Truliance Consulting

At Truliance, I lead business development efforts across North America, focused on helping construction and manufacturing companies solve complex growth challenges. I work closely with company leaders to uncover opportunities where Truliance’s strategic expertise can drive measurable impact, from revenue growth and market expansion to leadership development and operational efficiency.

My focus includes:

- Building partnerships with forward-thinking industrial and manufacturing firms
- Developing go-to-market strategies and unlocking hidden revenue potential
- Connecting clients with the right experts from the Truliance team to accelerate results

With a background in sales leadership, commercial strategy, and M&A integration, I bring a strategic yet practical approach to growth, one rooted in experience, not theory.

Director of Business Development

Invoiv

Built a SaaS-based platform allowing SMBs to create, track, and automatically follow up on estimates and invoices, while tracking their incoming bills and expenses to help optimize their business cash flow.

Industry: SMB Invoicing, Payments, Saas, Banking

Founder

BNA Ventures

Supporting companies with revenue strategy, business development, and go-to-market execution. Engagements have included:

Zoom Drain (Scarborough, ME / Fort Myers, FL) | Director of Business Development

• Increased inbound call volume to the Fort Myers franchise by 300% in 90 days.
• Implemented CRM system to track leads, jobs, and customer interactions.
• Built outreach sequences targeting plumbers, HOAs, restaurants, and property management firms.

Monite (Berlin, Germany) | Contract Head of Sales

• Helped position the embedded finance startup for North American expansion.
• Built sales processes and messaging for CFO-suite buyers.
• Established early partner pipeline with accounting platforms and fintechs.
• Instituted a new pricing model, refined the sales stage process, and streamlined deal desk approval.
• Created a pipeline of 30+ banks, credit unions, fintechs, and vertical SaaS app providers worth over $1.65M in less than five months.

SBD Technologies (Maine, USA) | Contract CRO

• Built a robust prospect and partner pipeline of over 1,500 contacts from scratch through LinkedIn and membership community outreach, securing new customers, and signing strategic partnerships.
• Prospected angel investors, EPs, and VCs, as well as writing grant responses to assist with fundraising efforts.
• Crafted a comprehensive marketing strategy to amplify brand reach and impact in the EV fleet management landscape.
• Created and optimized sales process, ICP, and CRM implementation, driving revenue growth for SBD Technologies.

Director of Business Development/Head of Sales/CRO

Justt

Recruited by a former WEX colleague to overhaul the sales team, correct forecasting errors, quadruple the sales pipeline, and fix a high-cost commission plan to double sales for this Series B-fund fintech startup quickly.

Grew start-up team of 3 sales professionals to 15 global sales professionals by recruiting "A-players" from the fintech and payment industries.

Led from the front, involved in all aspects of new business development, solution sales, pipeline development, account acquisition, and client relationship building.

Increased CARR by 300%+, ARR by 600%+, and sales funnel of engaged prospects by 500% in the first year, while growing company revenue from $2.3M to $9M. 

Created onboarding platform from scratch with new playbooks and more accurate forecasting, expanding global team by 400%.

Industry: SaaS, Fintech, Payments

Global Vice President – Sales

STARC Systems Inc.

Selected by the board of directors and CEO (after introduction through retained executive search) to turn around a low-performing sales unit, provide more accurate forecasts to help with raw material costs and onboard new talent.

Hired top-of-funnel SDR team, added new sales territories, and separated sales and account management functions to lower “cost to acquire” and position the company for new revenue and profit growth.

Grew YOY sales by 33% in 2020 over 2019 and helped business earn new record for retained cash by year-end 2020 with new pipeline management process to enhance forecasting and pipeline accuracy.

Redesigned sales territories and rewrote job descriptions and comp plans for all sales roles; also created three new sales positions to penetrate existing customer base more with better prospect qualification.

Industry: Construction, Manufacturing, Healthcare

Senior Vice President – Sales 

Asked by company leadership to take on management and rebuilding of 12 person sales and account management teams in WEX corporate payments (AP/AR/Payables/Virtual Card) line of business.

Established new structure to enable forecastable revenue, standardized implementations, and stabilized customer revenue for the Corporate Payments unit.

Effort reduced our cost-to-acquire by 50% YoY, expanded our prospect pipeline by 65%, and increase sales results 87% YoY through better sales/marketing outreach cadences, improved targeted messaging, standardized approach to pipeline management, and restructuring of territories.

Was instrumental in instituting new global sales/forecasting process to improve overall customer experience, while streamlining new customer onboarding across the global team.

Senior Vice President – Sales | Customer Expansion (Corporate Payments)

Personally selected by WEX CEO to be the point person to guide the $1.6B acquisition of EFS (Electronic Funds Source) through FTC review and subsequent second request, testifying on behalf of WEX at the FTC offices in Washington, DC.

Built business plans and revenue models for the two possible scenarios: 1) acquisition is approved (integrations) or 2) acquisition is blocked (resulting in the need for the business to invest in the OTR product to get it on par with our competition).

Upon receiving FTC approval, led a four-person team, running seven strategic work streams through newly created Integration Management Office.

Exceeded $25M synergy and integration target by 18% in under 18 months vs. planned 36 months.

Created a comprehensive blueprint for future integration with standardized work stream project plans, financial reporting, and board update templates – still in use today.

