Bill Caplan Email & Phone Number

San Francisco, Us

San Francisco, California, Us

Account lead focusing on Sourcegraph’s largest and most technically complex customers.Responsible for ongoing technical health, training, enablement, and use case workshopping, advising customers on the latest in generative AI technologies.Manages the technical relationship with top government customers, helping in Sourcegraph be named the Leidos Innovation Partner of the Year 2024.

San Francisco, California, Us

Leads our Technical Advisory team at Sourcegraph, focusing on the post-sales journey of our customers, including onboarding, adoption, and renewals. Explicitly focusing on driving increased driving technical account health and product utilizationDirectly managing 10 ICs globally, mentoring and coaching the team on customer situations and account best practices.Worked cross-functionally with Sales to establish account team best practices, expectations, and guidance for our global account teams.Launched and managed our scaled Tech Nurtured customer success flow to scale support beyond directly managed customers.Works cross-functionally with Product and Engineering to ensure new features are meeting the expectations of our customers and critical blockers are being surfaced.

San Francisco, California, Us

Worked to create our dedicated post-sales function from scratch at Sourcegraph while continuing to support our most strategic customers through sales cycles, deployment, onboarding, nurturing, and renewing from both a technical and relationship aspect.

San Francisco, California, Us

Act as technical point of contact for prospects and customers of Sourcegraph through their entire journey.Deliver demonstrations and scope proof of concept implementations during the sales process.Assist in technical guidance during self-hosted deployments for both pre and post-sales engagements.

New York, New York, Us

Act as team lead, assisting in both customer facing and internal company leadership goals such as team hiring, development, and mentorship.Act as principal point of escalation for customers facing complex technical issues or questions for the Services and Success organizations.Partnered across our Services team to develop custom tooling to help support various roles including Slack bots to ease scheduling issues, Trello dashboards to streamline account assignment, and Chartio dashboards to allow our Strategy Consultants to quickly pull relevant data for customers.Focused on iterating on our current Services packages and delivery methods - developing new Services packages for upcoming and emerging products at Optimizely while also redefining our current package deliverables to ensure quicker time to first value and more accurate internal utilization.

New York, New York, Us

Leads Technical Discovery, Architecture, and Implementation discussions across Optimizely’s top customer base while maintaining a 70%+ utilization rate.Recognized by my Professional Services peers and leaders with as Services Employee of the Month, Quarter and Year. Also received the Optimizely Fall 2019 Customer Champion Award.Acted in a Pre-Sales capacity for both existing customer expansions and new customer opportunities, becoming a trusted technology partner and successfully closing what was our largest developer focused deal to date.Served as Product Manager on efforts into discovering new uses for our existing product line, ultimately creating guidance on both new product and potential integration requirements, overall feasibility, and potential customer value.Presented at Opticon multiple times including leading Training Day sessions for Optimizely customers, delivering a Web Speed & Performance focused talk at Developer Night, and leading new product workshop and feedback sessions with some of our largest customers and prospects.Partnered internally with our Services team to design a developer friendly onboarding process, decreasing time to value for the customer and standardizing the hours spent per task for SME’s. Also developed custom tooling to allow our Engagement Managers better visibility into which sessions had been scheduled, allowing them to run engagements more efficiently. Partnered with our On-Demand Experimentation team to develop and pilot a 2.0 version of our On-Demand Services Program, creating new experiment complexity rubrics to standardize their work and acting as Optimization Manager taking high ARR customers through the new program for the first time.

New York, New York, Us

Empowers Enterprise clients with the technical and platform knowledge they need to achieve business value using Optimizely across the Enterprise Software, Financial, Travel/Airline, and Retail industries, among others.Supports customers of all technical skill levels, from Marketers to Full Stack engineers using our entire suite of products.Works directly with customers and third-party vendors to design and develop integrations to benefit both specific clients and our larger client base.Presented at Opticon 2018, leading an Advanced Experimentation course for over 45 attendees of Opticon Education Day.Leads large scale client presentations supporting both pre and post sales efforts, focusing on driving internal experimentation and product adoption.Member of ongoing cross functional teams dedicated to improving customer experience with our product and investigating how new product offerings would solve existing customer problems.Leads Optimizely training for business users, developers and Solutions Partners.

London, Gb

Architected, designed, and built custom solutions for clients in the Consumer and Enterprise space, including Fortune 100 companies.Designed and built custom survey branding and design tool, saving an average of 20 billable hours per implementation.Worked directly with clients to develop requirements and deliver their optimal solution including custom analytical reports based on collected data and customer needs.Trained clients on how to effectively use the Confirmit platform and how to use their custom solutions.Developed full HTML websites that integrate with the Confirmit platform.

San Francisco, California, Us

Studied full stack web development in an boot camp environment. Learned technologies include Ruby, Rails, SQL, Rspec, React, Javascript, PostgreSQL, jQuery, HTML, and CSS.Built Lifebook, a full stack rails web app as a capstone project.

Pittsburgh, Pa, Us

• Created and implemented a new system to help with mass amounts of client data. System allows for easy client and performance data entry, along with automated display of specific data.• Shortened process time by 7 days.

• Maintained a constant ledger of the organization's finances• Helped plan, budget, and set up for a large networking event for our members• Created a budget for year • Collected dues and kept track of all members in the chapter• Participated on the executive board, planning events and running the organization

• Acted Ombudsman for an organization consisting of over 150 members.• Resolved disputes between members of the chapter, ensuring confidentiality in all matters.• Assisted in the facilitation of voting and speaking on behalf of those not willing to in a group setting.• Term was completed in January

Pittsburgh, Pa, Us

• Helped in the planning and running of a small business over a 4-month period.• Formatted and organized spreadsheets and files, as well as participated in brainstorming and discussion sessions multiple times each week.• Assisted with implementing an existing marketing plan and development of a new marketing plan.• Compiled personal perspectives to aid with the new plan.• Helped with daily management, which included client enrollment, facility maintenance, client management, and accounting duties.• Developed and implemented a client management system.• Aided in the training of youth, high school, college, and professional athletes.

• Member of the 2010 Big 10 Championship team• Maintained a successful balance between schoolwork and team commitments during the season• Assisted in running of practices during injury recovery

Full Stack Web Development

Education record

Bachelor'S Degree, Operations Management

High School