Phoenix, AZ 85086
585-353-7563
stvnmckenize21@gmail.com
https://www.linkedin.com/in/steven-mckenzie-75621015/
Transformational executive with 25+ years of experience scaling SMB and mid-market SaaS
organizations, building repeatable go-to-market engines, and leading large, distributed teams
across sales, marketing, operations, and customer success. Deep expertise in HCM and payroll
distribution models, unit economics, and multi-product commercialization. Proven leader in
private equity–backed environments, with experience integrating acquisitions, professionalizing
operations, and preparing organizations for next-stage growth and public-company rigor.
Skills
• SMB & Mid-Market SaaS Go-to-Market
CRO & P&L Ownership
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Private Equity & Board Engagement
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• HCM, Payroll & Workforce Technology
IPO Readiness & Operating Discipline
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• M&A Integration & Post-Merger Scaling
Talent Development & Culture Building
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• Revenue optimization
Forecasting, Budgeting & Operating
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• Data-driven decision making
Cadence
PROFESSIONAL EXPERIENCE
Chief Revenue Officer
COPILOTIQ / BIOFOURMIS, Nashville, TN 2024 – Current
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Senior executive responsible for revenue growth, go-to-market strategy, and commercial
integration following the merger of CopilotIQ and Biofourmis. Worked directly with CEO,
executive leadership team, and investors to scale a multi-product SaaS platform while
improving margins and operating discipline.
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Full P&L ownership across Sales, Marketing, Customer Success, Partnerships, Pricing, and
Commercial Operations. Generated $50M+ in ARR
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Delivered 30% year-over-year ARR growth while improving gross margin and reducing
customer acquisition cost by 50%
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Built scalable sales and marketing infrastructure designed for long-term growth and public-
company readiness
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Regularly reported to the Board on ARR growth, pipeline health, CAC efficiency, and margin
performance.
Vice President of Sales & Marketing
COPILOTIQ, Nashville, TN 2022 – 2024
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Owned end-to-end go-to-market execution across sales and marketing for a high-growth
healthcare SaaS business, spanning SMB and mid-market segments.
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Built and led a 60+ person sales and marketing organization, consistently exceeding revenue
targets (up to 120%+) and driving sustained pipeline growth through multi-channel demand
generation.
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Scaled the business from ~800 to 25,000+ members, achieving 3,000%+ membership
growth through improved segmentation, messaging, and execution.
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Reduced client acquisition costs by ~50% and cut new-hire onboarding time by ~90%
through process optimization, standardized enablement, and self-service enrollment models.
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Strengthened alignment across sales, marketing, and customer success to support scalable
growth, while coaching and promoting high-performing team members into leadership roles.
•Led monthly Executive sales forecasting, competitive analysis, and account assessments to
inform product roadmap decisions and maximize sales potential.
Vice President of Sales, SMB, Virtual and NA
PAYCHEX 2011 – 2022
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Progressively promoted executive roles with increasing responsibility for SMB and
mid-market HCM growth, operational execution, and large-scale people leadership across
payroll, HCM, benefits, and HR technology.
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Led organizations ranging from 300 to 1500+ employees across 100+ markets
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Generated $150M+ in annual revenue across SMB and mid-market HCM solutions
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Owned forecasting, budgeting, and operating cadence across multi-region teams
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Improved profit margins through disciplined expense management and productivity
optimization
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Built scalable SMB sales models across field, inside, and virtual channels
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Achieved consistent top national rankings in sales and retention performance, earning
recognition as a top-performing region and selection into Paychex EDGE, the company’s
executive leadership development program.
Regional Vice President
DFC GLOBAL CORPORATION, Berwyn, PA 2010 – 2011
Regional Vice President of Sales
ARAMARK UNIFORM SERVICES,
2003 – 2010
Philadelphia, PA
Education
Bachelor of Science in Finance
Virginia Tech University
BOARD & INVESTOR ENGAGEMENT
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Regular executive partner to CEOs, boards, and private equity stakeholders
Experience operating in PE-backed environments with growth, margin, and exit expectations
Proven ability to professionalize operating cadence and leadership teams in preparation for
next-stage growth
To contact this candidate email stvnmckenize21@gmail.com