Alex Lau Email & Phone Number

New York, Ny, Us

Orlando, Florida, Us

Ranked #1 by Gartner (2023) & Forrester (2024) in conversational AI, Kore.ai accelerates AI-automated business interactions with a conversational AI platform, RAG for knowledge discovery, and contact center capabilities with AI-powered agent assistance. 300M interactions at Citi & 150M interactions at Cigna per year.- Part of the leadership team focusing on strategic partnerships, large deals, & key accounts globally.- Achieved top-tier ARR growth by standardizing value selling methodology, use cases, & solution architecture for GTM and growing the partnership sales channel.- Drove business cases, solutions, and commercials on large deals.Key Responsibilities:- Defined and executed GTM strategies & solution offerings with GSI & BPO service providers focusing on large-scale Gen AI automation deployments across customer, employee, and contact center agent use cases.- Drove solution & value selling of Gen AI Automation and Copilot solutions from deal qualification to contracting, business case development (ROI/TCO/qualitative) to roadmap definition, and solution architecture to program execution for customers across contact center & CRM tech stacks.- Influenced product roadmap based on customer requirements & competitive analyses; liaised with product, engineering, & expert services teams for product updates, leading practices, & SME support.- Established & monetized partnerships with leading technology companies by defining reference architectures & creating marketplace solutions / accelerators tailored to partner platforms. e.g. Salesforce, Zendesk, Genesys, Zoom, NICE, Talkdesk, AWS (Amazon Connect & SageMaker), Azure.- Created C-level pitch decks and financial modeling for partnerships, fundraising, M&A, & board meetings.- Defined & standardized global sales vs quota management reporting across partnerships, inbound & outbound sales, and customer success.

Dublin 2, Ie

- Sold & delivered complex digital transformation & M&A integration programs through delivery & architecture excellence. - Roles: Chief Architect; Delivery Lead; Opportunity Lead- Key Clients: Truist, Citigroup, Wells Fargo, Gilead Sciences, Merck & Co., Eisai Co., Baxter International- Selected engagements in financial services:** Defined & delivered a front-office transformation program for a global private bank, which included a scalable global entitlement model with complex data visibility rules, integrations between cloud and on-prem systems, and migration from Microsoft Dynamics to Salesforce.** Drove M&A integrations for a regional bank, consolidating sales & service systems, processes, and data across LOB’s into the cloud with Salesforce, MuleSoft, & Amazon Connect; established a managed service team to provide ongoing support.** Defined & delivered a digital transformation program for a global retail bank, streamlining core business processes and enabling Customer 360 with Salesforce CRM with 40+ integrations with core banking applications such as customer master, book of business, referral hub, interaction repository, CTI, and BI. - Selected engagements in life sciences / pharmaceutical:** Delivered a sales force automation program, enabling sales, service, and collaboration processes such as Pre-call Planning, Call Logging, Field Coaching, Account Targeting, and Ticketing.** Rescued a Siebel migration program by re-architecting the integrations between cloud and on-prem systems such as MDM, BI, Alignment, & Segmentation based on leading integration patterns.** Won an implementation contract by leading the definitions of cloud migration strategy, Salesforce org strategy, & integration architecture on a 6-week strategy project in Japan.

Gb

- Built a new Salesforce practice for the financial services vertical.- Sold & delivered both strategy and implementation engagements.- Roles: Chief Architect; Delivery Lead; Opportunity Lead- Key Clients: MUFG Bank, MFS Investment Management, City National Bank, Mizuho Bank- Selected engagements:** Defined & delivered a front-office transformation program for a global commercial bank, which included creating a global Salesforce CRM with an operating model, standardizing and optimizing key processes such as Opportunity mgmt., Activity mgmt., Call Memos, Legal/Sales Hierarchies, & Onboarding.** Delivered a front-office transformation program for an asset management company with complex integrations between Salesforce CRM and systems such as Informatica MDM (clients), IBM Incentive Compensation Mgmt. (territory), Morningstar/eVestment (competitor products), & Workday.

San Francisco, California, Us

Ran professional services and expert services Salesforce engagements focusing on cutting edge features.Clients: Ameriprise Financial, Russell Investments, CanonKey Solutions Delivered: Agent Desktop for Mutual Fund Wholesalers; Sales Dashboard for Management.

New York, Ny, Us

Pricing for multi-year million dollar contracts. Developed pricing models and worked directly with sales teams to drive sales.

Finance & Planning: budgeting, financial analysis, forecasting, measurements, plan coordination, and modeling for IBM's billion-dollar internal IT.Consulting: problem and performance identification, analysis of cause and alternate solution approaches for IBM executives.

Consulting: Cost reduction, process improvement, revenue growth.Competency: Application Architecture, J2EE Development, Data warehousing, CRM, CDI.Responsibilities: Full Project Life Cycle (Requirements gathering, design, development, test, deploy), Project Management, Proposal Development.Clients: Nationwide Mutual Insurance Company, Allstate Corporation, Staples, Pfizer, General Motors, NYS, NYCKey Solutions Delivered: Universal Customer Master; Web-based single Point-of-Sales insurance policy transaction system; Tax Audit Case Management system; Electronic Traffic Permit system

Mba, Finance, Marketing, Strategy

Mse, Computer Science

Certificate, Data Driven Consulting