Robert W.

Manager, Technical Sales Engineering

Orlando, Florida, United States

About

I currently serve as a sales engineer with a mission to understand and demonstrate Hyland content/document management and workflow solutions. My past experience spans document management system setup and workflow building along with HTML, JavaScript/jQuery and C# programming. I also have 5+ years experience building SQL databases and related objects such as views, tables, stored procedures and table triggers. The applications I build interface with business systems utilizing relational databases as their back-end data storage mechanism; working with e-commerce, CRMs and accounting systems majority of the time. In addition, I have strong customer service and communication skills. I have a knack for quickly relating to my client and building a relationship, which I've found makes a difference in the quality of the project life cycle. This tied in with my programing skills has made me a hybrid of sorts.

Experience

  • Hyland (4 yrs 9 mos)
    • Manager, Technical Sales Engineering
      Dec 2025 - Present · 8 mos

      My role has many facets: Managing e a team of fantastic Solution Architects and promote a team-based approach to solution selling while serving as a knowledge center for internal and external customers.

    • Sales Solution Engineer 3
      Nov 2021 - Present · 4 yrs 9 mos

    • Solutions Architect
      Jan 2024 - Dec 2025 · 2 yrs

  • Senior Sales Engineer at Lumen Technologies
    Oct 2019 - Nov 2021 · 2 yrs 2 mos

    • Drive pre-sales calls with customer to uncover networking, cloud, and professional services opportunities • Work with customers from a customer success perspective to ensure existing applications are functioning as planned • Serve as trusted adviser to internal and external customers • Demo cloud and security products and related portal pages • Develop SIP and hosted voice solutions and call workflows • Create diagrams with high-level view of current LAN/WAN infrastructure and entry points for cloud platforms • Architect SD-WAN and security solutions with customer and internal technical teams • Act as right-arm to customer success leadership to help drive customer engagement metrics and positive business outcomes • Present high-level training classes to assigned team members • Evangelize professional services, cloud, and security products

  • Ricoh USA, Inc. (4 yrs 3 mos)
    • Application Engineer
      Apr 2018 - Oct 2019 · 1 yr 7 mos

    • Senior Technical Design Workflow Analyst
      Aug 2015 - Apr 2018 · 2 yrs 9 mos

      • Assess client document management system needs through evaluation of printed, electronic, and scanned correspondence • Developed pre-sales questionnaire to efficiently identify system gaps to facilitate accurate product recommendations with a 90% prospect close ratio • Scope and create the statement of work to outline software, hardware, and professional services quote with a 95% accuracy rate • Execute Project Management oversight to ensure client implementations remain on track and within the defined statement of work and budget • Capture upselling opportunities through post implementation client needs assessment • Develop customized client training materials to virtually or in person train document management system end users • Created workflows to streamline businesses using ECM, EDM and business process automation tools • Created custom web forms using HTML, jQuery, Bootstrap and AngularJS for mobile and desktop applications • Created custom web service APIs to facilitate web form database push/pull per customer requirements • Built scalable custom ETL software to transfer data from Ricoh ECM/EDM systems to customer CRM or ERP systems • Worked with implementation teams to accelerate the install and post-sales processes

  • Senior Consultant at EFI
    Dec 2011 - Aug 2015 · 3 yrs 9 mos

    • Created client electronic commerce software website interfaces for over 12 mid-size national clients • Managed and developed the software application build timeline and work flow inputs • Traveled 25% to train client Information Technology teams regarding system maintenance, upkeep, and reference materials • Built web-to-print e-commerce system customizations using HTML, CSS and AngularJS1 • Built ETL software to transfer data between web-to-print e-commerce system and customer CRM or ERP systems • Built complex SQL tables, stored procedures and triggers • Developed custom rest or restful web service APIs • Single-handedly improved customer training survey responses Achievement • Awarded 2015 Employee of the Year

  • Ricoh USA, Inc. (12 yrs 1 mo)
    • Solution Consultant
      Jan 2010 - Jan 2012 · 2 yrs 1 mo

      • Evaluate the viability of sales opportunities with a 50% close ratio • Identified concession opportunities and leveraged pricing flexibility to close complex sales deals • Trained 20 Sale Executives regarding product suite and sales opportunity identification • Developed Sales training schedule and rolled out new or updated collateral to refresh the team • Drove consultative solution sales amongst Account Management team with a 60% upsell ratio

    • Senior Analyst
      Jan 2000 - Jan 2012 · 12 yrs 1 mo

      • Project manager for accounts involving professional services solutions • Understands customers’ business needs and requirements and designs and implements appropriate solutions utilizing IKON’s suite of enablers. • Diagnose and resolve application, software and connectivity problems requiring on-site or remote support • Develop VB6 and C# applications for custom business workflows • Develop SQL server-based document management system applications and workflows • Develop variable data marketing, and transactional document printing solutions using Planet Press (Objectiflune) and other solutions • Built print workflows that streamlined customer print processes using EFI Fiery, command workstation and Digital StoreFront