Jay Kleinman

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Jay Kleinman is a Texas-based Partner in TechCXO’s Revenue Growth practice. He supports clients as a fractional Chief Revenue Officer (CRO), Chief Commercial Officer/Chief Growth Officer (CCO, CGO), and Chief Sales Officer (CSO). Jay is a seasoned sales, strategy, and business development leader with over 30 years of experience in healthcare services (payor/provider), MedTech, insurance solutions, technology, SaaS, marketing/advertising, and analytics. Jay’s track record of success includes end-to-end sales processes where he’s secured multiyear, 7+ figure agreements.

Jay’s areas of expertise include:

  • Product/Market fit
  • Client segmentation
  • Go to Market strategy and communications
  • Revenue Operations
  • Sales Optimization
  • Sales Execution (including direct selling)

During his distinguished career, Jay held the following enterprise sales leadership roles:

SVP, Sales – Together Senior Health – Jay was recruited by Redesign Health as the first commercial leader for this evidence-based Alzheimer’s/dementia digital therapy solution provider. He was responsible for all GTM and sales strategy, marketing, partnerships, sales operations, and execution, including maintaining a personal book of business. Primary clients include C-Suite of Medicare Advantage plans, ACOs, senior living facilities, and home health providers. Deal size varies from six-figure proof of concept to seven-figure enterprise-wide implementations. Results included POC and enterprise agreements with a variety of healthcare organizations, including CommonSpirit Health.

VP, Strategic Accounts – Prealize Health – Jay was responsible for sales strategy, processes, and execution for this AI/ML predictive analytics provider. Primary clients include the C-Suite of large, risk-bearing organizations such as payors, ACOs, and third-party specialty care management and healthcare services organizations. Average deal was seven figures and a three-year term. Jay leveraged marketing and lead gen efforts to segment prospects and pursue them accordingly. Jay achieved multi-year agreements with payor organizations like Premera Blue Cross and Sentara Health Plans.

EVP – Centraforce Health – As an investor operator, Jay led the sales, business development and marketing strategy and execution efforts for this VC investor-owned SDoH and Engagement analytics company. Primary clients included C-suite of payors and providers in need of data and insights to identify, understand, and intervene with populations with social risk and health equity factors that impact access to care. The personal average deal size was 6-7 figures and a three-year term. Key results included onboarding clients such as NTT Data, AvMed, and PeaceHealth.

EVP – Group One Insurance Services – As part of the leadership team, Jay retooled all sales and business strategies for this Canadian Managing General Agency. His efforts included the total turnaround of the business model, business development, and marketing approach, as well as the re-negotiation of Lloyds of London insurance contracts. This agency was responsible for writing high-risk, sub-standard insurance, including nearly 40% of all liquor liability in Canada. Jay’s efforts ultimately helped raise investor funding to grow and expand Group One’s national reach.

VP of Business Development – Conifer Health Solutions – Jay originally joined Tenet Health Care Corporation to lead the commercialization strategy for its revenue cycle operation, becoming Conifer Health Solutions. He initially led all sales and marketing efforts post-launch until taking a senior sales role calling on the CFOs of large health systems. The personal average deal size was 7-8 figures and a five-year term. Jay later moved to head up the commercialization of Tenet’s value-based care offering and roll it into Conifer. This included ACO/CIN development, network management, PMPM modeling, and the acquisition of a Population Health analytics and care management company to support our value-based care client contracts. Clients included LHP, National ACO, and Catholic Health Initiatives.

Jay has proficiency in platforms including CRMs (Salesforce, HubSpot, Pipedrive); Platform demos (Tableau, Microsoft BI), and Research (LinkedIn, Lusha, ZoomInfo, AIS Health Data, and Definitive Health).

Jay received his BA in Industrial Psychology from Auburn University. He lives in Dallas.

Ken Powell

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Ken is passionate about leadership and inspiring excellence. As a 10-year CEO of public and venture-backed companies, Ken has a track record of building and leading high-performing teams that elevate businesses to market leadership. His approach challenges conventional thinking by simplifying complex challenges into clear, executable strategies that drive market dominance. He is known for attracting top-tier talent and fostering a culture of innovation to consistently deliver results that exceed expectations.

David Taylor

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David transcends Strategy to Operations and Ideation to Commercial Scale, leading and managing small and midsize companies to meet their full potential. David has served as Chief Innovation Officer, Chief Operating Officer, Executive Vice President, and Vice President for Public, Private Equity and Venture Capital backed technology companies. David has a wealth of experience interacting with Boards of Directors, Advisory Boards, CEOs, the C-Suite, and leading management teams from start-up to fully commercialized growth. David’s leadership has driven highly successful companies to optimize a mix of inorganic and organic growth strategies to reach their full potential. David has worked with companies in Health-Tech and Fin-Tech, serving many industries such as Healthcare, Finance, Retail, and Telco.

David has extensive leadership and operational experience in leading and managing high-performance product & development teams and Production Operations teams such as DevOps, Call Centers, IT, and Security. He also has extensive experience raising capital, mergers & acquisitions, IPO readiness & application, and due diligence, including public company processes and reporting enhancements. David has also led direct and indirect global expansion through partnerships and direct investment into Europe, Latin America, China, and Australia/ New Zealand. David has also led General & Administrative teams with his key philosophy that everyone is part of the frontline of the business.

