Marcus Chan

Helping AEs earn $500K+ and max their potential to achieve freedom, fulfillment, & security without grinding or slimy sales tactics | Team + Individual Programs | 4X Salesforce Top Influencer | WSJ Best-Selling Author

Three quarters in a row, the number slipped.
The CRO was out of answers.
Reps were burning out, the board was circling, and pressure was suffocating.

After one framework from our Revenue Engine OS™, that same org hit 114% the next quarter — with no new hires and no extra leads.

A $40M HR tech firm was losing 6 out of 10 deals to “no decision.”
Their pipeline looked full. It was fiction.
After installing our discovery system, deal velocity jumped 65% and win rates climbed 47%.

A fintech startup took 14 months to ramp reps.
After Venli, they did it in 6 and doubled first-year retention.

That is where we step in — when chaos meets quota pressure.

At Venli Consulting, we help CROs, VPs of Sales, and Revenue Leaders fix the invisible breakdowns that quietly drain $2–$10M+ in revenue every year.

Every strategist and trainer on our team has led sales organizations from the trenches.
We have carried quota, built teams, and scaled revenue firsthand.

Because most sales orgs do not have lazy reps.
They have leaky systems:

→ Discovery that fails to create urgency
→ Demos that die in silence
→ Managers stuck chasing deals instead of building people

I’m Marcus Chan, Founder & CEO of Venli and creator of the Revenue Engine OS™, a proven system used by 100+ organizations to turn chaos into predictable growth.

Before Venli, I led a $195M/year Fortune 500 sales organization, earned 12 promotions in 8 years, and authored a Wall Street Journal bestselling book.

Recognized by Salesforce, LinkedIn, and Forbes, I’ve spent my career helping sales leaders stop gambling on effort and start scaling with systems.

If you lead a sales organization generating at least $10M+ annually, I can show you exactly where your revenue is leaking — and how to fix it systematically so you can scale to $100M and beyond.

👉 Benchmark your revenue engine: https://venli.co/47c-sta-vsl

📕 232-page tactical playbook (50,000+ leaders): https://venli.co/xxt-sfss-book

💻 100+ hours of elite B2B sales training: https://urlgeni.us/youtube/channel/marcuschan

Predictability is not luck.
It is engineered.

President / Founder

We help AE’s earn $250K-$500K+ and develop record-breaking sales skills.

We provide proven sales coaching + training for reps and teams teaching the exact President’s Club winning system that helped me close $140M ARR and hit 100-250% to quota 13 years in a row.

With over a decade of winning awards, crushing sales quotas, and sales leadership experience, we can help you transform your results! Yes, we are sales coaches that have actually achieved real proven results consistently before we started the business!

In under 5 years we've grown from 0 to 600+ clients and have achieved a few of the following things:

✅ 4X Salesforce Top Sales Influencer to Follow
✅ Wrote a Wall Street Journal and Amazon Best Selling Sales Book
✅ LinkedIn Top Voice - Sales: #5 out of 300M+ active users
✅ Featured in Forbes, Yahoo! Finance, Yahoo! News, MarketWatch, CNBC, and more!

Make sure to access our free most popular free training resources including our on-demand no cost training in the Featured section of my profile.

Remote

Contain My Dog: New England based family business specializing in dog containment and safety.

➧ Re-engaged with the business to support continued growth, leveraging a value-first consultative sales approach that drives customer trust and long-term relationships
➧ Spearheading outreach initiatives to expand market reach, generate qualified leads, and boost new customer acquisition

Senior Sales Executive

OneStream Software

OneStream Software offers a top-tier finance platform for Corporate Performance Management (CPM), simplifying financial operations by seamlessly integrating data from various sources, ensuring data accuracy, and enabling comprehensive planning in a unified model. With embedded AI, financial intelligence, and analytics, it empowers confident decision-making, while customers can expand their capabilities through 75+ pre-built solutions in the OneStream Solution Exchange.