Senior Vice President – Corporate Development (M&A)

Led sales teams of over 150 sales associates and managers for the $650M line of business in North America, encompassing multiple go-to-market channels, brands, and sectors.

Drove 15-18% YoY growth for a line of business that had seen stagnant 3-5% growth for the prior decade.

Succeeded in lowering “cost to acquire” metric by 35% through standardized pipeline management.

Introduced new predictive sales model that empowered managers to individually coach representatives based on their individual performance in prospecting activity, sales meetings booked, new accounts closed, and revenue target achievement. This reduced sales rep turnover by 48%.

Senior Vice President – Customer Acquisition (North America Fleet)

Led and grew a $300M line of business, comprised of 300 employees in field sales, inside sales, channel development, and partner relationships for the company’s “Over the Road” fuel card program. Increased customer acquisition by 38% YOY and size of average account revenue by 42% YOY; also revised go-to-market efforts to transition upmarket, reducing the cost to serve by 40%.

Senior Vice President, General Manager of Partner and OTR

Managed the mid- to large-market line of business, representing $65M in annual revenue with 60 staff involved in all aspects of sales, marketing, account management, customer service, budgeting, and go-to-market strategy. Successfully exceeded sales targets by 22% in year one in this role.

Vice President of Sales and Marketing (Fleetone)

EARLIER EXPERIENCE: 

Vice President of Sales (WEX Fleet)
Director of Sales (Eastern U.S.)
Division Sales Manager (Central Division)
National Account Manager
Senior District Sales Manager (New England)
District Sales Manager (New England)

Led Eastern Division (12 regional sales managers) to 157% of annual sales target.

Recipient of the elite “President’s Club” in 2006 and ranked as “National Account Manager of the Year” in 2005 for outstanding revenue performance, regional growth, and team leadership.

As NAM, achieved 100% retention for 42 “blue chip” accounts while expanding portfolio revenue by 142% in very challenging markets.

Accountable for 20% higher sales quotas as DSM than peer group and elevated to Coach and Mentor status to develop other managers and staff in the sales division.

Various

Enterprise

ACCOUNT EXECUTIVE
LOCAL CORPORATE ACCOUNT MANAGER (LCAM)
ASSISTANT MANAGER
MANAGEMENT TRAINEE

Recruited by top management as one of the first two LCAMs in company history to identify new market opportunities for “in town” corporate rentals for business travel vs. airport rentals, yielding three new downtown branches. Acquired expertise in branch management, major account deals, staff development, multisite operations, market entry, and overall new business growth.

I am a dynamic Executive Sales Leader who drives top and bottom-line growth through innovative strategies that optimize sales teams, processes, and systems while leading from the front.

Throughout my career, I’ve been sought out and recruited to roles based on my success as a committed leader and coach capable of fostering a culture of excellence, helping individuals reach their full potential while contributing to the organization’s growth and success.

I’m passionate about delivering results, building high-performing sales organizations that consistently exceed aggressive targets, and leveraging critical data and CRM tools to enhance sales effectiveness. 

I have extensive experience launching new solutions and expanding market share in the fintech and payment sectors. 

I’m respected for thriving in turning around underperforming accounts and sales teams to achieve sustainable success. 

Specialties include:

Sales | Business Development | Go-To-Market | Consultative Selling | Partner and Channel Development | Pipeline Development | Relationship Building | Go-To-Market Strategies | Data Analytics | Startup Operations | Strategic Alliances | Mentoring | Coaching | Sales Funnel Analytics | Continuous Process Improvement

Bill Cooper

Territory management isn’t just about drawing lines on a map. It’s about using time and resources wisely.

When reps chase opportunities scattered across too wide an area, travel costs go up, time with customers goes down, and deals take longer to close. A well-structured territory plan fixes that.

Good territory management keeps reps close to their prospects and customers. It clusters accounts in a way that builds relationships faster and reduces the waste that comes from chasing too many directions at once.

It also brings accountability. When a rep truly owns a territory, they know the players, the competitors, and the opportunities inside it. That ownership drives better results with less effort.

The outcome is simple. Lower costs. Stronger coverage. Better sales performance.

#TerritoryManagement #SalesLeadership #SalesStrategy #RevenueGrowth #CommercialExcellence

(2) Feed | LinkedIn

li_at

JSESSIONID

Talks about #sales, #fintech, #chargebacks, #insidesales, and #salesdevelopmentrepresentative

Vice President of Sales at Kooner Fleet Management Solutions | Global Sales Executive | C-Level Sales and Marketing Leader | Business Development | Partnership Development Expertise | Strategic Solutions Generator

The handoff from sales to account management is one of the most important moments in the customer journey. It sets the tone for everything that comes next.

If the transition is rushed or unclear, customers feel it. They start to question who owns what, who to go to for support, and whether the company is as aligned internally as it sounds externally. That uncertainty can undo a lot of the trust the sales process worked hard to build.

A strong transition is intentional. Sales frames the relationship, the goals, and the expectations. Account management steps in with clarity, introduces their plan, and shows the customer they are not starting over; they are building on momentum.

When both teams stay connected after the handoff, the customer sees continuity instead of a gap. They feel supported, understood, and confident in the partnership moving forward.

Great customer experiences are built in moments like this.

#CustomerSuccess #SalesLeadership #AccountManagement #CustomerExperience #RevenueOperations

Accountability is what turns a group of salespeople into a team.

