Wendt Partners Announces Major Q3 Client Wins, Leadership Promotions, and Global Expansion

Text on Background: Wendt Partners Announces Major Q3 Wins, Key Promotions, and Global Expansion!
September 26, 2024

As we close out Q3 2024, Wendt Partners, a HubSpot Elite Solutions Partner, is excited to announce a series of significant milestones. From major client wins and leadership promotions to ongoing global expansion efforts, this quarter has been one of incredible growth and achievement for our team.

Major Client Wins Across Key B2B Industries

Wendt Partners has continued to secure an average of ten or more new engagements monthly, with several key new and continuing clients across a range of industries. These include:

  • 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 portfolio highlights our expertise in serving complex B2B clients, especially within industries such as technology, healthcare, industrial, and professional services. Each client showcases our ability to implement vertical market solutions tailored to specific needs.

Leadership Promotions to Support Our Growth

Alongside our client growth, Wendt Partners is also strengthening its internal leadership team with several key promotions:

  • Carla Bertoldi has been promoted from Client Success Team Lead to Director of Operations & Client Success. In her new role, she will oversee resources, engagements, and operational infrastructure to ensure optimal client outcomes.

  • Samantha Canon, formerly the Digital Solutions Team Lead, has been named the firm’s first Toronto Office Lead. She will lead our expansion into the Canadian market, working with HubSpot and Wendt Partners staff to ensure the market is well-served.

  • Jimmy Izquierdo, who joined the Enablement Solutions team, has been promoted to Enablement Solutions Team Lead. With his background in HubSpot and his leadership experience at Apple, Inc., Jimmy will drive our approach to admin and user training, system adoption, and enablement.

  • Quinton Mollentze has been appointed Growth Solutions & Digital Solutions Team Lead. With his extensive experience in account management, traffic management, and strategy, Quinton will oversee both departments, which share clients and engagements.

  • Marian Fuentes has moved from Senior Technical Solutions Consultant to Technical Solutions Team Lead. Marian brings her expertise in project delivery and HubSpot API knowledge to the role. She holds a degree in Electrical Engineering and previously worked at IBM’s Global Technology Services.

  • John Crozier-Durham continues in his role as Growth Consulting Lead, and now takes on additional responsibilities as the lead of Wendt Partners’ Global Growth Initiative. He will spearhead the firm’s expansion into the Canadian, UK/EU, and ANZ markets, while leading the Melbourne office and developing key relationships in Australia and New Zealand.

Global Expansion and Commitment to Security

Wendt Partners has made significant strides in expanding globally, particularly into the Canadian, UK/EU, and ANZ regions. Our strategic growth plan is led by John Crozier-Durham and builds on our already strong presence in these markets.

On the security front, Wendt Partners has become the first HubSpot solutions partner to achieve SOC 2, ISO 27001, and HIPAA compliance, demonstrating our ongoing commitment to data security and compliance for our clients.

In addition, Wendt Partners has become the first joint HubSpot-FinHub Elite Solutions Partner. FinHub, a financial analysis and reporting suite built natively within HubSpot, bridges the gap between sales/marketing execution and financial recognition, offering even more value to our enterprise clients.

Looking Ahead

As we enter Q4, the momentum continues to build, and we remain focused on delivering exceptional results to our clients across the globe. Reflecting on these achievements, Doug Wendt, President of Wendt Partners, shared:
“I’m incredibly proud of our team’s dedication and innovation, driving growth for our clients while expanding our global footprint. As we continue into Q4, it's clear that the momentum in the CRM market is with HubSpot—and with Wendt Partners.”

We look forward to an exciting Q4 and beyond, as we continue to lead the way in global CRM solutions and B2B growth.

All Wendt Partners clients begin with a Business Growth Assessment covering the four core focus areas essential to business growth.

Contact Us

Call us today at 877-920-GROW