FRACTIONAL
Business Advisory Council
A program through the Daytona Beach Entrepreneurial Center, LLC
Mary Beth Rozell, CRCR, LSSGB
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FRACTIONAL BUSINESS ADVISOR
Aligning sales, marketing, product, and systems so revenue strategy becomes clear, executable, and scalable.
7 FIRMS
Private equity-backed organizations supported
2 WEEKS
Salesforce merger finished ahead of schedule
14 MINUTES
Replaced a three-day reporting process
$200K
Raised annually through Jeepin’ with Judd
MEET THE ADVISOR
Mary Beth Rozell helps organizations turn ambitious revenue strategy into practical execution. Working at the intersection of sales, marketing, and product, she builds the processes, tools, and alignment sales teams need to perform consistently and hit their numbers.
Her background spans clinical Healthcare IT, revenue-cycle operations, SaaS, sales enablement, and senior Director and Vice President leadership. She has supported seven private equity-backed organizations, advised investors during Healthcare IT acquisition diligence, optimized complex Salesforce environments, and led teams through growth, integration, and change.
Known as “Switzerland,” Mary Beth brings an objective, ego-free approach to high-friction situations. She asks direct questions, simplifies over engineered systems, and creates buy-in from the people responsible for execution. Her focus is straightforward: clarify the outcome, remove operational drag, and help both the organization and its customers win,
Do you want your sales team to sell or do you want them to click?
Mary Beth Rozell
FRACTIONAL BUSINESS ADVISOR
AREAS OF EXPERTISE
SALES ENABLEMENT
Equip sales teams with practical tools, processes, and knowledge that improve execution.
CRM & TECH OPTIMIZATION
Simplify Salesforce and connected systems so teams spend more time selling.
CROSS FUNCTIONAL ALIGNMENT
Resolve friction across sales, marketing, and product around shared goals and execution.
HEALTHCARE IT STRATEGY
Clarify revenue-cycle complexity, market conditions, and operational risks for leaders and investors.
IMPACT INITIATIVES
Turn Revenue Strategy Into Work Teams Can Actually Execute
Mary Beth works in the murky middle where executive goals meet day-to-day execution. She clarifies the outcome, aligns the people responsible for delivering it, and simplifies the processes and systems getting in their way. The result is stronger adoption, faster decisions, and revenue teams that spend less time clicking, debating, and rebuilding—and more time selling.
TACTICAL TIMING
Sales cycles are lengthening, but no one can explain where momentum is being lost.
Sales reps are rebuilding their own materials because marketing assets do not work in real conversations.
A CRM or reporting process requires excessive clicks, duplicate entry, or too many disconnected reports.
Sales, marketing, and product are pursuing different priorities under the same go-to-market plan.
An acquisition, system integration, or strategic pivot is stalled by conflict and weak adoption.
RECENT RESULTS
THE SITUATION
Following an acquisition, two large Salesforce environments needed to be merged. The project had stalled as departments resisted a strong-arm implementation approach, creating friction, poor buy-in, and growing risk to the integration timeline.
THE WORK
Mary Beth was brought in as a neutral facilitator rather than the technical Salesforce expert. She gave each group a voice, surfaced the real points of resistance, removed ego from the decision-making process, and rebuilt the project around shared outcomes instead of forced compliance.
THE OUTCOME
The combined system was completed two weeks ahead of schedule. The teams moved from resistance and conflict to shared ownership of the work, creating a stronger foundation for adoption after the merger.
LOCATION
Home:
How Long:
Originally From:
INDUSTRIES OF INFLUENCE
Healthcare IT • SaaS • Revenue Cycle Management • Electronic Health Records • Private Equity • Sales Technology • Founder-Led Businesses
COMPANIES SERVED
Seven private equity-owned organizations • Healthcare IT companies • EHR and revenue-cycle companies • SaaS organizations • Founder-led businesses • Jeepin’ with Judd • Polk County Sheriff’s charities
PREVIOUS & PREFERED PROJECTS
Salesforce integrations • Revenue-enablement systems • Sales and marketing alignment • Healthcare IT acquisition diligence • CRM simplification • Process redesign • GTM execution • Adult-learning and sales training
SPECIALTIES
Sales Operations • Revenue Enablement • Salesforce Optimization • Cross-Functional Alignment • Healthcare Revenue Cycle • Process Simplification • Private Equity Due Diligence • Change Management
FEATURED INSIGHT
No blogs found
BEHIND THE BIO
What life or career experience most shaped the way you approach your work today?
Working across clinical Healthcare IT, revenue operations, and executive leadership taught me that strategy only matters when people can execute it. I have seen smart initiatives fail because teams were misaligned, systems were overbuilt, or leaders skipped the real question: What are we trying to accomplish? That experience shaped my practical, ego-free approach to simplifying work and building buy-in.
What brought you to this community and what keeps you connected to it?
The Central Florida Jeep community became home almost by accident. I bought a Jeep because I liked it, attended an off-road event as a spectator, and was immediately hooked. Ten years later, I help lead one of the region’s largest Jeep charity events. The people, the service, and the opportunity to help others build confidence are what keep me connected.
What do colleagues & clients tend to discover about you after working together?
They discover that I am direct without being careless. I will ask the hard questions, challenge bloated processes, and push for clarity—but I also work hard to make sure people feel heard. I call it grit with finesse. My goal is never to win the argument; it is to help the team reach the right outcome and actually carry the change forward.
What matters to you outside of work that also influences how you lead, advise, or collaborate?
Off-roading reminds me that confidence is often built one instruction, one obstacle, and one small win at a time. For ten years, I’ve helped build trails and guide drivers through Jeepin’ with Judd, which raises more than $200,000 annually for Polk County Sheriff’s charities. That experience influences how I advise teams: respect the fear, explain the mechanics, and help people discover they are more capable than they realized.
GET STARTED
Book Your Business Advisory Call with Mary Beth
A focused one-on-one strategy session to address your priorities and move your initiative forward.
$250/hr for a high-impact, tailored conversation.
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Executive INQUIRIES
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Share what you are trying to accomplish, where the challenge is showing up, and what kind of support you are considering. Your inquiry will be reviewed and you’ll receive a clear next step based on fit, scope, and timing.
No sales pitch. No obligation. No time wasted.
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