About

Kathleen Sonntag is a finance and operations executive with more than two decades of experience spanning finance, accounting, client operations, and technology strategy across both large corporate and high-growth startup environments. She’s especially focused on pairing lean teams with the right systems so reporting, forecasting, and daily operations run efficiently at every stage of growth.

Kathleen served as CFO and later COO of Greenleaf Health, a regulatory consulting firm, from its early startup days through its 2021 sale to a PE-backed strategic acquirer. Over twelve years, she built Greenleaf’s finance function from the ground up, evolving the business from outsourced bookkeeping and manual invoicing to an in-house NetSuite ERP system with fully audited financials during a period of exponential growth for the firm. She also introduced Salesforce CRM to support the firm’s sales pipeline and forecasting, and partnered closely with the CEO on banking relationships, board management, and lease negotiations. Following the sale, Kathleen continued as COO, guiding Greenleaf through post-acquisition integration within the Validant Group.

Most recently, as Head of Client Operations at ELIQUENT Life Sciences, Kathleen built and led a new business-enablement function responsible for the project lifecycle from contract signature through billing, as well as resource utilization and optimization. She directed the company-wide rollout of Certinia, a Salesforce-based professional services automation platform, and helped harmonize operations across newly combined entities during a period of of significant organic and inorganic expansion.

Earlier in her career, Kathleen worked in technology strategy and business systems analysis at The Capital Group Companies, where she focused on data warehouse, business intelligence, and CRM applications for the American Funds. She began her career in mutual fund accounting at Merrill Lynch Asset Management.