Portali

Portali is a fintech startup transforming accounting and bookkeeping operations through autonomous, AI-driven solutions.  

**Key Achievements & Responsibilities:**
  
- Product Leadership: Built and led a cross-functional product and R&D team of 8, including UX/UI designers, DevOps, full-stack and backend developers, and a product marketing specialist, across 4 global locations.
  
- MVP Development: Designed and launched the MVP of a SaaS web application for SMBs and CPAs:  
  - Reduced bookkeeping process time by 70% per client and 80% per document.  
  - Achieved 90% error reduction and boosted adoption rates by 50% through a comprehensive UI/UX overhaul.
  
- Strategy & Roadmap: Created the product strategy, roadmap, and detailed requirements by integrating stakeholder feedback, user insights, and analytical data.
  
- Customer Discovery: Conducted over 100 interviews with industry professionals, securing pilot programs in the US and Israel.
  
- Market Expansion: Researched market opportunities to develop a go-to-market strategy, leading to increased deal volume and stronger client relationships.
  
- Investor Relations:* Secured funding for MVP delivery from angel investors by cultivating relationships and presenting a compelling business case.
  
- Public Engagement: Represented Portali at 25+ conferences and meetups, enhancing the company’s digital presence by 188% through thought leadership and public speaking.
  
- Operational Excellence: Managed budgets, cash flow, and company finances, ensuring sustainability and resource optimization.  

**Key Highlights:**  
- Revolutionized the bookkeeping process with a cutting-edge AI-powered solution, significantly improving efficiency and accuracy.  
- Successfully closed strategic partnerships and design partners to refine and expand the product offering.  
- Championed company vision, aligning product development with industry needs to create impactful solutions for SMBs and CPAs.

Senior Product Manager & Co-Founder 

Adler Consultancy

Providing strategic product management advisory services for early-stage startups, empowering businesses to transform ideas into scalable, customer-focused solutions.  

Key Services & Achievements: 
Product Strategy & Vision Development:
- Developed actionable product strategies through market analysis, value proposition creation, and competitive landscape mapping.
- Delivered product roadmaps with feature prioritization, resource planning, and risk mitigation, driving growth and efficiency.

Customer-Centric Product Design & Development:
- Conducted user research and testing to create intuitive UX/UI designs, increasing adoption rates by up to 200%.
- Oversaw technical architecture planning and Agile sprints, reducing time-to-market by 30%.

Digital Transformation & Process Optimization:
- Guided digital transformation efforts, including workflow automation and KPI framework design, improving operational efficiency by 40%.
- Provided customized playbooks to optimize processes and align teams with business goals.

Market Expansion & Revenue Optimization:
- Created go-to-market strategies and pricing models, enabling successful entry into new markets and revenue growth.
- Identified partnership opportunities, enhancing client offerings and driving scalable success.

Team Enablement & Agile Implementation:
- Trained and mentored teams on Agile methodologies, boosting development velocity and fostering a culture of continuous improvement.

Impact Highlights:
- Helped startups reduce technical debt and increase user adoption while improving development efficiency by 40%.
- Led workshops and strategic sessions, equipping leadership teams to make data-driven decisions and drive innovation.
- Delivered measurable results across industries like fintech, AI/ML, Crypto, and SaaS.

I specialize in comprehensive product management solutions, empowering startups to scale effectively, optimize processes, and achieve impactful business outcomes.

Product Management Consultant

Ha Midrasha –The Israeli National School Civil Service Commission

Ha Midrasha - Israeli national school for Leadership, Governance, and Management for senior staff in government ministries.

Fostered and maintained vital partnerships and retained foreign relations with Israeli embassies and senior executives in government agencies within Israel and abroad.

Built, facilitated, and carried out delegation itineraries for government officials and organized conferences (+500 participants)

Head of Foreign Relations and Overseas Delegations 

Ha Midrasha –The Isreali National School Civil Service Commission

Responsible for managing several projects.

Nurtured and retained foreign relations, in addition to issuing press releases

Project Manager & Assistant Director of External Relations 

Jerusalem U

OpenDor Media brings Jewish ideas, values, and stories to life through quality filmmaking, delivering them to a global audience of millions using today’s most popular and far-reaching digital platforms, like YouTube, Netflix, and Amazon.

Functioned as speaker and Lecturer across 32 American states, the UK, Canada, and Europe to advocate Israel's image in the international arena.

Project Manager & Public Speaker

Israel Defense Forces

Lieutenant Officer Paratroopers Brigade
Nov 2010 - Nov 2014 . (Active duty)
- Served as Officer for the Paratroopers Brigade, Battalion 101.
- Received the Certificate of Excellence upon training completion.

Deputy Company Commander (Reserves)
Dec 2014 - Jul 2023 · Rank Captain.
- Commanded over 120 reserve soldiers.
- Graduate from a Company Commanders Course
- Awarded Certificate of Excellence on Independence Day (2019).

