Heather B.

Minneapolis, MN, USA

COO | EOS Integrator | Scaling & Integration Leader for Professional Services

I’m a COO, CDO and EOS Integrator with 20+ years scaling professional services firms through growth, transformation, and post‑merger integration. I build the people, processes, and systems—revenue operations, CRM architecture, delivery frameworks, and organizational design—that enable predictable growth, higher retention, and stronger client outcomes. Proven results include scaling a start‑up to $300M, leading 10+ integrations, and overseeing delivery for 1,800+ consultants. I use applied AI pragmatically for operational data integration, pricing and profitability modeling, QA, and executive reporting. Available for fractional COO, EOS integration, and strategic advisory engagements.
Heather B.

Experience

  • Sales Empowerment Group

    Sales Empowerment Group

    Chief Operating Officer

    Mar 2025 - Present

    Sales Empowerment Group has rebranded as Brickwork, the AI-powered go-to-market partner for the mid-market. Visit us at brick.work and let's build what's next.

    • Recruited by the private equity sponsor to lead operations of a newly formed firm built through consolidation of three companies.
    • Served as EOS Integrator and built the company strategic plan with EOS-based quarterly roadmaps.
    • Aligned leadership and execution across eight service lines including Revenue Operations and Marketing Services.
    • Led post-merger integration across disparate systems, delivery structures, and leadership teams.
    • Built a HubSpot-based Revenue Operations infrastructure with pipeline design and forecasting methodology.
    • Implemented a Professional Services Administration (PSA) system for project delivery, utilization, and profitability.
    • Productized professional services with tiered offerings, pricing architecture, and SOW frameworks.
    • Focused delivery operations on client satisfaction and churn reduction to protect existing revenue.
    • Managed board relationships and tailored communications for multiple private equity board members.
  • Q Consulting

    Q Consulting

    Chief Operating Officer

    Oct 2022 - Mar 2025

    • Head the Sales and Recruiting functions providing quality staffing solutions for clients.
    • Responsible for operational design and efficiencies that allow the organization to scale quickly while retaining high client satisfaction. Key accomplishments are:
    • Optimize back office operations and efficiencies in support of future growth by implementing an Account Coordinator and Account Management model focused on both career development and redistribution of roles and
    • responsibilities so sales and recruiting can focus on revenue generating activities.
    • Implement CRM functionality across entire organization, including detailed definitions around our sales pipeline, funnel, and forecasting methodologies.
    • Improve client delivery quality and efficiency by coaching and mentoring the sales and recruiting team on delivery interview techniques to ensure the best client match for our consultant population.
    • Provide strategic consulting services to clients on how to efficiently scale consulting models.
  • Turnberry Solutions

    Turnberry Solutions

    Chief Delivery Officer

    Aug 2021 - Jul 2022

    • Headed the delivery strategy, operations, and team of 1,800+ consultants providing value-based technical solutions for clients.
    • Progressive career growth over 12-year tenure spanning multiple disciplines and roles from Delivery Management to Business Development to Running a large Solutions Consulting Organization. Key accomplishments are:
    • Optimized client delivery quality and efficiency by designing and implementing a new a Solution Practice model across 7 service lines and 10 career disciplines and transitioning consultants to the new model.
    • Played a key role in delivering on Turnberry Solutions’ ROI goals for the merger with ThreeBridge, as a leader in integrating IT consulting practices, systems, processes, teams, and managing organizational change.
    • Streamlined performance management, boosted team engagement, and infused a culture of excellence through innovation.
    • Business sponsor for the pioneering of an end-to-end employee engagement process that provides continuous employee feedback and simplified rewards and recognition to replace annual performance reviews.
    • Increased new business by heading overhaul of the lead generation strategy, incorporating proactive marketing channels.
  • Turnberry Solutions

    Turnberry Solutions

    Chief Operating Officer

    Jan 2020 - Jul 2020

    • Owned the company’s operating strategy, driving operational excellence; simultaneous role with leading the Midwest Region’s Sales, Delivery, and Recruiting functions.
    • Strengthened support for the growing workforce of salaried consultants by establishing a Resource Management Function.
    • Navigated operations, clients, and teams through COVID-related shut-downs and changes with minimal project disruption and only reduced headcount by 20 consultants year-over-year.
    • Drove the IT Business Continuity Plan and served on tiger team dedicated to saving jobs. Orchestrated a seamless shift to remote consulting and back-office operations.
  • Turnberry Solutions

    Turnberry Solutions

    Managing Partner, Midwest Region

    Jan 2019 - Dec 2019

    • Directed a portfolio generating $85M in revenue. Assumed additional charge of growing St. Louis Market alongside Minneapolis.
    • Advanced Sales and Delivery consistency and impact. Steered the integration of systems and processes across all markets.
    • Expanded the talent pool for key consulting positions by proposing, championing, and collaborating to implement a National Recruiting Model.
    • Secured multiple prime vendor positions for solutions contracts.
  • Turnberry Solutions

