Empowering Teams. Accelerating Growth. Leading With Strategy.

Driven to collaborate with forward-thinking leaders to architect scalable sales strategies, elevate teams, and shape sustainable growth.

  • Scaling SaaS Revenue by $10M
  • Increased Contract Sales by 30%
  • 25% increase in Client Retention
  • Stabilized 25% of Company Revenue
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About Steven

  • Trusted as both an elected and appointed board member

Core Skills

  • P&L Management
  • Strategic Planning
  • Team Building and Leadership
  • Sales Strategy and Management
  • Mergers and Acquisitions (M&A) Strategy
  • Boardroom-Level Communications and Influence
  • Build High Performing Sales Teams
  • Cross Functional Team Collaboration
  • Forecasting and Budget Management
  • Revenue Growth and Expansion
  • Customer Relationship Management
500%
Increased MRR
  • Increased monthly recurring revenue (MRR) by over 500%
  • Mentored and coached 50+ B2B sales professionals

Industries​

  • Hospitality Technology
  • Coaching
  • Managed Service
  • Supermarket
  • Retail B2C
  • Franchise Ownership
    • Restoration
    • Fitness
  • Life Insurance and Securities

Case Studies

Turning Loss Into Leverage: Reviving a Failing Store Concept

I. Situation:

One of the most impactful challenges I faced was just before I officially stepped into the VP of Operations role. Our company had launched a new store concept that focused on high sales volume at lower margins. While the sales were decent, the store was incurring significant losses—close to half a million dollars over two years.

II. Task:

When I took on the role, I was tasked with reversing that trend—essentially, making the store profitable without stalling its sales momentum. I began by digging into our pricing strategy and quickly realized there were significant opportunities to improve our margins. I also took a closer look at how we were managing vendor rebates and procurement, which hadn’t been optimized.

III. Action:

I implemented a new pricing structure that was more competitive but margin-conscious. I also introduced a software system to track and manage rebates more effectively. Alongside that, we ran local market analyses to make sure we were still priced attractively against competitors.

IV. Results

Within 12 months, we turned the store around. After two years of losses, we hit profitability—and not just marginally. Profitability increased by 150%, and we still grew sales by 5% year-over-year. It was a great example of how operational strategy and data-driven decisions can directly impact the bottom line.

Scaling Beyond Limits: Transforming a Service-Heavy Model for Enterprise Growth

I. Situation:

We were facing a common but critical challenge: sales forecasting was inconsistent, sales team performance varied widely, and it was becoming increasingly difficult to provide clear direction as the team expanded. Without reliable data, it was hard to know where to focus, and our services division couldn’t accurately plan staffing needs, which further impacted performance. We needed a strategic and scalable plan to grow revenue and improve how we led and supported the sales team.

II. Task:

As the Director of Sales my objective was to grow sales, provide meaningful tools and leadership with the sales team and provide accurate forecasting, to scale the business to the next level.

III. Action:

Collaborated with the VP of sales and the CEO. Selected Salesforce as our CRM to manage the sales pipeline and create measurable sales forecasting. Introduced a data-driven approach to sales, leveraging predictive analytics to identify high-risk sales employees and implement coaching to foster them.

IV. Results:

Increased sales productivity time by 15%. Increased sales forecasting accuracy by 20%. Increased sales by 10% YoY. Reduced sales employee turnover by 20% within 18 months.

Breaking the Plateau: Removing Service Friction to Unlock Enterprise Growth

I. Situation:

I faced a major challenge—sales growth had plateaued, and our team was struggling to close enterprise deals. The issue was that our core product required on-site service and support, which not only impacted profitability but also created friction for customers. At the same time, the company wanted to scale from a regional to a national presence, but our current model simply didn’t support that kind of expansion.

II. Task/Activity:

My task was to find a way to create a more predictable, scalable revenue stream and strategically grow the hospitality vertical. The key was shifting our focus from one-time, service-heavy deals to a recurring SaaS model that offered long-term value and lower operational costs. I implemented a new go-to-market strategy centered around customer lifetime value, introduced structured onboarding and retention processes, and aligned the sales team around solution selling with a focus on ROI.

III. Results:

As a result, within 24 months we generated new recurring revenue that accounted for 25% of our total budget. Our SaaS offering delivered 70% gross margins—significantly higher than our traditional model—and vertical profitability grew by 14% year-over-year. This transformation not only improved our bottom line but also positioned the company to scale nationally with a more sustainable, customer-focused model.

Steven has a remarkable ability to see the bigger picture, align teams toward a common goal, and execute with precision.

"Steve was not only an exceptional leader, but also a deeply generous mentor who took the time to invest in the people around him. He possessed a combination of wisdom, integrity, and approachability that made working alongside him both inspiring and educational. Whether navigating complex computer system sales / projects, or handling day-to-day challenges, his leadership and commitment to the customer set a standard I have carried with me throughout my career."

Barry Zeller

"I’ve had the privilege of working with Steve as a mentor, leader and colleague for many years. He is an outstanding sales leader and a highly capable business executive who brings integrity, resilience and a get-it-done attitude. Steve has taken on challenging roles throughout his career, and in each case, his leadership and perseverance have delivered measurable and lasting impact. I’ve personally benefited greatly from his guidance and support, and it has always been been a pleasure working with him."

Kirk Benson

"I had the privilege of working alongside Steven Halverson, and I can confidently say that few people bring the level of strategic insight and leadership that he does. Steven has a remarkable ability to see the bigger picture, align teams toward a common goal, and execute with precision.

What stands out most is his ability to sell—not just products, but vision. Whether he’s engaging with clients, mentoring colleagues, or steering a project forward, Steven brings a rare combination of confidence, clarity, and authenticity that consistently earns trust and drives results."

Parker Ditzenberger

Contact

(920) 253-8676

s.halverson913@gmail.com

/steven-w-halverson-exec/

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