Jordan Creglia
Sayville,New York
Summary
Enterprise Solutions Engineer with extensive experience at Asana, focusing on solution architecture and customer relationship management. Proven ability to align enterprise software with business processes, resulting in substantial revenue growth. Skilled in mentoring teams and delivering innovative solutions that improve customer experiences and build lasting partnerships.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Enterprise Solutions Engineer
Asana
San Francisco, CA
11.2021 - Current
- Designed and implemented enterprise-wide work management solution for various verticals
- Led the architectural vision & strategy for Asana's largest account segment, ensuring alignment with the company’s objective and client’s needs
- Collaborate cross-functionally with sales, security, engineering, & product team to design & deliver customized solutions
- Led the SE charge for Resource Management/Timesheets & Budget addon currently being released
- Enhanced the customer experience by addressing unique requirements, identifying areas of improvement and implementing best-fit solutions
- Mentored & coached junior architects, foster a culture of continuous learning and innovation
- Drove revenue growth by spearheading initiatives aimed at client retention and up-selling opportunities
Lead Solutions Engineer FSI
Salesforce
San Francisco, CA
06.2017 - 11.2021
- Supporting Financial Services Area with a focus on Retail Banking, Wealth Management, Investment Banking & Insurance representing ARR of $35mil ARR. Above 100% attainment each fiscal year
- Enabling customers to achieve and sustain competitive advantage by aligning Salesforce platform to their business imperatives
- Qualify consultative business value engagements and drive technically sound, customer aligned cloud architectures and solutions
- Understanding of business processes, decision-making processes, and application lifecycle management within Financial Services
- Expertise in consultative approach and establishing credibility as trusted advisor by executives, architects, industry personnel.
- Ability to create and communicate a compelling vision to senior executives with an ability to leverage logic, experience, facts, and passion
- Present technical, solution, and business architectural messages to LoB's and IT
- Lead technical design process during customer engagements
- Identify and insert the right technical resources when needed
- Capability to execute in the context of 3rd party technology/architectures
- Coordinate with practice advisors for successful architectural engagements
- Mentor field technical roles on Financial Services solutions, platforms, and customer considerations
Business Architect for the Digital Transformation Group, FSI
Cisco Systems
San Jose, CA
11.2014 - 06.2017
- Supporting Financial Services Area with a focus on Retail Banking, Wealth Management, Investment Banking & Insurance. Final year attainment @ 240%
- Support direct account team on planning & strategy modeled around a Business Outcome Approach
- Meet with LoB stakeholders to understand the key business imperatives
- Align technology capabilities with desired business outcomes to achieve transformation at business scale
- Provide customer with Cisco’s 'point-of-view' & insights on how digitization & disruption are affecting the client and at the industry level
- Articulate value of the Cisco portfolio; Enterprise Networking, Data Center, Cybersecurity & Collaboration and how they relate to business outcomes
- Identifies gaps and opportunities that helps our customers better serve their customers
- Help prioritize the landing of digital capabilities by time based on board level objectives, Value at Stake
- Provides a three to five-year view of desired business outcomes that can be achieved through the use of digital capabilities
- Create & deliver artifacts based on BATP (TOGAF like) model such as Proof of Value, Business Architecture Roadmaps, Business Model Canvas, Value Proposition Canvas, Business Motivation Model, Customer Journey Mapping & Personas
- Collaborate with key partners on architecture disciplines and best practices
Financial Services, UC Consulting Solutions Engineer
Cisco Systems
San Jose, CA
01.2004 - 11.2014
- Supporting Global Financial customers within the Fortune 50
- Support account planning when specialized opportunities are identified, especially on dedicate account or specific channel opportunities
- Meet with key stakeholders to deliver the business value of Unified Communications, CCaas, CPaaS, Webex. AI. WFO, Contact Center and the overall Collaboration portfolio
- Collaborate with key partners on architecture disciplines and best practices
- Impact market awareness by participating in seminars, showcases, public events, CiscoLive, SEVT’s etc
- Participate in partner enablement activities such as Partner events and other education forums
- Identify & engage appropriate post-sales support resources to position a services sell
- Change leadership, Mentoring, Product & Vision Special Interest Group participation
Pre-Sales Consultant
Latitude Communications
Santa Clara, CA
09.2000 - 01.2004
- Supporting Fortune 1000 (Financial, Technical, Manufacturing, Insurance, Pharmaceutical, Prof Service & Gov’t)
- Acting as a liaison between product managers and Account Manager to provide technical assistance to clients, partners, and resellers during meetings, demo’s, evaluations and presentations
- Establish client relationships, assess their need/business challenges and provide consultation to the various departments (security, Infrastructure, Messaging, LAN/WAN) affected by implementation, training, installation, planning and rollout.
- Coordinate with the sales team to develop and implement business-selling strategies.
- Respond to RFP/I/Q’s and develop competitive matrixes.
- Acquired by Cisco
Skills
- Solution architecture and technical design
- Enterprise software and cloud technologies
- Business process alignment
- Customer relationship management
Certification
Current - Asana AI Studio Foundations, AI for Work Skills, Asana Foundation, Asana Workflow Specialist, Salesforce, Administrator, Advanced Administrator, Application Development, DXP, Service Cloud,
Past - Microsoft Certified Solutions Engineer (MCSE), Cisco Certified Network Administrator (CCNA)
Past - Microsoft Certified Solutions Engineer (MCSE), Cisco Certified Network Administrator (CCNA)
Timeline
Enterprise Solutions Engineer
Asana
11.2021 - Current
Lead Solutions Engineer FSI
Salesforce
06.2017 - 11.2021
Business Architect for the Digital Transformation Group, FSI
Cisco Systems
11.2014 - 06.2017
Financial Services, UC Consulting Solutions Engineer
Cisco Systems
01.2004 - 11.2014
Pre-Sales Consultant
Latitude Communications
09.2000 - 01.2004