Head of GTM (Enterprise Sales & Bank Partnerships) at Root (FinTech Saas for Instant Payments) (2024-12 – 2025-12)
- Closed the company’s first enterprise customer with a $2M SaaS contract and led the client relationship through technical integration, priority setting, and escalations.
- Joined as the fifth employee and founding team member, working directly with the founder to build the Sales and Business Development function; created the GTM strategy, including ICP definition, market segmentation, sales process development, lead generation, and qualification
- Led outbound motion, generating 20+ qualified meetings with Finance & Product leaders at target enterprise accounts; hosted executive dinners in San Francisco to deepen client relationships and represented Root at conferences like Money2020.
- Owned the bank partnership strategy and led negotiations for RTP, P2C and FedNow payment rails, managing deals through launch with major U.S. financial institutions, including J.P. Morgan, Silicon Valley Bank, Bank of America, and Citibank
- Led inbound demand generation through Google and LinkedIn ad campaigns, directed website content and ad copy, and automated go-to-market workflows using LinkedIn Sales Navigator and AI tools, including Bardeen, ChatGPT, Grok, and Claude, creating a more consistent process for attracting and qualifying prospects
- Negotiated vendor partner agreements for PCI compliance, identity verification, KYC, and AWS, supporting the company’s compliance readiness and payment infrastructure
- Drafted the investor pitch deck; responded to diligence questions; and built financial projections to support fundraise and diligence
Founder & Principal at Permanencia Capital (Independent Search Fund) (2024-01 – 2025-02)
- Launched an independent search fund focused on sourcing and acquiring GTA small businesses in the industrials, manufacturing, building materials, and distribution sectors, creating a focused acquisition platform
- Built relationships and a deal-sourcing network of 200+ contacts (financial institutions, advisors, brokers, accountants, lawyers)
- Evaluated hundreds of listings and shortlisted 70 opportunities, submitting 9 offers (1 LOI, 8 EOI/IOI).
- Built a direct-outreach engine using HubSpot and Smartlead, contacted 700 small business owners about succession planning, and converted 4 into active acquisition discussions after they shared financial information
- Recruited, trained, and coached 2 summer finance interns on M&A analysis and deal research, building additional capacity for opportunity evaluation and transaction research
Sales Director & New Business Development (North America) at UTIL Industries (Precision Manufacturing) (2022-08 – 2023-12)
- Won a $6M annual contract with a top-tier automotive OEM as new business within the first 6 months; generated $15M/year in new pipeline across E-Mobility, Agriculture, and Construction sectors to diversify the revenue base.
- Managed 20+ key accounts generating $50M in annual revenue and developed a 3-year strategic account plan for expansion across the US, Mexico, and Canada.
- Led a team of 4, including 2 sales managers and 2 customer support representatives; managed end-to-end order planning, fulfillment, and delivery in SAP to ensure coordinated execution across the customer lifecycle
- Retained by the trustee and receiver to lead a 5-person team through change management, coordinating priorities and transition activities during the wind-down and asset sale to support an orderly transition
Business Head, Yelo (White-Label Marketplace Platform) at Jungleworks - B2B SaaS / Commerce Technology (2021-05 – 2022-01)
- Led B2B sales and account management teams for an enterprise software platform; grew ARR approximately 60% to $4.5M by closing complex sales cycles with enterprise clients across Brazil, the UK, UAE, and India ($15K–$250K ACV).
- Owned P&L management, product management, delivery, and customer experience across teams; increased revenue 50% and MAU 20% in 6 months while boosting Trustpilot rating from 3.1 to 4.0.
Assistant General Manager, International Business Development at Merino Industries (Laminates Mfg.) (2020-02 – 2021-05)
- Led sales strategy and operations for a $50M international business and a 25-person global team; established a quarterly operating rhythm with KPI reviews and sales forecasting.
- restored revenue to pre-COVID levels in 6 months; Spearheaded full digital transformation of B2B sales and marketing outreach, GTM planning, and new Infor CRM implementation.
- Grew key account in USA by 10% YoY to $2.5M as our largest distributor; Launched channel partner programs globally.
- Built outbound sales function and acquired 2 new clients generating $200K annualized sales in high-margin specialty products.
Co-Founder & Director, Finance & Corporate Development at Sunsure Energy ( Solar EPC & Development) (2015-09 – 2019-06)
- Co-founded the firm and scaled it from $0 to $20M annual revenue profitably in 3 years, executing turnkey Solar PV projects.
- Raised $2.2M in unsecured working-capital lines through structured financing and $3.2M in project equity; negotiated term sheets, SPAs, and SHAs, contributing to a profitable exit after pitching to 50+ infrastructure PE firms, VCs, lenders, and banks
- Won the firm's first government tender as an IPP to develop ground-mounted solar and built the techno-commercial model.
- Awarded with the “Best CFO” award among solar startups in India by RE Finance Awards 2017.
Senior Analyst, M&A / Corporate Development (LatAm) at General Electric (2013-04 – 2015-02)
- Built an organic and inorganic growth plan for a $600M business unit, creating a strategic roadmap to support 2x growth over five years
- Executed multiple M&A transactions sized $40M–$300M in Oil & Gas equipment, electrical engineering, industrial logistics.
- Built Microsoft Excel valuation models using DCF, comparable companies, transaction multiples, IRR, and NPV analyses; led due diligence and pitch deck development to support deal evaluation and approval
Associate, Americas Equity Technology Support at J.P. Morgan (2009-07 – 2013-01)
- Led technical support for a $100M equity trading desk as the single point of contact for 40+ traders, using SQL and Unix CLI to maintain reliable trading operations
- Fast-tracked promotion from Analyst to Associate; selected to expatriate and build a new team in Brazil for the trading desk.
