Stephen Lindeman

Chief Executive Officer

ClassWallet

Apr 2025 - Current (1 year 3 months)

Leading a premier firm focused on realizing the full potential of public funds leveraging patented digital wallet technology that provides total transparency and compliance. ➡️ Strategic Vision & Growth: Work closely with the founder and visionary Chairman to define and execute a comprehensive strategic roadmap, driving exponential revenue growth and market share expansion through innovative product development and aggressive go-to-market strategies. ➡️ Client-Centric Innovation & Market Leadership: Champion a client/customer-centric approach, leveraging data-driven insights to inform product development and market positioning, establishing the company as a leader in the Public Funds/Digital Wallet industry. ➡️ Operational Excellence & Sca

Chief Operating Officer (COO)

ClassWallet

Oct 2023 - Apr 2025 (1 year 7 months)

Lead Operations at a premier firm specializing in optimizing purchasing and reimbursement processes within the public sector. ➡️Key member of executive team, driving strategic growth, refining operational excellence, and overseeing financial performance. ➡️Champion sales, marketing, product, proposales, client success, support, and implementation, ensuring exceptional client experiences. ➡️Oversee customer adoption, with a focus on achieving our services and products' renewal and expansion goals. ➡️Collaborate on go-to-market strategies to fulfill growth ambitions.

Chief Customer Officer and Acquisition Executive

Billtrust

Feb 2020 - May 2023 (3 years 4 months)

At Billtrust, my collaboration with the board and hands-on leadership in global operations provided invaluable insights into the intricate dynamics of business strategy and governance. These experiences have only intensified my drive to contribute at a higher strategic level, whether as a pivotal COO or an independent board member. Here's a snapshot of the impact I achieved during my tenure at Billtrust: Strategic Leadership & Growth ➡️ Steered a global team of 325, making a seamless pivot to remote operations amidst COVID. ➡️ Faithfully managed a $30M annual budget, hitting every financial milestone. ➡️ Revitalized 2 underperforming European acquisitions & played a pivotal role in the IPO and SPAC journeys, leading investor communications

Executive Vice President Client Success

Billtrust

Nov 2015 - Feb 2020 (4 years 4 months)

Responsible for the rapid and successful implementation of solutions for our customers and the continued support of customers for the entire relationship.

Chief Customer Officer | Senior Vice President | Global Professional Services and Support

HEAT Software

Nov 2011 - Nov 2015 (4 years 1 month)

At Heat Software, I steered our trajectory with a steadfast focus on prioritizing customers, optimizing financial outcomes, and engaging employees. My consistent interface with the Board was crucial, ensuring our operations seamlessly aligned with overarching strategic goals. Here’s just a few of my key accomplishments: Strategy | Leadership | M&A ➡️ Headed a 220-member global team; managed a ~$1.5M budget. ➡️ Elevated employee morale; slashed turnover to <5%. ➡️ Rose from SVP of Professional Services to Chief Customer Officer. Board Engagement ➡️ Key in selling the company to a PE firm, participating in 15% of roadshows ➡️ Provided operational updates to the Board. ➡️ Collaborated on KPIs, ensuring accountability. Professional Servic

Vice President | General Manager

NC

Apr 2010 - Nov 2011 (1 year 8 months)

My strategic leadership while at NC4 carved a pathway of innovation and growth. This career journey was punctuated by transformative strategies, fortifying our market position and fostering enduring client relationships. Key accomplishments are noted below. Strategy | Leadership | Mergers & Acquisitions ➡️ Led 35-person organization supporting 150 clients across North America. ➡️ Established clear roles and responsibilities, creating transparent metrics and accountability frameworks. ➡️ Implemented new strategies that revitalized business and drove sustained growth across multiple functions, including product management, development, support, marketing, sales, and services. ➡️ Guided company transition through buy versus build process, re

Director | Vice President

Rockwell Collins

Dec 2005 - Mar 2010 (4 years 4 months)

At Rockwell Collins, my drive and dedication shaped pivotal advancements in aerospace technology, ensuring we remained at the forefront of an evolving industry while cementing deep-rooted partnerships. Strategy | Leadership | Mergers & Acquisitions ➡️ Led 130 employees (Rockwell Collins) and 200 employees (Data Path) across North America and EMEA. ➡️ Conducted roadshows for 2 events (Private Placement Transaction and sale to Rockwell Collins), presenting and positioning company business model. ➡️ Retained as sole executive following company sale to Rockwell Collins. ➡️ Assigned as site lead post acquisition, ensuring facility maintained Sensitive Compartmented Information Facility (SCIF) and Top-Secret clearance. ➡️ Maintained employee and

Director Americas Tivoli Performance Automation Sales | Vice President America Sales & WW Services

IBM

Jun 1997 - Dec 2005 (8 years 7 months)

IBM purchased Candle Corporation, June of 2004. DIRECTOR AMERICAS TIVOLI PERFORMANCE AUTOMATION SALES, JUNE 2004 TO DEC 2005 ➡️ Oversaw $175M product sales, consulting revenue and software maintenance business for the Americas ➡️ Managed rapid and successful integration of Candle’s structures, methods, customers and people into IBM while maximizing leverage provided by IBM and meeting the IBM business case ➡️ Met or exceeded revenue plan while increasing profitability of the operation ➡️ Served as the Acquisition Executive for two companies (Candle and Cyanea) VICE PRESIDENT AMERICAS SALES AND SERVICES, JULY 2003 TO JUNE 2004 ➡️ Led $130M product sales, consulting revenue and software maintenance business ➡️ Met or exceeded revenue plan eve

Practice Director | State, Local, & Federal Government

Oracle

Jan 1994 - Dec 1997 (4 years)

PRACTICE DIRECTOR, DECEMBER 1996 TO JUNE 1997 ➡️ Managed $7M consulting region for Oracle Government Services which included Ohio, Michigan, Indiana, Kentucky, West Virginia and Virginia ➡️ Achieved fiscal revenue and margin targets ➡️ Maintained the highest billable utilization rates within the organization ➡️ Planned and implemented a new practice which achieved revenue and margin targets in record time PRACTICE MANAGER, JUNE 1996 TO DECEMBER 1996 ➡️ Managed $2.5M consulting practice for Oracle Government Services which included Ohio, Michigan, Indiana and Western Pennsylvania MANAGING PRINCIPAL CONSULTANT, DECEMBER 1995 TO JUNE 1996 ➡️ Worked daily on technical issues related to Oracle, UNIX and network situations – this included oversee

Team Leader for Data Services Division

ATT

Jan 1990 - Sep 1994 (4 years 9 months)

TEAM LEADER FOR DATA SERVICES DIVISION’S ORACLE DATABASE GROUP ➡️ Directed and tasked the division’s Oracle technology team which was responsible for all Oracle development, testing, implementation and operations across the country ➡️ Developed and presented Oracle training seminars utilizing classroom and satellite broadcast methodology

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