Ted Callahan

Director, Accountant Partnership and Strategy

2022

Director, Accountant Segment Leader

2020 - 2022

Director, QuickBooks Live Leader

2019 - 2020

Lead the product and services teams to build and deliver QuickBooks Live for Small Business and Self-Employed customers of QuickBooks Online. QB Live Bookkeeping is a new subscription offering that connects customers to a team of experience bookkeepers to ensure their books are done right.

Director, Self-Employed Ecosystem

2017 - 2019

Responsible for the internal partnership across our two major business units, Small Business Self Employed Group and the Consumer Group, to deliver seamless customer experiences between the QuickBooks Self-Employed Product to its Tax counterpart, TurboTax Self-Employed. Led cross-functional teams of Product Mangers, Designers, Engineers, Marketers, Analysts, and Customer Success leadership to build new product experiences, improve marketing messages and communications, and increase overall collaboration and rigor of the Self-Employed Ecosystem within Intuit. Results include * >200% QBSE subscriber growth year-over-year * >2x QBSE subscriber usage of TurboTax Self-Employed * Launched new TurboTax Live + Quickbooks Self-Employed Bundle

Founding Partner

2014 - 2017

• Recruited 20-year veteran VC, Kurt Keilhacker former managing director of Tech Fund and Tech Fund Europe and Ben Chelf, co-founder of Coverity • Sourced, ran diligence, and led investment in 12 companies from consumer to enterprise, from deep technology bets to consumer product brands, e.g., Fathom Computing, Opus 12, VRC, and PLAE • Served as board member for MetricStory and board observer for Kammok. Ran back channel communication on behalf of CEOs for other board members and investors, aligned investors on strategy and operating plans. • Worked closely with CEO and product leaders as interim COO, CFO, head of sales, and strategy for 4 different startups, raising over $30M of follow-on capital, building out teams, helped manage acquisition process, and growing sales in key accounts.

Board observer

2014 - 2017

Interim COO

2014 - 2015

Grew annual sales 402% by closing REI as largest wholesale partner with nation-wide rollout, hiring head of sales. Managed e-commerce and marketing campaigns leading to increase direct business Oversaw finance including budgets, accounting, cash flow modeling, and raising additional $1M in working capital. Hired full-time COO from Stanford GSB who has now been promoted to CEO

Strategic Advisor

2014 - 2017

Worked closely with CEO and Founder/Chief of Design to develop funding strategy including pitch materials and financial models to successfully raise Series A, Series B, and debt financing for working capital, also supported product strategy decisions, created GTM playbook, and co-led sales before current sales leader hired.

Board Member

2016 - 2017

Strategic Advisor

2015 - 2016

Supported CEO and co-founders in developing strategy to successful acquisition by Indiegogo. Oversaw growth marketing efforts and pricing revisions to increase GMV from key merchants. Helped manage growth team: setting team and individual priorities, guiding content marketing thought leadership strategy and execution, creating and executing growth marketing campaigns.

Associate Principal

2007 - 2013

• Client leadership: Ran teams simultaneously across US and Sweden for four different clients and delivered $100M incremental in year revenue via big data approach to account prioritization, selling motion, pipeline inspection, and pricing. • People leadership: Led recruiting for San Francisco and Silicon Valley offices. Created office recruiting strategy aligned to headcount targets, interviewed at key feeder schools, and implemented interviewer feedback system to track and improve interviewer practices. • Knowledge leadership: directed two different year-long knowledge efforts from 2012-2012 ♣ “Grow Fast or Die Slow” – analysis of 2500+ software companies from 1980-2012 dissecting growth drivers and explaining key lessons for current management. Published in McKinsey Quarterly April 2014 ♣ “Capturing the digital future in marketing and sales” profiled over 50 tech vendors companies to synthesize key trends and opportunities for GTM leaders to deploy digital tools in core functions.

Executive Director

2002 - 2005

• Increased financial donations 80% through major gift campaign, multi-year foundation grants • Spearheaded brand extension into online media and books (Veritas Book imprint). Increased web traffic 2.5x. • Identified and implemented structural changes and technologies for accelerated domestic growth, new media strategy, and international expansion to Europe and Asia without increase in costs.

Hyperbolist, aka marcomm manager

1999 - 2001

Ill-fated Sequoia and Bessemer start-up that automated internal business processes through the web.