Orinda, California, United States
Regulated industries are entering a new era. The combination of AI governance, third-party risk expansion, and regulatory complexity is breaking the traditional audit model. Today, audits are still largely manual: Spreadsheet-driven workflows Email based evidence collection Static periodic reviews This approach cannot scale to modern compliance demands. A new model is emerging AI-Driven Audits for Regulated Environments. As a member of the founding team as Chief AI Category Officer at DiscoverA, my focus is on defining and building this new category: AI-Driven Audits for Regulated Environments. Transforming audits from periodic, manual processes into continuous, intelligent systems. I’ve spent 20+ years in B2B SaaS and marketing, including leadership roles at leading cloud financial platforms. I’m also the author of Smart Conversations - Revolutionizing B2B Marketing with the Generative AI Playbook, focused on how AI reshapes go-to-market strategy. We are currently working with a small number of leading regulated organizations exploring the future of AI-driven audit and compliance. If you’re thinking about this new and emerging category, we’d welcome a conversation.
Defining and building the category of AI-Driven Audits for Regulated Environments. Focus areas: Category creation and narrative development AI-driven audit and compliance strategy Design partner engagement across regulated industries Market architecture for continuous AI-powered audits Working with leading organizations in: Law firms Clinical research organizations (CROs) Financial services and payments Mission: Replace manual audit workflows with intelligent, continuous, AI-driven systems.
Writing a book on Generative AI
My primary responsibilities include: Micro-vertical Go-To-Market strategy Positioning Sage AI and Sage Copilot Partner Go-To-Market Strategic Planning
Brought on by CEO, who I previously worked for at Documentum, to drive a transition to micro-vertical marketing Part of the Intacct acquisition team working with the Sage acquisition team to drive a value of $850m and over a ten-times multiple in July 2017 Grown ARR for Intacct by 400% Created modern demand generation machine driving one of the largest 6sense ABM projects in the world and drove the creation of the CMO dashboard Transformed go-to-market from horizontal accounting to a micro-vertical strategy, changing the split from zero micro-vertical business, to 84% of the business, with a 6.6 times more efficient MQL to Opportunity conversion ratio while tripling the efficiency of Opportunity to close. The Inbound model drove 76% of Opportunities at scale Recruited world class marketing team across Industry/Vertical Marketing, Product Marketing, MarTech, Marketing Analytics, Demand Generation, Partner Marketing, AR, PR, Customer Marketing and Competitive Analysis Promoted to work for EVP and GM Medium Segment running marketing for Sage Intacct, Sage People SaaS offerings and traditional mid-market software offerings
One of a team of three brought on to recruit a team of data scientists to develop a leading native Hadoop application used by the world’s largest mobile carriers to perform fraud and revenue threat analytics. Funded by Vodafone and chosen by Cloudera as a strategic application partner. Responsibilities and achievements: • Defined market strategy and positioning as a native Hadoop, machine learning application for fraud and revenue threat analytics in the mobile industry • Drove content marketing strategy with blog www.fraudtechwire - where fraud detection meets big data technology and authored the book Fighting Future Fraud - A Strategy for Using Big Data, Machine Learning and Data Lakes to Fight Mobile Communications Fraud • Drove strategic partnership with Cloudera and Gigamon