Strategic Solutions Consultant Sales, Tech & AI

Strategic pre and post-sales partner specializing in AI-driven solutions, SaaS platform design & implementation, enterprise demos, and technical validation to deliver measurable business outcomes.

About

Solution-driven presales professional partnering with global enterprises to design, validate, and scale AI-powered customer experiences. Skilled in Conversational AI, Salesforce administration, and value-based demonstrations.

Skills

Conversational AI & CX

AI-driven customer experience, contact center automation, GenAI + NLU orchestration, conversation design, routing & containment strategy, agent assist, and analytics across voice & messaging.

Salesforce

Implementation, Flow Automation, Objects & Fields, Security, Reports & Dashboards, Integrations.

AI & Analytics

GenAI, LLMs, Prompt Engineering, Conversational Design, Predictive Analytics, NLU + GenAI orchestration.

Data Platforms

ETL, SQL, Hadoop, Pentaho, BI & Visualization, Integration.

IT Infrastructure

Virtualization, Exchange, Scripting, Server Admin, VOIP, Networking, Storage.

SaaS Platforms

Sprinklr (Certified), SugarCRM (Admin), Pentaho (DI/BI), Salesforce (Admin Certified), LivePerson, Google Workspace, Microsoft 365.

Sales & Demo

MEDDPICC, Challenger, Demo2Win, BANT, Beyond the Demo.

Awards & Career Highlights

Impact metrics are in bold for quick scanning.

Senior Solutions Consultant, Pitch Deck Contest Winner — LivePerson

1st place among 150+ Sales & Presales peers for storytelling, solution alignment, and executive presence.

Solutions Consultant of the Quarter — Sprinklr

Helped influence $1.6M of $6M quarterly revenue and supported a resource-constrained team.

Team Contributor Award — SugarCRM

Developed a new-logo sales process adopted as the gold standard — improving pipeline clarity and sales-cycle consistency.

Ruby Recognition Award — Pentaho / Hitachi Vantara

Recognized for technical leadership, sales collaboration, and process improvement initiatives.

Top Earner Recognition — Pentaho / Hitachi Vantara

Participated as SC in deals totaling >$1.2M revenue — technical validation, solution design, exec-level presentations.

Experience

Lead Solutions Consultant — LivePerson

Nov 2024 – Present · Remote, USA

Strategic and technical lead for enterprise Conversational AI programs, spanning presales validation, LLM-driven orchestration, and multi-channel production deployments. (Promoted from Senior Solutions Consultant in Jun 2025.)

  • Architected solutions on LivePerson’s LLM orchestration platform; integrated GenAI for intent recognition, conversation summarization, and dynamic knowledge retrieval.
  • Designed hybrid NLU + GenAI models for dispute resolution, servicing, and lead generation; aligned with AI-assisted routing, containment, and automation strategies.
  • Led technical validation for POCs: custom models, orchestration flows, CRM/ERP integrations; partnered with Product/R&D on governance, model selection, and prompt engineering.
  • Implemented bots across WhatsApp, SMS, Apple Messages for Business, web chat, and voice-to-digital with secure human handoff and compliance frameworks.
  • Applied analytics to drive improvements in containment, repeat contact rate, and AHT; translated technical capabilities into executive-level business outcomes for F100 wins.

Lead Solutions Consultant — DLC Consultancy

Mar 2023 – Present · Orlando, FL

Freelance Salesforce technical consulting for SMBs: implementations, automation, dashboards, and integrations.

AI Research Senior Solutions Specialist — Sprinklr

Dec 2021 – Mar 2023 · United States

Combined enterprise solutions consulting with AI research specialization to deliver ML-powered social listening and CX analytics for F100 brands. (Consolidates prior Senior Enterprise Solutions Consultant role.)

  • Deployed ML-based sentiment, topic clustering, and entity recognition for brand health monitoring and perception analysis.
  • Built AI dashboards unifying care, marketing, advertising, and research data for real-time executive insight.
  • Developed NLP modules to classify large-scale feedback; surfaced trends, anomalies, and campaign signals.
  • Guided GenAI adoption for external content and internal exec summaries/automation; influenced roadmap on explainability, bias mitigation, and multilingual performance.
  • Aligned model accuracy/confidence with CSAT, digital containment, and conversion; influenced $3M+ FY22 revenue.

Senior Solutions Consultant — SugarCRM

Feb 2020 – Dec 2021 · United States

Presales ownership across discovery, solutioning, and storytelling; defined and presented product vision to enterprise stakeholders.

  • Assisted in closing >$400k in FY22 (8 months) and influenced $500k in FY21 enterprise revenue.
  • Sustained coverage as sole SC for ~150 accounts during a 6-month period.
  • Co-created an enterprise sales process later adopted as the company standard.

Pre-Sales Technical Solutions Engineer — Hitachi Vantara (Pentaho)

Jul 2015 – Feb 2020 · United States

Built data-driven solutions using Pentaho DI/analytics; discovery, design, and technical validation for enterprise deals.

