Core Identity
Builder of unified partner operating systems
The consistent pattern across roles is not title inflation. It is individual ownership of complex systems while coordinating cross-functional teams around CRM, ERP, analytics, partner workflows, and revenue operations.
AI Focus
For the last two years, AI has been the active build layer: workflow automation, orchestration, reporting, forecasting insight, RAG architectures, and systems that interpret data and trigger actions automatically.
- n8n and low-code orchestration patterns
- AI-assisted reporting and pipeline risk surfacing
- Vector databases and RAG for retrieval and decision support
- Automation across CRM, partner systems, and reporting
The Crown Jewel
AVST Built as a Full PRM Ecosystem Inside Salesforce
Over sixteen years, the AVST platform became a cradle-to-grave partner and revenue operating system, built personally inside Salesforce before the market had standardized PRM platforms.
Modern Stack View
CRM + PRM + Ecosystem Discovery Layer
Today’s partner stack is familiar: Salesforce as system of record, PRM platforms like Impartner or Mindmatrix for lifecycle management, and discovery platforms like Crossbeam or PartnerTap for overlap and co-sell intelligence.
- PRM layer: onboarding, deal reg, training, tiers, MDF, reporting.
- Ecosystem layer: secure CRM sharing, overlap detection, co-sell discovery, influenced revenue attribution.
- Salesforce direction: Partner Cloud is converging toward the same unified operating model I have spent much of my career building.