OSS Consulting’s team is made up entirely of independent consultants. The Best of the Best that Austin has to offer!
Kalyn brings to the table more than 16 years of diverse sales experience ranging from enterprise sales and management to sales/executive recruitment. Kalyn has a proven track record of success working with companies like Bazaarvoice and Spredfast. She has success in working with companies that specialize in: Social Media, Video Reviews, Social Collaboration, Content Management, ESP and Shopping Portals/Comparisons.
Kalyn has extensive experience in inside and outside sales and the full recruiting/sales cycle that values collaboration and accountability. She comes with a proven track record of meeting and exceeding both management and customer goals in a fast paced and rapidly changing environment. Kalyn has also achieved success in building strong relationships with clients; and in developing and executing sales strategies and processes to achieve established objectives.
Kalyn holds a double bachelor’s degree in Government and Communication from The University of Texas at Austin. In her free time, she enjoys time with her son Kyan and their two dogs, competing in military style obstacle races and enjoying everything Austin has to offer.
Aaron’s passion is providing human capital full life cycle recruitment and retention while providing guidance to process, systems and technology to support and drive long term candidate capture and has had success with companies including Monster.com and Travelers Insurance. His well rounded success in Engineering/IT, Sales, ERP, Biotech and non-profit recruiting provides him with a wealth of experience though he considers continual learning to be a key component to leading.
He graduated from the Whittemore School of Business and Economics at the University of New Hampshire and started there for their nationally ranked Division 1 soccer program while receiving his Bachelors in Business Administration. He continues to enjoy fitness and ran a corporate wellness-consulting program for a few years to combat the lack of health in the workplace.
He and his family moved from Boston to Austin for the outdoor lifestyle and enjoys promoting his wife’s passion for photography, his daughter’s passion for swimming, and his 3 year old son’s passion for smart phone gaming and technology.
Miles is a clean data freak and has spent years focusing on creating processes that encourage andgarner clean and helpful data. Miles has worked in a myriad of Salesforce instances customizing and streamlining to ensure that everyone gets the most out of the system with the least amount of pain. Having started with Salesforce in 2009, he brings to the table a wide variety of skills ranging from custom reporting, dashboards, objects, pages and permission hierarchies.
Miles is known for working with multiple departments to create and improve processes that encourage the accessibility of information. His “can do” attitude allows him to manage multiple projects simultaneously while providing efficient and quick solutions to a variety of problems. On top of his skillset, his knack for troubleshooting and inability to quit until a problem is solved ensures each unique objective is met.
Miles graduated from Texas State University with a BBA in Management and a focus in Entrepreneurship. He enjoys golfing, hiking and anything that includes his beagle Copper. As he continues in Salesforce Administration, he hopes to further develop his knowledge of coding.
Josh has extensive experience working with Salesforce, ranging from data and fine details, to system administration and setup, to building process and procedures and tailoring the system to best fit those needs. Josh has been working with Bazaarvoice’s Salesforce instance since 2008 in both a Sales Operations and Administrator capacity, improving the quality and operation of the system for management and its end users. He has also worked with other startups and B2B software companies in the Austin area.
Josh has used and administered all major Salesforce objects, and has considerable expertise in custom formulas, workflows, validation rules, reporting, dashboards, and a whole host of other features and functionality. He is dedicated to ensuring that a strong process dictates how the system functions and flows, and is known for his enthusiasm, knowledge, and holistic approach when building and enhancing Salesforce.
Josh holds a BBA in Marketing from The University of Texas at Austin. Hook’em! He runs a food blog in his spare time, and is an avid foodie, dedicated to cooking, eating, and drinking the world’s great delicacies. When he isn’t traveling or eating, he enjoys listening to live music, watching UT Football, and soccer.
Joy Wallis - Salesforce.com Administrator
Joy is a Salesforce.com fanatic and has specialized in administration and process management for over six years. Her experience with sales and client operations, order management, professional services and financial teams has equipped her with the tools necessary to provide end-to-end process and system architecture for a wide range of business needs.
Joy is recognized for thoroughness, quality, and timeliness of work, exceeding goals and achieving results. Her strong work ethic and never-ending curiosity fuel her desire to question the “as-is”, solve puzzles, make things better and follow her mom’s advice to “always leave things neater than you found them.”
