Sales Technology Leader with over 10 years of experience in generating significant revenue growth and enhancing operational efficiency. Proficient in Salesforce, Gong, Salesloft, and ZoomInfo, with a strong focus on developing AI-driven solutions and managing vendor negotiations. Skilled in overseeing multi-million-dollar budgets to ensure alignment of technology initiatives with business goals.
Overview
17
17
years of professional experience
Work History
Manager, Business Systems Analysts
Wiz
08.2025 - Current
Managed and developed team of Business Systems Analysts, establishing delivery standards and career paths.
Built first unified operational enhancement intake and prioritization framework for consistent scoring and roadmap visibility.
Collaborated with Engineering, RevOps, and Security leadership to design scalable system architectures across platforms.
Reduced cycle time of systems initiatives through structured discovery and repeatable business requirements processes.
Led strategic roadmap planning, resource forecasting, stakeholder communication, and executive reporting.
Standardized tooling and established KPIs to drive operating efficiency and improve visibility into demand.
Founder/Principal
Tri-Town Technology Advisors
Middleton, MA
09.2021 - Current
Advise on end-to-end lead-to-cash, forecasting, Contract Lifecycle Management (CLM), and territory management, enhancing sales operations maturity for SMB & enterprise clients.
Work with client’s project teams to successfully implement Salesforce Sales, Service, and Experience Clouds along with various third-party applications that integrate with the Salesforce platform.
Deliver training sessions to end-users and provide support documentation and development of training collateral.
Hands-on configuration and declarative development on the Salesforce platform.
Manager, Go-to-Market Applications
Mindbody
06.2023 - 07.2025
Led a team of 7+ developers & analysts to implement strategic sales-tech initiatives, aligning roadmaps across business units & IT.
Designed a capacity planning model to optimize resource allocation and project prioritization.
Integrated AI-powered chatbots, saving 200+ support hours/month.
Introduced a guided-selling flow, reducing order-entry time from 15 min to < 3 min and cutting order errors by 82%.
Managed sentiment analysis projects using Large Language Models to derive actionable insights for product improvement.
Introduced a development operations model to streamline release management while ensuring compliance and audit readiness.
Delivered a $54M business loan program to strategic accounts, supporting sales enablement and operational goals.
Collaborated with cross-functional teams to drive application optimizations, including Salesforce improvements, reducing operational bottlenecks.
Application Manager, Salesforce
Meta (Formerly known as Facebook)
Remote
06.2022 - 06.2023
Directed the Salesforce platform's growth and optimization to support over 120,000 contingent workforce users, enhancing case management workflows.
Architected foundational systems to unify internal and external support platforms, improving usability and scalability.
Demonstrated ROI through innovative use cases, including a Dynamic SLA proof of concept that accelerated service delivery timelines.
Partnered with global stakeholders to establish success metrics, driving alignment with organizational goals.
Drove cross-functional collaboration, delivering solutions that aligned business needs with technology capabilities.
Senior Salesforce Solution Architect
Harvard Business School Publishing
Boston, MA
02.2021 - 05.2022
Salesforce.com platform and CRM applications SME responsible for the overall CRM systems architecture for a multi-org enterprise ecosystem.
Technical lead in needs assessments, prototyping/Proof of concepts (PoC), requirements gathering, project scoping, and design workshops.
Managed a team consisting of business analysts and developers to ensure well-architected solutions are delivered utilizing best practices and meeting all business requirements.
Led design of Salesforce consolidation roadmap into a single company instance.
Member of the Architecture team implementing Workday, including integrations with Salesforce.
Lead architect for companywide contract lifecycle management project responsible for overseeing process development, solution design, and implementation leveraging Conga Contracts for Salesforce.
Led process to establish support documentation library as well as develop a training curriculum and deliver training sessions of implemented solutions to end-users.
Responsible for understanding new Salesforce products and technical capabilities resulting from product releases and acquisitions.
Reduced Salesforce support & maintenance tickets by over 50% in the first 12 weeks in position by implementing an agile development methodology.
Manager Sales Operations – Corporate Learning
Harvard Business School Publishing
Boston, MA
09.2016 - 01.2018
Managed a global sales operations team supporting 35 field sales managers, 8 regional sales directors, and 2 VP’s.
Developed template standardization and automation of the company contracting process through Salesforce to improve proposal turnaround time to customers by over 66%.
Streamline complex sales and service delivery cycle by utilizing Salesforce and FinancialForce PSA workflow and APEX automation, allowing field account managers to grow their portfolios by over 110%.
Managed sales compensation planning for the sales team as well as reporting and modeling future compensation plans for executive leadership.
Project functional lead on Impact award-winning Client Experience Project team, including deployment of Salesforce Lightning Experience.
Birst BI platform product owner coordinating deployment and training to replace legacy forecast process and improve access to forecast reporting.
Guided sales management in the establishment of Customer Experience KPI’s.
Implemented sales enablement and training policies, including the WalkMe Digital Adoption Platform, to make onboarding members of a rapidly growing sales team more efficient.
Reviewed corporate financial KPI’s with the executive team on a regular basis to ensure the company is on target to hit its monthly, quarterly, and annual revenue goals.
Manager of Sales Operations
Winslow Technology Group, LLC
Waltham, MA
01.2012 - 02.2016
Supported all aspects of daily operations between the sales team, customers, and partners in the areas of lead development, product demo, proposal creation, deal registration, order processing, and post-purchase communication.
Worked with the sales team and drove full alignment of processes and Salesforce to speed up the sales cycle to drive revenue growth ~100% YOY and make the Inc. 5000 list for three consecutive years in a row.
Assisted the owner and president in implementing business strategies and developing a three-year company growth plan including establishing revenue targets, sales forecasting, developing and tracking key performance metrics, and strategic account planning.
Developed and implemented Salesforce and QuoteWerks processes to achieve a 95% renewal success rate of customer support contracts, accounting for one third of company revenue.
Developed and implemented forecasting process and creation of metrics and Salesforce.com dashboards to track pipeline health.
Created training program and onboarding policy for business development program and team.
Created and managed the first full-time inside sales team in company history.
Account Executive
Winslow Technology Group, LLC
Waltham, MA
01.2011 - 01.2012
Prospected for new business through cold calling, lead generation and customer referrals to reach 110% of quota.
Leveraged existing customer relationships to sell additional services and to maintain support and product upgrade business.
Delivered product demos to existing and prospective customers and led a consultative sales approach to identify and solve customer pain points.
Understand in detail the product service offerings and be able to present the benefits and value proposition to current and prospective customers.
Worked with engineering to develop solutions that successfully met all of customer needs.
Inside Sales Representative
Winslow Technology Group, LLC
Waltham, MA
01.2009 - 01.2011
Assisted the sales team in demand generation, registration of sales opportunities, quote generation, proposal preparation, and closing deals.
Successfully renewed customer support contracts totaling more than $1 million dollars in revenue.
Planned various customer events to help maintain and grow relationships.
Maintained and validated up-to-date vendor and account contacts using Salesforce.com.
Worked with the president to analyze company sales performance for quarterly and yearly business reviews.
Harvard Business School Online, Disruptive Strategy
Northeastern University, Boston, MA, B.S. in Business Administration, Entrepreneurship & New Venture Management, Marketing, Graduated Summa Cum Laude, 3.82
Lead Technology Business Systems Consultant/Platform Lead/Scrum Master at Wells FargoLead Technology Business Systems Consultant/Platform Lead/Scrum Master at Wells Fargo