Summary
Overview
Work History
Education
Skills
Timeline
Generic

STEVEN McKENZIE

Phoenix,AZ

Summary

Dynamic Operations and Sales Executive with over 25 years of experience in driving revenue growth and restructuring organizations. Notable achievements include transforming underperforming companies and successfully penetrating new markets to outpace competitors. Adept at developing data-driven strategies and fostering cross-functional collaboration to exceed business objectives. Recognized as a results-oriented Chief Revenue Officer, specializing in strategic planning, market expansion, and creating high-performing cultures.

Overview

23
23
years of professional experience

Work History

Chief Revenue Officer

COPILOTIQ / BIOFOURMIS
04.2024 - Current
  • Lead the enterprise sales, marketing, customer success and Clients services teams.
  • Directed revenue planning and strategic alignment during CopilotIQ and Biofourmis merger.
  • Increased annual recurring revenue by 30% through effective execution of growth strategies.
  • Generated revenues exceeding $50M by leveraging different channels such as direct sales alongside partnerships.
  • Optimized customer acquisition processes, resulting in a 50% reduction in CAC and improved overall efficiency.
  • Crafted a customer engagement framework, boosting customer lifetime value by 33%.
  • Cultivated and preserved high-caliber sales teams, elevating productivity by 15%.
  • Scaled product offerings with emphasis on revenue growth, operational efficiency and speed of execution.

Vice President of Sales and Marketing

COPILOTIQ
12.2023 - 04.2024
  • Executed unified strategies leading to significant expansion in both market presence and annual earnings.
  • Oversaw more than 60-personnel team in sales and marketing, reaching 120% of yearly goals.
  • Implemented successful multi-channel efforts to increase leads and patient conversions.
  • Implemented tactical approaches leading to a 50% reduction in yearly client acquisition expenses.
  • Developed a self-service model to facilitate new member enrollment, patient onboarding and clinical care to minimizing sales acquisition costs.

Vice President of Sales

COPILOTIQ
09.2022 - 12.2023
  • Managed high-impact strategy implementations, achieving remarkable revenue and market expansion.
  • Expanded member base from 800 to over 20,000 using enhanced sales and marketing strategies.
  • Supervised and motivated a high-performing sales workforce to surpass targets by 120%.
  • Optimized workflows to achieve a 90% decrease in onboarding time for new hires.
  • Cultivated an ambitious sales team dynamic, leading to a 200% surge in productivity.

Senior Director of National Accounts & Virtual Sales

PAYCHEX
07.2019 - 09.2022
  • Directed a workforce exceeding 300 members, achieving annual revenues surpassing $55M.
  • Pioneered a modern service approach to elevate customer interactions.
  • Created innovative approaches to penetrate untapped markets, boosting regional presence.
  • Optimized sales processes by deploying GONG, Salesforce, and Power BI platforms.

Vice President of Sales East

PAYCHEX
06.2018 - 07.2019
  • Led an 850-person sales team in over 100 markets, attaining consistent revenue increases.
  • Achieved top rank in national sales standings.
  • Collaborated with marketing teams to develop and implement promotional strategies and campaigns.
  • Aligned sales objectives with business initiatives using strategic development, forecasting and budgeting.
  • Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.

Regional Operations Manager

Paychex
08.2014 - 06.2018
  • Led operations for 575 employees across 19 markets to enhance service quality and client satisfaction.
  • Secured record-breaking employee retention milestone of 16.25% during 2018.
  • Consistently outperformed client retention targets for four consecutive years.
  • Redesigned region into a more efficient structure, enhancing operational effectiveness.
  • Graduated from Edge, the Paychex executive training program.
  • Enhanced job knowledge and efficiency by integrating chat capability for front-line employees.
  • Increased SOAR program revenue by 124% year over year as Executive Sponsor.
  • Earned distinction as top-performing region in 2015.

Director of Sales

PAYCHEX
11.2011 - 08.2014
  • Oversaw a team of 370 employees across 55 markets to achieve sales growth and enhance retention.
  • Devised comprehensive GTM strategy to enhance field sales effectiveness.
  • Secured top national ranking in sales performance.
  • Monitored competitor activities and adjusted strategies to maintain competitive advantage.

Regional Vice President

DFC GLOBAL CORPORATION
01.2011 - 10.2011
  • Managed various leadership positions.

Regional Vice President of Sales

ARAMARK UNIFORM SERVICES
01.2003 - 11.2010
  • Managed various leadership positions

Education

Bachelor of Science - Finance

Virginia Tech University
Blacksburg, VA

Skills

  • Revenue generation and optimization
  • Data-driven decision making
  • Execution of Strategic Initiatives
  • Client Retention Strategies
  • Collaborative Interdepartmental Engagement
  • Business-to-Business Relationship Building
  • Mergers and Acquisitions
  • P&L Management

Timeline

Chief Revenue Officer

COPILOTIQ / BIOFOURMIS
04.2024 - Current

Vice President of Sales and Marketing

COPILOTIQ
12.2023 - 04.2024

Vice President of Sales

COPILOTIQ
09.2022 - 12.2023

Senior Director of National Accounts & Virtual Sales

PAYCHEX
07.2019 - 09.2022

Vice President of Sales East

PAYCHEX
06.2018 - 07.2019

Regional Operations Manager

Paychex
08.2014 - 06.2018

Director of Sales

PAYCHEX
11.2011 - 08.2014

Regional Vice President

DFC GLOBAL CORPORATION
01.2011 - 10.2011

Regional Vice President of Sales

ARAMARK UNIFORM SERVICES
01.2003 - 11.2010

Bachelor of Science - Finance

Virginia Tech University

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