It starts with clarity.

Everyone needs to know what’s expected, how success is measured, and where they stand. But accountability isn’t just about metrics. It’s about mindset.

The best sales cultures make accountability a shared value, not a top-down demand. Reps take ownership because they see their leaders doing the same. They know results matter, but so does how those results are achieved.

When people trust that goals are fair, feedback is consistent, and leadership has their back, accountability becomes empowering. It builds confidence, not fear.

In a culture like that, people push themselves and each other to perform at a higher level. Not because they have to, but because they want to.

#SalesLeadership #Accountability #TeamCulture #LeadershipDevelopment #SalesPerformance

Building a pipeline in a new market starts with accepting that you are starting at zero. No brand recognition, no warm introductions, no shortcuts. Just disciplined activity and a clear plan.

The first wins usually come from conversations, not campaigns. You learn who the real buyers are, what matters in that market, and which problems line up with the strengths of your offering. Those early insights shape everything that follows.

Momentum builds when you focus on quality over volume. A handful of well-qualified prospects teaches you more than a spreadsheet full of names that will never convert. As you refine your message and understand the market’s rhythm, each outreach becomes more targeted and each conversation becomes more productive.

Pipeline creation in new markets is not about brute force. It is about learning fast, adjusting quickly, and staying consistent long enough for the market to take you seriously. When you do that, the early trickle of opportunities turns into something you can scale.

#BusinessDevelopment #MarketExpansion #SalesLeadership #PipelineGeneration #RevenueGrowth

Scaling a sales organization requires more than hiring quickly. It requires hiring intentionally.

The pressure to grow can lead companies to prioritize headcount over fit, assuming more people will automatically mean more revenue. But when hiring outpaces training, the result is churn, inconsistency, and lost momentum.

Growth-ready organizations focus first on the profile of success. They know which traits drive performance in their market, their model, and their culture. They build structured onboarding programs that ramp new hires quickly without overwhelming them. And they train continuously, not just at the start.

The best companies view sales enablement as an investment, not a cost. They create environments where learning never stops, where coaching is part of the rhythm, and where performance is measured not just by numbers, but by progress.

When hiring and training work in sync, growth becomes sustainable. The team doesn’t just expand. It strengthens.

#SalesLeadership #TalentDevelopment #SalesEnablement #HiringStrategy #RevenueGrowth

Kooner Fleet Management Solutions is hiring a mobile diesel technician in Atlanta, GA!

#hiring #mechanic #dieseltechnician #fleetjob #nowhiring

Kooner Fleet Management Solutions

Retention is the clearest reflection of how well a commercial team delivers on its promises.

Every company tracks revenue and new business wins, but too few set real benchmarks for keeping customers. When you don’t measure retention, you can’t manage it.

Benchmarks bring clarity. They define what good looks like, reveal where customers may be at risk, and force teams to think beyond the initial sale. A strong retention goal isn’t just about preventing churn. It’s about deepening relationships, expanding within accounts, and earning the right to renew year after year.

When leaders make retention a visible metric, behavior changes. Account managers stay closer to clients. Sales teams qualify with more care. Service teams feel part of the revenue story.

Growth that comes from both winning new business and keeping existing customers is the most stable kind there is.

#CustomerRetention #SalesLeadership #RevenueOperations #ClientSuccess #CommercialStrategy

I recently had the chance to talk with Fleet Management Weekly about the work we are doing at Kooner Fleet Management Solutions and how we partner with fleets to keep their vehicles on the road and their operations moving forward.

We walk through why on-site and mobile maintenance matters, how fleets can reduce downtime with the right partner, and what it means to deliver maintenance the right way every time.

If you have a moment, check out the interview below.

https://lnkd.in/ggSPZmFN

#FleetManagementWeekly #fleetmanagement #onsitemobilemaintenance #fleetvehicles #fleetoperations #fleetmaintenance #transportationindustry

https://lnkd.in/ggSPZmFN
Bill Cooper at Kooner Fleet Management Solutions:
Kooner Fleet Management Solutions partners with fleets to provide a single source for on-site and mobile maintenance that’s done the right way to ensure vehicle uptime.
#FleetManagementWeekly #fleetmanagement #onsitemobilemaintenance #fleetvehicles
Janice Sutton

Open article: Finding the Right Partner for Onsite & Mobile Maintenance by fleetmanagementweekly.com

Finding the Right Partner for Onsite & Mobile Maintenance

A "can-do" culture is not about blind optimism. It is about creating an environment where people believe progress is always possible.

In revenue organizations, that mindset matters. Targets rise, markets shift, and challenges show up without warning. Teams that succeed are the ones that approach those challenges with confidence instead of hesitation.

Fostering this type of culture starts with leadership. People watch how you respond when things get tough. If you stay steady, look for solutions, and keep the team focused on what they can control, they will follow that example.

It also comes from celebrating effort and resilience, not just results. When people feel supported while they push through setbacks, they develop the belief that they can figure things out. That belief becomes contagious.

A can-do culture does not eliminate obstacles. It gives teams the power to overcome them.

#SalesLeadership #TeamCulture #RevenueOrganization #HighPerformance #LeadershipDevelopment

Predictability in business development doesn’t happen by accident. It’s built through consistency.

Every team wants steady pipeline growth, but most rely too heavily on individual effort. Someone has a great month, another hits a dry spell, and leadership is left guessing what next quarter will look like. That’s not a framework. That’s luck.

