Ultra Consultants · NSPC engagement · 2024–2025
$1.75M
in net-new consulting revenue in seven months
Director, Enterprise Sales
The commercial challenge
Build new business for business-process, ERP-selection and transformation consulting serving mid-sized manufacturers, distributors and investor-backed companies.
The work
Developed account-based executive outreach and referral relationships, including initiatives aimed at PE- and VC-backed portfolio companies, and worked with marketing operations on lead scoring and attribution.
Where it fits: Revenue · Market focus & origination
Read the full case story ↗Armanino · Prior role · 2022–2023
$5.1M
in new revenue in thirteen months
Senior Sales Executive, Business Automation & Analytics
The commercial challenge
Develop enterprise demand and revenue for business automation, analytics and data services inside a national accounting and consulting firm.
The work
Led executive outreach, account-based marketing, digital demand generation and buyer-intent data, and aligned sales, marketing and delivery around target accounts.
Where it fits: Revenue · Commercial operating cadence
Read the full case story ↗Clockwork.ai · Prior role · 2022
$500K
in ARR in less than six months
VP of Partnerships
The commercial challenge
Take a financial-planning platform to market through accounting firms rather than one buyer at a time.
The work
Built an accounting-channel strategy, negotiated enterprise partnerships and established partner onboarding and enablement programs.
Where it fits: Revenue · Partnerships
Kapital Krest Holdings / Rely Services · NSPC engagement · 2026
$2.5M+
in qualified pipeline, with 20+ senior-level prospect and partner introductions
VP, Revenue & Growth
The commercial challenge
Give a portfolio of outsourced and technology-enabled services businesses a more structured growth engine.
The work
Built segmentation, outbound strategy, CRM discipline and commercial operating structure. Pipeline is reported as qualified opportunity value, not booked revenue.
Where it fits: Revenue · Pipeline & operating cadence
Read the full case story ↗Results are reported from roles Joe held and engagements he led; most reflect team efforts alongside client and employer colleagues. Prior employment is identified separately from engagements delivered through No Small Plans Collective. Past results do not guarantee future outcomes, and no client endorsement is implied.
