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About InnerView Group
We are translators.
We understand marketing, but we speak sales. We help big brands translate their customer strategies into simple, clear and actionable plans for frontline teams to execute. We are consultants, counselors – we’ve even been called therapists for our ability to get marketing leaders and frontline teams on the same page.
That is our superpower.
What drives us is a commitment to frontline workers.
Salespeople, customer service, technicians, installers, retail associates. No matter what their role, we know life in the trenches isn’t easy. We know because we’ve spent time with more than 100,000 of them across the globe. We’ve seen the magic that happens when representatives have belief, confidence and pride in the brand they represent. We are committed to helping them deliver an exceptional customer experience.
Hello from our team
Chris Wallace
Co-Founder, President
As Founder and President of InnerView, Chris builds upon previous success as the founder and CEO of Incite, a sales consulting and coaching practice, and his more than 15 years of sales, marketing and corporate leadership.
There is one single reason why Chris became and continues to be an entrepreneur – to help companies better align the strategies of the board room with the daily execution at the front lines. Helping to bridge that gap allows Chris to influence constant progress, from organization-wide culture shifts to individual employee breakthroughs in job satisfaction and commitment. In the end, the company wins, the employee wins and the customers win.
Beyond his work with clients, Chris is able to apply his passions as a teacher and author. He is an adjunct MBA professor at Temple’s Fox School of Business and has been published in outlets such as Harvard Business Review’s HBR.org.
Chris received a B.A. in Public Relations from Syracuse University’s Newhouse School and his MBA from Temple University. He lives in Villanova, PA with his wife, Sara, and his two young children. Your best bets to get him to STOP talking about work are to bring up baseball, golf, college basketball (GO ORANGE… and ‘Nova!) food or cigars.
There is one single reason why Chris became and continues to be an entrepreneur – to help companies better align the strategies of the board room with the daily execution at the front lines. Helping to bridge that gap allows Chris to influence constant progress, from organization-wide culture shifts to individual employee breakthroughs in job satisfaction and commitment. In the end, the company wins, the employee wins and the customers win.
Beyond his work with clients, Chris is able to apply his passions as a teacher and author. He is an adjunct MBA professor at Temple’s Fox School of Business and has been published in outlets such as Harvard Business Review’s HBR.org.
Chris received a B.A. in Public Relations from Syracuse University’s Newhouse School and his MBA from Temple University. He lives in Villanova, PA with his wife, Sara, and his two young children. Your best bets to get him to STOP talking about work are to bring up baseball, golf, college basketball (GO ORANGE… and ‘Nova!) food or cigars.
Diana Finley
Co-Founder, Chief Operating Officer
Diana oversees the journey all clients go on with InnerView. Navigating the space between a company’s marketing messages and the sales people or partners who must deliver them, can be quite an adventure. Diana makes sure that everyone gets where they want to be, guaranteeing there is always a little fun along the way!
Diana brings more than 17 years of sales and marketing experience in a variety of consumer-facing products and brands. Her background ranges from running junior golf events throughout North America to selling carriage of major cable networks to cable and satellite operators across the country. She brings in depth, real world knowledge of the complexities involved in large organizations where marketing and sales are struggling to communicate with each other.
With a B.S. in Corporate Fitness from The College of New Jersey, Diana hasn’t completely abandoned her hopes of being GM for the Philadelphia Phillies, however it seems less likely with each passing day. When not running client engagements for InnerView, Diana can be found in her running shoes or coaching her kids’ in their rec sports endeavors and, of course, watching her beloved Phillies. She resides in Marlton, NJ with her husband and two children.
Diana brings more than 17 years of sales and marketing experience in a variety of consumer-facing products and brands. Her background ranges from running junior golf events throughout North America to selling carriage of major cable networks to cable and satellite operators across the country. She brings in depth, real world knowledge of the complexities involved in large organizations where marketing and sales are struggling to communicate with each other.