Lieutenant officer in the Paratroopers Brigade

I am a strategic and innovative Product Manager with a proven track record of transforming complex ideas into impactful products that solve real-world problems. With over six years of experience, I specialize in building and scaling B2B and B2C SaaS platforms, particularly in the fintech and AI domains.

As the Co-founder and CPO of Portali.Tech, I’ve led a distributed team to develop an AI-powered SaaS platform that revolutionizes bookkeeping for SMBs and CPAs. From crafting product roadmaps to driving customer discovery and securing strategic alliances, my work is defined by delivering tangible value and measurable results.🎯

📈 Highlights include:

🛠️Led a cross-functional team across four countries to launch an MVP, achieving 300% B2B adoption in year one.

🔍 Conducting 100+ customer interviews to refine strategies, boost efficiency, and increase deal volume by 500% in deal volume.

⚙️ Led the rapid development and launch of a highly requested feature, enhancing customer retention by 11% and significantly boosting user satisfaction through seamless execution.

🚀 Aside from my startup, I have advised over 10 early-stage startups globally, providing expertise in product strategy, market research, and development roadmaps. My diverse background, which includes leadership, public speaking, and digital transformation, enables me to thrive in high-pressure environments.

I offer the following:

🤖 Industry Knowledge: I have experience in fintech, AI/ML, cryptocurrency, SaaS, and retail, allowing me to adapt strategies to various challenges.

🧩 Technical Expertise: I connect complex technologies with business goals to drive digital transformation.

🤝Leadership and Collaboration: I guide teams in both structured corporate environments and dynamic startup settings.

📈 Data-Driven Insights: I utilize analytics to optimize strategies and enhance user experiences.

🔍 User-Centric Design: I deliver solutions that not only meet business objectives but also delight users.

When I’m not driving product innovation, you’ll find me hitting the trails as a competitive runner 🏃 or mixing cocktails after a hike. Let’s connect to explore how we can innovate together!

#ProductManagement #Fintech #AI #StartupLeadership #GrowthStrategy

Eden Adler

Nortridge Software

•	Own and manage the entire sales cycle with strategic accounts, including prospecting, lead generation, client engagement, proposal development, product demonstrations, negotiations and closing, and post-implementation support.

•	Cultivate consultative relationships with executive leadership within new and existing accounts to acquire a detailed understanding of their business requirements and deliver custom software demos, securing a significant percentage of company new business in 2023 and 2024.

•	Support clients across all stages of the sales cycle by providing high-touch service and technical support, in addition to driving new business development through networking and relationship-building efforts at industry tradeshows and conferences.

•	Utilize HubSpot CRM to streamline the sales cycle, measure sales performance, and effectively manage client communications, revenue forecasts, and the sales pipeline.

Account Executive

TurnKey Lender

Empowering lenders to finance great things with intelligence and efficiency.
TurnKey Lender is a #fintech loan-management SaaS platform that serves non-banking lenders with powerful tools and automations. Enabled by cloud computing and AI, it counts credit scoring, decision automation, and loan management among its plethora of features and API integrations and is applicable to a wide variety of lending products.

• Develop and implement targeted, data-driven territory plans and sales strategies to penetrate new accounts and maximize sales of TurnKey Lender’s leading-edge B2B and B2C SaaS automated lending platform.

• Utilize consultative and value-based selling approaches to effectively communicate TurnKey’s value proposition, establish trust-based relationships with prospects/customers, and develop tailored solutions in response to specific customer needs.

• Perform detailed analysis of industry/competitor trends, emerging market conditions, and consumer behavior to continuously improve sales forecasting, prospecting and lead generation strategies, go-to-market plans, and product messaging.

• Guide cross-functional teams in formulating business development strategies and managing the entire sales cycle, including RFI/RFP responses, presentations and product demos, proposal development, pricing, and contract negotiation.

Enterprise Account Executive

Business Funding New York BFNYC

www.businessfundingnewyork.com

https://www.trustpilot.com/review/www.businessfundingnewyork.com

•	Played a key leadership role involving strategic business planning, product innovation, go-to-market execution, team development and training, systems/process design, and strategic partnership building for start-up fintech platform focusing on SMB lending.

•      Lead business operations and strategic direction in management, sales, payroll, lead generation, customer support, marketing, accounting & finance, software and automation, employee training, and social media

•	Oversaw all aspects of day-to-day finance, operations, payroll, and HR administration at the Manhattan office, in addition to leading business process outsourcing (BPO) efforts to 2 offshore call centers in the Philippines and Antigua

 •      Recruited and developed 30+ employees (including 8 national account managers) over 5 years by establishing robust talent acquisition processes, performance management/evaluation standards, and training programs.

•	Drove the design, development, and implementation of a cutting-edge, responsive lending platform as well as a diverse array of 15 lending products to penetrate and grow market share in the highly competitive fintech lending marketplace.

•	Trained, mentored, and coached sales/account management teams on all aspects of the sales cycle (including sales pitches, closing techniques, product demonstrations, and CRM usage), resulting in consistent overachievement of both team and personal quotas.

