Cleveland, Ohio, United States
I am an experienced pre-sales professional, with an aptitude for data presentation and the ability to discover meaning in data. I strive to deliver the art of the possible by leveraging beautiful software that makes businesses more efficient and peoples’ lives easier. Over the last twelve years I’ve led pre-sales initiatives at some of the largest organizations in the world, spanning Financial, Pharmaceutical, Insurance, Healthcare, Retail, and other industries. Throughout this I experienced a variety of business problems and developed solutions to address them, leading teams focused on delivering enterprise solutions which included Business Intelligence, Financial and Operational Planning, and Predictive / Cognitive Analytics solutions. I’ve also sat on the other side of the table as a prospect. This experience made me realize how important it is to understand a client’s business processes and pains, and to speak in their language. Feel free to contact me here on linkedin or at [email protected]
Pre-Sales Solution Engineer with 10 years of experience, specializing in Planning & Analytics and Data Visualization / BI.
As a Sales Engineer at Tidemark, I strategically assisted the account executives in the sales cycle from discovery through close. By leveraging my financial, technical, product / industry expertise, and presentation skills, I acted as a point of confidence and as well as a trusted advisor to prospects, helping them make important software and services decisions.
As a Pre-Sales Engineer based in NYC, I primarily focused on servicing large financial organizations. In this role, I developed and demonstrated Business Analytics solutions, comprised primarily of Cognos TM1, Cognos BI, and SPSS Predictive / Advanced Analytics. I worked closely with the sales and sales management teams to strategize on deal execution through every step of the sales cycle, as well as led pre-sales activities for these sales cycles. In addition to traditional pre-sales activity, I developed the first fully integrated TM1/BI/SPSS demo system. Known for its ascetic appeal, product integration, and flow, it is used worldwide within the IBM pre-sales community. Additionally, this demo asset was adopted by the WW Financial Services Industry team as a primary demo asset. I became TM1 Certified, made Club, and was awarded to the 100% club while working at IBM.
As a Financial Analyst, I managed financials for 26 magazines. Working closely with business managers of the titles, I helped decipher budget vs actual variances as well as help plan boththe budget and and ongoing forecasting. I used TM1 as my standard tool for FP&A.
In my senior year of college I worked as a full-time intern, and was permanently hired as a financial analyst after a year. I used Applix/Cognos/IBM TM1 to automate and extend most all financial reporting; including sales reporting, MGMT reporting, dashboarding, and web reporting.