With a B.S. in Corporate Fitness from The College of New Jersey, Diana hasn’t completely abandoned her hopes of being GM for the Philadelphia Phillies, however it seems less likely with each passing day. When not running client engagements for InnerView, Diana can be found in her running shoes or coaching her kids’ in their rec sports endeavors and, of course, watching her beloved Phillies. She resides in Marlton, NJ with her husband and two children.
Aaron Soffer
Partner, Consulting Director
At InnerView Group, he oversees client engagements and works with delivery teams providing tailored solutions for their projects. He also provides advisory and execution support for InFront studys.
Aaron has over 20 years of experience in sales, management, marketing, and coaching. He has designed and implemented numerous sales enablement programs for various Fortune 500 companies as well as consulted on sales processes and operations in a variety of industries. In previous roles he has managed large sales teams over multiple territories. Aaron is known for bringing creativity and flavor to any project as well as applying solutions based on experience.
Aaron earned a BSBA from University of Pittsburgh. He lives in Philadelphia with his wife and daughter. If he’s not working, he enjoys playing music and pretending he’s a handyman around the house.
Aaron has over 20 years of experience in sales, management, marketing, and coaching. He has designed and implemented numerous sales enablement programs for various Fortune 500 companies as well as consulted on sales processes and operations in a variety of industries. In previous roles he has managed large sales teams over multiple territories. Aaron is known for bringing creativity and flavor to any project as well as applying solutions based on experience.
Aaron earned a BSBA from University of Pittsburgh. He lives in Philadelphia with his wife and daughter. If he’s not working, he enjoys playing music and pretending he’s a handyman around the house.
Dave Tarone
Managing Director
In his role as Managing Director, Dave is responsible for building company strategy to support key verticals (i.e., telecommunications, contact centers) as well as managing strategic client relationships. Dave brings a perspective as both a buyer and provider of customer experience solutions, which put him in a unique position to develop thriving partnerships with clients.
Dave brings 25+ year of Sales and Operational experience to InnerView. He has deep expertise in the contact center industry with experience in customer experience design, inbound sales, outbound sales and digital chat/omnichannel support. Dave started his career in a contact center as part of the front line. Through the years he has held positions in all aspects of the contact center space from sales, operations, client services and finance to name a few. After many years in the BPO space, Dave moved to a large MSO Operator where he spent the past 12 years in Sales and Marketing. Dave is passionate about building the right play book to exceed goals, helping others achieve their fullest potential and building great culture for the teams he works with; internal and external.
Dave is a Philly native and avid Philly Sports fan, especially the Eagles and Phillies. In the summer you will most likely find Dave at one of his favorite places, Ocean City, NJ where he spends lots of time with his wife, Vanessa, 3 children and the family favorite, their pet dog Skimmer. Dave loves when lots of family and friends are around enjoying the beach. Dave brings 25+ year of Sales and Operational experience to InnerView.
Dave brings 25+ year of Sales and Operational experience to InnerView. He has deep expertise in the contact center industry with experience in customer experience design, inbound sales, outbound sales and digital chat/omnichannel support. Dave started his career in a contact center as part of the front line. Through the years he has held positions in all aspects of the contact center space from sales, operations, client services and finance to name a few. After many years in the BPO space, Dave moved to a large MSO Operator where he spent the past 12 years in Sales and Marketing. Dave is passionate about building the right play book to exceed goals, helping others achieve their fullest potential and building great culture for the teams he works with; internal and external.
Dave is a Philly native and avid Philly Sports fan, especially the Eagles and Phillies. In the summer you will most likely find Dave at one of his favorite places, Ocean City, NJ where he spends lots of time with his wife, Vanessa, 3 children and the family favorite, their pet dog Skimmer. Dave loves when lots of family and friends are around enjoying the beach. Dave brings 25+ year of Sales and Operational experience to InnerView.
Matt Brewer
Account Management Director
In Matt's role as Account Management Director, he leads the execution of client engagements and serves as the point person for both clients and internal resources.
