Work Experience

LinkLive.ai

Senior Solutions Engineer

Aug. 2024 – Present

I lead the pre-sales engineering function for AI-enabled IVA, UCaaS, and CCaaS solutions serving enterprise clients in regulated industries. I built the function from the ground up — discovery frameworks, demo playbooks, proposal standards — and the results have followed: 80%+ win rates on assigned opportunities and ~85% demo-to-close ratios.

Day-to-day, I partner with sales leadership to design platform architectures aligned with each customer's business outcomes, compliance requirements, and long-term strategy. I deliver technical deep dives and executive presentations to operations, IT, and C-suite stakeholders, consistently positioning LinkLive as a strategic platform rather than a point product. I also collaborate closely with product and customer success to ensure clean pre-sales-to-implementation handoffs that reduce time-to-value.

Eltropy

Sr. Director of Solution Services

Sep. 2023 – May 2024

I defined and led the end-to-end solution services strategy, integrating consulting, architecture, and delivery into the sales cycle to increase solution adoption and reduce implementation risk for enterprise CX transformations.

I consulted with Tier-1 financial institutions on AI-powered contact centers and omni-channel communication platforms, building architectures that improved member experience and operational efficiency. I developed ROI-driven business cases and executive-level presentations that accelerated C-suite buy-in for multimillion-dollar transformation initiatives. I also led cross-functional Agile/Scrum teams, improving delivery timelines by 25% while maintaining high customer satisfaction and referenceability.

My role concluded as the company refocused its go-to-market strategy.

Paymentus Corp (NYSE: PAY)

Sr. Solutions Consultant / Architect

June 2021 – Sep. 2023

I led pre-sales solution consulting for complex enterprise payment implementations — owning RFP responses, solution design, and SOW definition for large financial institutions. I translated business and regulatory requirements into scalable payment and billing architectures with clear ROI and risk mitigation plans, serving as the trusted technical advisor across each engagement.

I represented Paymentus at 15+ industry conferences annually (Money 20/20, CUNA, American Banker), occasionally presenting on stage as a thought leader on digital payments and customer engagement. I also partnered closely with implementation teams to make sure solution designs were executable in the real world — which resulted in smoother handoffs and fewer change orders during delivery.

Q2 (NYSE: QTWO)

Sr. Business Consultant

Oct. 2018 – June 2021

I managed large-scale online banking implementations for financial institutions with $1B–$30B+ in assets, overseeing requirements, configuration, and rollout planning across the Q2 Banking Online Platform. My work spanned Retail and Business Cash Management, ACH and Wire Management, and Personal Financial Management.

I advised executive stakeholders on technical and business risk, aligning implementation decisions with security, regulatory, and customer experience goals. During escalations and outages, my role often shifted to program management — rapidly resolving implementation issues so client launches stayed on track. I also facilitated workshops with operations, IT, and executive sponsors to prioritize features, streamline processes, and maximize adoption.

Fiserv (NYSE: FI)

Progressive Technical Leadership

Sep. 2006 – Feb. 2018  ·  11.5 years

I spent over a decade at Fiserv, progressing through four roles that built the technical and client-facing foundation for everything I've done since:

• Technical Consultant, Advisory — Greater Houston · Dec 2017 – Feb 2018

  Provided pre-sales technical consultancy to the sales organization, supporting SOW development, competitive positioning, and informed decision-making for enterprise clients.

• Sr. Release Manager — Lincoln, NE · Feb 2013 – Dec 2017

  Directed enterprise-wide release management for ~5 years, synchronizing cross-functional release processes with the product development lifecycle. Served as SME across all business units and mentored project managers and technical staff.

• Application Deployment Consultant — Lincoln, NE · Jun 2011 – Feb 2013

  Led deployment of core banking product solutions across medium to enterprise-level infrastructures, managing full SDLC coordination.

• Sr. Quality Control Engineer — Lincoln, NE · Sep 2006 – Jun 2011

  Spearheaded enterprise-level testing programs for complex banking platforms. Recipient of multiple Service Excellence and Outstanding Achievement Awards.