SALESFORCE
RVP, Sales AMER FINS Leader
I lead enterprise sales
and build with AI.
At Salesforce, I lead a nine-person Financial Services sales team. I also use AI to build my own sales cockpit, automate Slack updates, and create live QBR sites.
Sales. Presales. Customer value.
Enterprise technology since 2008.
Companies I’ve worked for and sold to.
Experience
My work has taken me from consulting and data strategy into Tableau, global presales, and direct sales leadership at Salesforce. I’ve built teams, worked through enterprise buying decisions, and helped connect technical work with customer outcomes.
I lead a nine-person Financial Services sales team against a $120M team quota. My work includes coaching, account strategy, forecasting, and executive conversations across regulated institutions.
135% of plan in Q2 FY27, with 7 of 9 sellers above target.
Built the Success Plans presales organization from zero to 30+ solution and value engineers across AMER, EMEA, and APAC, leading four Directors and Senior Directors.
A global organization built in 18 months for a $1B product line.
Founded a 15+ person team of solution engineers, success architects, data specialists, and technical strategists connecting enterprise analytics with adoption and customer outcomes.
December 2019 - February 2022
Data Strategy & Insights Hub Lead. Built AI and data advisory capabilities for Fortune 500 clients, connecting analytics and transformation programs with business priorities.
August 2016 - December 2019
Sr. Manager & Practice CRO, Data & Analytics Strategy. Led teams of consultants, data scientists, and engineers on enterprise data and analytics programs.
2008 - 2016
Earlier work in consulting, advisory sales, enterprise transformation, and operations.
Salesforce was a 2025 TSIA STAR Awards finalist for Excellence in Demonstrating and Defending Value. View the recognition ↗
A few ways I’m putting AI to work.
ENTERPRISE AI / INDEPENDENT PROTOTYPE
I built Valerie to explore what an AI customer review should show: readiness, adoption, and evidence of value.
It’s a source-code prototype with account scoring and a portfolio rollup. The scoring logic and sample data are available in the repository.
Explore the sourceValerie is a concept prototype. Its sample customers, scores, and financial figures are fictional.
What Valerie looks at
A personal experiment in AI-assisted real estate work, from market preparation and listing narratives to decisions that still need human judgment.
Skills
Team building, coaching, forecasting, executive selling, and account strategy.
Sales engineering, use-case discovery, POV design, and customer value.
Salesforce, Agentforce, Data Cloud, and agentic AI workflows.
Tableau, SQL, Python, Snowflake, Databricks, and Next.js.
Open questions
These are some of the questions behind the tools I’m building and the workflows I use.
I use Claude to bring my Salesforce and partner data into a cockpit built around how I work. It connects with automated Slack messages, and I’ve built live QBR sites that let me drill into the detail. Salesforce is still the trusted CRM. I’m choosing how I interact with it.
I created The Value Handshake to connect Sales, technical teams, and Customer Success around Agentforce and Data Cloud adoption. The work focused on measurable customer value and what each team needed to carry forward.
Building Valerie gives me a way to examine that. A model can put readiness, adoption, and value in one place. I still want to know what evidence sits behind a score and what the account team should do with it.
If you’re working on enterprise AI, sales, or customer value, I’d be glad to hear what you’re seeing.