Matt is a dedicated, results-focused, innovative, and energetic leader with 10+ years of diverse and transferable experience delivering value-focused solutions. He thrives at managing projects from ideation to successful completion.
His career experience spans roles in client experience and success, business development, revenue generation, product marketing, corporate and client training, process improvement, ADKAR Organization Change Management and other key areas including NPS, VOC, Agile, and Root Cause Analysis.
Matt is a dedicated, results-focused, innovative, and energetic leader with 10+ years of diverse and transferable experience delivering value-focused solutions. He thrives at managing projects from ideation to successful completion.
His career experience spans roles in client experience and success, business development, revenue generation, product marketing, corporate and client training, process improvement, ADKAR Organization Change Management and other key areas including NPS, VOC, Agile, and Root Cause Analysis.
Megan Glickman
Marketing Director
As Marketing Director, Megan is responsible for making InnerView look good, no matter where we show up.
Megan brings 20+ years of marketing, sales, and operations experience to InnerView. She has held a variety of positions in the sports and entertainment industry, including being part of a television network launch. She loves her role in overseeing and executing the marketing strategy at InnerView because it allows her to highlight the infinite possibilities that can happen when companies embrace their employees as a key source of insight. Megan also enjoys working closely with our interns, a talented group of young professionals who have all left their individual marks on the organization and her personally.
Megan earned a B.A. from Bucknell University. She lives in South Jersey with her husband and daughter. When she’s not putting miles on her car driving to and from her daughter’s long list of activities, she can be found spending time outdoors walking, hiking, or enjoying a cup of coffee and a reading a book on her back patio. Megan loves to travel and looks forward to the challenge of convincing her husband and daughter to book their next trip somewhere other than Colorado!
Megan brings 20+ years of marketing, sales, and operations experience to InnerView. She has held a variety of positions in the sports and entertainment industry, including being part of a television network launch. She loves her role in overseeing and executing the marketing strategy at InnerView because it allows her to highlight the infinite possibilities that can happen when companies embrace their employees as a key source of insight. Megan also enjoys working closely with our interns, a talented group of young professionals who have all left their individual marks on the organization and her personally.
Megan earned a B.A. from Bucknell University. She lives in South Jersey with her husband and daughter. When she’s not putting miles on her car driving to and from her daughter’s long list of activities, she can be found spending time outdoors walking, hiking, or enjoying a cup of coffee and a reading a book on her back patio. Megan loves to travel and looks forward to the challenge of convincing her husband and daughter to book their next trip somewhere other than Colorado!
Trey Heatly
Managing Director
Trey was inspired to join InnerView Group to make a real difference in his clients’ success. As Managing Director of Client Journey, he owns the execution of our client engagements.
Trey brings 30+ years of sales, account management, marketing, and finance experience, primarily in the Wireless and Insurance Services industries. He has held a wide variety of roles, including leading sales teams both large and small, managing major accounts, and capital budgeting and analysis. His experience brings a well-rounded perspective to his clients, with an eye towards critical success factors across the organization.
Trey received a BBA in Accounting from The University of Texas, Austin. He lives in Dallas, Texas with his wife Kelly and two teenage sons. Outside of work, he spends most of his time re-stocking the fridge for the boys. He and the family also like to travel, ski, fly fish, and golf.
Trey brings 30+ years of sales, account management, marketing, and finance experience, primarily in the Wireless and Insurance Services industries. He has held a wide variety of roles, including leading sales teams both large and small, managing major accounts, and capital budgeting and analysis. His experience brings a well-rounded perspective to his clients, with an eye towards critical success factors across the organization.
Trey received a BBA in Accounting from The University of Texas, Austin. He lives in Dallas, Texas with his wife Kelly and two teenage sons. Outside of work, he spends most of his time re-stocking the fridge for the boys. He and the family also like to travel, ski, fly fish, and golf.
Christopher Palac
Product Development Manager
As a Product Development Manager, Chris manages the InFront daily operation and future development. His oversight includes aspects of modeling, backend development, and delivery components. He provides strategy for what InFront’s product capabilities could be and executes on the future vision to evolve the product.