Prior to uncovering her love of amelioration and office supplies, Joy attended Austin College in Sherman, TX earning a BA in French Language & Literature which, coupled with the minor in ceramics, seeded her inevitable gravitation towards business architecture! She enjoys hanging out with her family and is always interested in learning how to make new things: clothes, beer, dishes, jewelry, gardening … whatever the next project is.
Amy Hardison White - Client Partner
New to the Austin area, Harry Lakin is a serial entrepreneur and noted businessman from the Phoenix area. A graduate of the Arizona State University Cronkite School of Communication, Harry did post-graduate studies at Southwestern Law School in Los Angeles. Harry has formed, owned, operated and sold numerous businesses during his career including organizations in retail, service and transportation. Harry’s sound reasoning skills, exceptional people skills and strong business acumen in sales, marketing and navigating change makes him an ideal Consultant to emerging or struggling businesses.
Trained in OMS (Organizational Management Systems), Harry offers the valuable OMS psychometric survey tool to aid companies with employee selection, interviewing, hiring and motivation..
Harry also spends a good deal of time giving back to his community. He has served as Chairman of the Arizona State Personnel Board (appointed by then Governor Bruce Babbitt), on the State Board of the Arizona Leukemia and Lymphoma Society, The MetroOrg Board for the Boys and Girls Club of Metro Phoenix and is now getting involved with Austin Charities such as A.G.E. and Be Hive.
Harrison has gained a wide variety of experience through many years of working with Salesforce and multiple marketing automation tools. Since working at Bazaarvoice, starting in 2009, Harrison has maintained a marketing focus in process, strategy, and execution around data. He has worked with Bazaarvoice to help transform the measurement of marketing for a transactional sales process, shifting into an enterprise solutions model. Harrison led the implementation of three marketing automation tools, including Hubspot, Eloqua, and Marketo, ensuring that each change to a new system was handled with speed and efficiency. With the combination of his extensive knowledge with Salesforce and such automation tools, Harrison can provide great insights into how an organization can align sales and marketing, and prove out the value of each with data.
Jim helped scale sales teams, processes and revenues at NetQoS (sold to CA for $200M), ITMasters (sold to BMC for $42M), and Software Spectrum (went public in Dallas). Jim’s specialty is creating sales operating visuals including Sales Scorecards.
Which look like one of those collectible baseball cards you collected as a youth and shows each sales team “batting averages” on key metrics such as First Meetings, Evals, Sales by Product, Quota by Source and also “league standings” to understand how each team compares to Best Team in Company and Best Team in Industry. These scorecards help Sales Management have conversations with team members that are both productive and motivating.
Jim answers questions such as: Do we have enough sales activities to achieve our revenue goals? Which of our sales teams and individuals are leading the averages and why? How can we on board sales team members faster and get them producing in month 2, not month 5? Sales needs more Operations strength, how can we process leads, RFP’s, proposals, quotes, take customer orders and set quotas and then pay our sales commissions more efficiently and effectively to increase sales production, not hinder it? How can I create a sales culture that makes individuals so successful they refuse to leave and entice their industry peers to join them?
Jim holds a BBA in Accounting from The University of Iowa and was awarded a CPA in the State of Iowa on the first sitting, which fewer than 20% of CPA’s have done. Jim lived in Dublin, Ireland 2 years and Stuttgart, Germany 3 years. Jim is raising two children he and his wife Char adopted from Russia.
Kathie has many years working in the medical field, first as a Paramedic and then in a doctor’s office. As a Paramedic she learned to be innovative, multi-task, think quick and react even faster. Kathie is exceptionally good at dealing with a diverse group of people because of her medical background, this vertical is, after all, about customer service and accountability.
In her roll in a physician’s office Kathie was often called upon to add employees to the field. She interviewed many applicants and advanced the ones that she felt were the best fit to the position needed. New employees came to her for help and advice when they did not feel comfortable going to their direct supervisor. No matter how busy she was she always found time to help them. Kathie became the “go to” person in the office and has morphed into that role again with us at OSS Consulting’s. In the roll of assisting in the staffing of new positions Kathie realized an aptitude for sourcing and finding the right person for the right job fast.
In her spare time Kathie enjoys spending time with her daughters and friends. An evening alone is a treat where she can curl up on the sofa with her two Maine Coon cats, a glass of wine, and a good book.