Invests in
Locations:
Min Investment:
$2,000,000.00Max Investment:
$6,000,000.00Target Investment:
$4,000,000.00
Skills
Education
Lists including Carine
Work Experience
2024
Chief Executive Officer
2024
2022 - 2024
Chief Experience Officer / Chief Innovation Officer / Chief People Officer
2022 - 2024
2019 - 2022
Operating Partner / General Partner
2019 - 2022
Focused on investing in early-stage companies across the United States. The firm prefers to invest in the technology, enterprise software, digital media, SaaS, and cloud services sectors.
2017 - 2019
PRESIDENT / CEO
2017 - 2019
Within this leadership role, I enjoyed setting the trajectory, by driving innovative business development strategies that propelled organizational growth for a Utah-based HIPAA compliant patient experience software company. Secured alliances with key industry partners to include BirdEye, LocalMed, LavaSurf, and CallPop which evolved product distribution across the market space. Built high-performing team by retaining talent, narrowing staff from 100 to under 30 employees. Established new customer experience (CX) process that strengthened interface with customers and key partners. Renegotiated all customer contracts. Solidified an effective sales compensation plan that was tied to accountability and goal achievement. Restructured profitability by reducing expenses from high 6 digit burn to cash flow neutral.
2014 - 2016
PRESIDENT / CEO
2014 - 2016
2016 EY Entrepreneur of the Year Utah Region 2016 Utah Technology Council Hall of Fame Inductee 2015 CEO of the Year by Utah Business Magazine As CEO of MartizCX, launched MartizCX company [the World’s largest CX Company] which was the result of a merger of Allegiance Software Inc. and Martiz Market Research. I provided deliberate leadership to 19 globally dispersed teams, through open communication channels, that clarified the organizational vision and mission. Steered overarching brand messaging for new customer experience and market research for new start-up. Immediately tackled project of consolidating a small SaaS Technology millennial company with a 40-year market research firm, successfully integrating over 1,000 employees into one company. Constructed leadership team; hired new COO, CFO, HR, CSO, VP of Product Management and 2 executives; VP Customer Support, VP Tech Support and VPs Engineering, VP Asia Pacific, and VP Partnering. Grew Allegiance SW revenue from $18M - $45M+ within 2 years -- Total Revenue $178M. Defined global presence within London, Germany, Australia and Asia offices.
PRESIDENT / CEO
2013 - 2014
Made immediate impact, delivering key results during one-year tenure (prior to merger with MartizCX) within multiple sectors of business development. Structured calculated partner program: EY, Ipsos, Maritz Market Research and key boutique firms. Grew revenues from $7M - $18M; raised $20M in Series C funding. Improved customer retention from 78% to 90+%. Created the only CX Big Data Platform by spearheading movement of platform from OLAP to Hadoop.
2007 - 2013
SENIOR VICE PRESIDENT, GLOBAL MARKETING and CHIEF MARKETING OFFICER
2007 - 2013
Recognized as 2012 ExecRank #47 of all CMOs worldwide Women Tech Leadership Excellence Award 25th Annual TWIN Award / Silicon Slopes v100 Award Architect for the global marketing product strategy, product marketing, product management and solutions marketing for strategic partners, distributors, resellers and other partners of a company with offices in 35 countries - $7B in revenue generation. Recruited, hired and managed 1,200 employees. Transitioned Symantec through strategic collaboration and propelled brand transformation and rebranding of strategic messaging post company acquisition. Built CX program for Symantec to manage customer feedback and customer issues. Built first Customer Experience Team and Voice of Customer Team (CX/VOC 2007). Administered $500M - $350M in global execution activities (+$15M MDF). Integral contributor to $7B in revenue. Energized alliance, partner and channel marketing with Dell, HP, Intel, IBM, FSC, MS, VMWare, Disti, VAD, and VAR. Generated 7M+ leads annually by elevating global field marketing through execution in NA, LA, EMEA.
2002 - 2007
VICE PRESIDENT, GLOBAL MARKETING / CHIEF MARKETING OFFICER
2002 - 2007
Elevated profitability, marketing and branding across 3 progressive leadership roles, developing and transforming corporate marketing objectives across brand, social media, corporate communications, community relations and corporate events. Marketed, managed and documented 50+ products. Directed global teams of 180. Administered $38M in global execution activities including $2M MDF. Integral to driving revenue growth from $35M - $230M. VC backed to Public ATRS. Managed Sales Support Center operations worldwide and Developer Program for all 3rd party products. Constructed and managed global alliances with Dell, HP, IBM, Microsoft, Intel, Fujitsu Siemens and local VAR, VAD and distributors. Led 13 to 15 global campaign and product launches annually. Orchestrated ManageFusion Franchise (10 global conferences).
2000 - 2002
SENIOR DIRECTOR, Global Product and Program Marketing
2001 - 2002
SENIOR DIRECTOR, Global Campaign Development and Execution
2000 - 2001