•	Managed the end-to-end deal cycle for complex long-term and short-term transactions, involving direct engagement with thousands of customers and developing an extensive referral network comprising CPAs, brokers, and existing customers. 

•	Custom built automation workflow systems to maximize efficiency and help maintain relationships with over 25k business owners which led to an increase in gross sales from $10 million to over $200 million in 5 years

CEO & Director of Sales

Excel Capital Management, Inc.

•	Spearheaded new business development and client engagement efforts, with responsibility for managing the end-to-end deal cycle and ensuring compliance with relevant regulatory requirements for all transactions.

•     Hired, trained, and managed a team of 8 sales/customer service representatives (5 local and 3 offshore employees) while developing relationships with ISOs to create an extensive partner ecosystem that would propel rapid business growth.

•     Established robust controls and risk assessment frameworks to facilitate comprehensive, accurate reviews of clients’ credit profiles and financials for determining their funding eligibility. 

•     Collaborated cross-functionally with borrowers and the Legal team to process and evaluate all KYC documentation (including administrative, contractual, tax, and loan formation documents) while maintaining the security of confidential client data.

•     Leveraged insights from market analytics and customer feedback to drive continuous improvement in sales and marketing strategies, portfolio offerings, and customer service quality in collaboration with key internal stakeholders.

•      Promoted To Funding Manager based on sales record and average closing of $1 million/month in new transactions

•	Maintain a working knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to

•	Demonstrated strong negotiating and decision-making skills with the ability to think outside the box organized highly confidential data

Senior Funding Manager/Loan Closer

Medic Shoes-Medical Device Startup

•	Solicited preliminary contracts from foreign investors, medical clinics, and pharmacies around the world, for the Medic Shoe product, leading the company to grow 200% 
 
•     Strategized and executed key organizational growth initiatives spanning international business development, product launch and commercialization, customer service/support, and team/culture building.

•     Identified, engaged, and closed preliminary contracts with investors, medical clinics, and pharmacies worldwide for the Medic Shoe product, alleviating pain from peripheral neuropathy and other diabetic conditions.

•  Utilized strong market research/analysis and brand positioning skills to develop and disseminate compelling, high-impact brand collateral and investor materials through multiple channels (including a redeveloped, optimized website). 

•  Supported the development of a streamlined, scalable organizational structure and performance management strategies to maximize revenue generation, grow the account base, retain existing accounts, and expand operations with new partnerships.

•  Built an extensive network of client relationships by delivering training presentations and product demonstrations at tradeshows and industry seminars, including the MEDICA conference (the world’s largest trade fair for medical technology, electromedical equipment, laboratory equipment, diagnostics, and pharmaceuticals.

•	Catalogued potential international clients whose businesses included podiatry and diabetic care

Business Development & Sales Manager

Director of Sales | Enterprise Account Executive | SaaS & Fintech Growth Expert

I am a results-driven Enterprise Account Executive, Director of Sales and Strategic Partnerships with extensive experience in SaaS, fintech, and financial services. Over the past 10+ years, I have successfully executed data-driven business strategies, pioneered innovative products, automated sales processes, and led global teams to drive business transformation.

My expertise lies in enterprise SaaS sales, fintech lending solutions, and consultative selling. At TurnKey Lender and currently with Nortridge Software, I specialize in selling lending and credit decisioning SaaS platforms, managing the full sales cycle from prospecting to deal closure. Engaging with C-level executives and financial institutions, I sell solutions that optimize loan origination, loan servicing, underwriting, and loan management processes.

Prior to my SaaS sales experience, I built and scaled BFNYC Business Funding New York, growing it from the ground up into a thriving fintech company, leading to 20x revenue growth ($10M to $200M+ in 5 years) and the development of a lending network of 50+ banks, brokers and private equity firms. My deep understanding of financial services, lending technology, and strategic partnerships has positioned me as a leader in driving growth, innovation, and operational efficiency in fast-paced, highly competitive markets. I hold an MBA and a Mortgage Loan Originator license, giving me a strong foundation in financial analysis, lending compliance, and strategic business development to help organizations bridge the gap between financial technology and real-world business needs by adopting scalable solutions.

Key Career Achievements:
✅ Enterprise SaaS & Fintech Sales: Closed high-value deals with lenders and financial institutions at TurnKey Lender and Nortridge Software, specializing in SaaS lending technology.
✅ Full Sales Cycle Management: Expertise in prospecting, consultative selling, product demos, RFPs, pricing, and contract negotiation.
✅ Revenue & Business Growth: Scaled BFNYC’s revenue from $10M to $200M+, disbursing $150M in SBA loans nationwide.
✅ Leadership & Team Building: Managed, trained, and led sales teams, ISOs, and partner networks, driving $1M+ in monthly new transactions.
✅ Go-To-Market & Strategic Partnerships: Developed market-specific sales strategies, product positioning, and customer engagement models for SaaS and fintech solutions.

I am passionate about leveraging innovation to drive efficiency and business growth. Let’s connect!

taplio

The Battle

Eden Adler

Ben Idan

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