Cassidy
Cassidy is an AI Agent platform that lets business teams automate work around how their organization actually operates – connecting to the tools, documents, and knowledge already in place, with the governance, permissions, and reliability IT needs to scale agents safely across the company.
I joined as employee #3 five of us in a WeWork in New York City. Over the last 2.5 years I’ve been a generalist product person, marketer, first sales engineer, and early customer success lead as we pivoted from a PLG motion to enterprise sales-led. As each team took shape, I trained its founding members on the playbooks I’d built. Today, the team is 30+ people. Revenue has grown 35x+. To date, I’ve helped close our largest customers, like OneDigital, which has onboarded 6,000 employees to Cassidy.
How one role became the next
- Product
First I helped scope many of the core features – speccing, designing, and shipping whatever the product needed next.
- Marketing
Then I stood up our social channels and started bringing prospects in.
- Sales engineer
Those people we attracted needed demos, so I built the demo environment and became our first SE.
- Customer success
Once we closed those deals, we needed them to succeed – so I built our first CSM trackers and onboarding playbooks.
- GTM
Led our rebrand and identity. Today I own inbound and the landing page.
