Oct 2022 - Present

Austin, Texas (Remote)

Lead Solutions Architect - Data & AI

Mar 2025 - Present

  • Responsibilities

    • Engage executive stakeholders to shape strategy and connect Data & AI solutions with business priorities

    • Own the Azure journey that spans envisioning, technical design, pursuit collaboration, and delivery oversight

    • Build trusted partnerships by bridging sales and delivery to ensure adoption, impact, and long-term success

  • Accomplishments

    • Closed $4.4M in data and analytics business with 10 wins from 7 clients during the first 3 months of the role

    • Averaged $630K per deal, reflecting high-value solutions and strong alignment with evolving client needs

    • Trusted by clients for strategic guidance; 4 wins cited partnership strength as a key decision-making factor

    • Delivered wins across strategy, migration, reporting, and analytics—demonstrating full-spectrum leadership

    • Recognized for crafting standout proposals and solution briefs praised company-wide for clarity and impact

Solutions Architect - Data & AI

Oct 2022 - Mar 2025

  • Responsibilities

    • Lead executive discussions to align Data & AI strategy with client business priorities and desired outcomes

    • Translate enterprise goals into Azure solution strategies that accelerated adoption and measurable impact

    • Guide pursuit efforts, technical design, and delivery execution to build trusted partnerships and ensure success

  • Accomplishments

    • Landed $11.26M in bookings over 26 months, averaging $433K per month across data and AI opportunities

    • Delivered 42 wins for 26 clients, collaborating closely with 6 Sales Directors across 6 industries and verticals

    • Earned trust across sales and delivery through consistent execution, credibility, and a collaborative approach

    • Averaged $268K per deal by aligning technical strategy with business goals across client and delivery teams

    • Partnered cross-functionally with pre-sales, delivery, and sales leadership to drive strong pursuit outcomes

    • Secured 4 seven-figure deals supporting enterprise reporting, data governance, and modernization initiatives

    • Led enterprise planning and hands-on execution for impactful solutions involving multi-month delivery cycles

Feb 2018 - Oct 2022

Austin, Texas (Hybrid)

Practice Manager - Data & AI

Jun 2022 - Oct 2022

  • Responsibilities

    • Manage a nine-person consulting team, developing talent and strengthening client-facing delivery skills

    • Grow a multimillion-dollar sales pipeline by shaping Data & AI solutions that aligned with enterprise strategy

    • Direct pre-sales planning and technical execution to ensure scalable solutions and successful outcomes

  • Accomplishments

    • Sold $1.2M in business by pursuing leads, estimating work, writing proposals, and finalizing sales contracts

    • Created a system to organize 450+ accounts into 8 verticals resulting in strategic alignment for sales team

    • Mentored junior architects and consultants to develop delivery confidence and client-facing leadership skills

    • Built Power BI solution to reconcile D365 and homegrown systems, improving pipeline and delivery visibility

Managing Consultant - Data & AI

Aug 2020 - Jun 2022

  • Responsibilities

    • Lead national Data & AI practice by guiding technical delivery, client engagement, and team development

    • Sell enterprise Azure engagements that generate multimillion-dollar value and measurable client outcomes

    • Direct sales strategy and solution design to establish executive trust and align projects with business priorities

  • Accomplishments

    • Owned pre-sales efforts that resulted in $19.9M of contract value, 230 wins, and average deal size of $86K

    • Produced a $220K Azure architecture solution to replace legacy analytics system of $315M investment firm

    • Led a 10-person team for 5 months to earn Quisitive a Microsoft Advanced Specialization in Azure Analytics

    • Spearheaded analytics initiatives which produced reports that Sales VPs used to manage a $70M business

    • Provided technical vision for project that aggregated 40k+ annual support requests for $6M software firm

Senior Lead Consultant - Data & AI

Feb 2019 - Aug 2020

  • Responsibilities

    • Lead pre-sales and delivery efforts by driving technical strategy and executing analytics solutions for clients

    • Pursue growth strategies for a regional consulting group representing $6M in annual revenue and new opportunities

    • Mentor consultants while delivering Data & AI solutions that improve client outcomes and strengthen team capability

  • Accomplishments

    • Produced an analytics solution that forecasts quarterly spend for a 14-person team with a $2m annual budget

    • Delivered work that directly earned Quisitive recognition as one of four finalists for 2019 Power BI Partner of the Year

    • Built energy forecasting model that delivers hourly pricing forecasts for 5,000+ customers in 8 regional markets

    • Authored guidelines and best practices for billable hours which leadership incorporated as company policy

    • Led internal strategy and vision sessions within internal Communities of Practice and regional business units

Senior Consultant - Data & AI

Feb 2018 - Feb 2019

  • Responsibilities

    • Engineer scalable data models and reporting solutions that resolve complex analytics challenges on Microsoft platforms

    • Help clients identify opportunities where Microsoft Data & AI solutions can solve business problems and create impact

    • Deliver end-to-end business data solutions by designing ETL pipelines, tabular models, and advanced DAX calculations

  • Accomplishments

    • Designed statistical process control model that detects dispatch rate anomalies for 183 million active hardware units

