Invests in
Sectors:
Locations:
Min Investment:
$500,000.00Max Investment:
$2,000,000.00Target Investment:
$1,250,000.00
Skills
Education
- TW
- BU
- BU
Lists including Rachel
Work Experience
2022
CEO & Chairwoman
2022
Setuply client onboarding automation platform helps eliminate the barrier between closing the deal and realizing its potential. Client onboarding today is a manual and lengthy spreadsheet-driven process across a broad B2B solution provider spectrum. It is a loss leader engendering time, budget, & resource overruns. Many providers also cannot recognize revenue while onboarding, further reducing the profitability & impacting the client relationship. Setuply addresses the challenge through a purpose-built onboarding solution that provides better ways to track progress through context-responsive workflow engines, client transparency tools, better implementation staff management & forecasting, & secure data staging, validation, and transformation critical to most B2B providers. Onboard faster, live better :)
Council Member
2023
Forbes Technology Council is a vetted professional networking community for leading CEOs, CIOs, CTOs, and senior technology executives. Follow us to stay on top of the latest technology innovations.
2023
Limited Partner
2023
2019
Limited Partner
2019
2048 Ventures is investing in exceptional first-time founders who are creating companies differentiated through technology. Geo-agnostic, focused on NYC, Boston and Emerging Tech Cities including Waterloo, Atlanta, and Austin.
2014 - 2021
CEO and Chairwoman
2014 - 2021
EverythingBenefits™, acquired by UKG in 2021, is AI-Powered Benefits Administration Solutions address the full spectrum of employer and employee self-service benefits objectives including Enrollment & Life Event Management, COBRA Administration, Benefits Reconciliation, ACA Reporting, Billing Consolidation and Payments, Carrier Connectivity, Payments & Collections, and more. Trusted by over 10,000 corporate customers, EverythingBenefits' product suite is available via the Comprehensive Enterprise & Streamlined Corporate Packages, as well as a La Carte. Full range support for commercial enterprises across private and public industry spectrum. Powerful cross-product analytics provide insight into engagement experience and utilization trends. Configurable workflows, alerts, and notifications drive consistent and repeatable business processes. Seamless integrations with 200+ leading Payroll, HR, HCM, and ERP providers and 600+ benefits providers and TPAs helps ensure our clients’ information is in sync and accurate. White-glove managed services solutions extend the range of solution services and deliver exceptional 5-star client experience. Your single source of truth platform for Everything, Benefits.
2014 - 2018
Limited Partner
2014 - 2018
Investing into the leading global accelerator program that supports elite startup organizations with seed funding and top-notch mentor and alumni network.
2012 - 2014
Total Leadership Program Mentor
2012 - 2014
Mentor @ the Wharton MBA Total Leadership program developed by Stew Friedman. The program helps executives develop the skills necessary to become impactful leaders though better work-life balance, more active engagement in the life of their communities, and continued personal development.
2012 - 2014
Global Senior Product Manager, Workforce Ready
2013 - 2014
Global Expansion Strategy for Workforce Ready, formerly known as SaaShr.
Senior Product Manager, Workforce Ready Marketplace
2012 - 2013
Drive the expansion of the Marketplace is the central component of the company's strategic vision to drive leadership in Workforce Management space by providing an unprecedented richness of user experience, and recurring revenue streams for participating vendors, channel partners, and Workforce Ready.
2009 - 2012
Corporate Development
2009 - 2012
Drove & executed on key components of corporate strategy, including marketing acceleration, corporate compliance, HR product development, mobile launch, M&A, and Marketplace.
2006 - 2009
Co-Founder & Chief Executive Officer
2006 - 2009
Founded KnowledgeSum, Inc with a mission to harness the combined power of domain knowledge, expert technology, and firm commitment to deliver intelligent and intuitive workforce management Software as a Service (SaaS) solutions. KnowledgeSum is a channel partner of SaaShr.com. Activities included: Company Vision: Worked closely with the company’s advisory board and the team to develop and implement company’s vision. Operations: carried out company initiation logistics and ongoing operations including incorporation, setting up accounting structures, development of and private labeling KnowledgeSum and its flagship products, website design and launch, and other required activities. Innovative Marketing and Advertising: identified and developed new target segments using multiple medias. Built market brand awareness as measured by the number high quality industry references as an active SaaS industry observer and participant through blogs, industry commentary, and editorial involvement.