acxge9@r.postjobfree.com 801-***-**** linkedin.com/davecarlston

DAVE CARLSTON

Highly creative, intelligent and detail-oriented leader who helps early-stage companies grow. Talented at building lean organizations and systems that execute with excellence while maximizing profits. Relishes tackling new challenges, communicating clearly, and creating elegance out of complexity. EXPERIENCE

Chief Operations Officer LEADER.ORG

Private Grant-making Foundation Salt Lake City, UT (2012 present)

Launched and built $40M private grant-making foundation from the ground up, setting the stage for tremendous and sustainable growth with lean, automated or outsourced solutions for every step in the organization’s value chain.

Directed all operations including financial controls, P&L, reporting/forecasting, accounting, budgeting and cash flow management, IT, marketing, and audit preparations.

Built confidence level among donors with unique reporting system, increasing velocity of donation transactions by 150% (from five weeks to two) and securing donation pledges of $40M+.

Secured credit lines to mitigate seasonal cash flow fluctuations.

Attracted top talent from BYU Masters of Accounting program and elsewhere to build a lean and high-performing team; managed all HR functions.

Leveraged software experience to develop an elegant tech-based solution for tracking thousands of grant-related invoicing details, which enabled:

o Modeling for projected scenario analysis.

o Recaptured savings of $1.8M in 2014.

Managed relationship with our corporate partner, FranklinCovey Inc., which provides the services that are delivered to our grant recipient schools nationwide. o Created a joint operations process/system that boosted FranklinCovey productivity and accuracy (as it pertains to their business with us their largest client); cut the average time required for them to process and resolve errors in thousands of grant-related invoices from three (3) months to 20 minutes (quarterly).

o Worked closely with FranklinCovey executives regularly to resolve conflicts related to their sales compensation strategies, B2B operations, and grant-related issues. o Fostered relationships by presenting annually in FranklinCovey’s company meetings. Principal CAPICHE

Branding/Communications Consulting Salt Lake City, UT (2010 2012)

Created branding/communications strategies for multi-branded companies spanning several industries. Clients included Big D Construction, Cicero Group/Dan Jones & Associates, Diacor Inc., MedQuest Solutions, and Prosper.

Impact on client business included increased brand awareness, market penetration, clarity about value propositions, customer satisfaction and loyalty. acxge9@r.postjobfree.com 801-***-**** linkedin.com/davecarlston Chief Operations Officer / Partner SURGE

Software-as-a-Service (SaaS) Consulting/Development Salt Lake City, UT (2008 2010)

Joined this start-up shortly after launch and helped it grow to $1.5M within 18 months; received recognition from Inc. magazine as one of America’s 5000 fasted growing private companies.

Led collaborative efforts of Design and Development teams to deliver elegant SaaS solutions for clients across various industries including healthcare, higher education, life sciences, facilities management and athletics administration.

Created operations systems that combined Agile Development processes with an innovative,

“illustrated” method of defining product requirements that ensured code accuracy, client satisfaction, and, importantly, optimized efficiency in the use of our resources.

Recruited and built a talented team that remains largely intact today.

Consulted with clients in all aspects of go-to-market strategy and product launches, including marketing messaging, collateral, and sales presentations.

Led creation of and delivery of all sales presentations.

Continue to serve as an advisor and friend to the company. Director of Marketing & Client Services RemedyMD Healthcare Software-as-a-Service (SaaS) Salt Lake City, UT (2005 2008)

Instrumental in raising $10M round two financing through compelling investor presentations.

Increased consulting revenue by 900% in Q3/Q4 of 2006.

Revised all corporate branding, directed the redesign of corporate website, and collaborated with PR firms for all press releases and industry event marketing.

Empowered and led direct sales, reseller and channel partner teams with clear product education and compelling marketing collateral.

Authored, co-authored and ghostwrote white papers, marketing collateral, website content, press releases, and conference presentations (including three posters at American Medical Informatics Association 2007).

Implemented (and rescued) the company’s first multi-million dollar deal (IASIS Healthcare) and largest account (Cleveland Clinic).

Managed the creation, quality assurance, and ongoing enhancements of four Electronic Health Record product lines (for Bariatric, Endocrinology, Cardiology, and patients). EDUCATION

MBA, Executive Program, David Eccles School of Business, University of Utah 2012 BA, Economics, Westminster College Salt Lake City, UT 2005

Graduated summa cum laude Valedictory speaker at Commencement PERSONAL

Enjoy spending time with wife and six children, coaching little league sports, providing church and civic service, collecting classic literature and business thought, wrangling horses, painting, sculpting, listening to classical and rock music, and splitting firewood.

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