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David brings a broad mix of business strategy, business development acumen, process rigor, and modern technology solutions to his engagements. He’s held business development leadership positions while working with clients across life sciences, healthcare, financial services, and manufacturing industry verticals. Throughout his career, he has worked with C-suite decision-makers and cross-functional steering committees to usher in market-changing solutions, including enterprise portals, eCommerce, cloud computing, AI, IOT, business intelligence, and Blockchain. David has helped customers achieve economies of scale, process standardization, and cost benefits, all while guiding their large change initiatives as a partner.As an experienced venture-backed start-up co-founder, he has developed and commercialized several new products, and saw four of those companies get acquired. He co-developed his own products for the consumer packaged goods market and grew the company with over 1,400 national retailer partnerships. His innovative out-the-box thinking combined with his experience working for Fortune 100 public companies (including IBM and Avnet), has successfully driven strategic outcomes for his large enterprise customers. In all, David has diverse experience in new business development, business strategy, industry partnership, change management, strategic client relationships, and innovative technology solutions.
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Managing DirectorLevel Up AdvisorsEncinitas, Ca, Us
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Principal ConsultantSan Diego Consulting Group Apr 2024 - PresentSan Diego, Ca, UsConsulting group focused on business operations and sales operations management. Converting Intellectual Property for organizational Decision Making and business intelligence into digital assets that further improve employee engagement. -
Sr. Account ExecutiveBackbase Usa Jun 2023 - Jan 2024Deliver digital banking, lending, and wealth management solutions to Credit Unions ranging in size from $1B-$30B. I executed sound fundamentals in prospecting, pipeline development, and strategic account management, all while nurturing a deep technical/business perspective of how to drive mutually beneficial outcomes with customers. Establish a leadership position within Fintech industry groups on social media platforms within the financial services sector. Drive value for Backbase at all points of the sales cycle, including prospecting, product demonstrations, onboarding, close, and consumption. - Develop strategies for prospecting and closing opportunities within book of business.- Leverage MEDDIC sales methodologies to uncover customer needs and pain points.- Articulate value proposition by using the appropriate business value metrics and assessments.- Own sales activity and revenue period forecasting.- Collaborate with product, design, marketing and engineering teams to incorporate customer feedback.
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Sr. Account ExecutiveOvationcxm Jun 2022 - Jun 2023Tiburon, Ca, UsDelivered Customer Experience Management and AI to large enterprise companies and their partner ecosystems. Launched new Enterprise division focused on healthcare and telecom industry solutions, providing a single pain of glass to orchestrate customer journeys.Closed an $11M deal, the largest in the company’s history.Drove adoption of CX at the CXO level as well as with Line of Business Leaders across complex organizations, -
Principal ConsultantSan Diego Consulting Group Aug 2018 - Jun 2022San Diego, Ca, UsConsulting group focused on business operations and sales operations management. Converting Intellectual Property for organizational Decision Making and business intelligence into digital assets that further improve employee engagement.
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Sr. Strategic Account ManagerMedidata Solutions Apr 2018 - Aug 2018New York, Ny, UsCloud-based platform for optimizing clinical trials. Offered SaaS and Managed Services to small to medium life science, biotech, and medical device organizations to optimize clinical trial finances to compete with CRO's. -
Sr. Strategic Enterprise Account ExecutiveIbm Jul 2014 - Aug 2017Armonk, New York, Ny, UsProvided business leadership and strategic industry solutions to large enterprise customers. Achieved quota targets in every period measured. Focused on adoption of cloud-based, SaaS, and managed services models. Developed technology roadmaps, steering committees, and technology adoption plans for enterprise accounts, developed and managed sales opportunities, and guided extended resources to close deals. Created CXO relationships within accounts and built strong working relationships with the IBM senior leadership team for executive sponsorship, executive business reviews, and review of go-to-market opportunities. -
Co-Founder, Cmo, CfoThe Pure Pantry Jul 2009 - Jul 2014Gluten free consumer packaged goods sold in over 1,400 markets nationally. Raised equity capital and led sales growth exceeding $1M annually.
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Principal Consultant: Sales Operations, Salesforce.Com Implementation, Business StrategyXlerate Solutions Feb 2006 - Jul 2014Started CRM/ Salesforce implementation business and consulted with sales managers to optimize pipeline health and increase revenue. Industry focus included life sciences, software, manufacturing and financial services. Services included compensation modeling, sales process optimization, data reporting and visualization.
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Sr. Account ExecutiveAscendant Technology Jun 2011 - Aug 2012Phoenix, Az, UsLarge IBM business partner acquired by large public software distributor named Avnet. Grew revenue for software and professional services inside large manufacturing accounts in the pacific southwest territory for IBM’s software portfolio. Projects included:• Fluor Daniels international portal project: closed $6M software and $1M implementation services.• American Honda Portal strategy for Dealership and Owners portals. -
Co-Founder, Evp Business DevelopmentDecisionview Software Jan 2003 - Jan 2006San Francisco, Ca, UsAcquired by IMS Health (now IQVIA), DecisionView developed innovative web-based software solutions that enable life sciences organizations to predict clinical trial outcomes and optimize clinical trial performance. We achieved this through master data management, predictive analytics, visualizations, and scenario modeling. Co-founded company with three partners including Deputy Chairman Emeritus, FDA. I lead customer-driven product strategy, company revenue, creation of customers references, and venture capital fundraising. -
Vice President Of Business DevelopmentKnowledgetrack Software Sep 2000 - Jan 2003Acquired by Enfish. An enterprise portal company with innovations in collaboration, team sites, and document management. Joined shortly after company formation and led business development/OEM sales. Company grew to over 75 employees, secured 3 rounds of venture funding, and completed a successful acquisition.
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Director Of Business DevelopmentSage It Partners / Xpedior 1997 - 1998Responsible for providing customized software solutions and implementation services to large Silicon Valley customers such as HP, Cisco, Netscape, and Charles Schwab. Solutions included large eCommerce sites, Enterprise Portals, and highly-integrated transactions systems.
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Regional Sales ManagerCollectech 1995 - 1997Managed a team of highly professional sellers to drive revenue in the region and meet the strategic goals of the company in the insurance vertical.
David Kaplan Skills
David Kaplan Education Details
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San Diego State UniversityBusiness Finance
Frequently Asked Questions about David Kaplan
What company does David Kaplan work for?
David Kaplan works for Level Up Advisors
What is David Kaplan's role at the current company?
David Kaplan's current role is Managing Director.
What is David Kaplan's email address?
David Kaplan's email address is da****@****ner.com
What is David Kaplan's direct phone number?
David Kaplan's direct phone number is +176070*****
What schools did David Kaplan attend?
David Kaplan attended San Diego State University.
What are some of David Kaplan's interests?
David Kaplan has interest in Mentoring Businesses, Cycling.
What skills is David Kaplan known for?
David Kaplan has skills like Business Development, Start Ups, Product Management, Sales, Leadership, Marketing Strategy, Team Building, New Business Development, Business Strategy, Cloud Computing, Go To Market Strategy, E Commerce.
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