A predictable business development system starts with clear activity standards, solid messaging, and a follow-up rhythm everyone can stick to. It’s about defining the process so that great results don’t depend on one or two people crushing it.

When the team knows exactly how to fill the funnel, nurture prospects, and convert opportunities, the business becomes easier to forecast, easier to manage, and easier to scale.

Consistency may not be flashy, but it’s what turns potential into performance.

#BusinessDevelopment #SalesLeadership #PipelineManagement #SalesProcess #RevenueGrowth

Mixed fleets bring a unique set of challenges. Different makes, models, asset types, duty cycles, and usage patterns can create blind spots that make it harder for teams to stay ahead of maintenance needs. What we are seeing now is a turning point. On-board technology and telematics are finally giving fleet leaders the visibility they have needed for years.

This is where platforms like Kooner Fleet Management Solutions' FleetIQ are proving their value. Real time health tracking, route-aware scheduling, and predictive diagnostics give teams the information needed to prevent costly downtime and protect every asset in the fleet.

When managers can see what is happening across their trucks, vans, and pickups in one place, they can move from guessing to knowing.

The fleets that embrace this shift will have a competitive advantage for years to come. The ones that wait will continue to fight the same fires that smart data can now prevent.

Proud to be part of the team bringing intelligence to mixed fleet maintenance.

#FleetManagement #Telematics #MixedFleet #VehicleMaintenance #KoonerFMS #FleetTech #LogisticsSolutions #TelematicsTechnology #VehicleHealthTracking #FleetMaintenance #SmartFleet #PredictiveMaintenance #FleetOptimization #LogisticsTech

View company: Kooner Fleet Management Solutions

🚛 🚙 🛻 Managing a mixed fleet? Telematics and other on-board technologies are changing the game for fleet maintenance.

From real-time engine diagnostics to GPS-based service scheduling, smart tech (like FleetIQ™!) gives fleet managers the tools to reduce downtime, catch issues early, and extend asset life across heavy-duty trucks, cargo vans, and pickups.

🔧 Real-time vehicle health tracking
📍 Route-based maintenance scheduling
📊 Predictive diagnostics & fault code monitoring
🧠 Smarter decisions with driver behavior data

💡 Read how these tools can transform your maintenance strategy here: https://lnkd.in/gduURaSq
 
#FleetManagement #Telematics #MixedFleet #VehicleMaintenance #KoonerFMS #B2B #FleetTech #LogisticsSolutions #TelematicsTechnology #MixedFleetSolutions #VehicleHealthTracking #FleetMaintenance #LogisticsTech #SmartFleet #PredictiveMaintenance #FleetOptimization #B2BLogistics

Open article: How On-Board Technologies Are Transforming Mixed Fleet Maintenance by koonerfms.com

How On-Board Technologies Are Transforming Mixed Fleet Maintenance

When the industry starts paying attention, it usually means one thing. Real change is happening.

Seeing Kooner Fleet Management Solutions’s FleetIQ highlighted across so many respected publications is not a surprise to anyone who has watched fleets struggle with outdated maintenance models. The shift from reactive work to predictive intelligence has been talked about for years, but very few platforms have delivered a practical path forward.

What excites me most is not the coverage. It is the early results our customers are already seeing. Faster response times, fewer unnecessary work orders, and a measurable reduction in downtime are the outcomes every fleet leader wants, and they are happening because FleetIQ gives teams clarity, alignment, and real time decision support.

This is the type of innovation that actually moves the industry. Proud of our team and proud of the partners who are leaning in and proving what is possible.

The future of connected maintenance is here. The data is confirming it and the market is responding.

#FleetIQ #FleetManagement #FleetTech #MaintenanceIntelligence #FleetEfficiency #PredictiveMaintenance #ConnectedFleet #TransportationTech #SmartFleet #MaintenanceSolutions #LogisticsInnovation #KoonerFMS

The industry is buzzing and FleetIQ™ is leading the conversation. 🐝

From Fleet Maintenance magazine to Fleet Equipment Magazine, FleetOwner, CCJ — Commercial Carrier Journal, Work Truck, Supply & Demand Chain Executive, ForConstructionPros, Heavy Duty Trucking, Government Fleet and more, top publications across transportation and logistics are talking about how FleetIQ is redefining maintenance intelligence.

Why? Because early adopters are already seeing:

✅ 40% faster response times
✅ 30% less vehicle downtime
✅ 25% fewer unnecessary work orders

FleetIQ is helping fleets shift from reactive to proactive with predictive maintenance, intelligent dispatching, and real-time communication, all in one platform.

As our COO Michael Quimby puts it: “FleetIQ helps fleets make smarter, faster decisions while keeping teams aligned.”

The future of connected maintenance is here and the industry has taken notice!

#FleetIQ #FleetManagement #FleetTech #PredictiveMaintenance #TransportationTech #SmartFleet #LogisticsInnovation #MaintenanceTech #TransportationIndustry #KoonerFMS #FleetTechnology #TransportationInnovation #SmartFleetSolutions #LogisticsTech #MaintenanceSolutions #ConnectedFleet #FleetEfficiency #MaintenanceIntelligence

Faster conversion rarely comes from working harder. It comes from removing the friction that slows deals down.

