Ian Halpern

Roles available for:
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Fractional
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Consulting
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Contract
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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
- Lead Consultant
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: Strategic thinking, P&L ownership, client relationship management, market entry strategy, financial modeling, executive communication, building from scratch, cross-functional leadership
Industry: Ranching
Years of experience: 5 years
Industry: Computer Software
Years of experience: 20 years
Industry: Computer Software
Years of experience: 20 years
Company name: Larkspur
Company size: 2 employees
Role in this company: Co-founded and scaled a GTM strategy consultancy to $30M in four years serving C-suite clients in energy, financial services, and public sector. Owned full P&L and led client engagements across market entry, customer segmentation, new market entry, and expansion revenue strategy. Clients included NYSERDA, Oregon DEQ, and LastPass. Led GTM strategy for LastPass that drove 25% increase in B2B SaaS utilization. LastPass was subsequently acquired by LogMeIn for $125M.
Strengths in this role: Strategic thinking, stakeholder management, executive communication, program development, market positioning, cross-cultural collaboration
Industry: Higher Education
Years of experience: 10 years
Industry: Renewables & Environment
Years of experience: 10 years
Company name: IE University
Company size: 2,500 employees
Role in this company: Led a consulting team on GTM strategy, market positioning, and new program development during IE Business School's transformation to a full university. Defined the go-to-market approach for new academic programs across target student segments in international markets. IE University launched in 2009 and has since grown to 8,000+ students from 140+ countries.
Company name: NYSERDA
Company size: 500 employees
Role in this company: Led go-to-market strategy, audience segmentation, and customer acquisition design for a statewide energy efficiency program with a $20M+ budget. Conducted market analysis to identify and prioritize target customer segments across residential, commercial, and industrial sectors. Designed program structure and participant acquisition approach to maximize enrollment and program uptake. Managed execution across multiple channels and stakeholder groups including utilities, contractors, and state agen