➧ Engaged with 25 of the largest banks on the west coast, crafting a robust pipeline by employing a value-centric approach

✻ 𝗗𝗲𝗽𝗮𝗿𝘁𝗲𝗱 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗱𝘂𝗲 𝘁𝗼 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗱𝗼𝘄𝗻𝘁𝘂𝗿𝗻 𝗶𝗻 𝟮𝟬𝟮𝟯

Enterprise Account Executive, Financial Services

Workiva

Workiva was founded to revolutionize the management and reporting of business data with various collaborators, data sources, documents, and spreadsheets. The platform seamlessly orchestrates data across systems, offering reporting solutions for ESG, Management, Internal Audit Management, SEC, SOX Compliance, and Statutory Reporting.

➧ Strengthened customer relationships and identified opportunities to tailor cloud-based reporting solutions, promoting cutting-edge data preparation, automation, and lineage tools to drive strategic business outcomes through value-based selling

✻ 𝗘𝗺𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 𝗲𝗻𝗱𝗲𝗱 𝗱𝘂𝗲 𝘁𝗼 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗿𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴

Contain My Dog: New England based family business specializing in dog containment and safety.

➧ Significantly contributed to the growth of the business implementing consultative sales strategies, prioritizing value over cost, leading to revenue growth, proactive lead generation, and new customer acquisition

Nuveen, a TIAA company

TIAA-CREF Asset Management (Acquired by TIAA Nuveen Asset Management in 2014)

Nuveen, a TIAA company, is one of the world's largest asset managers serving diverse clients worldwide, offering expertise across the capital structure to create outcome-focused solutions for a secure financial future.

➧ Exceeed sales quota five straight years (2013: 110%, 2014: 115%, 2015: 133%, 2016: 125%, 2017: 120%)
➧ Recruited to launch and promote asset management by segmenting, targeting and selling to West Coast clients, registered investment advisors (RIAs), turnkey asset management programs, and defined contribution advisors/consultants
➧ Played critical role in growing defined contribution investment-only (DCIO) businesses, mutual funds, defined benefit plans, and consultative-service sales

Field Senior Sales Executive, West Coast

BlackRock

BlackRock is a global asset manager and tech provider advancing financial well-being, making investing accessible and affordable, and promoting sustainable investing for better outcomes and a resilient economy.

➧ Identified and presented Defined Contributions (DC) value proposition to advisors, collaborating with wholesalers in multiple channels

Field Senior Sales Executive, Pacific Northwest

➧ Delivered intentional client-messaging by partnering with institutional sales, portfolio management, product management and marketing

Relationship Manager

➧ Recruited to launch iShares product strategy, grow brand name recognition, and increase sales to senior advisors and consultants. Successfully grew assets by delivering innovative investment strategies and solutions for their clients. iShares was acquired by BlackRock in 2009

Business Development Associate / iShares Startup

As a disciplined, growth-oriented sales professional, I have 20+ years of progressive experience in consultative sales, pipeline management, business development, penetrating new markets, and exceeding sales quotas. In my role as an individual contributor, it has consistently been my goal to effectively work cross-functionally with all levels of an organization, creating environments that foster energy, enthusiasm, creativity, and explosive sales growth. 

KEY ACCOMPLISHMENTS
► Consistently met or exceeded sales targets throughout career progression
► Top producer exceeding quotas 5 consecutive years with TIAA Nuveen
► Personally generated up to $580M in sales/year in field sales role at BlackRock
► Key player in iShares Startup's growth leading to its successful acquisition by BlackRock, contributing to the most successful ETF product suite launch to date

SIGNATURE STRENGTHS
• Strategic Planning
• Lead & Sales Generation
• Market Penetration
• Client Needs Discovery & Analysis
• C-Level Business Development
• Value Proposition & Analysis
• Revenue Growth & Acceleration
• Client Retention

• Intellectual Curiosity
• Coachable/Highly Adaptable
• Collaborative Team Player
• Eagerness to Learn & Grow
• Cross-Functional Collaboration
• Operate with Autonomy/Self-Starter	

• Artificial Intelligence (AI)
• Data Intelligence
• ESG Investing
• Capital Markets
• Salesforce Expertise
• Tableau
• Working Knowledge of API Usage		
• Solid Understand of Digital Transformation
• Consultative Selling
• Solution Selling
• MEDDPICC

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