Experience

Unqork

• United States
• Software Development
• 200 - 300 Employee

• VP, Sales Engineering

  • May 2023 - Present



Conga

• United States
• Software Development
• 700 & Above Employee

• Senior Principal Sales Engineer

  • Apr 2018 - May 2023

  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 Show less



PeerIQ by Cross River

• United States
• Financial Services
• 1 - 100 Employee

• Head of Client Delivery

  • Oct 2016 - Dec 2017

  This leadership role in a recently acquired analytics startup expanded to capitalize on my “Man of Many Talents” reputation. • Project Management – Managed delivery of SaaS, data feed, and advisory projects for clients and partnerships • User Feedback – Advocated for the client in product meetings, including UI/UX design and road map 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 in database design to improve 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 workflow to streamline candidate identification, interview process, and assessment Show less



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Global Head - Integrated Solutions

  • Oct 2010 - Aug 2016

  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. • Innovation Leadership – Developed proof of concepts in Excel modeling, data feed architecture, and API-based platforms, leading to new sales strategies targeting private equity, investment banking, asset management, insurance, exchanges, and corporate development with key wins in custom user portals, credit analysis & risk reporting, transfer pricing, and customer relationship management • 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 using cloud-based solutions, Excel VBA, MS SQL, Oracle, and other common-use technology • 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 • Project and Program Management – Conceptualized and delivered key operational initiatives in sales, support, and product development • 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 Show less



Independent Contractor

• Lancaster, Pennsylvania Area

• Business Consultant

  • Jan 2009 - Aug 2010

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



Value Advisory, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Associate

  • Jun 2008 - Dec 2008

  • Regarded as the best-performing associate by the Chief Research Analyst in his 25-year Wall Street career • Demonstrated ability to quickly comprehend and effectively analyze stocks in disparate industries • Worked full-time while maintaining a full MBA course load • Regarded as the best-performing associate by the Chief Research Analyst in his 25-year Wall Street career • Demonstrated ability to quickly comprehend and effectively analyze stocks in disparate industries • Worked full-time while maintaining a full MBA course load



Abercrombie & Fitch Co.

• United States
• Retail
• 700 & Above Employee

• Manager

  • Mar 2007 - Aug 2007

  • Invited to return to the company based on highly-rated performance reviews from 2001-2003 employment • Traveled constantly to turnaround underperforming stores and open new locations, focusing on standards implementation, recruiting, loss prevention, and store operations • Invited to return to the company based on highly-rated performance reviews from 2001-2003 employment • Traveled constantly to turnaround underperforming stores and open new locations, focusing on standards implementation, recruiting, loss prevention, and store operations



Angelo's Soccer Corner

• Lancaster, Pennsylvania Area

• Technology Director

  • Jul 2002 - Mar 2007

  • 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 • 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