Michael Luckey, MBA

Iterategy

Helping Startups make data-backed decisions to achieve sustainable growth

Founder

RevGenius

RevGenius is a trusted space where curious revenue professionals are collaborating on the future of B2B GTM

Member

Rally Corp

As a Co-Founder and Director of Operations, I had multiple roles and responsibilities; a few of those roles and responsibilities include:

• Led Project Management and Product Management, including managing the product roadmap and development team

• Established and scaled the first defined customer support system and process which led to an average time to first response of under 30 mins for support tickets

• Defined customer onboarding and lifecycle to ensure customer success, support, and the resolution of issues were completed in an efficient and timely manner

• Developed multiple outbound prospecting systems and channels including email and LinkedIn which led to organic growth and a decrease in customer acquisition costs 

• Managed the billing department and bookkeeping, including budgets, financial modeling, and growth forecasting

• Developed and implemented regular reporting of key performance metrics including forecasting, funnel analysis, and pipeline management and optimization

Co-Founder, Operations & Strategy

AARE - Real Estate

As Operations Director, I worked across departments to implement multiple processes and systems. Those systems and processes include:

• Launched a new internal communication system that reduced internal email volume by 50%, increased collaboration with the remote workforce, and created the capacity to handle external communications more efficiently

• Deployed a new project management system that identified potential overlapping initiatives and allowed better allocation of resources

• New CRM was the first standardized pipeline and process, thereby combining data/information from multiple disparate systems into one unified system
             • Dedicated pipeline and defined stages and processes
             • Deployed the first sales and marketing automation system

• Led the process of launching a new online community and learning management system, which allowed a central location for members to access information and engage with other members

Fractional Operations Director

Self-Employed

• Led two separate mobile app development teams simultaneously each developing two separate apps, each with their own iOS and Android versions from concept to listing on both the Apps Store and Google Play Store in under 60 days

• Consulted with clients on new business development opportunities

• Provided expertise for marketing campaigns in progress and planned for future campaigns. Developed promotional budgets and implementation plans  

• Conducted market research and advised on go-to-market plans

Product/Project Manager & Consultant

Markstein Beverage Co. of Sacramento

Served on a leadership team comprised of management staff from each department, tasked with creating an employee training program, business-improvement strategies, and product marketing ideas

Was part of a team that managed over $200,000,000 in sales annually

Leadership Team

Developed and implemented marketing and sales objectives for a portfolio of brands that did over $10 million in sales annually. Contributed expertise to successful product launches by educating the sales force about new products and creating product launch strategies. Participated in determining sales goals, developing budgets, and creating incentives sales representatives

Successful projects included:
• Collaborated with the IT department to develop the company’s first-ever digital pitch book for 200+ products, providing 24x7 access to all company product information via sales reps’ tablet computers. 
• Developed strategies and provided training to aid reps in selling new products for smaller brands not yet well established in the marketplace.
• Developed key account list for craft and import beer portfolio and provided account-level support, focused particularly on creating brand-specific promotions in the accounts.

Products worked with include:
Boston Beer, Sierra Nevada, Firestone Walker, Goose Island, Guinness, Speakeasy, Stella Artois, and many others.

Associate Brand Manager, High-End Brand Portfolio

Performed a similar role to High-End brand position, with a focus on lead generation. Additionally, managed and coordinated a product demonstration team for field marketing events.

Products worked with include: 
Monster Energy, Arizona Iced Teas, Perrier, San Pellegrino, Tampico, Nestle Pure  Life, Arrowhead Mountain Spring Water, Acqua Panna Water, Icelandic Glacial, Activate Drinks, illy issimo.

Non-Alcoholic Sales & Marketing Representative

Designed and implemented schematics for chain, independent grocery and convenience accounts. Partnered extensively with independent store owners to design effective, sales-generating beverage sections.

Category Development

Executed sales objectives through merchandising and maintained product quality control at the account level. Initially completed a 3-month internship by rotating through diverse company departments. Gained first experience with the company while still in high school, working summers as a warehouse helper and delivery helper.

