TMCnet News Appoints Kyle Hiatt as Partner and Head of Sales Consulting
[November 20, 2023] Appoints Kyle Hiatt as Partner and Head of Sales Consulting, the growth engine design consultancy firm transforming how finserv and fintech companies approach marketing, has announced that Kyle Hiatt will join the firm as Partner and Head of Sales Consulting. As part of his role, Hiatt-a veteran business and sales leader-will oversee the development of a new sales consulting division aimed at helping financial services firms refine their sales efforts and better align with their marketing counterparts.

Hiatt honed his skills during his 25+ year tenure at Orion Advisor Solutions ("Orion"), overseeing the company's technology sales organization. During his time leading the firm's growth efforts, the firm saw growth of 20% per year. His move to marks a significant milestone for the growing firm as it continues to help companies of all sizes reimagine their growth trajectory.

"Kyle is among the best strategic thinkers in the business, and I'm thrilled to once again work alongside him here at," said Kelly Waltrich, cofounder and CEO at and former chief marketing officer at Orion. During their tenure together, Waltrich and Hiatt led Orion to experience its most significant growth in revenue and market share in company history through their lockstep approach to creating and fueling a powerful sales and marketing engine.

She continued, "As we envision and defne the path to increased growth for our clients, his experience and skill in building a bulletproof sales operations framework-an area often neglected by businesses due to limited resources and time-will be invaluable. Under his leadership, our clients will be better positioned to construct sustainable and adaptable growth strategies."

The Sales Consulting service, which Hiatt will build and oversee, aims to bridge the communication gap between sales and marketing departments, ensuring alignment in the following areas:

  • Technology: Thorough evaluation of the firm's current marketing and sales tech stack, identifying strengths and weaknesses, and then introducing and implementing recommendations to optimize tool integration and workflows.
  • Training: Sales training and consultation based on tried and trusted methods refined over Hiatt's 25+ year career, including practices to improve communication, collaboration, and transparency between sales and marketing teams.
  • Growth Operations: Best practices and constructs, developed collaboratively by Hiatt and Waltrich, based on core tenets of a successful sales process, as well as strategic recommendations for scalable market and product development.
  • Goal Setting and Measurement: Exercises to establish key performance indicators and how best to track them to help management and executive teams measure the success of the above processes and beyond.

"The challenge I've noticed is that firms often focus too narrowly on the next sale rather than creating a sales model for future success," remarked Hiatt. "To achieve this, sales and marketing must be a dynamic duo-in constant communication, seamlessly aligned on their mission, and synchronized in all aspects of their execution. Kelly and I have seen what works and what doesn't, and I'm looking forward to using this knowledge for the benefit of's clients."

This enhanced growth consulting model, combining marketing, sales, and technology, aims to create and fuel a potent growth engine for the firms they work with. Hiatt's newly added sales expertise will sit alongside the firm's marketing division, which is overseen by Meghan Richter, co-founder of, and the technological innovation of the firm's technology arm, led by Melissa Thomas.

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About works with a wide range of fintech and finserv companies, including start-ups looking to outsource their go-to-market planning, growth stage firms that want to turbocharge their marketing efforts, and established firms seeking to modernize their outdated ways. clients are excited to change, evolve, and push boundaries and they want a partner to challenge and advise them as they pursue their growth goals.

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