JASON MATTHEW LINDAUER

AGILE BUSINESS BUILDER

+1-917-***-**** adxh91@r.postjobfree.com linkedin.com/in/jasonlindauer

PROFESSIONAL SUMMARY

Results-oriented financial data and technology professional with proven leadership, product management, product development, marketing, and sales skills. Extensive experience solving business problems by developing software, establishing partnerships, and providing advisory services for Fortune 500 companies. Broad knowledge of financial markets, investor relations, and corporate governance/ESG.

SPECIALTIES

Agile Product Development Product Management Business Development Capital Markets

Software as a Service Client Relationships People Management Marketing Scrum M&A

Strategic Partnerships Data & Analytics Financial Technology Investor Relations ESG

PATENTS & AWARDS

QTarget™ - Computer-implemented system and method for targeting investors compatible with a company United States US 201******** A1, filed January 2012 and US20180260823A1 filed May 2018.

Platinum CEO Award, Nasdaq Inc., July 2013

Received Platinum CEO Award (highest level) for significantly contributing to the acquisition of Thomson Reuters’ Investor Relations, Public Relations, and Multimedia solutions businesses for $390M cash, completed June 3, 2013. Achievements included due diligence, obtaining Department of Justice approval, and negotiating the content agreement.

PROFESSIONAL EXPERIENCE

Independent Consultant 01/2023 - Current

Part-time consultant on ESG and Capital Markets to consulting and institutional investor firms through multiple expert network firms

Achieve above-average compensation ($350-$500/hour) based on experience, value, and positive client feedback.

Visible Alpha LLC, New York, NY 7/2021 - 12/2022

Head of Strategic Partnerships (a Commercial leadership role reporting to the CRO)

Responsible for establishing and developing a new revenue stream for a $50mm financial data business backed by 12 major investment banks

Partner Strategy: Identified the TAM and developed a strategy for expanding into new markets via channel (referral and reseller) partnerships and direct sales in areas outside of traditional client segments.

Business Development: Responsible for generating new revenue in Alternative Data, Consulting, Corporate and Financial Platforms. Collaborated with CRO, Head of Legal and business leaders on licensing and risk mitigation. Mentored and trained SDRs to identify targets and hone their pitches.

Represented the company at industry conferences including NIRI and Rebellion Labs, Future in Finance.

Achievements:

oSigned the largest recurring revenue new client by creating a scalable licensing deal with an alternative data provider.

oAnnounced 3 major partnerships within the first 8 months in this role – negotiated commercials, terms of use, led launch (GTM) strategy and implementation.

oQuadrupled media citations by partnering with MT Newswires, a major media outlet.

oCreated new redistribution proposals and commercial agreements including a novel scalable pricing matrix to maximize revenues while reducing business risks.

oCollaborated with internal stakeholders to institute new Salesforce enhancements and processes to ensure clients, revenue, contract terms, and referrals are properly tracked and billed.

Institutional Shareholder Services (ISS), Rockville, MD 3/2015 - 7/2021

Head of ESG Products and Partnerships

Responsible for managing and developing Governance and Sustainability suites of software solutions for ISS Corporate Solutions and ISS Analytics business lines

Product Management: Managed and enhanced a multi-million dollar software and data product line, including: Governance QualityScore, a Governance Risk assessment for institutions and issuers; Voting Analytics; Governance Analytics, the overall solution for Issuers and consultants; and institutional SaaS products and data feeds.

New Product Development: Achieved 15% revenue growth by releasing new products based on Agile/Scrum methodologies, including Voting Insight, a revolutionary AI/ML SaaS vote prediction product, and Advanced Governance Benchmarking, both part of ICS Governance Platinum launched in 2016.

oLaunched new Sustainability Suite and E&S QualityScore in February 2018, which exceeded revenue assumptions by 120%.

Content Strategy: Established channel sales / revenue share partnerships with FactSet, BlackRock Aladdin, BNY Mellon, and ClimateCare, which increased sales leads. Launched ISS on data management and cloud exchange platforms: Crux Informatics, RIMES, Bloomberg DMS, Snowflake to increase client retention and growth.

Marketing & Sales: Co-developed new sales & marketing campaigns, brochures, videos, and webinars, leading to a 20% increase in sales leads.

oPresented Governance trends at the 2017 Society for Corporate Governance National Conference, which led to 50 new leads and 5 client conversions.

Nasdaq, Inc., Rockville, MD 01/2010 - 03/2015

Head of Investor Relations Products and Content Strategy

Managed the products and personnel within the Investor Relations Intelligence vertical at Nasdaq Global Corporate Solutions. This includes Corporate Intelligence, an investor relations CRM SaaS workflow portal sold to public companies, QTargetTM and Strategic Investor Targeting, and Nasdaq Online, a strategic equity management tool available to all Nasdaq-listed companies.

