Ian Halpern

Roles available for:
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Fractional
- Consulting
- Contract
- Interim
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Takoma Park, Maryland, United States
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Country experience:
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United States of America
Northern America
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Languages:
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English,
EnglishLevel: Fluent
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Spanish
SpanishLevel: Conversant
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English,
Achievements

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Expertise
Value Engineering, Business Value Consulting, Enterprise Presales Strategy, Financial Modeling (ROI/NPV/TCO), Post-Sale Value Realization, Sales Enablement, GTM Strategy, Market Entry Analysis, Pricing Strategy, Agentic AI Business Cases, CX Operations, C
Roles available for:
-
Fractional
- Consulting
- Contract
- Interim
-
Takoma Park, Maryland, United States
-
Country experience:
-
United States of America
Northern America
-
-
Languages:
-
English,
EnglishLevel: Fluent
-
Spanish
SpanishLevel: Conversant
-
English,
Achievements
Experience
Fractional role
- This is a Fractional role Director, Business Value Services Oracle
- This is a Fractional role Head of Marketing & Value Engineering
- Managing Director, Co-Founder
- This is a Fractional role Co-Founder, GTM Advisor
Strengths in this role: Building value engineering functions from scratch. Simplifying complexity into clear financial language executives act on. CFO-grade financial modeling (ROI, NPV, TCO, payback). Post-sale value measurement and expansion strategy. Sales enablement and coaching AEs on value-led discovery. Working across complex stakeholder maps (sales, SE, product, finance, procurement). Operating with founder-level speed and constraints.
Industry Group: Corporate
Industry: Management Consulting
Years of experience: 12 years
Industry Group: High Tech
Industry: Information Technology and Services
Years of experience: 18 years
Company name: Oracle
Company size: 130,000 employees
Role in this company: Led 500+ enterprise business value engagements across Fortune 500 accounts. Built CFO-grade ROI models, post-sale value realization programs, and sales enablement for a 3,000-person global org. 30% higher win rates, 20% larger deals, 25% better retention. Most recently built business cases for agentic AI deployments connecting AI outcomes to P&L impact.
Strengths in this role: Building a SaaS brand from unknown startup to industry leader. Creating first-of-its-kind BVS programs from zero. Enterprise sales methodology design for complex contact center environments. ROI modeling for voice-to-digital engagement solutions. Driving platform adoption across 150+ enterprise accounts in regulated industries.
Industry: Internet
Years of experience: 20 years
Company name: eStara, Inc.
Company size: 60 employees
Role in this company: Built the company's first value engineering function from zero. Created ROI models for 200+ enterprise accounts including Dell Financial Services, Bank of Montreal, and Verizon. Grew platform to $20M ARR and successful exit through acquisition (atg/Oracle)
Strengths in this role: C-suite GTM strategy and execution. Market-entry analysis and competitive positioning. Pricing strategy and audience segmentation. P&L ownership and client engagement delivery. Translating enterprise revenue leaks into actionable investment recommendations. Selling to and advising public sector agencies alongside commercial clients.
Industry: Marketing and Advertising
Years of experience: 5 years
Company name: Larkspur Energy Group
Company size: 10 employees
Role in this company: Work blurb: Co-founded a C-suite GTM advisory practice serving energy, financial services, and public sector clients. Owned full P&L. Built market-entry strategies, pricing, and audience segmentation. $30M in revenue in four years, influenced $200M in client technology and campaign investment.
Strengths in this role: Fundraising and investor-facing financial modeling. Revenue program design and pricing architecture. Building GTM from zero in a resource-constrained environment. Cross-functional planning across operations, finance, and commercial functions.
Industry: Ranching
Years of experience: 5 years
Company name: Beefy Returns, LLC
Company size: 15 employees
Role in this company: Co-founded a regenerative cattle ranch in Nicaragua. Raised $1.2M in early capital. Built two revenue programs with differentiated pricing, return profiles, and buyer personas at $50K-$300K purchase levels. Designed end-to-end buyer journey from outreach through close.