Quick Summary

    10+ Years

    Technology sales, strategic partnerships, and customer-facing roles

    Automation Builder

    Built operational workflows to improve scale and efficiency

    Founder Mindset

    Translating ambiguous problems into practical systems

    Broad Toolkit

    SaaS, CRM workflows, AI tools, enterprise conversations, and GTM support

    What I Do Best

    Customer & Partner Success

    Build trust, manage strategic relationships, and connect technical capabilities to business outcomes.

    AI & Automation

    Design practical automation workflows using LLMs, CRM systems, and no-code/low-code tools.

    Operational Systems

    Create process structure that helps teams improve follow-through, scalability, and efficiency.

    Revenue & Growth Support

    Support pipeline, GTM efforts, adoption, and cross-functional execution with a systems mindset.

    Roles I'm Exploring

    Customer Success ManagerPartner Success / Strategic PartnershipsTechnical Account ManagerRevenue Operations / AutomationAI-Enabled Operations

    Open to remote and hybrid opportunities.

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    A decade-plus of building relationships, translating technical value, and creating operational systems — across enterprise software, cloud partnerships, and real estate.

    RealDealCrew

    2025 – Present

    Owner & Founder

    • Built and operate an automation and operational systems platform designed to remove bottlenecks for real estate investors — developed from systems first built and proven in a personal investing operation
    • Designed and deployed practical workflows across lead management, CRM automation, speed-to-lead, follow-up, reputation management, and deal tracking using GoHighLevel, n8n, Make.com, Supabase, and Lovable.dev
    • Implemented AI-powered solutions including live business phone receptionists and a property management assistant trained on state rental laws, lease agreements, and available inventory
    • Applied AI-driven local SEO strategies resulting in first inbound distressed seller inquiry — demonstrating practical, results-oriented use of emerging tools
    • Hosted 800+ episodes of RealDealChat with 600+ guests including Seth Godin, Rod Khleif, and Mike Michalowicz — building a recognized industry network through sustained outreach and relationship-driven content
    • Produces RealDealCast as a solo show covering AI, automation, and real estate operations — consistently among the higher-performing content by downloads and views, reflecting a growing audience for practical operator-focused perspectives

    StrataCom

    2023 – 2025

    ITSM Advocate (Account Executive)

    • Sold enterprise Jira Service Management implementations across retail, healthcare, and government verticals as an Atlassian Platinum Solution Partner — managing long sales cycles and handing off to delivery while maintaining a light project management role to protect customer satisfaction
    • Focused heavily on Cherwell end-of-life migration opportunities — guiding customers through platform transitions that required building trust quickly and translating complex ITSM needs into scoped JSM solutions
    • Built and managed pipeline through ITSM conference sponsorships, event networking, outbound follow-up, and reactivation of prior contacts — owning the full commercial motion from first touch to close
    • Led a company-wide rebrand initiative triggered by the Cherwell-to-JSM transition — overseeing new logo, website, and print materials while expanding email marketing automation through Outreach
    • Leveraged Atlassian partner marketing benefits to maintain visibility and support inbound lead generation

    Stratum | OST

    2019 – 2023

    Cloud Evangelist & Business Development

    • Cultivated enterprise relationships that accelerated Azure adoption, positioning Stratum as a trusted cloud partner
    • Rescued and drove a stalled Microsoft Platinum Partner certification effort to completion — leading documentation, stakeholder interviews, and final delivery; success led to being contracted out to a customer for a similar engagement
    • Maintained the assigned Microsoft Partner Manager relationship post-certification, ensuring consistent communication and pipeline visibility in a way that differentiated Stratum from peers who routinely underreported back to Microsoft
    • Aligned deal positioning to support the Partner Manager's quota and reporting needs, improving inbound opportunity flow from Microsoft
    • Collaborated cross-functionally with engineering teams to scope and deliver detailed statements of work

