Smith School Of Business At Queen'S University

Ecole Des Hautes Etudes Commerciales

Revenue Operations Lead at Middesk

San Francisco, California, United States

Building Go-to-Market Operations at Middesk.

Middesk's mission is to enable every business to access the products and services they need to grow and thrive. We believe that if we can make it easy for a business to access financial products, hire new employees, and transact with other businesses, that we increase the odds of success for that business to contribute to its community and the broader economy.

Our Identity product provides accurate, complete information that financial services companies need to make efficient onboarding decisions. Our Agent product makes it easy for employers to file with the state and federal agencies needed to establish their business across the country. Our customers include Affirm, Brex, Plaid, Mercury, Divvy, Rippling, Gusto, and others.

Based in San Francisco, CA, Middesk is backed by Sequoia Capital, Accel Partners, and Y Combinator.

Middesk

Revenue Operations Lead

Plaid's mission is to unlock financial freedom for everyone. Founded in 2012, Plaid has helped tens of millions of consumers live a better financial life and thousands of developers build the new wave of financial technology. Our customers range from companies like Stripe, Coinbase and Square to Fortune 500 enterprises such as American Express and PayPal. To date, Plaid has raised $725M of capital from prominent venture capital firms such as Kleiner Perkins, Andreessen Horowitz, Index, Spark and NEA, as well as global financial institutions such as Goldman Sachs and Citi.

Plaid

Business Operations

Oliver Wyman

Senior Consultant

Consultant

Manager (Associate): 2017-2018  -  Senior Consultant: 2016  -  Consultant: 2014-2015  -  Summer Consultant: 2013

I led consulting engagements for our clients.  As a consistent top performer, I was rapidly promoted to Manager (Associate).  My work spanned across industries (Transportation, Financial Services, Retail, Telecommunications), functions (e.g. strategic planning, operations, go-to-market strategy, business model design, development of enterprise-wide planning tools), and countries (Canada, United States, Mexico).

Selected accomplishments:
-  Winner of Global Oliver Wyman Innovation Competition; personally presented to CEO and Global Executive Committee, resulting in winning the $40,000 grand prize and the firm’s investment to implement the concept
-  Consistently recognized for top performance as evidenced by multiple rapid promotions to project and people management roles on increasingly large engagements at key clients
-  Co-led planning committee for Oliver Wyman Toronto office 2016 Charity Auction, which raised ~$35,000, at the time, the largest single-day donation received by the beneficiary, Dress for Success Toronto

Selected project experiences:
-  Go-to-market strategy for leading global Original Equipment Manufacturer
-  Design of performance management system and asset reorganization for $300M+ division of top North American airline
-  Operational strategy development for top North American airline
-  Asset optimization and enterprise model development for top North American airline
-  Due diligence of ~$1B acquisition target for global private equity firm
-  Retail banking sales strategy for top North American bank

Top skills:
-  Problem solving and structuring
-  Quantitative and qualitative analysis
-  Communication and building consensus across stakeholders

Manager (Associate) - Management Consulting

- Conducted due diligence for more than 30 six and seven figure deals totaling in excess of $20M made by Kevin O'Leary on Dragons’ Den (Canada) and Shark Tank (U.S.)
-  Developed financial models, marketing materials, and strategy for new businesses to be launched under the O'Leary brand

Zach Weinstein