David Pauli Email & Phone Number

Boston, Ma, Us

London, King’S Cross, Gb

• Conducted a comprehensive assessment of a UK-based mental health initiative, recommending optimizations for publishing, software, advocacy, and training practices.• Advised on operational readiness, revenue operations, and operational efficiencies in finance, sales, service delivery, and product development.• Recommended adoption of Key Performance Indicators (KPIs) and strategies for compliance with GDPR, TCPA, CCPA, and other regulations.

San Francisco, California, Us

Led all technical product development and engineering functions across multiple virtual teams developing Modigie solutions on Salesforce and Google Cloud. Oversaw all Revenue Operations and Customer Success functions.Participated alongside other founders in fundraising efforts, providing all supporting financials, equity structures, and investor engagement. Implemented the totality of the go-to-market tech stack, including CRM, finance, revenue operations, document management, commercial and contract management, customer success, sales, and delivery. Oversaw all compliance programs and functions, including SOC2 Type 1, TCPA, CCPA, GDPR, and other relevant regulations.Oversaw the implementation of a Customer Success function incorporating an end-to-end customer journey with focus on customer satisfaction, renewals, up-sell & cross-sell and referral programs.

New York, Ny, Us

As CTO/MD - Led the digital transformation of analog business processes for a FINRA-registered investment bank through the development and implementation of a front and middle office platform using Salesforce. Provide technical guidance to leadership and serve as application steward and platform architect to support front, middle, and back office investment banking functions. Cambridge Wilkinson is a private, industry agnostic investment bank that provides a global clientele with access to financial solutions across the broad spectrum of debt & equity capital needs ranging from $25MM to $5B+. Special focus is afforded to providing non-dilutive finance to Private Equity & Private Credit Funds and working capital for Specialty Finance providers. CW also has practices focusing on Debt Facilities (LOC, Revolver, Senior Secured, Mezzanine & Bridge), ESG mandates, the Travel & Leisure eco-system, Litigation Finance, Sport & Entertainment (acquisition, infrastructure & capitalization) and Technology. CW has bankers in North America, Europe, Middle East & Asia to support our client's global capital needs. David Pauli is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC. David Pauli possesses active FINRA Series 63 and 79 licenses.

San Francisco, California, Us

As head of Expert Services/SCPPE (Director), led a team of 9 architects in the Shared Success Group (aka SCPPE). Responsible for solving the most complex problems for Salesforce's highest priority digital transformation engagements for Vlocity Health, Insurance, Energy, Communications and Public Sector and core Salesforce Clouds. Responsible for all aspects of the AMER team of Success Architects. Absorbed into Salesforce as a result of the Vlocity acquisition.As Engagement Manager (Senior Manager), led the digital transformation of enterprise healthcare payers by implementing Vlocity Health Industries (Salesforce Managed Package) across a large portfolio of enterprise healthcare payors and providers. Managed global teams of engineers and architects tasked with implementations, upgrades, and customization; managed partner relationships with PWC, Deloitte, and other implementation partners; was responsible for internal and external stakeholder alignment and communication, red account response team lead, and budget. Negotiated SOWs, managed day-to-day engineering work product, Scaled Agile release train, sprint planning & execution. Led daily standup (SCRUM) and direct oversight of the entire engagement team. Internal P&L value typically exceeded $10MM in multi-year billing and$10B+ in customer project economic value.

New York, Ny, Us

Provided technical & business process analysis to the Silverline Delivery Center of Excellence (CoE) as a member of the Methodology 2.0 project team. This role supports the development, enablement, and rollout of comprehensive implementation and delivery methodology for a Salesforce Platinum Partner.

Salt Lake City, Utah, Us

For a Salesforce Platinum Partner, responsible for the initial and ongoing implementation of a global cyber-security program and comprehensive data privacy initiatives in support of TCPA, GDPR, CCPA, and other relevant regulations. Acted in CISO & CTO capacity for the firm.Chairman of the IT Governance Committee, spearheaded critical initiatives along with key executive stakeholders to define, develop and implement IT security, data privacy and compliance programs across the global organization.

