Engage with and advise C-suite executives at leading Financial Services organizations to drive digital transformation initiatives. Provide strategic guidance on leveraging Docusign's Artificial Intelligence, Contract Lifecycle Management (CLM), and eSignature solutions to optimize Systems of Agreement.Results:➣ 2024 - Successfully closed the first Intelligent Agreement Management (IAM) deal in the Enterprise & Majors business segment, delivering a comprehensive new-client onboarding & servicing solution that reduced fraud by 90% and eliminated thousands of man-hours annually through workflow automation, complex integrations, and AI-powered capabilities.➣ 2024 - Presented winning Intelligent Agreement Management (IAM) sales strategies for large, complex accounts to global Docusign live audience of 1,000+ sales and support professionals.➣ 2024 (through Q3) - Managed a book of 155 accounts and achieved 90% of full annual revenue quota of $3.6M ACV (year to date through Q3 2024).

Engage with customers and prospects to understand their business processes, challenges, and IT architecture to design and build world-class, integrated solutions leveraging DocuSign’s Agreement Platform.Results:➣ 2023 - #1 Solution Consultant at DocuSign (out of 200+ SEs) by Total Revenue of Deals Closed totaling $4.4M in annual recurring revenue.➣ 2022 - #7 Solution Engineer at DocuSign (out of 200+ SEs) by Total Revenue of Deals Closed totaling $2.7M in annual recurring revenue.➣ 2021 - #1 Solution Engineer at DocuSign (out of 200+ SEs) by Total Revenue of Deals Closed totaling $5.4M in annual recurring revenue.➣ 2021 - Selected as the Solution Engineer of the Year for the Enterprise Verticals Solution Engineering team (FINS, HLS, TMU) out of 24 eligible SEs.Projects:➣ 2021-2022 - Frequent executive speaker for American Banker: Advances in Technology conferences and Docusign Partner webinars, detailing how to optimize Commercial Banking processes for global banks utilizing DocuSign Agreement Cloud solutions.➣ 2021 - Selected to a cross-functional SWAT team to design and operationalize a new selling framework focused on building business cases and demonstrating value with the DocuSign Agreement Cloud. The framework has since been rolled out globally at DocuSign.➣ 2021 - Nominated to represent the Solution Engineering organization at DocuSign's highly selective, 20-person Leadership Development Program hosted by the University of Washington's Foster School of Business.

Led product strategy for multiple workstreams in a large-scale data analytics program comprised of 200 FTEs and contractors. Accountable for driving the global rollout of a global CRM solution. Conducting discovery and requirements gathering to ensure tool compatibility across all global business units and leading the onboarding and training of 1,900 users.

Tasked with providing strategic support to a variety of key clients during multiple high-profile projects. ➣ New York Hospital Network: Created a business case and assisted in the launch and implementation of a project to save $15M annually by relocating a 600-employee business unit to a more cost-efficient market. Evaluated up-front transition costs and productivity gains, identified relocation markets, and recommended governance models for a disparate workforce. ➣ AXA XL: Spearheaded an executive sales effort for a multi-million-dollar consulting engagement for a master data management (MDM) solution.➣ AXA XL: Led the North America rollout of a 900-user CRM solution that achieved high-adoption and the organizational goal of increasing revenue from cross-sold products by $150M annually.➣ American Express: Advised AMEX leadership to redesign the delivery structure and the governance and reporting processes to resolve a 1-year, $50M delay of a $150M network modernization.

➣ Humana, Inc.: Advised Humana leadership to create a 5-year IT strategy via current state assessments and future state capability workshops consisting of 30 project roadmaps across nine business lines totaling $1.5B in IT spend.

Promoted to senior IT consultant to spearhead several client SAP ERP implementations. ➣ Jabil Circuit: Led a 5-person team in the successful implementation of SAP Fiori, enabling mobile access to a 20,000-user internal application utilizing Agile scrum methodology.➣ Jabil Circuit: Advised the global governance lead in implementing governance policies and access-management processes for a 20,000-user SAP ERP application to ensure audit compliance.➣ Jabil Circuit: Served as technical lead for a 2-year SAP ERP security redesign project that reduced segregation of duties violations by 92% for a 17,000-user system and achieved audit compliance.➣ Discovery Communications, Inc: Served as technical lead for an end-to-end SAP GRC implementation that provided compliance to the firm’s access management policies.

Developed automated monthly inventory record consolidations using Visual Basic macros for a large Atlanta-based Hospital Network saving their accounting department an estimated $20,000 a year in productive time.

Increased web traffic by 1,300% by optimizing the organization’s site under Google’s search algorithm, implementing Search Engine Optimization (SEO) best practices, and implementing Google AdWords and Facebook Ads.