Evangelizing Regenerative Applications to address growing tech debt and value erosion from legacy technologies by eliminating the headaches of code

Recruited to upskill, expand, and implement process for the global Sales Engineering team at the pioneer of Codeless-as-a-Service• Player/Coach – Engage directly with prospects and lead by example while overseeing a team of pre-sales professionals of all levels• Offshore Strategy – Develop and deploy offshore strategies to create a scalable and supportable pre-sales model• Generative AI – Lead innovation in Artificial Intelligence strategies, including prompt engineering and model training to generate Unqork Applications and enhance end-user interactions • Live Demo Frameworks – Architect industry use-case prebuilds with scripts and components to showcase crawl/walk/run demonstrations of the platform• Front-end Styling – Create a team of pre-sales front-end developers to showcase pixel perfect POCs• Technical Expertise – Resident expert for all technical topics, including APIs, middleware, solution architecture, deployment strategies, development best practices, and experimental technologies• Talent Rubrics – Measure individual progress through semi-annual self assessment exercises to measure over 20 skills critical to Sales Engineering success and build plans to improve areas of focus• Value Training – Present sales methodology training to upskill the team to shift from demonstrating function to demonstrating value with a focus on how we do it better and the proof points that save clients time and money while reducing risk• Marketing and Training – Produce and voice demonstration videos for marketing and training assets

While leading the Financial Services and Insurance verticals, I wore many hats at this market-leading Digital Transformation SaaS company as a top innovator in solution development.• Vertical Leadership – SME and leader for the vertical to drive marketing strategy, sales training, and solution development• Sales Excellence – Top-performer achieving 160%+ of goal in 2020 (Highest in NA), 2021, and 2022 while winning the annual global sales engineering presentation competition and creating a company-wide focal sales strategy combining solutions from a major acquisition• Mentorship – Coached fellow Sales Engineers to improve value-based demonstrations and product competency• Value Consulting – Led conversations articulating value and benefits of unique differentiators to build businesses cases to justify solution investment• Deal Strategist – Worked with RVPs and AEs to optimize deal pricing and structure strategies to drive competitive proposals while maximizing sales KPIs• Industry Expertise – Developed and presented solutions for industry sub-verticals, including wealth & asset management, brokerage & investment banking, retail & merchant services, financial technology, insurance, and professional services• Use Case Development – Proved SaaS can exceed client requirements through building and presenting heavily-configured environments • Solutions Architect – Advised on delivery plans, development, and best practices in solution deployment and data management• Product Guru – The go-to person for all things functional and technical across the entire product portfolio, including Contract Management, Configure Price Quote, Document Generation, Salesforce, Excel, and AI capabilities• Partnerships – Engaged with third parties to conceptualize and build proof of concepts for joint ventures• Internal Innovation – Demonstrated and drove adoption of internal technology to improve presentation quality, mobile accessibility, and individual efficiency

This leadership role in an analytics startup now part of CRB Group expanded to capitalize on my “Man of Many Talents” reputation.• Project Management – Managed delivery of SaaS, data feed, and advisory projects for clients and partnership• User Feedback – Advocated for the client in product meetings, including UI/UX design, road map planning, and prioritization• Product Quality – Designed and executed UAT and QA plans to encompass client and stress use cases• Strategy and Innovation – Developed business processes and technology designs based on current and anticipated needs• Database Engineering – Built data model structure to align with best practices to improve query and platform performance • Business Tool Migration – Implemented and managed Salesforce to centralize BI, track support cases, and report on KPIs• Marketing Events – Coordinated logistics for conference sponsorships, client events, and promotional materials• Procurement – Sourced and installed key purchases, including office décor, technology, facility services, and event venues• Recruiting – Designed and implemented recruiting workflows to streamline candidate selection, interviews, and assessments

Created based on my internal “Head of Getting Stuff Done” title as an expert on the entire S&P Global offering, I built a successful track record conceptualizing, pitching, and delivering complex solutions with customized workflow designs, enterprise-level data integration, and proprietary services through SaaS, web services, and data feed products.• Innovation Leadership – Developed proof of concepts in Excel modeling, data feed architecture, and API-based platforms, leading to new sales strategies with key wins in custom user portals, credit analysis & risk reporting, transfer pricing, and customer relationship management solutions• Sales Engineering – Closed high-value sales engagements through building executive-level confidence in end-to-end workflow solutions integrating S&P Global content and functionality utilizing cloud-based solutions and commonly-used technologies• Data Integration – Consulted on security master mapping, data model design, quality control rule development, and automated data integrity checks to combine S&P content with client and third-party data• Relationship Management – The go-to person for relationship damage control and engagements lacking a clear solution owner• Strategic Partnerships – Identified and negotiated terms with established and startup firms in FinTech to enhance product capabilities and offerings• Product Management – Designed and owned experimental, high-demand offerings including the Salesforce AppExchange product, Excel plugins, Proprietary Data offering, and web services• Special Projects – Traveled around the world extensively to train regional sales teams, manage large client projects, build off-shore support teams, implement strategic initiatives, chaperone executive management, host corporate events, and manage conference presence

• Delivered financial and operational improvements for over a dozen small businesses through financial assessments and technology deployments

• Quickly comprehended and analyzed companies in disparate industries while being regarded as the best-performing associate by the Chief Research Analyst in his 25-year Wall Street career

• Traveled constantly to turnaround underperforming stores and open new locations, focusing on standards implementation, recruiting, loss prevention, and store operations

• Developed and executed technology and marketing initiatives to build an online presence for a traditional brick-and-mortar business leading to a multi-million dollar e-commerce channel for the second-largest soccer retailer in the US