Chief Technology Officer

• Contribute to institutional strategy, long-range planning, and organizational growth as a member of the executive leadership team.
• Advance Monell’s scientific mission through a unified innovation and advancement strategy, providing strategic counsel on funding, partnerships, and growth opportunities.
• Provide executive leadership for Monell’s philanthropic program, including individual, major, planned, foundation, and corporate giving.
• Lead fundraising efforts generating approximately $3–5 million annually, with an emphasis on diversified and sustainable revenue.
• Cultivate and steward relationships with impact donors and partners in collaboration with board and advisory leaders, ensuring strong stewardship, impact reporting, and alignment with scientific outcomes.
• Oversee marketing and communications to ensure Monell’s brand, messaging, and storytelling reflect scientific excellence and institutional impact.
• Elevate Monell’s visibility and thought leadership across local, national, and global audiences, and align external communications with advancement and engagement priorities.
• Lead the Monell Insiders program and related efforts in corporate partnerships and business development.
• Refine and grow the center’s corporate membership program—targeting 50% growth within the first two years with a focus on new sectors such as healthcare, and the elevation of at least three long-term members to leader level in the same period.
• Advance innovation and interdisciplinary collaboration by building partnerships with academia, industry, government, foundations, and nonprofits.
• Support the translation of scientific discoveries into applied solutions, collaborations, and funding opportunities.
• Work collaboratively with scientific leadership and legal counsel to support responsible IP protection, commercialization, licensing, and research translation.
• Lead and mentor high-performing teams across Philanthropy, Marketing & Communications, IP & Innovation, and Monell Insiders, as well as external consultants, aligning the group’s mission and goals with the center’s goals and revenue strategy.

Chief Innovation and Advancement Officer

• The CIO will set and execute a multi-year technology vision for a nationwide distribution and e-commerce business, reporting to the Managing Director as a full member of the Executive Team.
• Modernize legacy systems, fix real compliance and operational gaps, build a data-driven culture, and lead the company's AI transformation.
• Develop and champion a multi-year technology roadmap that supports corporate growth objectives and presents clear ROI for each major initiative.
• Lead the phased replacement or re-engineering of legacy ERP and ancillary platforms with modern, cloud-oriented solutions while maintaining business continuity.
• Partner with sales, marketing, and operations to expand digital channels, improve self-service capabilities, and enable data-driven personalization.
• Build and own a multi-year technology roadmap tied to clear business outcomes, accountabilities and ROI.
• Establish a robust data architecture and analytics program that supports advanced forecasting, pricing optimization, and operational insights.
• Create a strategy that puts Benco at the forefront of AI in the dental distribution field.
• Own the enterprise security posture, ensuring adherence to all relevant regulatory frameworks (e.g., HIPAA, PCI-DSS) and implementing a zero-trust approach.
• Deliver reliable, cost-effective infrastructure and service management processes, achieving high systems uptime and strong internal customer satisfaction.
• Evaluate and pilot emerging technologies (e.g., GenAI, mobile AR, blockchain for supply-chain traceability) that can be scaled for competitive advantage.
• Negotiate and manage strategic vendor relationships, drive total-cost-of-ownership reductions, and maintain fiscal discipline.
• Build and mentor a high-performing, diverse IT team, fostering a culture of accountability, continuous improvement, and customer focus.

Chief Information Officer – Distribution, Logistics, Digital Transformation

• Support the design, execution, and ongoing management of SHI’s sales and marketing technology ecosystem.
• Help intake business requests, design scalable solutions, and ensure efficient delivery across systems.
• Drive technology adoption and identify innovative ways to leverage sales and marketing technologies to support business objectives.
• Manage the intake, prioritization, and delivery of requests, enhancements, and issues across CRM and marketing platforms.

Sales & Marketing Technology Strategist

• Serve as a strategic advisor for sales and marketing technology, guiding stakeholders toward scalable, standardized solutions aligned with enterprise systems and data strategy.
• Manage the intake, prioritization, and delivery of requests, enhancements, and issues across CRM and marketing platforms while maintaining clear backlog visibility.
• Translate business needs into structured requirements and partner with development teams to ensure accurate and timely execution.
• Evaluate and recommend new technologies and capabilities, ensuring alignment across Microsoft Dynamics CRM, Marketo, and integrated systems.
• Design and optimize workflows, integrations, and data processes to enable seamless system interoperability and operational efficiency.
• Drive marketing automation effectiveness by supporting campaign execution, lead management processes, and sales and marketing alignment.
• Ensure platform governance, including data quality, process standardization, documentation, and license utilization.
• Monitor project progress, risks, and outcomes, proactively communicating updates and driving resolution across stakeholders.
• Champion technology adoption and user enablement by partnering with cross-functional teams and Learning & Development (L&D) to improve the user experience and maximize technology value.

Senior Sales & Marketing Technology Strategist

• Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery)
• Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients
• Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks
• Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support
• Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves
• Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library
• Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

Fractional CTO

• Serve as a lead advisor and hands-on partner to early-stage companies
• Provide expertise across finance & investment readiness, sales, marketing & business development, strategy & operations, organizational growth
• Mentor a select group of portfolio companies based on experience
• Contribute to and help deliver the 10-week Ben Franklin TechCelerator
• Assess leadership teams and identify key growth opportunities and risks
• Define measurable KPIs, track company progress, and adjust strategies as needed
• Actively network and build relationships across business and investment communities, higher education institutions, technology and innovation sectors

Entrepreneur, Executive In Residence

• Advise enterprise customers on how to adopt and operationalise AI in ways that create measurable business impact
• Lead executive workshops and discovery engagements focused on AI strategy, intelligent automation, developer productivity, modernisation and digital transformation
• Help organisations identify high-value AI opportunities across customer experience, operations, software delivery and internal platforms
• Shape transformation roadmaps that combine AI, cloud, data and modern engineering practices into practical execution strategies
• Guide customers through the organisational, operational and technology changes required to become AI-enabled businesses
• Build trusted advisor relationships with CIOs, CTOs, CDOs and senior business stakeholders
• Facilitate strategic conversations around innovation, modernisation, operating models and emerging technology adoption
• Translate complex business and technology challenges into actionable transformation programmes and investment priorities
• Help clients define measurable business outcomes, success metrics and value frameworks for strategic initiatives
• Shape complex solution strategies spanning AI-enabled products, intelligent platforms, cloud modernisation and digital experiences
• Collaborate with engineering, product, design and delivery teams to define differentiated, scalable and commercially viable solutions
• Drive experience-led modernisation approaches that improve agility, resilience, speed to market and customer outcomes
• Ensure solution strategies align to modern engineering principles, platform thinking and scalable delivery models
• Support the growth of strategic customer accounts through trusted advisory and value-led engagement
• Shape strategic pursuits, proposals and large-scale opportunities across AI, modernisation and digital transformation
• Develop compelling business cases and outcome narratives that clearly articulate ROI, operational impact and strategic value
• Partner with Client Principals and delivery leaders to identify expansion opportunities and long-term growth strategies
• Stay close to developments across AI, cloud, developer tooling, platform engineering and enterprise technology trends
• Contribute to Nearform’s market propositions, strategic partnerships and thought leadership across AI and modern engineering
• Help shape new offerings and go-to-market strategies based on evolving enterprise customer needs
• Represent Nearform externally through workshops, events, industry conversations and strategic customer engagements

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