Principal solutions engineer with twelve years leading complex technical sales cycles for Fortune 500 and financial-services organizations: contract lifecycle management, document automation, and enterprise workflow on Salesforce and cloud SaaS. Technical subject-matter expert across data architecture, APIs, and enterprise integrations, and the person who trained the enterprise solutions engineering org after the Apttus/Conga merger.
Led enterprise discovery, solution strategy, technical feasibility, and executive presentations for complex CLM, document automation, and Salesforce opportunities.
Ran enablement across the enterprise SE organization following the Apttus/Conga merger: technical workshops, 1:1 coaching, and reusable learning content for 20+ SEs.
Built executive-ready solution proposals, business process diagrams, and future-state architectures for enterprise digital transformation programs.
Created global win-wire documentation that gave Sales and the wider organization visibility into how deals were actually won.
Partnered with Product, Marketing, Sales, and Enablement to prioritize customer feedback, influence roadmap, and validate new platform capabilities in the field.
2017 – 2022
Trusted advisor to AEs and SEs on discovery strategy, technical solutioning, competitive positioning, and complex enterprise deal execution.
Redesigned internal sales and opportunity-management processes, cutting administrative overhead across Sales and Presales.
2015 – 2017
Resolved enterprise escalations across Salesforce data models, org configurations, and third-party integrations.
Reduced repeat ticket volume by authoring technical documentation and training support agents.
2014 – 2015
Reported to the Director of New Business & Customer Success, including trial-expiration analysis used to improve prospect-to-customer conversion.
Recognition
2×
Highest global solutions engineering quota attainment: 2022 and 2025, across a 60+ person global SE organization.
5 years
Over 100% quota attainment: 2019, 2020, 2021, 2022, 2025.
Fusion Specialties2013 – 2014 · Broomfield, CO
2013 – 2014
Built templates and business process management (BPM) workflows to simplify invoicing for the sales team.
Developed business activity query (BAQ) reports to automate recurring reporting.