📋 Active Searches
🎯 BD Pipeline
🚀 Business Development
📊 Market Scan
G2 Risk Solutions
Active
VP, Global Customer Success
📄 Position Spec 📊 Status Report
Pursuing 29
Interested 10
  • Jill Banaszak
    Nasdaq eVestment
    $235K-$250K base + 30% bonus + LTI (cliff)
    LinkedInCVReport
  • Mike Barath
    Inmar Intelligence
    $400K-$500K total ($250K-$300K base + bonus + equity)
    LinkedInCV
  • Varun Bhardwaj
    Sirion
    LinkedIn
  • Patrick Cash
    Goldman Sachs
    $250K-$400K base
    LinkedInCVReport
  • Mariam Kazi
    Saviynt
    LinkedIn
  • Aaron Masih
    Private Consultant
    $265K base + 30% bonus (quarterly) + LTIP
    LinkedInCV
  • Conor O'Boyle
    Vanilla
    LinkedIn
  • Zach Rodheim
    Kroll
    $250K base target
    LinkedInCVReport
  • Orlando Rossi
    MeridianLink
    ~$300K base + 50% bonus + significant equity
    LinkedInCV
  • Lawrence Waldman
    GLMX
    $280K base + $100K bonus + equity (early vesting)
    LinkedIn
Client Interview 4
Offer0
📝 Meeting Notes 1 entry
▼
1/26/26 — Client Call: Preliminary Research Review
▼
Attendees: Julia, Star, Dorothy, Client (G2RS)
📊 Presentation
  • Julia/Star presented initial candidate funnel (page 2)
🔍 Market Insights
  • 11+ target prospects identified in preliminary research
  • Customer Success has evolved from a "job" to a strategic "function" — important positioning for this role
  • Notable trend: Many strong profiles have Israel experience (likely due to Israel's tech/SaaS ecosystem)
  • Geographic distribution: ~50% of prospects in NYC area
  • Comp consideration: NYC-based candidates command higher compensation
  • US-based prospects predominate the pool
💬 Client Feedback (Rochelle)
  • Lean Six Sigma Black Belt discipline is valuable — can we add this as a criteria?
  • Willing to explore dialing up comp but want to stay in range (nothing with "$3" in front)
  • Looking for someone comfortable in almost completely virtual environment
  • Target companies are fine
  • "Upsell" focused profiles not as interesting
👤 Candidate Reviews
JD Holeman
Strong background, process/data oriented, active interviews in final stage (timing important), comp in right spot. Client liked military background — "rose through the ranks." Wants to set up time.
Zach R.
Relationship builder, thinker, not actively looking but interested, has hit ceiling, global experience. Client interested in design thinking background, "seems like a great problem solver." Wants to set up time.
Patrick C.
Technical, Ivy League, understanding of deep diverse markets, interested in job.
✅ Key Takeaways
  1. Strong initial pipeline with room to narrow based on client feedback
  2. The CS function evolution narrative should be emphasized when positioning candidates
  3. NYC candidates will likely have higher comp expectations
  4. Israel tech experience emerging as common background among qualified candidates
SAIC
Active
VP, HR - AF Space & Intel Business
📄 Position Spec 📊 Status Report (Jan 28)
Pursuing 14
Outreach 2
  • Sydney Garber
    Lockheed Martin - following up
    LinkedIn
  • Kristen Keffer
    Peraton - ⚠️ CALL/TEXT (email blocked)
    LinkedIn
Strong Interest 1
  • Sylvia Parsons Roche ⭐
    Northrop Grumman - 16 yrs, led 13K+ engineers
    ~$400K all-in · ⚠️ $100K clawback ends June
    LinkedIn
Client Interview 4
  • Lisa Wilkinson ✅
    SOSi - Interviews: Jillian 1/29, Praveen 2/2, Andy 2/4
    $325K base + 50% bonus
    LinkedInCVReport
  • Erica Cary
    Hilton - 💰 Comp discussion w/ Kathleen needed
    ~$600K (~$400K base + bonus + LTI)
    LinkedInCVReport
  • Greg Nosal ⚠️
    Northrop - Mixed feedback, more interviews (Julie/Carm)
    ~$500K ($279K + 25% + $120K LTI)
    LinkedInCVReport
On Hold 2
  • Brian Wiggins
    Northrop - diff role?
    $250K base + 25% bonus + $260K stock
    LinkedIn
  • Melissa Ferguson
    Iridium - scale concern
    $270K base + 35% bonus + $225K/yr stock
    LinkedInCV
Offer0
Dropped/Closed 6
  • Scott Nycum
    GDIT - Withdrew (prefers inside the business)
    LinkedIn
  • Jennifer Doss
    Not a fit for civilian role
    LinkedIn
  • Jared Hawkins
    Honeywell - Closed out
    $235K base + 20% bonus + 30% LTI
    LinkedIn
  • Rosalind Stanson
    BAE Systems - Closed out
    $216K base + 20% bonus + 30% LTI
    LinkedIn
  • Kirsten Frey
    Walmart - Closed out
    ~$250K base + 35% bonus + $75K stock
    LinkedIn
  • Beth Unger
    Withdrew
    $219K base + 12% bonus
    LinkedIn
0
Total Prospects
0
Not Contacted
0
Star
0
Julia
0
Dorothy
Last updated: -
Company Open Role Industry TA Contacts Outreach Actions
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📈 Pipeline Summary
0
Active Prospects
0
Proposals Out
2
Active Clients
$0
Pipeline Value
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SAIC
Q3 FY26: Beat EPS ($2.97 vs $2.61 YoY) · JPMorgan raised target to $125
G2 Risk Solutions
Private company — limited public coverage
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