Jason S.

Senior Vice President, Marketing

$165M PE-backed freight matching SaaS. Parachuted in during industry contraction to stop the bleeding: 5 Marketing leaders in 3 years, ballooning costs, stagnant conversions.

Stopped the Cash Burn:

• Slashed marketing budget 22% in 6 months while maintaining pipeline velocity

• Cut digital ad spend $1M (40%) in 10-week sprint

• Improved ad spend efficiency 75% and reduced cost-per-booking 84%

• Eliminated 70% of PR costs with zero drop in media coverage

• Operated under budget every single month during 8-month engagement

Fixed What Was Broken:

• Improved lead conversion 150% by accelerating experimentation cadence (more tests, faster decisions)

• Reduced shopping cart processing from 16+ seconds to <3 seconds

• Improved shopping cart conversions 50% and helped eCommerce beat its 12-month trailing average for first time in 15 months

• Retooled partnerships program (validated by 450% increase in MRR after 2 months) and prepared to scale it

• Shifted to video-first social strategy, generating 10x initial engagement burst followed by 2x week-over-week gains

Stabilized the Team:

• Established "Fewer things, together, promptly" operating model after 5 leaders in 3 years led to sprawling priorities

• Prepared for AI across marketing ops (product marketing, analytics, content, SEO, segmentation) by engaging the front-line as experts, identifying best-fit tools, reducing production time, and insisting on keeping a human in the middle of key decisions

• Managed 14 major communications campaigns in 8 months, including CEO transition, “boomerang” rebrand, 30th anniversary, strategic acquisition integration, and 10 product launches

• Prepared our second-in-command to for eventual succession.

What the CEO & Board Saw: 

Increasingly clear view into marketing performance, updates tracking CAC reduction, conversion improvements, and cost savings. Every dollar cut was a dollar that went straight to EBITDA.

Service Excellence Fellow

$1.3B publicly traded HR SaaS. Engaged to reduce service costs as a percent of revenue while improving customer value delivery.

Found the Hidden Cost Driver:

• Identified critical gaps in adoption metrics that had executives blind to what actually was driving customer success

• Created user-level adoption scoring model by consolidating data from Customer Success, Account Management, Marketing, Customer Learning, and Product

• Used data + customer interviews to identify service delivery improvements across entire customer lifecycle

Delivered Cost Avoidance:

• Improved adoption of a critical configuration tool 70% in 6 weeks through novel, video-based training

• Led an overperforming campaign that had customers adopting 1.7 additional features beyond the campaign's focus

• Achieved 90% overall increase in configuration tools adoption

• Enabled Product team to close 5% of customer feature requests through self-service adoption

• $10MM+ annual cost avoidance (estimated) through reduced customization requests

What the Chief Services Officer Saw: 

Measurable reduction in service costs without sacrificing customer satisfaction, achieved via repeatable methodology. Data-based strategic clarity. Accelerated, high-value impacts. Customer Success, Customer Marketing, and Product teams working together.

Chief Strategy Officer

Angel-backed Talent Acquisition SaaS startup burning cash on wrong customers and bloated product roadmap. Engaged to refine ICP, pivot GTM, and cut waste.

Cut the Fat:

• Eliminated $600K in non-performing annual marketing expense while growing qualified pipeline

• Reduced sales cycle 66% by refining ICP and pivoting from partnerships to direct sales

• Killed 9 months of dev backlog by aligning product roadmap with actual market demand.

Fixed the Revenue Model:

Refined revenue forecasting by integrating sales data, customer feedback, and market analysis

• Created focused ICP that eliminated unqualified opportunities clogging the pipeline

• Secured 3 named case studies for sales enablement.

What the Investors Got: 

A team that stopped chasing every deal and started closing the right deals faster; a path to profitability.