    Turnberry Solutions

    Managing Partner, Minneapolis

    Jan 2018 - Dec 2018

    • Drove Minneapolis sales, delivery, and recruitment for a market providing $80M in revenue; direct portfolio of $42M in revenue.
    • Partnered across the leadership team to facilitate a transition to private equity ownership.
    • Key leader in success of entry into 3 new markets and 3 new verticals.
    • Supported integration of 3 acquisitions and solution offerings, incorporating Continuous Process Improvement, Data Governance, and Data Science into the solutions portfolio.
    • Integral in expanding the account of a large agriculture client from 20 to 60 consultants on billing.
  • Turnberry Solutions

    Turnberry Solutions

    Client Engagement Partner

    Jan 2016 - Dec 2017

    • Managed and grew a portfolio of $35M+ across 5 clients guiding a 7-member business development team.
    • Paved the way for peak client satisfaction and continued growth by designing and introducing the structure for a Client Engagement Partner model, including strategic account portfolio management.
    • Grew a large healthcare client from 20 to 80+ consultants and negotiated a prime vendor position. Oversaw client program for transition from project management to agile methodology.
    • Assisted in expanding satellite office in New Jersey to accommodate rising client demand.
  • Turnberry Solutions

    Turnberry Solutions

    VP Delivery Management

    Jan 2013 - Dec 2015

    • Governed a $15M book of business contributing 25% of company revenue with 33% YoY growth.
    • Facilitated expansion of company’s geographic footprint. Supported onboarding, training, and operations for St. Louis office.
    • Drove the sourcing strategy for a multi-year global data center consolidation.
    • Managed all aspects of delivery services for key clients, leading 260 consultants.
    • Elevated sales effectiveness and support by strategizing and rolling out a scalable Delivery Management model.
    • Expanded fulfillment, recruiting, and operations functions.
    • Projects: Business Analysis Center of Excellence for large financial services client; moved retail client to Agile/Product Teams.
  • Turnberry Solutions

    Turnberry Solutions

    Delivery Director

    Jun 2010 - Dec 2012

    • Joined as the start-up’s first employee.
    • Handled HR responsibilities for the growing firm.
    • Managed Sales functions during early growth.
    • Led Recruiting efforts to build the team.
    • Oversaw Finance activities for the nascent company.
    • Owned Client Quality Assurance processes.
    • Managed Consultant relationships for up to 130 consultants.
    • Directed Project Delivery functions across engagements.
  • Optum

    Optum

    Senior Functional Analyst / Product Owner

    Jul 2009 - Jun 2010

    Optum is committed to making health care work better, leading the way to better experiences, better health, and lower costs for you.

    • Served as a Lead Functional Analyst for the development of a Government Encounter System (GES) from the ground up.
    • GES is expected to interface with the Department of Defense and handle 250,000 encounters per week for a contract valued at over $21 billion.
  • UnitedHealthcare Community & State

    UnitedHealthcare Community & State

    Business Analyst Lead / Subject Matter Expert

    Aug 2007 - Jul 2009

    Explore health insurance options including Medicare, Medicaid, individual and family, short term and dental, as well as employer plans.

    • Gathered business and system requirements to sunset a major Claims Adjudication system.
    • Supported business units to recoup overpayments and ensured correct Provider Contract configuration.
    • Recoupment efforts yielded results of close to $1 million.
    • Assisted Claims Processing Unit with automation for over 20,000 outstanding claim issues at system sunset.
  • Optum Bank

    Optum Bank

    Senior Business Analyst

    Mar 2007 - Aug 2007

    Leader in health accounts banking

    • Accountable for business requirements gathering, sign-off, and user acceptance testing for a major electronic claims payment system.
  • UnitedHealthcare Community & State

    UnitedHealthcare Community & State

    Business Analyst

    Sep 2005 - Mar 2007

    • Gathered system configuration and data requirements for a new Claims platform.
    • Ensured requirements were implemented correctly across six business units for dual eligibility between Medicare and Medicaid.
  • Eide Bailly

    Eide Bailly

    Senior Associate in Management Consulting

    Jul 2004 - Sep 2005

    Eide Bailly LLP is a regional certified public accounting (CPA) and business advisory firm. Clients benefit from our core services of audit & assurance and tax.

    • Participated in executive strategy planning sessions including current state, future state, and gap analysis for a healthcare client.
    • Conducted buy vs. build analysis for large software platforms for a financial services client.
    • Designed and implemented new sales and proposal processes for a healthcare client.
    • Designed and implemented new project and process management processes for a logistics client.
    • Led efforts to reduce negative customer events within a high-visibility customer service department for a healthcare client.
  • Accenture

    Accenture

    Senior Consultant

    Aug 2000 - Jul 2004

    • Senior Consultant in Communications and High Tech vertical responsible for designing and implementing large-scale Operations Support Systems for both Start-ups and Fortune 500 Telecommunications clients.
    • Responsible for roll up of all business case financial impacts and reporting of feasibility study results to upper-level management.
    • Developed Business Cases and executed a Feasibility Study for major cost savings initiative within client organization.
    • Managed development teams in the design and build phases of Network Inventory applications.
    • Accountable for gap analysis of client's legacy systems and newly implemented systems.
    • Responsible for providing feedback to high-level executives for quality assurance objectives.

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