Hi, I’m Chase
Revenue & Growth Leader
Ecommerce | Health | Martech
Strategic Advisor | 2 Exits
Trusted by digital leaders and innovators:
Current:
Principal & Founder
Marshall GTM Partners, LLC.
I serve as a strategic advisor to high growth SaaS companies - helping founders align Go-To-Market teams (Sales, Product, Marketing) to implement solutions or partnerships which to boost revenue, acquire customers at scale and make smarter investments toward their digital roadmap.
Past:
Head of Enterprise Partnerships
Rokt
Rokt is an ecommerce payments technology using AI to power the checkout experience at Shopify, Uber and Walmart. I led expansion of ecommerce relationships across Health, Retail and Innovation segments. Rokt is valued at $5B and plans to list on NASDAQ in 2026.
$550M
ARR
Achieving 50%+ growth
for 3 consecutive years
50X
CPM Performance
Partners generate $300 CPM vs $5-10 CPM via display ads
$3.5B
Valuation
Lead VCs: TDM Partners, Wellington, Tiger Global
VP, Business Development
Corporate Insight
CI is a digital strategy and competitive intelligence agency serving insurance and finance industries since the 90s. As Head of Sales, I led the BD & CS orgs and launched Healthcare practice.
2.6X
Revenue Growth
The firm grew 260% over ~10yrs while leading sales
50+
Logos won
Signing F500 leaders across finance, insurance and healthcare
93%
Client Retention
Establishing a new CS program improved
retention 4.5%
70%
F500 Penetration
Capturing 59 of 84
finance and insurance
firms in the Fortune 500
Enterprise Sales Manager
Sprinklr
Sprinklr is the engine behind how many of the world's most innovative global brands harness the power of social media to transform how they do business across marketing, service, research and advertising. Sprinklr went public on the NYSE in 2021 (CXM).
$560M
ARR
Achieving the allusive double-double (100% growth in back-to-back years)
30+
Social Channels
100+ APIs enable brands to build a 360 customer profile across all interaction points
$2.7B
Valuation
Lead VCs: Battery Ventures, ICONIQ, Intel Capital
Mobile Product Manager - Centurion
American Express / Circles
The “Black Card” introduced it’s first mobile concierge app to access luxury services across dining, travel, entertainment and retail. As the mobile product manager, I sourced exclusive partnerships with global brands and led the effort to transform customer service from from a traditional call center to mobile CX.
800
staff transformed from traditional call center to a mobile service channel
-25%
Reduction in cost per
service ticket
$150M
Spend in year 1 (conservatively)
14
countries to create a global luxury service network
Exclusive partnerships sourced across
Marketing Analyst
Fidelity Investments
Privately owned with $5T in assets, Fidelity is an enigma in the financial services industry. I supported a $2B annuity launch utilizing innovative media solutions and nearly uncapped resources to reach their 50M customers and 10K advisors.
60K
visitors/month
Driving quality traffic to the site; generating 200-300 leads per month
$20M
Ads & SEO Budget
Winning share of voice on major networks: Forbes, Money, NYT, WSJ, Yahoo
$2B
Product launch
Introducing a new annuity product capturing $2B total investment / $400K median
$5T
AUM
(Yes, Trillion)
Of course, when I started they had a measly $2T.
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I’ve leaned on Chase for a number of strategic efforts - building BD teams, developing KPIs, compensation plans and positioning our solutions to be successful in different markets. Most importantly, it is always a pleasure to work together!
Dan Sylvester
SVP of Revenue, SundaySky -
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There is a growing faction of leaders tapping into the Buyer Experience (BX) to engage executives and accelerate business - Chase gets it. We have introduced this culture shift to organizations of all sizes…nothing beats empowering customer-facing professionals and their customers to win together.
Dan Swift
CEO, Numentum -
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Chase was a valued member of the marketing team at Fidelity Investments. He successfully spearheaded a variety of initiatives - tactical as well as strategic - launching a new product, analysis of traffic and defining the requirements of a web redesign. Chase is a strong leader and an excellent collaborator.
Dana Peterson
VP Operations, Corporate Insight
& former VP Marketing, Fidelity -
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Working with Chase has been an absolute pleasure. Groovy is disrupting an industry and Chase helps translate Challenger Sales into practical application. Having Chase in our corner has done wonders for our pitch and confidence.
Idries Erfan
Founder, Groovy -
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Chase helped Nationwide leverage our digital strategy across the enterprise. He took the time to understand our needs before making any recommendations and he successfully demonstrated how to meet the needs of multiple business segments.
Chris Niehoff
Head of Omnichannel, Nationwide -
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As our services evolve we continue to move upmarket competing for business with industry leaders and multinational organizations. Chase’s insight enhances our position and increases our ability to win. I particularly appreciate our action-packed agendas and a focus on the little details which help get deals signed.
Luke Tritton
Founder, ProtectMyOrder