Intern

Donaghy Sales, LLC

While completing my undergraduate degree I worked as part of the Contemporary Marketing Team where I initiated actions to develop and execute marketing plans for adults 21-35 years old. This included account management, field marketing, event planning, and customer engagement. In this position I gained both B2B and B2C experience.

Contemporary Marketing Team

Sales & Marketing Operations Expert | Founder @ Rally Corp

As a co-founder and director of operations and strategy at rallycorp.com, I am passionate about empowering communities and causes to rally and mobilize people to change the world. Our mission is to help purpose-driven leaders get results with mobile technology by providing them with innovative tools such as Text-to-Donate, Text-to-RSVP, Ringless Voicemail, and smart Texting Campaigns through our Rally Platform.

With my background in sales and marketing for top consumer packaged goods brands and an MBA in marketing and international business, I have leveraged my skills to build rallycorp.com from the ground up, serving 6 out of 10 of the world's top non-profits and top US hospital networks. My responsibilities include sales and marketing operations, go-to-market strategy, and deploying sales and marketing analytics and automation, allowing us to automate processes and make educated business decisions.

As a B2B SaaS founder, I understand founders' challenges in balancing growth strategy and execution. I offer my expertise as a fractional sales and marketing operations expert, helping visionary B2B SaaS startup founders optimize their sales growth while reducing cost per lead. My services include robust marketing and sales analytics dashboards, sales automation, and designing and executing projects that align with your business goals.

Outside of work, I believe in doing good while also doing well. I enjoy spending time with my family, exploring the great outdoors through golf, hiking, skiing, and fly fishing, and traveling as much as possible.

Let's connect if you're interested in learning more about rallycorp.com, discussing how I can help your B2B SaaS startup as a fractional sales and marketing operations expert, or simply sharing insights and experiences in the world of purpose-driven business.

Erin Paumen Health Insurance

Health Insurance Agent

Nationwide PPO Health Advisor | Helping early retirees, those on COBRA, and people paying full premiums on the Marketplace find better long-term coverage.

𝐏𝐚𝐲𝐢𝐧𝐠 𝐟𝐮𝐥𝐥 𝐩𝐫𝐢𝐜𝐞 𝐟𝐨𝐫 𝐡𝐞𝐚𝐥𝐭𝐡 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐲𝐨𝐮 𝐛𝐚𝐫𝐞𝐥𝐲 𝐮𝐬𝐞?

You’re not the only one—and you don’t have to stay stuck.

I talk to people every day who are:
💰 Healthy but don’t qualify for ACA subsidies
👨‍👩‍👧 Shocked by the cost of adding a spouse or kids to their work plan
⏳ Stuck on overpriced COBRA after leaving a job
🌅 Retiring early and needing a bridge to Medicare

Most people think they’re stuck with those choices.
They’re not.

Here’s what I help with:
✅ Protection against the big bills—hospital stays, surgeries, diagnoses, accidents
✅ Freedom to see top doctors and hospitals nationwide with PPO access
✅  Options that can lock in rates long-term so you’re not blindsided when prices rise

𝐈 𝐝𝐢𝐝𝐧’𝐭 𝐬𝐭𝐮𝐦𝐛𝐥𝐞 𝐢𝐧𝐭𝐨 𝐭𝐡𝐢𝐬 𝐜𝐚𝐫𝐞𝐞𝐫—𝐈 𝐥𝐢𝐯𝐞𝐝 𝐢𝐭.

After losing my own coverage during one of the hardest times in my life, I made it my mission to help others avoid that same stress and financial risk.

Today, I run a six-figure health insurance business serving clients across 33 states.

And I’m here to guide you through the noise—so you land on a plan that truly fits your family, your budget, and your future.



Health Insurance, PPO, Self-Employed Health Insurance, Health Insurance Agent, Private Health Insurance, Health Benefits, Individual Health Insurance, Small Business Health Insurance, Accidental Insurance, Supplemental Insurance, Dental Insurance, Vision Insurance

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Michael Luckey, MBA

Erin Paumen

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