New York, NY (Sept 26, 2024) – Wendt Partners, a HubSpot Elite Solutions Partner headquartered in New York, announced today the conclusion of Q3 with a series of major client wins, significant staff promotions, and further execution of the firm’s global growth strategy.
Wendt Partners continues to secure an average of ten or more new engagements monthly, with key new and continuing accounts this quarter including world-class companies such as:
- Ampure, Inc. – Electric vehicle charging systems
- Aphena Pharma – Pharmaceutical contract manufacturing
- Berk International – Private-label wipes manufacturing
- Cuddly – Crowdfunding platform for animal shelters and rescues
- Design Imaging – Manufacturer of residential wet wall panels
- Flagship Health – Healthcare provider for seniors and veterans
- Labb – Next-generation drug screening technologies
- McSteen Land Surveying – Regional land surveying firm
- MyBase Pay – Contingent workforce management solutions
- RightSite Health – Telehealth solutions for EMS providers
- WSI Machinery Inc. – Millwork machinery and panel processing equipment
This diverse range of accounts highlights Wendt Partners’ expertise in serving complex B2B clients across industries including technology, professional services, industrial, healthcare, staffing/talent, and more. Each account is within sectors supported by Wendt Partners’ vertical market solutions.
In addition to these new client wins, the firm announced several significant promotions within its leadership team:
- Carla Bertoldi – Previously serving as Client Success Team Lead, Carla has been promoted to Director of Operations & Client Success. She will now oversee resources, engagements, and operational infrastructure, all aimed at driving client success. Before joining Wendt Partners, Carla was a leader in the B2B demand creation industry.
- Samantha Canon – Former Digital Solutions Team Lead, Samantha has been appointed as Wendt Partners’ first Toronto Office Lead. In this role, she will represent the firm to clients in the Canadian market and work closely with HubSpot and Wendt Partners staff to ensure excellent service.
- Jimmy Izquierdo – Jimmy, who joined the firm as a member of the Enablement Solutions team, has been promoted to Enablement Solutions Team Lead. With extensive experience in HubSpot, as well as leadership experience at Apple, Inc., Jimmy will lead Wendt Partners’ approach to in-depth admin and user training, as well as system adoption and enablement.
- Quinton Mollentze – Former Client Account Manager within the Growth Solutions team, Quinton has been promoted to lead both the Growth Solutions and Digital Solutions teams. His experience in account and traffic management, as well as account strategy, will drive the success of these two departments.
- Marian Fuentes – Promoted from Senior Technical Solutions Consultant to Technical Solutions Team Lead, Marian’s expertise in project scoping, building, and delivery, combined with her deep knowledge of the HubSpot platform, will guide her team’s continued success. Marian holds a degree in Electrical Engineering and previously worked with IBM's Global Technology Services.
- John Crozier-Durham – In addition to his role as Growth Consulting Lead, John will now oversee Wendt Partners' Global Growth Initiative, leading the firm’s strategy to expand into the Canadian, UK/EU, and ANZ markets. He will also serve as the firm’s Melbourne Office Lead, focusing on developing key relationships within Australia and New Zealand.
Further cementing its leadership in the CRM space, Wendt Partners concluded Q3 as the first HubSpot solutions partner worldwide to achieve SOC 2, ISO 27001, and HIPAA compliance, showcasing its commitment to being a secure global CRM implementation company.
Additionally, Wendt Partners announced that it has become the first joint HubSpot-FinHub Elite Solutions Partner. FinHub is a comprehensive financial analysis and reporting suite built natively inside HubSpot, designed to connect sales and marketing execution with financial recognition within the enterprise.
“I am immensely proud of our entire team for driving these initiatives forward and serving our clients with distinction,” said Doug Wendt, Co-Founder and Senior Partner. “As we enter Q4, the momentum in the global CRM marketplace is clearly with HubSpot—and with us!”