    Valley Property Partners

    2016 – 2020

    Partner

    • Co-built and managed a residential investment portfolio exceeding $5M across single family, multifamily, and commercial assets — sourced primarily through direct mail campaigns and relationship-driven networking
    • Served as the primary contact for inbound distressed seller conversations — handling lead intake, qualification, and negotiation through the full acquisition lifecycle including legal documentation and close of escrow
    • Founded a local real estate investing meetup that grew to 100+ active attendees and a Facebook community now exceeding 2,400 members — establishing market authority and generating deal flow through wholesaling and peer transactions within the group
    • Owned marketing and inbound lead management for the partnership — developing operational systems for lead tracking and follow-up that later became the foundation for RealDealCrew

    Microsoft

    2015 – 2018

    Technical Account Manager

    • Managed a portfolio of ~20 Premier Support accounts, serving as the primary technical relationship owner across renewals, escalations, and adoption planning
    • Maintained weekly or biweekly customer touchpoints beyond the standard QBR cadence — delivering training resources, product updates, escalation guidance, and proactive support to drive adoption and contract value realization
    • Conducted solo quarterly business reviews with IT leadership to align on roadmaps, surface emerging needs, and position renewals and expansion
    • Built relationships deep enough to function as an embedded advisor; traveled on-site when it mattered, including Atlanta for Boys and Girls Club of America during an initiative to roll out Office 365 across their national subsidiary network
    • Navigated escalations by leveraging internal Microsoft relationships to get the right attention quickly — a consistent advantage over TAMs who worked the ticket queue alone
    • Owned the full account lifecycle: delivery planning, renewal conversations, upsell identification, and executive relationship management

    EGS (Microsoft)

    2013 – 2015

    Partner Technology Strategist

    • Served as a Microsoft 365 subject matter expert in a vendor capacity, consistently booked 8 hours a day in back-to-back 30-minute partner consultations — advising Microsoft partners on how to build, hire, and incentivize sales teams around the shift from on-premise to cloud SaaS models
    • Helped partners navigate a significant business model transition — translating the new SaaS margin reality into practical guidance on org structure, compensation design, and value-add positioning to turn a perceived threat into a growth opportunity
    • Attended the Microsoft Worldwide Partner Conference both years as a Microsoft-sponsored representative — working long days in high-volume partner meetings alongside account managers to provide product and practice guidance at scale
    • Co-hosted webcasts and a podcast covering Microsoft 365 announcements, product updates, and partner best practices — producing blog content derived from those sessions to extend reach across the partner community
    • Work in this role directly led to a formal Microsoft offer as a Technical Account Manager — recognition of demonstrated expertise and trusted relationships built across the partner ecosystem

    APAC (Microsoft)

    2011 – 2012

    SQL Sales Solutions Specialist

    • Partnered with federal government account managers to drive SQL Server adoption and license consumption — helping federal customers find practical value in technology they had already purchased
    • Delivered webinars and one-on-one sessions to translate technical capabilities into usable outcomes for non-technical stakeholders
    • Took on the role after demonstrating a pattern of tackling unfamiliar challenges and finding traction — reflecting an early career reputation for adaptability and initiative within the Microsoft ecosystem

    Additional Experience

    Director of Operations · Apex Effect, Inc. | Project Manager · U.S. Bank

    Core Skills & Tools

    Customer & Partner Success

    Strategic Relationships · Account Growth Support · Customer Communication · Technical-to-Business Translation · Cross-Functional Collaboration

    AI & Automation

    Large Language Models (LLMs) · Prompt Engineering · Workflow Automation · n8n · Make.com · GoHighLevel · AI-Assisted Process Design

    Systems & Revenue Operations

    CRM Automation · Lead Management Workflows · Process Design · Pipeline Support · Operational Documentation · GTM Support

    Certifications

    • Claude Code: Software Engineering with Generative AI Agents · Vanderbilt University
    • Build Your Generative AI Productivity Skills · Microsoft & LinkedIn
    • Generative AI for Sales with M365 Copilot Professional Certificate
    • Microsoft Copilot for Productivity
    • Career Essentials in Generative AI · Microsoft & LinkedIn
    • Atlassian ITSM Technical Delivery Accreditation

    Awards

    • Microsoft Circle of Excellence Top Subsidiary Award · FY'2016
    • Federal Top Performer · APAC/Microsoft · FY'2012
    • Pinnacle Award Winner · U.S. Bank · 2007
    • Two-time U.S. Bank Employee Excellence Award Recipient