Teams at Total Expert

Drive new-logo acquisition and account growth across enterprise financial services prospects. Manage complex sales cycles, territory and account strategies, pipeline generation, CRM hygiene, and cross-functional internal teams. Sell SaaS features and services to banks, credit unions, and mortgage organizations while managing accounts through prospecting, acquisition, retention, and expansion. Travel approximately 25% for customer visits and industry events.

Leads the Applications engineering organization across six product areas, partnering with the SVP Engineering on technical strategy, roadmap, delivery, quality, and execution. Manages engineering managers, develops technical leaders, builds distributed teams, raises hiring standards, drives reliability and legacy modernization, and leads major programs including an orchestration engine and Contact Service migration. Owns AI adoption, customer alignment, incident learning, organizational change, and delivery outcomes across customer-facing products.

Leads Total Expert’s Technical Account Management organization and owns Admin Copilot’s subscription revenue, expansion, delivery capacity, margins, and customer value. Builds scalable technical services, establishes platform and quality standards, applies AI and MCP tooling, oversees integrations and data initiatives, and develops TAM leaders. Partners with Sales, Finance, Product, Engineering, and Customer Success while managing strategic customer relationships, commercial escalations, and technical delivery across a growing SaaS services business.