David Kaplan Email & Phone Number

Encinitas, CA, US

San Diego, CA, US

Consulting 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.

Deliver 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.

Tiburon, CA, US

Delivered 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.

San Diego, CA, US

Consulting 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.

New York, NY, US

Cloud-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.

Armonk, New York, NY, US

Provided 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.

Gluten free consumer packaged goods sold in over 1,400 markets nationally. Raised equity capital and led sales growth exceeding $1M annually.

Started 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.

Phoenix, AZ, US

• Large 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.
• Fluor Daniels international portal project: closed $6M software and $1M implementation services.
• American Honda Portal strategy for Dealership and Owners portals.

San Francisco, CA, US

Acquired 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.

Acquired 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.

Responsible 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.

Managed a team of highly professional sellers to drive revenue in the region and meet the strategic goals of the company in the insurance vertical.