Sales & Marketing Team | Employee Spotlight | The Vested Group

Curious about the employees of The Vested Group?

You've come to the right place!

Pretty much every organization you talk to these days will tell you what makes them different is their people. While most probably say this with the utmost sincerity – as do we! – The Vested Group has given a lot of thought to our differentiator and we are able to be a little more precise. Internally, we refer to The Vested Group as TVG and we’ve discovered what makes our people different is something we refer to as TVGenius.

What is TVGenius?

TVGenius, [tee-vee-jeen-yuhs], noun:

That unique set of superpowers each one of us has that make us brilliant or amazing. Sometimes this is easy to identify like coding skills or an uncanny encyclopedic knowledge of saved search wildcards, and sometimes more elusive like being able to diffuse a tense interaction merely by your tone of voice.
That spark or flash of inspiration that pops up unintentionally and inexplicably wows everyone on your project team and beyond and consistently underscores who you are and why you fit in at The Vested Group so well.
The only accurate answer to: where did he learn that? …how’d she come up with that? …when did you find that? …how did he know that? …how did she do that? It’s that cool thing you do that can’t be learned or taught but just is.

What is your NetSuite superpower? My NetSuite superpower is helping business leaders map their business goals into strategic, high impact business system initiatives.
What’s the most interesting project you’ve worked on and why? A project with a client that originally implemented their ERP system when they were a domestic, make-to-stock manufacturer but had rapidly evolved into a global engineer-to-order manufacturer. Re-aligning their business system to meet their expanded business needs and watching their business grow and flourish was an amazing experience.
What’s your favorite remote working life-hack? I am a very social person and prefer to work in an office setting, but when I do work remote I try to take periodic mental health breaks – a brisk walk, a couple of chapters from a book, podcasts etc. I am essentially just making sure I take a bit of a mental breather during the day and don’t spend the whole day seated in front of my laptop.
Which one of The Vested Group’s Core Values speaks to you the most and why? Give Them Your Shirt – Going above and beyond expectations is critical to the types of partnerships we strive to establish and maintain. Trust is the ultimate currency we do business with, it is best built via exceeding expectations.
Why should a potential client work with The Vested Group? The client experience during an ERP implementation varies significantly from firm to firm. TVG brings a coveted blend of business acumen and technical capabilities others cannot match.

What is your NetSuite superpower? I built a NetSuite CRM database of 200K people, and created over 150 saved searches that allowed me to slice and dice this database into industry verticals, company size, titles etc.
What’s the most interesting project you’ve worked on and why? I enjoy trying to help people, or a firm, start the journey of finding a better and more efficient way of doing something.
What’s your favorite remote working life-hack? I do reps of crunches and pushups at various times of the day to help keep the circulation flowing!
Which one of The Vested Group’s Core Values speaks to you the most and why? Give Them Your Shirt: I love helping people! It is in my nature to try and help people, be it a coworker or a client.
Why should a potential client work with The Vested Group? The Vested Group has invested in people that are passionate, dedicated and smart. The company culture has created an environment where people are happy, constantly learning and working as a team. The result is a great client experience.

What is your work superpower? The ability to P.U.S.H. (Persevere Until Something Happens)
What’s the most interesting project you’ve worked on and why? I assisted in the implementation of a new Inventory Management system for a client who was manually counting and entering over 500 SKUs. Being able to make their process more efficient was very rewarding.
What’s your favorite remote working life-hack? Button down shirts, pajama pants, and task lighting. You can’t beat looking presentable AND being comfortable!
Which one of The Vested Group’s Core Values speaks to you the most and why? Appreciate that Failure Is Learning: The ability to take things in stride and continuously learn/grow is crucial to success!
Why should a potential client work with The Vested Group? Customer centricity. The Vested Group consistently puts the customer first and ensures all needs are met, down to the smallest detail, while making the process truly enjoyable.

What is your Sales superpower? I have a knack for seeing how all the moving parts fit together: people, processes, and potential. Whether it’s solving a complex client challenge or assembling the right team, I thrive in the gray areas where others get stuck.
What’s the most interesting project you’ve worked on and why? One that stands out was helping a client untangle a messy implementation and rebuild it into something that actually worked for their team. I loved diving in, listening to their frustrations, and finding creative, tailored solutions that made a real difference.
What’s your favorite remote working life-hack? Having my Keurig within arm’s reach keeps the coffee flowing and the day moving.
Which one of The Vested Group’s Core Values speaks to you the most and why? "Own It" really hits home for me. If something’s broken or needs fixing, I’m not waiting around for someone else to step in. I take pride in being hands-on and accountable, whether it’s with a client project or helping a teammate get unstuck.
Why should a potential client work with The Vested Group? We’re not here to push a cookie-cutter solution. We take the time to understand what actually works for your business. Clients can feel that we’re in it with them, and that trust sets us apart.

What is your NetSuite superpower? I won't say my NetSuite knowledge is what it once was, but I know how to work with companies to achieve the benefits they desire.
What’s the most interesting project you’ve worked on and why? Our client in the e-waste industry taught me more than normal - it opened my eyes to a global crisis that we are now impacting positively.
What’s your favorite remote working life-hack? I've become an old man that loves to go on walks!
Which one of The Vested Group’s Core Values speaks to you the most and why? Appreciate that Failure is Learning because I fail more than I care to admit!
Why should a potential client work with The Vested Group? The consulting industry is known for 15-20% attrition while ours is less than 2%. A happy team equals happy clients.

What is your NetSuite superpower? My NetSuite superpower is I remember to change my password before it expires 90% of the time.
What’s the most interesting project you’ve worked on and why? Writing a business-fiction book with, Joel. The amount of moving parts and juggling that goes into book writing is mind boggling!
What’s your favorite remote working life-hack? Get an ethernet cable so you don't have to rely on Wi-Fi!
Which one of The Vested Group’s Core Values speaks to you the most and why? I'll say it - ENJOY THE RIDE! Everyone enjoys what they do here and this is one reason that we all agree this is the #bestjobever!
Why should a potential client work with The Vested Group? We build authentic relationships with our clients and you will never have to question if we are shooting straight with you.