LeadMD is now Shift Paradigm

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Demand Generation and Revenue Operations Retained Support


A decade ago, stepping into a boardroom and not knowing how much revenue marketing impacted might have been accepted, not today. That revenue-generating expectation has pushed marketing teams to need more reporting and more expertise in the underlying tactics and technologies that drive the data to feed them. All without meaningfully expanding budgets.


LeadMD’s expertise brings decades of experience across dozens of resources which uniquely positions us to fill gaps in everything from lead management to Drift playbook optimization to social media strategy to Salesforce workflow optimization. We do all this while maintaining a laser focus on the result and the impact of these motions to the bottom line of the business.

The Results

“You guys are the continuity in our demand generation efforts.”  – David Lee, Chief Marketing Officer, Yodlee

Yodlee’s CMO, David Lee, said it best, “You guys are the continuity in our demand generation efforts.”  Over our multi-year partnership with Yodlee’s marketing and sales teams, we collaborated with dozens of stakeholders on projects across revenue operations, demand generation, field marketing, inside sales and account-based strategies. All while maintaining a focus on reporting the successes and opportunities for optimization to the c-suite.

With a LeadMD retainer of staff augmentation, Yodlee remains agile in their approach. From one sprint plan to the next, LeadMD’s team of experts pivot and align to Yodlee’s priorities. At no time was this in greater need than during the 2020 COVID-19 pandemic.