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.

Customer Success Expert & Consultant | Top 25 Creative CS Leader | I elevate your SaaS game for unbeatable customer retention through post sale strategies | Techstars, Venture Lane and WICS Mentor

**Top 25 Customer Success Leader 2024 by EverAfter**

https://www.consultwithshruti.com/

My 20+ years of product, sales and customer success experience spans across B2B SaaS companies, in E-Commerce, MarTech, HRTech, and Web Conferencing and Communications.  In my consulting business, the focus revolves around ensuring early to mid-stage SaaS businesses maintain high levels of customer engagement and excitement, aiming for lasting customer satisfaction. 

~Client Praise~
"Working with Shruti at Nobee was a game-changer for my business. Her deep expertise in the customer journey and dedication to excellence made a remarkable impact. We introduced personalized touchpoints, resulting in increased satisfaction, loyalty, and referrals. Shruti provided practical tools, data-driven insights, and expanded my understanding of our customers.  Her guidance in documenting and breaking down the entire customer journey expanded my understanding of our customers and enabled me to make informed decisions."
~Christian Fernandez, CEO Nobee

My approach involves optimizing the ways companies interact with their customers, streamlining their processes, operations, and workflows to enhance the overall customer journey. Here are a few common business challenges I address:

✨Consistently unmet customer onboarding KPIs and slow product adoption. 
✨Declining engagement and increasing customer churn. 
✨Customers struggle to harness the product's full potential for desired outcomes. 
✨Unclear identification of key milestones to ensure consistent value realization in a customer's journey.

*How I Can Help You*
I collaborate with clients to establish or enhance fundamental customer success processes and frameworks. Some of the outcomes I offer include: 

✨Development of Customer Personas 
✨Mapping of the Customer Journey
✨Streamlining the Sales to CS Handoff and Customer Kickoff
✨Creation of a 30-60-90 Day Onboarding Playbook 
✨Developing a Customer Engagement & Adoption framework
✨Planning for Expansion and Retention 
✨Designing Customer Education and Self-Service approaches 
✨Implementation of a Voice of Customer framework
✨Implementation of a Customer Advocacy program
✨Developing a New Hire CSM Playbook

All of these activities ultimately increase engagement and reduce churn. 

The most energizing and exciting part for me has been to collaborate with customers to uncover their challenges and support them to meet their customer related business goals. I also enjoy supporting the local Boston startup community by mentoring for Techstars Boston and Venture Lane.

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Michael Luckey, MBA

Shruti Sharma

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