James K. Profile

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$250 USD / hour

orem,

united states

$250 USD / hour

It's currently 10:14 PM here

Joined July 5, 2020

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James K.

@theOCEO

0.0

(0 reviews)

0.0

$250 USD / hour

orem,

united states

$250 USD / hour

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Founder & Managing Partner at theOCEO.com

• 25+ years of practical real world experience in the enterprise technology industry • Operations - Designed and executed strategic plans that achieved 1000% growth in annual revenue from 2009 - 2019 • ROI - Collaborated with C-suite on long- and short-term goals that met or exceeded targets by 15%+ • M&A - Led due diligence and integration for 20 global transactions representing >$10B in deal value • Global - Ensured operational accountability for multi-million-dollar BU’s in APAC, EMEA, and the US • KPIs - Established and oversaw operational plans ranging between $300M to $3B for staff of up to 1,200 • Dashboards - Executed 500+ global operational plans that achieved up to 150% annual revenue growth • Leadership - Hired, mentored, and promoted high-performing global teams that drove customer success • BOD - Wrote pitch decks, provided commentary, and participated in quarterly and annual BOD meetings • Ambassador - Represented CEO and GM at global investor, stakeholder, and company meetings • Customer Success - Responsible for 1,200+ accounts and maintained a 95%+ contract renewal rate • Models - Built system that enabled the execution of strategic, operations, and quarterly plans • Cross-collaboration - Created environment that allowed free-thinking for complex problem solving INTERESTS & ASSOCIATIONS • Member of the 200 MPH club while driving my Corvette on the track in Las Vegas • Classic car restoration and motorcycle enthusiast • Have delivered 250+ live training and business presentations • Recognized as Employee of the Year with Omniture in 2006 and Novell in 1994 • Author of a book entitled “Career Secrets” outlining habits and techniques for career development • Co-founder of a retail sales business while still in High School • Executive Vice President / Board of Directors – Central Utah Football Conference • Eagle Scout - Boy Scouts of America • Coach – Orem Youth Baseball, Central Utah Football Conference, Rocky Mtn School of Baseball

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Portfolio

Served as the chairman of the team that launched the Lendio Paycheck Protection Program portal in 2 weeks. Portal facilitated loans impacting 100,000+ small businesses and >$8B in SBA Paycheck Protection Program.

Directed the growth of a Premium Support program that led to $50M+ in annual services revenue.
Created partnerships with 100+ publishers worldwide to publish their content in a mobile format.
Maintained an environment that allowed free-thinking for complex problem solving.
Oversaw global business integration; consolidated 50+ operations in EMEA, APAC, and the Americas after finalizing multi-billion-dollar acquisitions.

Change Management

Compiled and prepared 80+ critical engagements with the Adobe CEO and executive team; performed health checks to reduce risk and explore new business opportunities generating $3B+ with a ~$1.5B budget.

Wrote pitch decks, provided commentary, and participated in quarterly and annual BOD meetings.

Ensured operational accountability for multi-million-dollar BU’s in APAC, EMEA, and the US.

Reporting & Accountability

Drove M&A due diligence and integration; completed 20+ global transactions with a total valuation of $10B+ which included leading the Omniture $1.8B deal.

Selected and trained newly formed top notch integration team; identified global execution challenges and resolved complex issues that drove return on investment of greater than 100% on average.

A master at establishing relationships with key leaders within the acquired company.

M&A Diligence & Integration

Designed and executed strategic plans that achieved up to 1000% annual revenue growth.

Collaborated with C-suite on long- and short-term goals that met or exceeded targets by 15%+.

Built system that enabled the execution of strategic, operations, and quarterly plans.

Established a reseller channel that generated $3M+ in annual sales.

Executed 500+ global operational plans that achieved up to 150% annual revenue growth.

Business Planning

Orchestrated C-Level staff meetings; identified topics and prepared content and presenters to ensure optimal efficiency.

Hired, mentored, and promoted high-performing global teams that drove customer success.

Became the youngest member of the leadership team that hired and trained 1,200+ technical support reps.

Hired, developed, and promoted Account Management Team of up to 50; ensured customers’ needs were addressed and met during the company’s rapid expansion of 1500%+ growth over 5-yr period.

Staff Management

Initiated the operational infrastructure for the Adobe Digital Marketing business unit worldwide; enabled 1000% revenue growth while scaling from 600 to 1600 employees.

Oversaw global business integration; consolidated 50+ operations in EMEA, APAC, and the Americas after finalizing multi-billion-dollar acquisitions.

Represented CEO at business, customer, and team meetings; created a company-wide collaborative environment for KPI accountability to ensure projects were completed on time and on budget.

Worldwide Business Operations

Change Management

Reporting & Accountability

M&A Diligence & Integration

Business Planning

Staff Management

Worldwide Business Operations

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Experience

theOCEO.com

Nov 2019 - Present

Over that 10 year period I was integrally involved in the day to day operations of the Adobe Digital Experience business as it grew from $300M to $3B in annual revenue. I also managed the due diligence and integration of $10B+ in acquisition value over 20+ deals. The best practices that were deployed in support of the business are what make up the components of the OCEO system. I am confident that the tools, templates, structure and lessons learned can be used to make your business successful.

theOCEO (Lendio Engagement)

Apr 2020 - May 2020 (1 month, 2 days)

Lendio is America’s largest small business loan marketplace that facilitates capital in as little as 24 hours. I was recruited by the CEO to drive operational execution and leadership oversight for a critical new business initiative. I led the committee responsible for the development of the Coronavirus Paycheck Protection Program (PPP) loan portal. The PPP portal was created and launched within 2 weeks and facilitated loans impacting 70,000+ small businesses and total SBA funding of >$5.4B.

theOCEO (Route Engagement)

Nov 2019 - Jan 2020 (2 months, 2 days)

Route is a fewly founded online order delivery and insurance App; global customer base with 100+ employees. I served as an advisor to the CEO providing insight and best practices for business structure and operational efficiency. I reviewed operations; recommended policies, processes, and staffing for sustainable hyper-growth. I instituted structure around Strategic Planning, OKRs, Quarterly Business Reviews and performance dashboards.