Chris brings 10+ years of start-up scaling, product management, customer experience, operations and client delivery to InnerView. He has been on quite the journey in his career, from growing up working on his family’s real estate business to climbing the ladder through a leadership program in a local fortune 500 company, where Chris was promoted into a unique role supporting the executive cabinet. After achieving this Chris transitioned into the Chief of Staff role for a startup, where he helped secure their first series-A investment. He then consulted with companies looking to expand their portfolios in the e-sports industry before joining the InnerView team.
Chris earned his BBA in Management from Temple University and MBA concentrated in Marketing from the University of Dayton. Chris lives in Philadelphia; you can find him at Wissahickon Creek most weekends. When he is not managing the InFront product Chris can be found working on the nonprofit he co-founded to spread awareness of mental health topics for young men.
Chris brings 10+ years of start-up scaling, product management, customer experience, operations and client delivery to InnerView. He has been on quite the journey in his career, from growing up working on his family’s real estate business to climbing the ladder through a leadership program in a local fortune 500 company, where Chris was promoted into a unique role supporting the executive cabinet. After achieving this Chris transitioned into the Chief of Staff role for a startup, where he helped secure their first series-A investment. He then consulted with companies looking to expand their portfolios in the e-sports industry before joining the InnerView team.
Chris earned his BBA in Management from Temple University and MBA concentrated in Marketing from the University of Dayton. Chris lives in Philadelphia; you can find him at Wissahickon Creek most weekends. When he is not managing the InFront product Chris can be found working on the nonprofit he co-founded to spread awareness of mental health topics for young men.
Industry Specialists
Rockwell “Rocky” Clancy
Practice Leader
Banking
Banking
Rocky’s expertise is founded on 40+ years hands-on experience as a banker and consultant. He has worked with banks, fintechs, and banking partners to deliver sustainable, profitable growth by facilitating customer-focused, data-driven strategic planning, target marketing, and customer experience management. His secret sauce is making sure that the Voice of the Customer is at the center of all initiatives he leads.
Previously, Rocky spent 10 years leading the J.D. Power and Associates Financial Services practice where he grew it into the company’s fastest growing and most profitable division. He worked with 25 of the top 30 customer-facing financial services companies in the U.S. Satisfaction with retail banking, small business banking, and credit cards improved at faster rates over his tenure than any other sectors JDPA covered.
He holds an MBA from Northwestern’s Kellogg Graduate School of Management and BA in English Literature, also from Northwestern.
At InnerView, Rocky will focus on honing the InFront insights platform to support the specific needs of banks as they look to deliver more differentiated customer experiences and grow customer relationships.
Previously, Rocky spent 10 years leading the J.D. Power and Associates Financial Services practice where he grew it into the company’s fastest growing and most profitable division. He worked with 25 of the top 30 customer-facing financial services companies in the U.S. Satisfaction with retail banking, small business banking, and credit cards improved at faster rates over his tenure than any other sectors JDPA covered.
He holds an MBA from Northwestern’s Kellogg Graduate School of Management and BA in English Literature, also from Northwestern.
At InnerView, Rocky will focus on honing the InFront insights platform to support the specific needs of banks as they look to deliver more differentiated customer experiences and grow customer relationships.
Steven Bjorklund
Practice Leader
Home Improvement
Home Improvement
Steve is an experienced C-suite executive with a deep track record of assessing and implementing business growth opportunities, building customer relationships, leading teams, developing corporate budgets, and delivering top- and bottom-line results.
He has significant experience in P&L responsibility, sales leadership, strategic planning, and financial planning and analysis. In his more than 30 years at USG, Steve held various leadership roles in general management, sales, operations, finance, and marketing. Steve served as the Senior Vice President of National Accounts, responsible for the strategic direction along with the sales and profitability results across all products for USG’s Retail, Pro-Dealer/Lumberyard, Manufactured Housing, and Tile and Flooring businesses prior to his retirement at the end of 2022.