  • Influenced >$1.2M new-logo revenue; built custom demos with real/mock data.
  • Integrated SQL, Hadoop, NoSQL, Kafka, Hive, Impala, and other data stacks; achieved technical wins alongside AEs.

Chief Executive Officer — Genio Innovations

Sep 2015 – Sep 2017 · South & Central FL

Operated an IT MSP delivering multi-industry support services.

Director of Information Technology — YMCA of South Palm Beach County

Jan 2014 – Sep 2015 · Boca Raton, FL

Owned IT systems, networks, budgets, and vendor management; led infrastructure and telephony upgrades.

IT Director — Nonprofits First

Jun 2012 – Jan 2014 · Boynton Beach, FL

Led a 25-person support center for county-wide nonprofit IT services; drove contracts, budgeting, and productization.

  • Built Salesforce helpdesk and automated invoicing; migrated 70% of clients to Office 365.
  • Negotiated charity pricing; expanded client base and retention through service upgrades.

Manager of Information Technology — Himmel Group

Jun 2011 – Nov 2012 · United States

Ran IT operations for a marketing firm; strengthened security, stability, and productivity across the stack.

Technology Manager / Program Chair / Service Technician — NYC Department of Education

Aug 2004 – Jun 2011 · New York, NY

Administered IT for a school of 1,000+ students; led classroom tech integration, OSX server deployments, and taught multiple courses.

PC Rollout Technician — New York Presbyterian Hospital

Feb 2003 – Apr 2004 · New York, NY

Deployed workstations, ensured network connectivity, and supported specialized medical software.

Projects

AI Bot Design

Developed AI-powered conversational bots blending NLU and GenAI to handle intent recognition, summarization, and routing.

Salesforce Administration

Built custom Salesforce apps with objects, field mapping, flow creation, automation, and integrated dashboards.

POC with Conversational Design

Led enterprise PoCs; authored intents/prompts; instrumented analytics to track containment, AHT, and CSAT.

WhatsApp Handoff for AT&T

Designed Spanish-first handoff with secure agent routing and analytics instrumentation.

AI Research Dashboards — Sprinklr

Unified care/marketing/research signals; surfaced anomalies and brand health trends with NLP pipelines.

MDT/WDS Server Setup & Deployment

Deployed WDS/MDT (2012R2), task sequences, PXE boot, and DFS replication across 4 offices; streamlined imaging for ~500 users.

IT Support Contract Renewals

Negotiated renewals for 30+ clients; expanded scope by 40%; secured county-wide agreement worth >$1M.

Office 365 Server Migrations (30 Orgs)

Executed 30+ on-prem Exchange → O365 migrations for nonprofits; templated plans; typical cutover in ~3 days.

Salesforce Invoice Automation

Created automated invoicing in Salesforce integrating contracts & ticketing; boosted billing efficiency by 50%.

Salesforce Volunteer Management

Collected requirements and built a volunteer management system in Salesforce; delivered to production.

OSX Server Setup

Deployed OSX Server for NYC Department of Education; configured core services for staff & students.

Certifications

  • Salesforce Certified AI Associate — Salesforce · Credential ID 4521941
  • The Complete SQL Bootcamp — Udemy · Credential ID UC-f14b9fbd-875c-4dbb-acdb-38873ec8b3ac
  • Salesforce Certified Administrator (SCA) — Salesforce · Credential ID 4231498
  • Salesforce Certified Administrator Training — Udemy
  • Discover all the features of ZOOM — Coursera · Credential ID Y8WXZF7SAWDS
  • Getting Started with Zoom — Zoom · Credential ID ZLC-LP54359
  • Getting Started with Zoom Contact Center — Zoom · Credential ID ZLC-LP54374
  • Introduction to Zoom Contact Center for Agents — Zoom · Credential ID ZLC-LP54367
  • Sales Foundations — LinkedIn
  • Certified Sugar Administration Specialist — SugarCRM
  • Introduction to Big Data — Coursera · Credential ID VUXXT6HELRGW
  • Pentaho & Hadoop Framework Fundamentals (DI2000) — Pentaho
  • Business Analytics Data Modeling (BA3000) — Pentaho
  • Business Analytics Report Designer (BA2000) — Pentaho
  • Business Analytics User Console (BA1000) — Pentaho
  • Pentaho Data Integration Fundamentals (DI1000) — Pentaho

Education

  • M.B.A. — Florida Institute of Technology (Information Technology Management) · 2016–2018
  • B.B.A., CIS — Baruch College (CUNY), Zicklin School of Business · 2006–2010

Technical Training & Courses

  • Gemini for Google Workspace — Completed
  • Big Data — Completed
  • API Postman — In Progress
  • Microsoft Python Development — In Progress
  • Google AI Essentials — In Progress
  • 100 Days of Python Coding — In Progress
  • AI Infrastructure & Operational Fundamentals — In Progress
  • AI for CX with Chatbots & Analytics — In Progress
  • Microsoft AI & ML Engineering — Not Started

Fun Facts

  • Made it to Mount Everest Base Camp
  • Had a Hit Song on the Radio
  • Was a Public School Teacher
  • Fluent In Spanish
  • Born and Raised in NYC