Founder and COO of a gourmet foods company specializing in premium ice cream, ice cream sandwiches, frozen cheesecakes and small batch granola. Participated in all aspects of starting up the business: recipes, supply chain, HACP, production, distribution and quality control. Instrumental in first 100 stores sales, including Safeway, Whole Foods Market and members of the natural, independent grocery store category. At the height of the business, Honeymoon products were found in over 750 stores. Business closed due to capital constraints.

Austin, Texas, Us

Designed and validated enterprise hardware & software solutions for reseller community. Worked directly with VAR leadership and their top customers to drive revenue and build an Oracle practice. Achieved 105% of partner sales quota, taking a key reseller from near-ZERO revenue to a $25MM run rate in one year. Delivered enablement to 400+ partner sales and technical sales professionals. Partner growth exceeded all pilot targets.

Dublin 2, Ie

As a member of the Cloud Sherpas team, which was subsequently acquired by Accenture, delivered expert Salesforce consulting services to capital markets industry clients. Worked closely with sales teams and the client to define, scope, implement and test critical systems for Asset Management, Retail Banking, Insurance, and Institutions. Senior member of a team that implemented systems that supported 10,000+ users in highly complex environments requiring massive customization and integration. Areas of focus were application architecture, process optimization, application security & data privacy (consumer financial data & PII) and enterprise integration.

Roslyn, New York, Us

For the operating entity (AFP) of a privately-held risk retention group in NY developing a captive carrier, created all business and functional requirements for a custom insurance brokerage operating platform on Salesforce Service Cloud. Implemented all requirements and delivered the platform to the client for UAT.

San Jose, California, Us

Through SVGI / Freeborders, as a consultant, prior to the Symbio merger, provided engagement management services to Deutsche Bank, IDB Bank, Farm Credit Bank of Texas, Barclays Bank, and JPMorganChase implementing Misys LoanIQ.

Chicago, Illinois, Us

Hired to assist in the turnaround of Careerbuilder's sourcing/ RPO business unit Rightfish.com, now operating as Personified. Worked closely with executive leadership to build a technology and sales operations platform to support re-designed products, sales operations and go-to-market strategy for the firm’s recruiting research and sourcing solution. Responsible for the design and development of a custom sourcing platform built on Salesforce.com. Oversaw all aspects of architecture & application security, HIPAA compliance (employee & applicant data) data migration and UAT of Project Mako. Leveraged broad Salesforce.com functionality to create an end to end, integrated business process platform that supported all core operations and integrated with financial systems and telephony. Migrated over 1MM records from Brassring into Salesforce.

Paris, France, Fr

Provided strategic business analysis and program management services to leadership in support of the development of an international, onshore/ offshore technology-enabled recruiting organization powered by Salesforce and iCIMS. Created systems and processes that facilitated 1500 new hires. Worked closely with all key stakeholders to develop and implement the strategy for handling long term hiring as well as tactical staff augmentation requirements. Defined and implemented the North American Vendor Management Organization (VMO) that featured a multi-tiered vendor management program driving over $50MM in value to the firm.

Private Gov. Contractor – Gov’t Sales: (2002 – 2004) IBM/PointBase – Technical Sales Engineering: (1999 – 2000)Oracle –Technical Sales Engineering: (1997 – 1999, 2000 – 2002) Ajilon – Consultant / Corp IT Engineer: (1993 – 1997)

Dornsife School, Graduate Certificate Coursework, Military Signal/Geospatial Intelligence

Scpd Certificate, Advanced Computer Security

Ecornell Certificate, Project Management

Citizens Academy Graduate - Alumni Sffbi Class 13, Cyber Security & Federal Law Enforcement Liaison

Master Of Science - Ms, Computer Science With Cyber Security Concentration

Bachelor'S Degree, Digital Forensics

Education record

Education record