Refining a sales process starts with understanding where prospects hesitate. Long response times, unclear next steps, inconsistent messaging, or internal bottlenecks can all add days or weeks to a sales cycle. When teams take the time to study those moments, patterns appear quickly.

The real progress comes from tightening the handoffs, clarifying the milestones, and aligning the team on how each stage should look and feel. Small adjustments like standardizing discovery questions, simplifying proposals, or speeding up approvals can change the entire rhythm of the funnel.

When a process is clear, reps move with more confidence, prospects feel greater momentum, and conversion speeds up naturally. Structure is not the enemy of agility. It is what makes agility possible.

#SalesProcess #SalesLeadership #RevenueOperations #ConversionRateOptimization #CommercialExcellence

This recognition matters because it is not just about technology, it is about execution.

Being named a 2025 Top Tech Startup by Food Logistics and Supply & Demand Chain Executive magazines validates the work happening every day across Kooner Fleet Management Solutions.

FleetIQ did not come to life in a vacuum. It was built by listening to fleets, understanding where downtime truly hurts operations, and then delivering tools that actually solve those problems in the field.

What I am most proud of is how this technology shows up in the real world.

Faster response times.
Fewer vehicles sitting idle.
Better decisions made with real data instead of gut feel. 

That is where innovation earns its keep.

Huge credit to our product partners, our technicians, and our field teams who take ideas and turn them into results for customers who rely on uptime to run their businesses.

Awards are great. What matters more is what we do next. The bar just went up, and that is exactly where we want it heading into 2026.

#FleetIQ #KoonerFMS #FleetManagement #LogisticsTech #SupplyChainInnovation #Leadership #Execution #Transportation

🏆 🚀 BIG news! Kooner Fleet Management Solutions, powered by the launch of FleetIQ™, has been named a 2025 Top Tech Startup by Food Logistics and Supply & Demand Chain Executive magazines! 

This award recognizes the technologies shaping the future of supply chain and logistics, and we’re proud to be leading the way! 📈

FleetIQ is transforming how fleets operate:

✔️ Faster response times
✔️ Less downtime
✔️ Smarter, data-driven decisions

Huge congratulations to our product partners and field teams who turn innovation into real-world impact every day.

Onward to an even bigger 2026. 💪

#TopTechStartup #FleetIQ #KoonerFMS #LogisticsTech #SupplyChainInnovation #FleetManagement #AI #Transportation #SmartLogistics #TechForTransport #SupplyChainLeaders #FleetSolutions #TransportTech #FoodLogistics

Pricing models shape how customers buy and how teams sell. When they’re unclear, everything slows down.

Reps hesitate to quote. Managers get pulled into endless approval loops. Customers lose confidence.

Revenue stalls not because of the market, but because of internal confusion.

Clear contract pricing changes that. It gives salespeople confidence in their proposals and customers confidence in the value they’re getting. It also creates consistency in margins and forecasting, which leadership depends on to make smart decisions.

The key is balance. Pricing needs enough flexibility to fit different deal sizes and situations, but enough structure to keep everyone aligned. When that balance is right, deals close faster, renewals come easier, and your revenue becomes more predictable.

Clarity isn’t just good for operations. It’s good for growth.

#SalesLeadership #PricingStrategy #RevenueOperations #ContractManagement #BusinessGrowth

Say it louder for the people in the back!

The pipeline is the responsibility of sales AND marketing.

When I first started as an sales rep at one company, Joseph Murtha told me his secret:

“Fulfill your quota with your efforts. Then what marketing delivers to you is bonus.”

He went on to win President’s Club and got to take his whole family to Ireland for a two week tour of ancestral towns.

Joe’s recipe will never do you wrong.

Thanks for the reminder, Meguire!

And thanks for the timeless advice, Joseph (aka: Joe)!

Marketing strategies that stick. Growth that scales.

“We need more leads from marketing.” 

“Cool. Say more.” 

“Pipeline isn’t where it needs to be.” 

“I saw that, too. How many outbound calls so far this month?” 

🦗🦗🦗

Every marketer at every startup. 👇

I get it. You only want to call warm leads. I’d love to only market to people who are ready to buy. But that’s not the job. And if we share a pipeline problem, chances are we’ve got 1/ a fuzzy brand message, 2/ an inadequate sales methodology, or 3/ misaligned goals (or likely, a combo of these three). 

The pointing fingers approach is a gag. I’m so bored of it. Sales and marketing is the same team.

Funnel velocity improves when teams stop treating every deal the same and start applying structure to how opportunities move forward.

Stage gate processes create that structure. They define what needs to be true before a deal advances, which prevents optimism from replacing qualification and keeps the pipeline honest. When each stage has clear criteria, reps spend more time on the right opportunities and less time chasing deals that were never real.

The impact is immediate. Leaders get better visibility. Forecasts become more accurate. Reps gain confidence because they know exactly what is required to progress an opportunity. And the overall pace of the funnel increases because there is less friction and fewer surprises.

A strong stage gate process is not bureaucracy. It is discipline. It creates a shared language for evaluating deals and a predictable rhythm for moving them forward. That predictability is what speeds everything up.

#SalesLeadership #RevenueOperations #FunnelManagement #SalesProcess #CommercialExcellence

Brighter Strides ABA Therapy

As CMO, I lead national marketing strategy across 12 states, overseeing brand, performance, and recruitment marketing to drive both client acquisition and therapist hiring. I own the full marketing funnel—from positioning to conversion—aligning brand growth with business goals in a competitive behavioral health market.

