Charli AI

Fractional COO and CRO roles for post-seed start-up

charli-ai

Charli.AI is a Composite AI company with horizontal applicability but focused on financial services as its beachhead.

Fractional COO and CRO roles for post-seed start-up

What we did:

Pivoted from product-led growth to enterprise sales
Operationalized enterprise sales motions
Created a commercial sales motion
Aligned and integrated sales and marketing functions
Closed the first enterprise deal
Co-developed customer success strategy with the head of customer success
Revised product pricing and packaging, founded sales enablement function
Installed initial sales operations methodology and sales management cadence

The outcome:

12x

12x ARR in 9 months, ongoing additional work

“Joe and Cam have an innate understanding of the stage of a company’s lifecycle, and where to apply process and emphasis to help us scale through our next breakpoint. They engage and entrench themselves fully in our company structure in order to drive results at all levels.”

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Kevin Collins

Chief Executive Officer & Founder

“Cross/Section has played a key role in the growth of Charli AI, with an incredibly unique and impressive background and experience, they provide just the right amount of structure, rigor and forward thinking to allow companies at any stage to achieve the next level of excellence.”

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Joel Emery

Chief Product Officer

“Cross/Section brings a wealth of experience, kind candor, and significant operational expertise in helping me become the leader I want to be. I love learning from this team!”

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Devin Walker

Manager of Customer Success

Let’s Grow Together

1628377866891

Cam Fulrath

Managing Partner

1559674239398

Joe Schipani

Managing Partner

OPERATIONAL CONSULTING

CAPITAL

PERSPECTIVE

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