Ram Sarabu

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Ram Sarabu is a Partner in the Product & Technology Group at TechCXO. He leverages his extensive industry knowledge in serving as a Chief Product Officer, Chief Technology Officer, Chief Information/Security Officer, or as a Strategic Adviser to high-growth technology companies.

With over two decades of leadership experience, Ram has honed his proficiency in diverse areas, including product innovation and strategy, IT applications, business systems, and resource management. He has a particular focus on enterprise and consumer SaaS businesses across various industries.

At TechCXO, Ram has advised a number of SaaS firms in Healthcare, FinTech, Food and Beverages, and Manufacturing industries.

Prior to TechCXO, Ram held multiple key leadership roles over the course of his career:

At Davisware LLC, a private equity-managed SaaS company catering to ERP and field service needs of SMEs, Ram assumed the comprehensive responsibilities of a CTO/CIO/CPO. He spearheaded a team of 150 people distributed across the US and India, modernized application and infrastructure services, transitioning from the legacy technology stack to Microsoft Azure IaaS and PaaS Services, and boosted hosting service availability to an impressive 99.99%. His tenure at Davisware also included the implementation of modern agile tools, setting up clear processes, formulating data-driven KPIs, and acting as a Chief Information Security Officer (CISO).

At SAP Labs LLC, as the VP of Product Development, Ram functioned as a divisional CTO for SAP ERP workforce management and field service applications. He led a team of 40 engineers with an annual budget of $8M. His leadership saw the delivery of industry-leading workforce management and field service solutions, with a meteoric growth in SaaS revenue from $10M ARR to over $80M ARR in under five years.

At Syclo LLC, Ram served as the VP of Product Development. He was instrumental in achieving $25M ARR by doubling the product development team size and expediting innovations in workforce management and field service for SAP and IBM enterprise customers.

Ram has also demonstrated his leadership and product development expertise during his tenures with Tribune Company, Open Kernel Labs, and Motorola.

Ram holds an MBA from The University of Chicago Booth School of Business, Master’s in Electrical & Computer Engineering from Michigan Technological University, and a Bachelor’s degree in Electronics & Communications from JNTU Hyderabad.

Ram is a Gartner Community Ambassador and a recipient of the Outstanding Technology Leadership award at the Internet 2.0 Conference.

In his leisure time, Ram is an ardent admirer of the great outdoors and enjoys long-distance running.

 

Awards and Publications

 

Dennis Hunt

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Dennis Hunt is an experienced finance, accounting and operations professional that can add immediate value in either a fractional or interim role. Frequently working with SaaS companies post acquisition by PE firms on technical accounting matters including revenue recognition, purchase accounting / opening balance sheets and lease accounting. Additional practical experience and services include SOX 404 (internal controls over financial reporting), ERP implementations, 10-Q & 10-K filings and managerial reporting (budgeting & forecasting, consolidations, performance metrics, business trends, etc.). Dennis Hunt works with companies to position them for success by conducting readiness assessments including review of accounting policies and implementing best practices.

Qualifications Summary

Financial, accounting, and general management executive with comprehensive experience in the development, planning, implementation, and execution of strategic, financial, and operational plans. Realizes and supports organizational objectives including improved bottom line performance using forecasting and budgeting models integrated with financial and quantitative metrics to collaboratively team with other stakeholders in the organization. Experienced in management of accounting, finance, tax, human resources, credit and IT functions.

Financial and Accounting Skill Set

  • Budgeting & forecasting
  • US GAAP / financial reporting / consolidations
  • SOX 404 (internal controls over financial reporting)
  • Mergers & acquisitions (purchase accounting, due diligence, quality of earnings, leveraged buyouts)
  • ASC 606, including implementation (revenue recognition)
  • Managerial reporting (departmental profit & loss statements, performance metrics, comparative financial reports, business trends)
  • Internal & external audits / month and year-end closings
  • Restructure companies to improve operational performance
  • ERP implementations
  • 10-Q and 10-K filings
  • Work with companies to position them for sale
    • Conduct company readiness assessment including review of accounting policies, implement best practices, improve control environment and financial reporting to maximize business and shareholder value
  • Shelf offerings / prospectuses / proxies / “bought” deals

Partial List of Applicable Work Experience

  • Interim Controller for publicly traded biotechnology company
  • Controller for publicly traded world-wide leader in the outsourcing, consulting and governance services industry
  • CFO for distributer and wholesaler of capital equipment
  • Business Development Manager for large division of Fortune 500 company
  • Vice President Finance and Administration for manufacturing and field service enterprise

 

Professional Certifications and Education

  • Interim Controller for publicly traded biotechnology company
  • Controller for publicly traded worldwide leader in the outsourcing, consulting and governance services industry
  • CFO for distributer and wholesaler of capital equipment
  • Business Development Manager for large division of Fortune 500 company
  • Vice President of Finance and Administration for manufacturing and field service enterprise