Reporting to the CEO, I manage a growing team and marketing vendors, scaling initiatives that span SEO, local visibility (GMB), video content, employer branding, referral programs, and lead automation. I collaborate cross-functionally with operations, clinical leadership, and intake to ensure alignment between marketing and growth.

Current initiatives include:
	•	Expanding paid search and Meta advertising with rigorous attribution tied to ROI
	•	Launching a multi-state careers campaign across Indeed, LinkedIn, and social
	•	Building scalable systems for video content creation, intake funnel testing, and provider outreach
	•	Driving local SEO through verified listings, schema, and targeted landing pages
	•	Spearheading data-driven planning with KPIs for acquisition and recruitment

My focus is sustainable, high-performance marketing that converts at scale—without sacrificing brand trust or mission integrity

Chief Marketing Officer

As Director of Marketing, I drive multi-state marketing operations, leading client acquisition, branding, website strategy, paid media, and social campaigns. Reporting directly to the CEO, I manage a team of four and collaborate with external agencies to amplify market presence and business impact.

I spearheaded a brand transformation, leading a full-scale website overhaul and strategically optimizing a $1M+ ad budget to lower customer acquisition costs. These initiatives have elevated brand recognition, engagement, and digital performance.

By executing high-impact video marketing campaigns and revamping ad strategies, I have enhanced lead quality, refined audience targeting, and maximized ROI—fueling sustained business growth and customer acquisition success.

Marketing Director

MoisheMedia

Launched and scaled a consulting and media firm, offering strategic marketing, branding, and social media expertise. Through tailored solutions, I helped brands enhance their digital footprint and audience engagement.

By forging key industry partnerships and executing high-impact marketing strategies, I positioned the firm as a global player in digital media, driving expansion and market influence.

My work has led to international speaking engagements, allowing me to share expertise and build strong relationships with industry leaders, further reinforcing my thought leadership in the marketing and media sectors.

RXDco

Tasked with building a marketing function from scratch, I developed a high-performing team and executed strategic branding, digital transformation, and sales optimization initiatives to accelerate business growth and market presence.

I led a comprehensive rebranding effort, including a website overhaul, strengthening brand recognition and engagement. Implementing HubSpot, I streamlined marketing automation, enhancing lead nurturing and conversion rates.

With a focus on ROI-driven marketing, I restructured ad spend, improved audience segmentation, and expanded market reach through SEO, content marketing, and digital branding, while a vendor audit uncovered cost-saving opportunities and improved contract negotiations.

NFTuence

I led strategic growth by developing and executing innovative marketing strategies, enhancing brand visibility in the NFT and Web3 space. Overseeing global operations, I managed hiring, training, and project execution, ensuring seamless business expansion.

Through high-impact partnerships, I positioned NFTuence as a key player in the Web3 industry, scaling it to multi-six-figure revenue. I also established SOPs, branding guidelines, and a multi-channel marketing strategy, leveraging PR, influencer marketing, paid ads, and podcasts to drive engagement

CEO & Co-Founder

The Unruggable Podcast

Founded the Unruggable podcast, transforming it into a go-to source for insights on fintech, blockchain, and innovation. I led all aspects of production, from guest curation to marketing and distribution, while securing key sponsorships to monetize and expand its reach.

Transitioning from hands-on execution to leadership, I built and managed a dedicated team, ensuring high production quality and operational efficiency. Through strategic branding, audience engagement, and sponsorship acquisition, I positioned Unruggable as a recognized authority in the space, driving substantial listener growth and industry influence.

Founder & Host

NFT Zilla

Responsible for all social platforms and created engaging content for NFT Zilla

• Published stories to social media platforms and sourced news stories to keep the audience informed

• Oversaw all tech and website items, ensuring smooth operation and user experience

• Successfully wore multiple hats and worked effectively in a start-up environment

• Developed and implemented an effective marketing strategy to stand out in a competitive niche

Head of Media and Marketing

In a career spanning marketing, technology, media, and the creative arts, I have consistently pushed boundaries, transforming brands through strategic storytelling, data-driven decision-making, and high-impact execution. My expertise lies in bridging creativity with analytics, unlocking new growth opportunities, and positioning businesses for long-term success.

As a versatile marketing executive, I have a track record of optimizing customer acquisition, scaling digital strategies, and leading high-impact campaigns across industries. I specialize in marketing strategy, branding, digital advertising, and automation, ensuring that every initiative aligns with business objectives and ROI optimization. Self-taught and results-driven, I built my expertise through hands-on execution—learning by doing, refining strategies, and developing scalable marketing systems that fuel business growth.

Currently, as Chief Marketing Officer at Brighter Strides, I oversee multi-state marketing operations across 12 states, leading client acquisition, branding, website strategy, and paid media campaigns. Managing a $1M+ annual ad budget, I have optimized ad spend, lowered acquisition costs, and improved lead quality through a comprehensive ad strategy overhaul and digital transformation. I also spearheaded a full website revamp and high-impact video productions, strengthening brand positioning and audience engagement.

