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Work Background
CoastalAccount Director & Business Architect - Consumer Business Services
Feb. 2025 - Jul. 2025Tucson, Arizona, United States• Spearheaded AI and CRM solution sales and business development for Coastal, focusing on Consumer Business Services. • Cultivated strong relationships with Salesforce sellers and leaders, expanding Coastal's network and influence. • Generated over $2 million in pipeline within a new market segment, showcasing strategic market insight.
Sonoran Growth StrategiesFounder & Principal
Jan. 2025Tucson, ArizonaHonoring Southern Arizona history and culture, SMB-focused consultancy with over 30 years of relevant experience providing strategy, go-to-market, competitive analysis, business expansion, AI and business applications coaching and advisory for Arizona entrepreneurs and businesses.
GerentPrincipal, Solution Sales -- Manufacturing, Automotive, Energy and High Tech Lead
Feb. 2024 - Feb. 2025Reston, Virginia, United States• Served as Senior Solution Engineer and Business Architect, specializing in AI and Salesforce solutions. • Drove sales cycles with urgency and precision, focusing on scope, narrative, and solution delivery. • Engaged with clients across Manufacturing, Automotive, Energy, and Retail Consumer Goods sectors to tailor solutions. • Led MFG pre-sales & collaborated with cross-functional teams to enhance product offerings and client satisfaction.
GearsCRM (now RafterOne)Director, Advisory Solutions
Jul. 2022 - Dec. 2023Portsmouth, New Hampshire, United StatesBusiness and Solutions Architect and tip of the spear of the RafterOne customer lifecycle -- Build and grow quality relationships with enterprise clients and Salesforce sales teams through envisioning, planning, designing and executing complex, successful enterprise multi-cloud Salesforce implementations. Sales Cloud - Service Cloud - Experience Cloud - CPQ - Integration & Data Migration - B2B Commerce - Manufacturing Cloud - OMS | Manufacturing, High Tech, Retail & Consumer Goods Consistently exceeded 10M+ annual target
GearsCRM (now RafterOne)Principal Sales Solutions Architect & Engagement Manager
Jan. 2021 - Jun. 2022Needham, Massachusetts, United StatesSales rep and solutions architect responsible for growing GearsCRM's footprint through cultivating strong strategic partnerships, designing and delivering optimal solutions for our Customers. Consistently exceeded sales targets selling to new and existing Salesforce Customers
GearsCRM (now RafterOne)CRM Solutions Architect -- Midwest & Mountain West
Apr. 2018 - Jan. 2021Needham, Massachusetts, United StatesEnvisioning and selling exceptional solutions for Salesforce customers. Ensuring successful engagements and Customer relationships. Helping GearsCRM take over the CRM world. Winner -- Top Pipeline and #2 in Bookings, 2020. Sales Cloud - Service Cloud - Experience Cloud - Field Service - CPQ
Statera, Inc.CRM Practice Director & Pre-Sales Lead
Jan. 2018 - Mar. 2018Denver, ColoradoTeam leader, SFDC Solution Architect and leader of Statěra's delivery team sales support arm. Driving efficiency, quality, scalability and profitability in our project pursuits, scoping, estimating and delivery.
Statera, Inc.Solution Architect & CRM Practice Director
Aug. 2016 - Jan. 2018Denver, COCRM Implementation leader specializing in cloud-based CRM including Salesforce.com Sales, Community and Service Clouds. As Practice Director project responsible for project delivery, sales support, project scoping/estimation and delivery methodology. Project Management & Consulting Skills Trainer. Social Media content creation. Designed and implemented Statera Delivery Excellence program to improve the quality and scalability of firm's methodology.
Statera, Inc.CRM Business Architect
Mar. 2016 - Aug. 2016Denver, COLead the design, construction & implementation of optimized Sales, Customer Service, Marketing and Quote-to-Cash solutions
Statera, Inc.Senior CRM Consultant
Aug. 2013 - Mar. 2015Denver, COProject Management and delivery of Salesforce.com implementations
Statera, Inc.CRM Consultant
Mar. 2012 - Aug. 2013Denver, COProject Management and delivery of Salesforce.com implementations
AccentureCRM and Management Consultant
Jan. 2011 - Feb. 2012San Francisco - DenverEnterprise sales and service enablement leveraging CRM applications including Salesforce.com (Sales and Service Cloud). Salesforce.com design, configuration, dashboards and reporting, integration, and user adoption.
WorkstandDirector of Sales and Client Services
Sep. 2010 - Jan. 2011Greater Denver AreaSaaS content management solution (CMS) provider to SMB retail clients. Business Development and leadership of inside/outside sales, consulting, and client support teams. Coordinate sales and marketing campaigns to prospective and existing clients. Service and Sales enablement. Optimization of legacy CRM system and call center processes. Customer Experience Management. Recruiting and team development. Sales and customer service coaching. Channel and partner management.
WorkstandBusiness Development Manager
Oct. 2005 - Sep. 2010Greater Denver AreaConsultative selling and deployment of website software, marketing, and content management solutions (SaaS CMS) to multichannel SMB retailers. Provide SEO, e-commerce, social media, inbound and email marketing consulting to client base
Lead inside and outside sales and retention efforts of a team of 6 account representatives. Liaison with development team on key elements of application design. Cultivate high-value relationships with key industry channel partners responsible for 90% of new business. Quadrupled client base and revenue in five years as sales manager. Launched company's entry into Canadian market in 2008, resulting in 15% growth in client base. Developed key service bundling strategy that increased annual renewal revenue by 20%. Led development of new print and inbound marketing initiatives, generating a 10% increase in incoming leads in Q1 2010. Managed client upgrade initiative that boosted renewal revenue 20%. Procured, implemented, utilized, and trained team members on Salesforce.com CRM.
WorkstandClient Services Consultant
Apr. 2004 - Oct. 2005Greater Denver AreaTraining, support, consulting, sales, and retention of clients. Recommend best practices and sell additional services. Consistently top rep in service upgrades and retention.
Self EmployedIndependent Sales Representative
Jan. 2001 - Jan. 2004Greater Denver AreaDirect sales to individuals and employee benefit groups
Enterprise Rent-A-CarGroup Vehicle Acquisition Manager
Jan. 1996 - Jan. 2001Tucson, AZAutomotive supply chain, operations, and account management of critical dealer relationships across Arizona and California. Earned 4 promotions in five years
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