company at all events including Yankee Stadium and Madison Square Garden VIP boxes
•	Managing Expenses: In addition to preparing the president's expenses, I audited all that came to him for approval to ensure policy compliance
•	Data Analysis: Provided a daily summary of Nielsen prime time overnight ratings and distributed to the department
•	Event Management: Responsible for employee and client events in 11 cities. In my first year, I shaved 20% off venues by negotiating better contracts. Department's lead on the Academy Awards Governor's Ball

Executive Assistant to President of National Television Sales 

taplio

The Battle

👹Daniel Schloss

Mary Ann B.

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