JEFF BELL

• Early Role – Technical Architect: Supported strategic Salesforce Health Cloud and Salesforce Industries deals as a Solution Architect, responsible for designing integrations with claims management system APIs and multiple identity provider (IDP) solutions. Oversaw project solution design to ensure technical integrity and delivery success.
• Promotion to Senior Director: Now lead a 40-person technical organization (architects, developers, QA) and ~7 delivery leads across healthcare payer/provider implementations.
• Spearheaded the creation of Accelerators (“Amplifiers”) leveraging OmniStudio and Agentforce, building reusable IP for presales demos and Salesforce partner engagements.
• Partnered with executive leadership to restructure milestone-based Statements of Work (SOWs) into actionable delivery and invoicing schedules, enabling sustainable revenue recognition.
• Guide solution engineering and architecture strategy for Health Cloud, OmniStudio, and payer/provider solutions, supporting presales engagements with Salesforce and client executives.

• Owned the go-to-market strategy for Salesforce solutions in the Healthcare & Life Sciences vertical, positioning Egen as a delivery partner for payers, providers, and medtech clients.
• Developed solution engineering standards for discovery, architecture, and presales engagements, creating repeatable frameworks for client-facing execution.
• Served as technical lead on strategic deals, partnering with sales and client executives to design Salesforce Industries and Health Cloud solutions tailored to healthcare use cases.
• Directed execution of Statements of Work (SOWs), ensuring technical accuracy, delivery readiness, and alignment with client business goals.

Note: The Healthcare & Life Sciences vertical was later disbanded company-wide, resulting in the role concluding after six months.

• Designed and delivered Salesforce Financial Services Cloud and Vlocity (Salesforce Industries) implementations for insurance clients.
• Served as lead architect on deployments leveraging OmniStudio, Apex, and core Salesforce functionality, with custom integrations into a SQL Server data warehouse and a Policy Management System.
• Established delivery standards and mentored development teams on Salesforce best practices.

• Presided over strategy and day-to-day leadership for critical, high-visibility projects with key enterprise customers.
• Acted as a thought leader and subject matter expert, collaborating regularly with product management and sales go-to-market leaders to shape solution strategy.
• Achieved 125% of sales goals in 2021, exceeding expectations through technical win strategy and customer alignment.
• Developed and launched a new initiative in 2023 to create customer-facing accelerators in collaboration with a dedicated Sales Engineering team.
  Published at acceleratehls.developer.salesforce.com.
  Model was widely adopted across Salesforce; other internal organizations launched their own accelerator initiatives under the guidance of this team.

• Company Overview: (Acquired by Salesforce in August, 2020)
• Principal thought leader for global solutions engineering on go-to-market strategy; built and maintained all shared demonstration assets for the healthcare vertical. Consistent top contributor, regularly asked to run the largest, most complex opportunities.
• Sales Consultant of the Year, 2019

• Responsible for technical sales and ongoing success for Fortune Top 10 customers in the Financial Services sector.
• Assigned role of top organization sales rep to work on one of the largest accounts in 2nd year with company
• Mentored and trained junior solutions consultants

• Oversaw digital suite of products, focusing on document and forms centric workflow, web content management, experience management & mobile applications, digital marketing and campaign management for eastern US state and local government customers. Analyzed issues to find effective & innovative approaches from implementation through launch.
• Achieved over 100% of quota in first year with the organization, representing 30+% year over year growth

• Focused on igniting sales for content management, web content management, and web portals to Higher Education and Healthcare markets. Over-achieved 100% of target quota for the time in this position.

• Via BEA acquisition

• Via Plumtree acquisition