Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Casey Lowe

Austin

Summary

Dynamic Sr Consultant with expertise in software asset management at Universal Management Solutions. Proven track record in optimizing license entitlements and enhancing compliance through strategic analysis. Skilled in financial modeling and project management, I excel at driving growth and implementing best practices to achieve organizational goals.

Overview

26
26
years of professional experience

Work History

Sr Consultant – Software Specialist

Universal Management Solutions (UMS)
Austin
11.2015 - 01.2026
  • Analyzed software deployments to identify optimal license entitlements.
  • Created Effective License Position workbooks and collaborated with enterprise teams on optimization strategies.
  • Oversaw deployment, updates, and administration of SAM tools, including MAP, SNOW, and License Dashboard.
  • Reviewed EA contracts and processed audit requests to ensure compliance and accuracy in documentation.
  • Analyzed client needs to design customized management strategies and systems.
  • Advised clients on best practices for technology adoption and change management initiatives.
  • Analyzed company's expenditures and developed financial models.

Software Asset Management Manager - Ent Software

Microsoft
Austin
06.2014 - 11.2015
  • Deployed assessment tools for corporate accounts, creating Effective License Position workbooks from entitlements and contract terms.
  • Managed licensing assessment projects in collaboration with partners including SHI, Insight, UMS, and CDW.
  • Utilized various software tools to streamline processes and optimize performance.

Territory Manager – Greater PA & South NJ

Microsoft
Austin
05.2010 - 05.2014
  • Achieved average quota attainment of 115% from FY11 to FY13 through strategic sales initiatives.
  • Developed territory sales plans to exceed revenue and market penetration targets.
  • Established strong relationships with key clients, securing long-term partnerships.
  • Managed sales through Large Account Reseller and SI Partners including Dell, CDW, SHI, Insight.

Account Executive – National Retail Software

SalePoint, Inc
Austin
05.2008 - 10.2009
  • Secured new business with national Point of Sale retail accounts through strategic outreach.
  • Trained and managed remote sales staff in Salesforce CRM for improved efficiency.
  • Conducted sales presentations that highlighted product features and benefits effectively.
  • Maintained comprehensive records of all sales activities within CRM software.

Account Executive – Enterprise Software Accounts

Gresham Enterprise Storage (Tributary Systems)
Austin
07.2007 - 01.2008
  • Established channel partnerships with HP, HDS, SUN, and IBM for Virtual Tape Software sales.
  • Secured proof of concept project within first four months of employment.
  • Conducted sales presentations to highlight product features and advantages.
  • Utilized CRM software to maintain precise records of all sales activities.

Technical Sales Rep – Advanced Server & Storage

Dell Inc.
Austin
12.2002 - 05.2007
  • Achieved recognition among Top 10% of Sales Representatives for five consecutive years with average quota attainment exceeding 119%.
  • Executed direct sales of Dell Enterprise server and storage hardware alongside partner software and services.
  • Certified sales representative for VMware, EMC, Avocent, F5, Microsoft, and other key enterprise partner products.
  • Indirectly managed Inside Sales Teams to consistently exceed Enterprise Sales quotas in servers and software products.

Inside Sale Rep - Small Business

Dell Inc. (Spherion)
Austin
05.2002 - 11.2002
  • Cultivated relationships with clients to assess needs and preferences.
  • Provided product information, pricing, and availability to customers.
  • Generated sales via outbound calling and lead follow-up efforts utilizing scripts.

Inside Sales Representative - Computer HW

Apple Inc (Adecco)
Austin
12.2001 - 05.2002
  • Executed direct sales to business and EDU accounts as inside sales team member.
  • Engaged clients via phone and email to assess needs and drive solutions.

Territory Manager – NW U.S. & Canada Large Corp.

NetManage Inc. (Micro Focus)
Seattle
01.2000 - 07.2001
  • Oversaw sales of Mainframe Emultation Software into top Fortune 500 accounts, including Boeing, Weyerhaeuser, Costco.
  • Maintained channel partner relationships, collaborating with field sales representatives to exceed one million profit margin.
  • Executed cold calling strategies to generate leads for new customer acquisition.

Education

B.A. - Foreign Languages And Literatures

University of Utah
Salt Lake City, UT
12-1999

General Studies -

Brigham Young University
Hawaii

Skills

  • Software asset management and licensing
  • Contract compliance and analysis
  • Financial modeling and problem-solving
  • Enterprise resource planning
  • Process improvement recommendations
  • Best practices implementation
  • Strategic growth management
  • License optimization
  • Contract negotiation
  • Compliance auditing
  • Project management
  • Windows server administration

Timeline

Sr Consultant – Software Specialist

Universal Management Solutions (UMS)
11.2015 - 01.2026

Software Asset Management Manager - Ent Software

Microsoft
06.2014 - 11.2015

Territory Manager – Greater PA & South NJ

Microsoft
05.2010 - 05.2014

Account Executive – National Retail Software

SalePoint, Inc
05.2008 - 10.2009

Account Executive – Enterprise Software Accounts

Gresham Enterprise Storage (Tributary Systems)
07.2007 - 01.2008

Technical Sales Rep – Advanced Server & Storage

Dell Inc.
12.2002 - 05.2007

Inside Sale Rep - Small Business

Dell Inc. (Spherion)
05.2002 - 11.2002

Inside Sales Representative - Computer HW

Apple Inc (Adecco)
12.2001 - 05.2002

Territory Manager – NW U.S. & Canada Large Corp.

NetManage Inc. (Micro Focus)
01.2000 - 07.2001

B.A. - Foreign Languages And Literatures

University of Utah

General Studies -

Brigham Young University
Casey Lowe