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

Loma Cotta

Marketing Strategist

Wags N Whiskers

Co-CEO

Qualfon

Customer Operations

Delta Dental Ins.

Independent Influencer Marketing

👉 Increasing Twitter followers by 11.5% in 30 days by leveraging posts, stories, and targeted communities.
👉 Increasing Organic Twitter follower count by 5,200+ in 1 year by using relevant hashtags and building a strong network.
👉 Created engaging content for LinkedIn, Twitter and Instagram  that clarified and increased brand awareness by using Canva.
👉 Updating LinkedIn profile has increased profile views from under 200 in 30 days to 350 in 2 weeks.
👉 Improving Twitter bio by making it search engine optimized (SEO) lead to increased brand clarity and greater visibility.

Skills:  Search Engine Optimization (SEO) · Leadership Development · Social Media Intern Training & Development · Marketing Management · Diversity and Inclusion · Social Media Audit · Persona Development · Social Listening

Marketing Specialist

Dead Talk Media

👉 Increased Twitter profile visits by 73.2% in 28 days by adding guests I suggested to the show, leveraging posts, stories, and targeted communities.
👉 Increasing Organic Twitter follower count by 2.78% in 28 days by using relevant hashtags, engaging in a timely manner, reaching out to relevant profiles to build a strong network and community nurturing.
👉 Created engaging content for LinkedIn, Twitter and Instagram that clarified and increased brand awareness by using Canva.
👉 Updating LinkedIn profile has increased profile views from under 100 in 30 days to 760 in 2 weeks by engaging with relevant profiles and expanding our network with other industry professionals.

Social Media Marketing Manager

Angi

👉Boosted our Home Improvement network by 73 clients in 6 months by leveraging the power of email marketing to follow up with clients who weren't totally sold yet.
👉 Proficient with Betti, NICE, Avaya, Microsoft Teams, Citrix, and Zoom
👉 Exceeded Sales goals by aggressively closing at least 3 leads per week. Increased company revenue by $60,000+ during 6 months by Marketing our platform and service to potential customers and businesses via phone and email marketing.

Remote Sales And Marketing Specialist

Luxury Coastal Vacations

👉 Worked directly with owners and guests to ensure their needs were met ranging from information to bookings, billing, contracts, scheduling showings, and as-needed Maintenance
👉 Proficient with Navis, Escapia, SLACK, and Zingle
👉 Knowledge of the difference between company rules vs HOA rules and requirements; Comfort in enforcing
👉 Graphic Design for Email Marketing Communication to customers

Reservations Sales Agent

Portofino Island Resort

👉 Worked directly with maintenance professionals, vendors, managers, Housekeeping Dept, HOA, & unit Owners as well as other property management companies.
👉 Required pre-existing knowledge of how to maintain high-end luxury condos/resort including everything from repairing water damage in walls, floors, and carpets to replacing water heaters, broken marble and tile flooring and counter tops, leaky sinks, broken hot tubs, and more.
👉 Organize relevant paperwork, photos, and information to present custom parts to manager for Purchase Orders
👉 Assisted all maintenance personnel and managers with checking out tools and unit keys
👉Tool and Key Room Attendant - Working knowledge of all tools and parts. Required to keep order and stock/tracking of these items. Keys were to every condo and storage area on the entire property
👉 Filing, dispatching, and inter-department communication
👉Dealt directly to vendors for information and ordering of all supplies, tools, and parts for maintaining property

Parts Specialist/Purchasing (Maintenance Department)

S.I. Vapor Lounge

👉 Reduced capital waste 12% in first month by establishing better purchasing awareness
👉 Sold $500 worth of unsellable products by creating events and sales to promote interest. Gained an additional profit of over $800, totaling $1300.
👉 Salvaged failing company with single store into 3 store chain that sold for net profit of $75,000, sans real estate
👉 Achieved higher engagement, direct communication, heightened brand awareness, and increased dialogue by utilizing Facebook Groups

Purchasing and Head of Marketing / Social Media Marketing

What's my passion? STORYTELLING! From a young age I've always been addicted to the next story. Who is it about? Where are they from? What's their backstory? How did they become who they are in this part of the story? Who are they going to become? What's their journey going to look like? What challenges will they face? How will they overcome them? Do they have a plan B?

Asking questions like this my whole life, it's only natural that my obsession for storytelling translate into a love of Social Media, Content Creation, Graphic Design, and Film & Television. Earlier on in my career I was fortunate enough on my journey of self-exploration to gain experience in storytelling while working as a Model/Actress/AAD (Assistant Art Director). My storytelling experience has ranged from fun photoshoots where I bring artistic concepts to life, sharing portfolio and BTS photos on social media using productive hashtags, to creating concepts for movie posters & DVD covers (and managing those projects from start to finish), festival logos, and general content layouts for Email, Print, and Social Media Marketing. 

I live for new technology and shine when it comes to creating Marketing/Advertising material concepts and managing a small team to project completion, or learning new programs and mastering platforms such as Canva and YouTube! I enjoy working on my own or in small in-house groups (collabs are so much fun!), but collaborating with other artists is always my favorite bc nothing beats the creativity process and I love, love, love meeting new people!

I've had the pleasure of working for/been featured on Lionsgate, Asylum, Netflix, Amazon Prime Video, Sony, Showtime, and Warner Brothers among others, and had my (and my team's!) work featured worldwide in multiple media forms for the 2010 Carnival of Madness Tour featuring Shinedown. My focus now has pivoted to connecting Influencers & Businesses with a growing customer base & nurturing their SM communities to fruition.

Tools I Like To Use:
👉 Canva
👉 SimilarWeb
👉 Twitter 
👉 Instagram
👉 Brand Development
👉 Copyfol.io
👉 AdMockups
👉 Asana
👉 YouTube SEO
👉 Hubspot Inbound Marketing Tools 
👉 Shopify
👉 Buffer
👉 Hootsuite
👉 Sprout Social
👉 Excel & Word

I'm all about:
👉 B2C
👉 Community Nurturing
👉 Project Management
👉 Leadership Development
👉 Content Creation with Canva 
👉 Organic Social Media Growth with specialization in Twitter, Instagram, & YouTube
👉 YouTube & Instagram Influencer Marketing
👉 Personal Brand Development
👉 Paid Ads on Facebook, Google & Instagram

taplio

The Battle

👹Daniel Schloss

Angelica Scott

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?