Title: Head of Business Development
City/State: Portland, OR
Having the opportunity to create Expensify’s partnership programs from scratch has been an incredible journey. My role at Expensify started informally. Initially, it was just overseeing conversations with all our non-customers: individuals whom we had no idea how to label or structure our relationships and goals with, who were also not direct customers. From this, my role evolved into developing a strategy around partnerships, launching a world class accounting channel, ExpensifyApproved!, building amazing partnerships with CPA.com, Intuit, Xero, NetSuite, Bill.com, Apple, etc., and of course, growing out an actual team that could handle the volume and opportunities.
In particular, watching the ExpensifyApproved! Program grow has been a career highlight. ExpensifyApproved! started with a few champions who loved Expensify and has grown to include the world’s largest accounting firms. I never thought I’d get to have such an impact on so many people, and we’re just getting started.
I really enjoy helping people find and adopt new technologies, whether that be with apps, accounting technologies, or my latest obsession in cryptocurrencies. Because of my role at Expensify, I’ve been able to combine this passion with direct community impact by leading conversations and efforts with educating accountants on adopting best of breed apps that help move their firms forward and stay competitive. One of the ways we’ve done this is by building partnerships with other like-minded technology companies to simplify the process of finding and surfacing tools. My vision is to build an ecosystem of streamlined, connected tools that will transform how accounting firms and businesses do business.
Favorite influencer(s) (authors, bloggers, mentors, speakers, etc.)
Blogger/Podcaster: I’m a big fan of Tim Ferriss. I love continuing to develop and test my mind, body, and spirit. Tim does a great job of providing readers/listeners things they can test out themselves.
Mentors: David Barrett, Expensify’s CEO. I’m lucky to learn from such an intelligent and awesome guy, who just also happens to be the CEO of the company I work for. David is ridiculously smart when it comes to innovation but I think what truly makes him a great CEO and mentor is how much he cares about his team. He genuinely wants the people of Expensify to really, really enjoy our lives and change the world along the way.