Previously, I founded MoisheMedia, a consulting firm specializing in branding, marketing automation, and digital strategy, while also serving as Director of Marketing at RXDco. There, I built and led a new marketing team, executed a company-wide rebranding, and implemented HubSpot for automation, significantly improving lead conversion and operational efficiency. My expertise in systems thinking and process optimization has helped businesses develop scalable frameworks for lead generation, content marketing, and digital advertising.

I am driven by the intersection of data, creativity, and strategic execution—turning insights into measurable results and meaningful engagement. Whether through brand storytelling, performance marketing, or digital innovation, my mission is to build brands that don’t just grow, but lead and inspire.

Moishe Kaufman

I’m excited to share that I’ve stepped into the role of Chief Marketing Officer at The Treetop ABA. 

Treetop is a rapidly growing ABA therapy organization, and I’ll be leading marketing across all markets as we expand, strengthen our brand, and build a scalable growth engine. My focus will be on elevating our digital presence, improving client acquisition, driving operational alignment across departments, and building the systems we need to grow responsibly and sustainably.

I’m looking forward to working with an incredible team and pushing the ABA space forward with stronger data, clearer communication, and a more modern approach to marketing in this industry.

Onward.

Chief Marketing Officer | Brand Strategy & Execution | Media Innovation | Tech Enthusiast | Keynote Speaker ➡️ Fueling brand growth with big-idea marketing, high-performing teams, and cost-effective execution

Someone out there still thinks of you because of your kindness as a leader.

Not because of your title.
Not because of your deadlines.
But because, in a moment that probably felt small to you -
you chose empathy over ego.
You chose to listen instead of lecture.
You chose humanity over hierarchy.

And that moment stayed with them.

We underestimate how far small acts of kindness travel.
A word of encouragement in a rough week.
A “take the day off” when someone was silently struggling.
A private “you did great today” that meant more than a public shoutout ever could.

Leadership isn’t about how loud your voice carries.
It’s about how deeply your actions echo.

In every field - whether you’re leading a corporate team, a classroom, or a therapy session - the people you guide will forget your KPIs.
They’ll remember how you made them feel seen.

So, to the leaders who build with compassion,
who understand that kindness is not weakness but legacy -
please, never stop being that person.

Because somewhere, someone’s courage, confidence, or calm
still carries your fingerprints. 💛

#Leadership #Empathy #KindnessAtWork #EmotionalIntelligence #PeopleFirst #LeadershipDevelopment #CultureBuilding #WorkplaceWellbeing

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“If your manager’s having a bad day but chooses not to make everyone feel it too...”

That’s a manager who knows how to be a leader.

Leadership isn’t about control - it’s about emotional discipline.

It’s easy to lead when things are going well.

The real test is how you treat people when they aren’t.

I’ve seen managers who spread their stress like wildfire.

And I’ve seen leaders who carry calm like an anchor.

One drains teams.
The other strengthens them.

Your team doesn’t need perfection - they need stability.

The best leaders know how to handle pressure without passing it on.

#Leadership #EmotionalIntelligence #PeopleManagement #Empathy #TeamCulture #Mindset

"Employees are people. Investors are people. Customers are people.”

It’s wild how many companies forget this.

Behind every title, transaction, and target - there’s a human being trying their best.

When you forget about people,
You forget what business really is: trust.

Employees don’t leave jobs - they leave indifference.
Customers don’t churn - they disconnect.
Investors don’t pull out - they lose belief.

People drive everything.

So before you focus on profit, fix your priorities.

Because when you take care of your people,
They’ll take care of your business.

#Leadership #PeopleFirst #WorkCulture #CustomerExperience #EmployeeEngagement #Trust #BusinessEthics

Working late can make you replaceable faster.

Because when your health, family, and peace take the hit - the company still moves on.

Leaving on time isn’t laziness.
 It’s balance.

Here’s what it really means:
 ✅ You value rest as much as results.
 ✅ You know your time is finite.
 ✅ You understand that burnout helps no one.

Work will always be there tomorrow.

 Your peace might not be if you don’t protect it today.

So shut the laptop. Go live.

#WorkLifeBalance #MentalHealth #Leadership #BurnoutPrevention #WorkCulture #Productivity

Wishing everyone a very Happy Thanksgiving 🍂

I’m grateful for our team, our families, and the children who inspire us to lead with patience, empathy, and purpose. The work we do is meaningful because of the people who believe in it.

May your day be filled with connection, reflection, and a little rest.
 — Moishe

#Thankful #Community #PurposeDrivenWork

So accurate working in marketing. 

Having a single leader who understands the work output and the timelines to make today’s decisions effective make a world of a difference. 


Be that leader. Let your marketing team cook!

The Marketing Recruiter | I help Tech Startups & Scaleups build marketing teams that actually drive growth | Mentor, advocate, ally for my audience.

