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

Amtrak

Business Services Manager - Law Department

Guidehouse

• Led consulting engagements with state and local governments with a particular focus on housing and transit authorities in the areas of government program design and management, organizational strategy, data and policy analysis, business process improvement, change management, compliance monitoring, communications planning, workforce development, and implementation support

• Managed all aspects of project administration including budget, staffing, contracting, workstream planning, client relationship, project oversight, and deliverables

• Effectuated the advisory’s proposal responses to request for proposals (RFP) put forth by state and local governments

• Created, conducted, and analyzed qualitative surveys for government staff audience to understand inefficiencies and improve work culture and drafted related communications to supplement change management activities

• Documented and mapped critical business processes to provide feasible improvement recommendations

• Developed and approved presentation materials and presented findings and recommendations to executive leadership, government staff, and the general public.

• Provided professional development coaching and performance evaluations to consultants and senior consultants throughout each year.

• Led the advisory’s proposal responses to request for proposals (RFP) put forth by state and local governments.

• Managed regional transportation accounts which included master service agreements, task orders, time and material, and fixed fee contracts.

• Participated voluntarily in internal programs related to promoting professional growth and connectivity, including onboarding mentorship for new joiners, event/seminar planning, and affinity network promotion

Managing Consultant, State & Local Government

Senior Consultant, State & Local Government

City of New York

•	Monitored entire $40M program budget, tracked spending patterns, and recommended program actions based on budget feasibility.

•	Responsible for procurement, contracting, purchasing, and complying with government contracting protocols for all agency functions.

•	Managed all types of agency contract and procurement vehicles including micro-purchases, small purchases, inter-agency MOU/MOAs, sole source purchases, open public bids, and task orders.

•	Authorized to represent and speak on behalf of the City of New York on panels, community events, and in correspondence with community leaders, vendors, contractors, and city officials.

•	Created and analyzed staff surveys to understand internal processes’ effectiveness and improve the agency’s culture.

•	Reviewed vendor invoices to ensure contract compliance, quality of good/service rendered, and timely payment of rendered good/service.

•	Organized inter-agency and public events which included permitting, venue selection, collateral printing and distribution, communications planning, and liaising with police and fire departments to ensure safety and security.

•	Developed presentation materials and presented findings and/or program activities to either city officials or the general public.

•	Advised on $19M grants program including crafting timelines, program deliverables, and creating grantee selection criteria.

•	Managed overall office operations, staff onboarding, physical and digital inventory, agency reporting to the Department of Youth and Community Development, and internal protocol and standard operating procedure creation.

•	Led agency response to COVID-19 and successfully operationalized the entire agency’s staff of 65 to full remote work capability.

Operations Manager, NYC Census 2020 

IE Business School

• Completed seven-week Social Impact Fellowship in Johannesburg, South Africa. Consulted for new, independent grade school Kgololo Academy.

• IE Fellow Scholarship recipient - worked concurrently with Global Alumni Relations to organize the annual Global Alumni Weekend (1000+ attendees).

• Elected Class Representative.

MBA Graduate

• Implemented largest U.S. municipal government ID program (IDNYC) with one million+ enrollees in the first two years.

• Supervised overall functionality, staffing, inventory, logistics, union adherence and operational efficiency of 10+ enrollment centers.

• Provided daily quality assurance and reporting for 10+ enrollment sites and performance evaluations of 25+ staff members.

• Managed intricate mobile units; two to four-week projects facilitated in Brooklyn & Manhattan’s most disadvantaged neighborhoods.

• Organized high-profile press and public relations events while representing city government daily in the field. 

• Served as first point of contact for city inter-agency and community organization collaboration.

• Integrated data analysis to streamline mobile unit host site selection and staff performance evaluation.

• Advised policy changes and trained staff to ensure uniform public messaging.

Intake Supervisor, IDNYC

Quintessentially Lifestyle

•  Oversaw 50+ corporate, private and white label accounts in English, French and Spanish.

•  Acted as personal assistant, logistics coordinator, event planner and calendar manager based on client need.
•  Coordinated with 50+ global offices to ensure seamless project completion. Worked out of offices in Paris, London, & Los Angeles. 

•  Advised and trained new employees in position duties and Salesforce/CRM system.

•  Conducted outreach and sales for new clients while maintaining 85% existing client retention rate.

Private and Corporate Account Manager

Creme de la Crepe Restaurant

•	Presided over all functional aspects including staffing, hiring, budgeting, FOH & BOH operations, inventory, health code adherence, and event planning.

•	Managed a team of 15 people in both the front and back of the house as well as vendor relationships.

•	Responsible for financial reporting and financial health of the business – reported sales, gross margins, cost of goods sold monthly.

•	Created communications to the public about events and promotions to increase awareness and online presence.

•	Organized, developed pricing, and produced catering events at various sites in southern California.

•	Provided customer service and issue resolution.

•  Devised marketing strategy by integrating social media and partnering with Visitor’s Bureau.

•  Reduced food cost from 30% to 22% over last six-month period of tenure.

Director of Restaurant Operations

Very proud member of Amtrak Law Department's Business Services team. Experienced leader of large teams with project/program management and business development experience in both private and public sectors. Consulting engagements have included organizational assessments and transformations, business process redesigns, technology tool deployments, and training program development for large housing and transit authorities. Prior direct public sector projects include the NYC Census 2020 and the NYC municipal identification program (IDNYC). Demonstrated adaptability by studying in Paris, consulting in South Africa, and sharpening strategy and socio-economic analysis during International MBA in Madrid.

taplio

The Battle

👹Daniel Schloss

Nicholas Perovich, MBA

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