Business Development: Determined strategy and direction of Investor Relations Intelligence products, including “build or buy” decisions and reviewing/managing third-party partnerships.

oGrew online Targeting business to $1 million in revenue over two years.

Product Development: Oversaw development and integration of Investor Relations management and Advisory products, based on Agile technology methods.

oCreated QTarget in 2011, a patent-pending quantitative and qualitative investor engagement and roadshow planning application designed to help companies prioritize their investor communication efforts.

oLaunched CI Mobile in 2012, a responsive web-app focused on the key product features IROs would need on the road, compatible with iPads, iPhones, Microsoft, and Android mobile devices.

Advisory: Developed Strategic Investor Targeting business and deliverables, leading to $1 million in new revenues. Engagements included: Apple & Nasdaq dividend initiations, Carlye Group pre-IPO.

Public Speaking: Led Orange County, CA NIRI panel on Enlarging Your Marketing Map, April 2013.

Moderated panel on Effective Strategies in Reaching Your Intended Audience at the 2011 SW NIRI Conference in San Antonio, TX.

Results: Increased product sales by 20% after making significant upgrades to investor targeting & roadshow planning, CRM, global expansion, market data integration, user interface, and functionality.

Content Integration: Spearheaded a large product integration project to transition 2,000 desktop users and 300 advisory clients from a legacy platform that realized millions of dollars in cost savings.

Contract Negotiations: Negotiated and managed multi-million-dollar agreements with large financial content providers for IR, PR, Multimedia & Governance businesses.

Thomson Reuters, Rockville, MD and New York, NY 11/1996 to 11/2009

Senior Director, Head of Analytical Services (2005 to 2009)

Oversaw an 18-person global team, $5 million in revenues, responsible for advising 200 public companies on investor relations & outreach, valuation, and strategic initiatives. Oversaw all aspects of the business including sales, client relationships and driving strategy and deliverables.

Business Development: Partnered with global sales force to facilitate business development and 15% y/y sales growth. Generated over $1 million in project revenues in 2008, double that of the prior year.

Leadership: One of ten Senior Directors driving strategy and direction for the US Advisory Services team of 200 analysts. Implemented new training and mentoring programs which increased analyst retention by 20%.

Customer Relationship Management: Increased client satisfaction (+25%) through analyst training, implementing management oversight, and heightened involvement in client engagements.

Management: Increased margins (+25%) and sales (+15%) by restructuring Targeting Specialists into industry-focused teams, transitioned over 100 clients to new analysts and offshored the production of client reports.

Public Speaking: Served as an expert resource for investor relations outreach issues: panel member on “Targeting International Investors” at the 2009 Edison Electric Institute Utility industry IR Group event; presented on “Uses of Cash Trends” at the 2008 Philadelphia regional American Gas Association event.

Director Capital Markets, Corporate Advisory Services (1996 to 2005)

Managed a five-person team providing market intelligence and investor relations consulting to 40 energy and utility companies, grossing $2 million in annual revenues.

Business Development: Top producing team for four consecutive years; unparalleled history of retaining and growing client base.

Leadership: Team leader/key contributor in growing Energy group from 2 analysts with 12 clients to 13 analysts with 100 clients.

EDUCATION & TRAINING

Tulane University, New Orleans, LA

Bachelor of Arts in Political Science, concentration in International Relations

Relevant Business Courses: Investments, Money & Banking, Financial Accounting, Decision Models, Microeconomics, Macro Economics, Economic Development of Latin America

Certified Scrum Product Owner Training (2019) – ScrumAlliance, Munich, Germany

Agile Development Bootcamp Training (2011) – VersionOne, Boston, MA

Thomson Reuters Presentation Skills (2009), New York, NY

Thomson Reuters Management Development Program (2002), New York, NY

Financial Statement Analysis (1998) - NY Institute of Finance, New York, NY

SKILLS/SOFTWARE KNOWLEDGE

Agile/Scrum: JIRA, Version One

Sales/CRM: Salesforce, Groove, HighSpot, HubSpot, Chili Piper, Oracle

UI/UX Wireframing & Design: Invision, Axure, Moqups, Balsamiq

Financial Analysis: Bloomberg, FactSet, Visible Alpha Insights, TR Eikon, Thomson One

Analytics/BI: Google Analytics, Adobe Analytics, MS Power BI, Tableau, Domo, QlikSense

Project Management: MS Project

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