    • Developed complex DAX measures that run 26 different calculations across 3.2 billion rows in less than 4 seconds

    • Constructed an ETL solution to organize 60,000+ investment transactions spanning 26 years into a data warehouse

    • Produced a tabular model for 896 investment funds and 11,000 holdings that represent a $47 billion pension portfolio

    • Wrote sophisticated DAX calculations that dynamically computed rates of return and validated to 8 decimal places

Jun 2016 - Feb 2018

Austin, Texas (On-Site)

Business Intelligence Engineer

Jun 2016 - Feb 2018

  • Responsibilities

    • Deliver BI and data integration solutions within a legal software portfolio, aligning execution with product strategy

    • Apply Agile methodologies to design ETL pipelines, dashboards, and analytics that support business intelligence needs

    • Collaborate with cross-functional teams to balance long-term vision with short-term execution and measurable outcomes

  • Accomplishments

    • Architected ETL solutions for legal matter management workflows used by Fortune 500 clients and 12K+ law firms

    • Designed automation strategies to handle schema customizations and reduce manual adjustments by end users

    • Built financial and analytical dashboards that improved visibility into legal spend and accelerated reporting cycles

    • Engineered access controls supporting global deployments of TeamConnect used by 65K+ users across 140+ countries

    • Developed governance standards for SQL, data modeling, and visualization to elevate internal consistency and quality

May 2013 - Jun 2016

Austin, Texas (Hybrid)

Business Intelligence Consultant

May 2013 - Jun 2016

  • Responsibilities

    • Partner with clients to define target architectures and shape business-aligned technical strategies

    • Design and deliver tailored BI solutions using ETL development, data modeling, and reporting tools

    • Translate complex requirements into scalable architectures that align execution with client outcomes

  • Accomplishments

    • Produced a tabular model for $376M in medical claims and eligibility records with a 0.8% margin of error

    • Designed reporting solution to track $1.2B in transactions spanning 26 departments across the enterprise

    • Architected ETL solution that organizes 400,000+ financial transactions into a 5-tier reporting framework

    • Engineered dashboard that delivered financial and operational analytics for $220 million business unit

    • Defined top 2% of leads by calculating purchase pattern probabilities from $1.2 million historical sales

Dec 2007 - May 2013

Round Rock, Texas (On-SIte)

Metrics & Reporting Advisor

Jul 2010 - May 2013

  • Responsibilities

    • Deliver BI and data warehouse solutions that enable analytics-driven decisions for sales leadership

    • Provide actionable business intelligence and reporting to support the Dell Services Chief Sales Office

    • Create enterprise data solutions that deliver financial and operational insights across global accounts

  • Accomplishments

    • Created dashboard that provides aggregated account performance metrics to 3,200+ service leaders

    • Led five developers to redesign 13 Crystal Reports in Reporting Services, 2 weeks ahead of schedule

    • Produced report that calculates usage metrics for 893 accounts, providing insights to 60,000+ audience

    • Managed development of resource utilization report, providing daily billable hours to 4,000+ audience

    • Generated executive dashboard that organizes 156 metrics into 5 levels of granularity for service leaders

Metrics & Reporting Senior Analyst

Jul 2008 - Jul 2010

  • Responsibilities

    • Create enterprise BI tools that enable sales leadership to make timely, data-driven business decisions

    • Support business performance reporting for large enterprise accounts in Dell Global Services Operations

    • Manage deployment and delivery of automated reporting solutions serving more than 250 client accounts

  • Accomplishments

    • Created automated solution for 255-slide Account Summary, reducing average processing time by 90%

    • Conducted the deployment, launch, and training of data portal for 500+ account leaders in 12 countries

    • Maintained 97% on-time delivery rate of 230+ monthly reports supprorting five Large Enterprise accounts

    • Reduced average processing time of daily reporting by 2 hours while ensuring accuracy and reliability

    • Upheld accuracy rate of approximately 94% for reports regularly delivered to customers and stakeholders

Metrics & Reporting Analyst

Dec 2007 - Jul 2008

  • Responsibilities

    • Built dashboards and reporting assets to track certifications and accelerate sales in the partner channel

    • Drove registration and certification by organizing program data into reports, projections, and dashboards

    • Managed partner program data to maintain accuracy, support prospecting, and enable sales performance

  • Accomplishments

    • Created partner registration report projecting monthly and quarterly benchmarks for 12 sales teams

    • Tracked certification progress of 450+ SMB customers using a consolidated PartnerDirect dashboard

    • Reduced processing time of daily reports by 80% through automation while maintaining full data integrity

    • Delivered weekly sales analysis to 150+ representatives for quarterly sales competitions across regions

    • Maintained accuracy and integrity of PartnerDirect database containing more than 8,000 partner records

Oct 2005 - Aug 2007

Fairfax, Virginia (On-SIte)

Help Desk Analyst

Jun 2006 - Aug 2007

  • Responsibilities

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  • Accomplishments

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Installation Engineer

Oct 2005 - Jun 2006

  • Responsibilities

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  • Accomplishments

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