Workato:

• Workato Automation Pro I

• Workato Automation Pro II

• Workato Automation Pro III

Marketo:

• Marketo Certified Solutions Architect - highest possible level

• Marketo Certified Expert - 6x; 2013 - 2025

• Adobe Master - Marketo Engage Architect

• Adobe Subject Matter Expert - Marketo Engage

Hubspot:

• Hubspot Certified

Eloqua:

• Eloqua Certified Implementation Specialist

Other:

• Six Sigma - Yellow Belt

• Product School - Web Development

• Agile Foundations

• Google Cloud Foundations

Procure-to-Pay Automation

• Automated procure-to-pay (P2P) workflows between Coupa and Netsuite for a Fortune 100 client

Salesforce Lead-to-Account Matching

• Published a python script that uses the Salesforce API and a custom APEX REST endpoint to match leads to accounts based on fuzzy matching of the company name and email domain

Co-Author, Marketo Exam

• Collaborated with an international team of Marketo Solution Architects to craft and publish the 2021 Marketo Certified Expert exam

Marketo Product Release

• Partnered with business and technical teams at Adobe to develop & release the Marketo Self-Service Flow Steps feature

Marketing Campaign Launch Automation

• Using Marketo and Skilljar (LMS) APIs, developed a zero-maintenance solution to:

  • Detect new LMS courses & certifications being created by the Education team

  • Create and activate corresponding programs/campaigns in Marketo

  • Route LMS engagement to Marketo programs in real-time

  • Enable revenue attribution for Education programs

Hubspot-to-Eloqua Migration

• Gathered requirements from stakeholders across five software divisions and IT

• Architected a unified data model supporting 20 custom objects

• Documented technical decisions via systems integration and entity relationship diagrams

• Collaborated to produce a business-facing 150-page Implementation Plan

Salesforce-Iterable Integration

• Worked with Iterable Solutions Consulting team to create a Workato-based, bidirectional Salesforce-Iterable integration program now used by numerous mutual customers

Grail Automation (2023 - Present)

Founder & CEO

• Bootstrapped a boutique consulting firm specializing in Workato services

• Consulted pre- and post-sale for several enterprise Workato customers

• Forged revenue-generating partnerships with Workato, GTM Systems, and The Operations Company

HubSpot (2023)

Workato Developer

• Automated procure-to-pay operations across Netsuite & Coupa

Broadcom (2022 - 2023)

Manager, Data Operations

• Delivered Broadcom’s first-ever corporate MAP-CRM integration

• Automated monthly reporting for stakeholders up to CMO

• Established standards for segmentation, targeting, suppression, enrichment, intent, and reporting

• Managed six-figure agency budget and resourcing for systems integration projects

Workato (2020 - 2022)
Solutions Architect

• Led pre-sales technical discovery, solution architecture, and demos

• Landed flagship logos including Adobe, McKesson, Nokia, and Twilio

• 122% quota achievement for FY21

Adobe Marketo (2013 - 2020)

Marketo Solutions Architect

• Primary consultant for AWS and other $1B+ Adobe customers

• Produced two “Marketing Team of the Year” award-winning customers

• Overachieved utilization quota in 25 of 26 quarters

• Realized $2.5M in Professional Services revenue

• Developed skills:

• Marketo implementation, integration, optimization, and migration

• Executive presence

• Translating business requirements into technical requirements (and vice-versa)

• Ability to manage multiple projects, each one at a different phase in its execution

BrightTALK (2010 - 2013)

Demand Generation

• Increased SDR efficiency by automating prospecting emails, resulting in a 37.5% pay raise

• Collaborated to integrate multiple databases (CRM, marketing automation, custom SQL)

• Communicated marketing’s impact on revenue through Salesforce dashboards

REST • JSON • SQL • Python • Apex • HTML • CSS • JavaScript • webhooks • cron & regular expressions (regex)

analytics • automation • API integration • API management • business technology • consulting • CRM • data management • data models • demand generation • database architecture • documentation • ELT • enterprise architecture • enterprise automation • ERP • ETL • GTM systems • implementation • intelligent automation • marketing automation  • marketing operations • marketing strategy • microservices • project management • operations • process automation • public speaking • requirements gathering • sales operations • SaaS Solutions • solutions architecture • system design • system requirements • systems architecture • technical documentation • troubleshooting • workflow automation

Asana • Bizible • Box • BrightTALK • Chili Piper • Coupa• Demandbase • Drift • Eloqua • Excel • BigQuery • Google Cloud Platform • Google Data Studio • Hubspot • Incorta • Iterable • Jira • LeanData • LinkedIn Ads • Looker • Marketo • Microsoft Dynamics • Netsuite• On24 • Oracle CX Sales • Outreach • Postman • Salesforce • Sendoso • Skilljar • Slack • SmartSheets • Stripe • Unbounce • UserGems • Wistia • Workato • Zapier • ZoomInfo