Union Square Consulting
Eddie Reynolds has an extensive work experience in various roles and companies. Eddie started their career in 2006 as a Business Banking professional at Wells Fargo and later joined Yen Capital Management LLC as the Head of Advisory Services for the Healthcare Banking Team. In 2009, they worked as an Account Executive in Private Equity Solutions at Altvia.
In 2012, Eddie became the Vice President of Institutional Sales at CrossBay Capital Partners, where they sourced and distributed investments for alternative investment managers, primarily focusing on private equity. Eddie also designed and implemented Salesforce at the company.
From 2013 to 2016, Eddie worked at Salesforce as an Account Executive, collaborating with customers to optimize their business processes and leverage technology for growth and efficiency.
In 2016, Eddie joined Union Square Consulting as the CEO and Revenue Operations Strategy Consultant. Eddie managed the Sales and Marketing team and provided revenue operations consulting services. Simultaneously, they secured a role as the VP of Revenue Operations at Trumid, a fintech startup. Here, they oversaw all revenue operations initiatives.
Eddie has been an Executive Member at Revenue Collective since 2021. Additionally, at Union Square Consulting, they host RevOps Corner, a podcast that shares best practices for Strategic Revenue Operations. The podcast features interviews with industry experts and insights from their work as a Revenue Operations Consultant.
Overall, Eddie Reynolds has gained significant expertise in revenue operations, sales, marketing, and institutional sales throughout their career.
Eddie Reynolds attended Indiana University - Kelley School of Business from 2000 to 2003, where they pursued a degree in Business with a focus on Finance and Entrepreneurship Management. Eddie has also obtained additional certifications including the Certified Alternative Investment Analyst from the CAIA Association, as well as the Series 63 and Series 7 from FINRA. However, specific details regarding the months and years of obtaining these certifications are not provided.
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Union Square Consulting
Union Square Consulting is a Strategic Revenue Operations as a Service consulting firm. OUR WHY We believe the customer experience and the sales, marketing and service process in B2B SaaS companies has, in many cases, seen more harm than good from the proliferation of so much technology over the last 20 years. Our mission is to fix this so that B2B SaaS companies can deliver outstanding customer experiences that result in faster, more predictable, more repeatable revenue growth. OUR HOW We start every engagement by doing a deep dive into the company's customer journey and sales, marketing and service strategy and process. We review all the systems used and the metrics they produce. We then tie this all together into a Revenue Operations Roadmap and work with our customers over long-term engagements to execute on that roadmap. OUR WHAT We do the following 5 things for our customers: 1. Strategy and Planning 2. GTM Process Mapping and Improvement 3. Metrics and Insights 4. Systems Implementation 5. Enablement focussed on helping customers to implement Salesforce and related sales and marketing technologies in ways that actually help drive revenue. STRATEGY FIRST, TECHNOLOGY SECOND Your business exists to produce revenues, profits, a happy environment for your team and most importantly, value for your clients. The best way to get the most from Salesforce is to start and end with the goals and strategies of your business in mind. When technology is designed to help each individual employee execute those strategies and makes their day to day easier, you will see the greatest impact. FINANCE, REAL ESTATE AND TECHNOLOGY INDUSTRY EXPERTISE With a narrow focus on the finance, real estate and technology industries, we can start our engagement with the right questions and share best practices seen from many of your peers in the industry. This can save you a tremendous amount of time and money in your project and produce much better results in the end.