Just another Tuesday in marketing:

9:00am: Meeting about the meeting we had yesterday.
9:15am: Alignment meeting that creates zero alignment.
9:30am: Another stakeholder adds a “quick sync” to your diary with no context.
9:55am: “Can you jazz up this deck?” (It’s 70 slides… from 2013.)
10:00am: Re-explaining that brand and performance are not the same thing.
10:30am: Someone asks why the numbers didn’t change even though the strategy changed yesterday.
11:00am: “Quick tweak” becomes a full rebrand.
11:20am: CEO saw a competitor’s ad and now wants to change everything.
11:40am: “Make the logo bigger.”
11:55am: Approve 27 requests in 9 different tools while resetting another password.
12:00pm: “Can we use Comic Sans? Just to test?”
12:10pm: “What does marketing even do all day?”
12:30pm: Lunch break. Cancelled.
12:58pm: CEO’s nephew has “thoughts on the logo.”
1:00pm: Panic meeting about leads.
1:30pm: Someone books over your only free slot “to discuss.”
2:00pm: “Can we go viral?” (No budget, obviously.)
2:30pm: “Low hanging fruit.”
3:00pm: Engineering team: “Marketing is just tweeting.”
3:15pm: Sales wants a campaign “by tomorrow” with no brief.
3:45pm: The classic: “Let’s add this to the video last minute.”
4:00pm: “We should rebrand for tomorrow’s event.”
4:15pm: Someone sends you a screenshot of a competitor ad with: “Thoughts?”
4:30pm: Another “quick deck update” that is not quick.
5:00pm: “We need this by EOD.” (It is EOD.)
5:30pm: You start fixing copy you already fixed.
6:00pm: Updating the Executive Dashboard to explain why today’s decision didn’t change today’s numbers.
7:30pm: Someone messages: “Quick question.”
8:00pm: Cry-laughing while rewriting copy again.
9:00pm: Finally close laptop. Immediately think of something you forgot.

REPEAT.

Every marketer who got to this point is likely laughing, crying, or both because this isn’t exaggeration.

This is literally Tuesday.

If companies spent half as much time supporting marketers as they do interrupting them, the results would speak for themselves.

Until then…

we joke, we cope, and we share posts like this so the rest of the world finally sees what the job actually looks like.

Sincerely every marketer + me

“Every marketing degree should teach this.”

If I could rewrite every marketing syllabus, it’d look like this -

 1- Psychology — because you sell to humans, not metrics.
 2- Copywriting — because words convert.
 3- Empathy — because connection > persuasion.
 4- Storytelling — because logic informs, emotion transforms.
 5- Personal branding — because you are your portfolio.

The industry doesn’t need more marketers who know “how.”

 It needs marketers who understand “why.”

#MarketingEducation #PersonalBranding #Storytelling #EmpathyInMarketing

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“Meetings don’t waste time. People do.”

Meetings aren’t the enemy.
 Bad meetings are.

The truth is, a 15-minute focused discussion can move mountains - but an hour of vague talk can drain energy for the whole day.

If your meetings feel unproductive, it’s usually because:
* There’s no agenda.
* The wrong people are in the room.
* Or everyone is scared to say what they really think.

A good meeting isn’t about more slides or longer updates.
 It’s about clarity, decisions, and accountability.

So next time you call a meeting - make sure it’s not just to talk, but to move forward.

#Leadership #Communication #TeamWork #Meetings #WorkCulture #Productivity #TimeManagement

“Leaving a toxic workplace isn’t quitting.”

Leaving a toxic workplace isn’t weakness.
It’s wisdom.

It takes courage to walk away from dysfunction - especially when you’ve invested years, energy, and loyalty into a place.

But staying somewhere that drains your peace isn’t commitment - it’s self-abandonment.

Here’s what leaving a bad situation really means:
* You stopped normalizing disrespect.
* You stopped confusing chaos for culture.
* You chose self-respect over survival mode.

Sometimes the bravest thing you can do for your career isn’t staying - it’s walking away with your dignity intact.

Leaving isn’t quitting. It’s choosing yourself.

#WorkCulture #ToxicWorkplace #Leadership #CareerGrowth #SelfRespect #MentalHealthAtWork #Boundaries

“Marketing is a race without a finish line.” - Philip Kotler

Marketing doesn’t “end.”
Campaigns end.
Budgets reset.
Algorithms shift.
...But the race? Never.

You’re always learning, adapting, tweaking, improving.

That’s why burnout in marketing is real - because we are chasing moving targets in a world that never stops evolving.

But that’s also what makes it exciting.

 There are no finish lines - only milestones. And that’s what keeps us running.

#MarketingMindset #DigitalMarketing #BrandBuilding #ContinuousLearning #MotivationMonday

“Some people will never understand what you bring to the table until they see you at another one.”

This one hurts because it’s too often true.

You can give your all, show up consistently, and still feel unseen.

 Sometimes, it’s not that you’re not valuable - it’s that you’re not valued in the right place.

Don’t waste energy convincing people who’ve already decided to underestimate you.
 Outgrow the room.

The day you sit at a table that respects your effort, your ideas, your worth - you’ll realize you were never the problem.

So if you’ve been questioning your value, here’s your reminder:
 You don’t need to prove it. You just need to put it where it’s appreciated.

#CareerGrowth #SelfWorth #Motivation #Leadership #GrowthMindset #KnowYourWorth #ProfessionalGrowth #Empowerment

“Retention marketing = headache marketing.”

You know what’s harder than getting new customers?
Keeping the ones you already have.

Retention marketing is brutal.
Because it’s not just about emails or discounts -
It’s about trust, timing, personalization, and actual relationship-building.
It’s the marketing that never sleeps and rarely gets credit.

But here’s the thing:
Retention is where profit lives.
Because loyalty > reach.
Always.

#RetentionMarketing #CustomerExperience #GrowthMarketing #BrandLoyalty

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Moishe Kaufman

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The Battle

Bill Cooper

Moishe Kaufman

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Bill Cooper's LinkedIn Performance

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