Steve is also a volunteer and a community advocate, involved in such organizations as PADS of Lake County, Feed My Starving Children, and the Youth Conservation Corps (YCC) of Lake County. He earned his Bachelor’s degree in Finance from Northern Illinois University and his Master’s in Business Administration from DePaul University.
Steve’s role at InnerView will be to apply the company’s offering to help B2B2C brands in the home improvement and buildings materials industries improve sales and marketing effectiveness across all their sales channels and partners.
He has significant experience in P&L responsibility, sales leadership, strategic planning, and financial planning and analysis. In his more than 30 years at USG, Steve held various leadership roles in general management, sales, operations, finance, and marketing. Steve served as the Senior Vice President of National Accounts, responsible for the strategic direction along with the sales and profitability results across all products for USG’s Retail, Pro-Dealer/Lumberyard, Manufactured Housing, and Tile and Flooring businesses prior to his retirement at the end of 2022.
Steve is also a volunteer and a community advocate, involved in such organizations as PADS of Lake County, Feed My Starving Children, and the Youth Conservation Corps (YCC) of Lake County. He earned his Bachelor’s degree in Finance from Northern Illinois University and his Master’s in Business Administration from DePaul University.
Steve’s role at InnerView will be to apply the company’s offering to help B2B2C brands in the home improvement and buildings materials industries improve sales and marketing effectiveness across all their sales channels and partners.
InnerView Board of Advisors
Matt Wiley
Chief Commercial Officer
BioXcel Therapeutics
BioXcel Therapeutics
Mr. Wiley has over 25 years of sales, marketing, and strategy experience across multiple specialty product launches. Prior to joining BioXcel Therapeutics, Mr. Wiley served as Chief Commercial Officer at VYNE Therapeutics, overseeing all commercial objectives related to the launch of the company’s first two approved dermatology products, AMZEEQ® and ZILXI®. Previously, he was Vice President of Marketing and Business Unit Lead for Jazz Pharmaceuticals’ sleep medicine unit, where he led the go-to-market strategy and marketing team for SUNOSI™, for narcolepsy and sleep apnea, and developed the successful growth strategy for XYREM™, for narcolepsy, which achieved $1.4 billion in net revenue during his final year. He holds a BA in English from Syracuse University.
Frank Cespedes
Senior Lecturer
Harvard Business School
Harvard Business School
Frank Cespedes teaches at Harvard Business School and for 12 years was Managing Partner at a professional services firm. He has worked with many companies around the world on go-to-market and strategy issues, and has been a Board member at consumer goods, industrial products, services, PE and VC firms. He has written for numerous publications, including Harvard Business Review, European Business Review, Organization Science, California Management Review, and The Wall Street Journal, among others. He is also the author of six books including Aligning Strategy and Sales which was cited as “the best sales book of the year” (Strategy & Business), “a must read” (Gartner), and “perhaps the best sales book ever” (Forbes). His newest book is Sales Management That Works: How to Sell in a World That Never Stops Changing (Harvard Business Review Press, 2021).
Our Values
Guts
Guts
To have the results that only few achieve, you need to have the guts to do what only few are willing to do. We strive to help those that work for us, and those that work with us, find success from within.
Flexibility
Flexibility
We are proactive chameleons. We adapt quickly and effectively to the demands of dynamic environments. Our flexibility provides our clients’ a sense of stability.
Movement
Movement
We have a bias towards meaningful action. We are deliberate in how we balance thought and action. We get things done that need doing.
Inclusion
Inclusion
We look to stretch the boundaries of what we know and what we are capable of by accumulating the viewpoints, perspectives and experiences of all we encounter.
Transparency
Transparency
What we know, you know. Honest communication and trust increases accountability to our colleagues and our clients.
Inspiration
Inspiration
We desire to work with people that make us laugh and challenge us to be better. Our respect and admiration for our colleagues drives our commitment to those we serve.
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