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Charles Taylor, CFA

Open Banking Orchestration | GTM Advisor | MBA | CFA

Location n/a
Quilttex-Berbixex-Halogen

CFA charter-holder with +20 years of experience in sales, business development, and finance across a variety of industries— including SaaS, FinTech, and Blockchain. Early or first sales hire at a number of startups, including fintech unicorn Plaid, Berbix (acq.

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by Socure), Coral Protocol, and io. As an advisor / fractional sales leader I work largely with technical founders of B2B startups selling to technical audiences. As it relates to guidance and advising, my focus is on helping startups achieve true product-market fit by acquiring their initial customers— and developing the sales strategies and methodologies to scale a go-to-market organization.

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Career Timeline

GTM Index

  1. ROCKHOPPER (TECHSTARS BOULDER '23)JOB
    1. Advisor
      2Y 11M
  2. TECHSTARSJOB
    1. Techstars Global Mentor
      2Y 4M
  3. GROUP021JOB
    1. Founder
      2Y 11M
  4. QUILTTJOB
    1. Head of Customer Success
      1Y 4M
    2. Advisor
      1Y 6M
  5. ALCHEMIST ACCELERATORJOB
    1. GTM Mentor
      2Y 7M
  6. ADAS DEPOTJOB
    1. Advisor
      2Y
  7. HALOGENJOB
    1. Advisor
      7M
  8. OPHYCAREJOB
    1. Advisor
      8M
  9. MELDJOB
    1. Sales
      1Y
  10. BERBIXJOB
    1. Growth
      2Y 3M

Time in market 6Y 2MOpen 5Closed 6Stints 11

gtmindex.io/p/charlestayloranalyst

Skills

Deal ClosureSaaS SalesEnd-to-End SalesGo-to-Market StrategySales LeadershipSoftware Sales ManagementSales OperationsVenture CapitalSoftware SalesStart-up ConsultingFinanceFinancial ModelingBloombergInvestmentsCorporate FinanceEquitiesValuationBusiness-to-Business (B2B)NegotiationManagement

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