
I thrive at the intersection of technology and people - where understanding a customer's real challenges leads to solutions that actually change how they work. With a background built entirely in CCaaS, UCaaS, and SaaS, I've spent my career getting into the details of complex contact center environments: designing call flows, integrating AI, and making sure implementations land the way they were promised. That hands-on experience is what makes me effective in pre-sales - I don't just demo a product, I connect it to the outcomes that matter most to the customer. I'm equally comfortable presenting to a C-Suite as I am digging into a technical architecture with an IT team, and I genuinely enjoy the challenge of turning a prospect's skepticism into confidence.
- Supported strategic post-sale deployments as trusted technical consultant, translating business objectives and technical requirements into practical implementation plans.
- Gathered and documented requirements across functional needs, user stories, workflows, integrations, and project priorities.
- Assisted with solution design and prototype development within Talkdesk, aligning platform capabilities with customer use cases and operational goals.
- Created visual maps of customer and end-client journeys, facilitating stakeholder alignment on future-state workflows and solution design.
- Developed configurations for custom objects, workflows, validation rules, approval processes, triggers, and email alerts within Talkdesk and connected CRM environments to enhance system functionality.
- Coordinated implementation planning and delivery activities, managing scope, timelines, dependencies, risks, and change across Talkdesk and customer teams.
- Built relationships with customer executives, leadership, and technical stakeholders while removing roadblocks and keeping delivery aligned.
- Partnered with product support and internal technical teams on feature requests, defects, support needs, and customer-specific requirements.
- Assisted with sales-cycle activities by documenting customer requirements, outlining delivery approaches, and providing technical considerations for SOW or proposal inputs.
- Led end-to-end implementation of AI-powered and Agentic AI contact center solutions across complex financial services and healthcare customer environments, translating business workflows into intelligent automation and production-ready solutions.
- Partnered with Account Executives during customer engagements to uncover business needs, conduct technical discovery, shape solution approaches, demonstrate capabilities, and translate requirements into executable implementation plans.
- Designed and demonstrated AI and Agentic AI proof-of-concept solutions, validating conversational automation, intelligent routing, workflow orchestration, and next-generation customer experiences before production implementation.
- Applied Agentic AI to customer service workflows, enabling AI-driven experiences to interpret intent, determine appropriate actions, automate interactions, and support more complex end-to-end customer journeys.
- Designed intelligent routing strategies using intent, skills, interaction history, sentiment, and contextual information to direct interactions and automate customer journeys.
- Built and configured voice bots, chat bots, predictive analytics, conversational AI, and AI-driven routing, integrating these capabilities into broader CCaaS environments.
- Designed IVR and conversational experiences for healthcare and financial-services use cases, incorporating workflow requirements, escalation paths, authentication considerations, and appropriate human-agent handoffs.
- Collaborated with customer stakeholders across IT, security, operations, clinical/business teams, and executive leadership to translate industry-specific requirements into tailored technical solutions.
- Facilitated discovery and requirements workshops, transforming customer challenges into actionable technical architectures, AI workflows, integrations, and implementation plans.
- Translated AI capabilities and performance data into business-value narratives, demonstrations, recommendations, and training for technical and non-technical stakeholders.
- Conducted post-demo reviews to identify and prioritize opportunities for expanding AI automation, Agentic AI, intelligent routing, and customer engagement within contact center operations.
- Supported full lifecycle contact center transformation, including vendor evaluation, requirement gathering, solution design, WFM, CXone setup, testing, implementation, and cutover.
- Connected customer leaders, business teams, technical teams, vendors, and delivery teams, turning operational goals into clear requirements and workable solutions.
- Provided CXone business analysis support through discovery sessions, requirements documentation, workflow review, and testing.
- Managed project plans, budgets, milestones, risks, and executive status updates across integrated workstreams.
- Delivered contact center transformation across vendor evaluation, requirements, solution design, WFM, CXone configuration, testing, implementation, and cutover.
- Aligned customer business leaders, technical teams, vendors, and delivery teams to transform operational goals into actionable requirements and solutions.
- Coordinated CXone analysis through discovery sessions, requirements documentation, workflow review, and testing to ensure project alignment.
- Developed integrated project plans, managed budgets, tracked milestones, assessed risks, and communicated with executives to drive project success.
- Built the foundation of a customer-facing technical career through consultative troubleshooting, technical problem solving, and customer experience across Apple’s technology ecosystem.
- Diagnosed complex hardware, software, and connectivity issues, translating technical problems into clear solutions for customers with varying levels of technical expertise.
Led a team as a technical resource, supporting peers with escalated issues and reinforcing structured troubleshooting and customer communication practices.
- Trained and coached new hires through technical onboarding, refresher training, and ongoing development.
- Developed the ability to quickly understand a customer’s problem, isolate the underlying issue, explain the solution, and build confidence in the recommended path forward.
- Designed, configured, and supported large-scale global CCaaS and VoIP environments, including call flows, routing, telephony configuration, and complex troubleshooting.
- Led enterprise implementation activities, reducing deployment time by 20%.
- Resolved complex technical escalations, reducing case resolution time by 30%.
- Partnered with customers and internal teams to isolate root causes, evaluate technical options, and implement practical production resolutions.
- Mentored junior engineers on call-flow design, troubleshooting, and contact center best practices, improving team efficiency by 25%.
Technical Discovery
Solution Architecture
Solution Design
Agentic AI
Conversational AI
CCaaS / Contact Center Architecture
Proof of Concept (POC) Development
Product Demonstrations
Requirements Gathering
Intelligent Routing
Healthcare Contact Center Workflows
Banking & Financial Services
CRM / API Integrations
Executive & Stakeholder Presentations