Executive Summary

Enterprise AI + automation leadership across CRM/ERP stacks.

Senior AI & Automation leader shaping enterprise roadmaps, orchestrating programs across CRM & ERP stacks, and translating business challenges into scalable, data-driven solutions that unlock efficiency, accelerate growth, and drive innovation.

Professional Summary

Strategic architect at the intersection of AI, automation, and enterprise systems.

I thrive at the intersection of technology, systems design, and innovation, transforming complex, abstract challenges into tangible, scalable solutions. I build AI roadmaps, automation frameworks, and intelligent processes across Salesforce, Dynamics, NetSuite, Jira, Airtable, and data ecosystems.

I focus on making the intangible understandable: documenting architectures, defining guardrails, and designing workflows that are observable, usable, and safe for teams with mixed technical fluency.

Strategic Highlights

What I optimize for: scale, clarity, and measurable outcomes.

  • Defined and executed enterprise AI + automation strategies across Salesforce, NetSuite, and Workato.
  • Built automation frameworks reducing research/reconciliation time by up to 90%.
  • Developed document lifecycle automation improving compliance and governance.
  • Led cross-functional teams; embedded AI governance + process excellence into operations.
  • Directed automation across CS/Finance/Ops for 17K+ customers.

Skills

Core technologies across programming, integration, analytics, and automation.

Programming & Scripting

  • Core: Python, JavaScript, Ruby, SQL
  • Query: JQL, SOQL, SOSQL, SQL, TSQL
  • Markup/Styling: HTML, XML, VFP, CSS
  • Extensions: TypeScript, JSON, Bash/Shell

Integration & Automation

  • Workato
  • Boomi
  • MuleSoft
  • PowerApps
  • Power Automate (Flows)

Data / Analytics

  • PostgreSQL, Snowflake, BigQuery, MongoDB, Redshift
  • Power BI, Tableau, Excel, Google Sheets
  • Jupyter Notebook

Languages

English100%
Sign Language85%
Russian25%

Professional Experience

Roles focused on enterprise AI, automation, and systems design.

Tebra — Senior AI & Automation Engineer

July 2024 – Present

Driving AI and automation strategy across Customer Success, Finance, and Operations within the Snowflake, Salesforce, and NetSuite ecosystem.

  • Defined enterprise AI strategy; integrated automation into core operational workflows.
  • Deployed Workato GO Genie chatbot; reduced support case volume by 20%.
  • Automated Salesforce CPQ + amendments; improved visibility and forecasting.
  • Built customer profile context; reduced research time to under 2 minutes.
  • Drove data modeling and automation across Salesforce + NetSuite.
  • Partnered with leadership on long-term data governance goals.
  • Led CPQ migration to streamline contract workflows and improve financial visibility.
  • Mentored teams on automation best practices and AI adoption.

Allegro MicroSystems — Senior Business Systems Analyst

Jan 2023 – Jan 2025

Modernized enterprise systems and analytics; built foundations for scalable automation through governance and reporting.

  • Championed KPI reporting + adoption tracking; improved ownership and deployments.
  • Implemented Salesforce change management governance.
  • Built cross-team reporting to improve leadership visibility.
  • Developed document lifecycle automation for manufacturing operations.
  • Created modular enablement content framework for scalable onboarding.
  • Aligned initiatives with strategic objectives for measurable impact.
  • Streamlined workflows; enforced consistent governance.
  • Resolved complex data + automation issues across enterprise systems.

WETT — Operations Project Lead

Jul 2021 – Dec 2022

Directed operational technology modernization integrating data, automation, and knowledge systems across transmission infrastructure.

  • Delivered ~$700K cost savings through automation and process streamlining.
  • Automated RTAC/SCADA functions; improved reliability and reduced downtime.
  • Built validation automation for substation naming/assignment integrity.
  • Standardized configuration and naming for 180kV/360kV substation creation.
  • Maintained Oracle asset management systems and commissioning standards.
  • Partnered with Finance to reconcile ledgers across divisions.
  • Created playbooks and training to scale best practices.
  • Championed cross-team incident response and operational visibility.

SHI — Operations Analyst

Mar 2020 – Jul 2021

Built automation, reporting, and documentation standards to improve throughput and data integrity across operations.

  • Automated invoicing workflows; reduced manual data entry burden (5 FTE equivalent work).
  • Improved invoice turnaround and reduced operational errors.
  • Built Power BI dashboards for faster leadership decisions.
  • Managed ETL processes and compliance documentation.
  • Established scalable documentation standards and knowledge sharing.
  • Analyzed trends/anomalies to drive continuous improvement.
  • Built governance habits for sustainable operations.
  • Led training to increase adoption of automated processes.

Education

Formal study supporting analytics, systems thinking, and applied problem-solving.

University of Texas

Data Analytics and Visualization (2019)

Columbia College / Midland Technical College

  • Columbia College: Mathematics & Chemistry (2012–2014)
  • Midland Technical College: Associates (2009–2012)

Portfolio

Selected systems and experiments.

Contract Data Pipeline

End-to-end procurement data pipeline that unifies Purchase Orders + Contracts into a governed, analytics-ready model for spend visibility, compliance, and vendor performance.

  • Standardized fragmented source data (supplier, items, units, dates, currencies) into a canonical dataset with durable keys and mapping logic.
  • Enabled reliable PO-line compliance analytics across complex relationships (contracts, amendments, PO headers/lines) with explicit linking rules.
  • Improved trust and repeatability with automated data quality gates (freshness, completeness, referential integrity, anomalies) and drill-through to PO-line evidence.
  • raw → staging → curated
  • Entity resolution
  • Surrogate keys
  • Incremental loads
  • Data quality
  • Dimensional marts
Case Study

Subscription Self-Serve Automation

Validation + orchestration engine that turns subscription events into deterministic, auditable contract amendments in Salesforce CPQ.

  • Normalizes and maps raw subscription events in Snowflake into an amendment-ready canonical model (products, quantities, pricing families).
  • Uses a Workato parent recipe to enforce validation gates, idempotency, routing, and stage-by-stage audit logs.
  • Builds CPQ artifacts safely (Opp → Quote → Quote Lines → Order), supporting complex realities like ALDs, upgrades/downgrades, and multiple active contracts.
  • Workato
  • Snowflake
  • Salesforce CPQ
  • Validation gates
  • Idempotency
  • Audit logging
  • Orchestration
Case Study

OTA Monitoring (Performance Alert & Monitoring)

Explainable alerting + monitoring framework that converts weekly OTA metrics into prioritized, owner-aware tickets and watchlist signals.

  • Standardizes OTA feeds into a canonical schema; computes KPIs (CVR), baselines, streaks, and eligibility flags.
  • Detects tiered issues: visibility failures (critical), conversion leakage (high ROI), and trend signals (monitor) to reduce alert fatigue.
  • Routes actions to the right owners (Ops / Distribution / Revenue) with clear evidence context and fail-safe handling for missing/delayed upstream data.
  • Monitoring
  • Alerting + Ticketing
  • Rule-based detection
  • Owner-aware routing
  • Eligibility + streak logic
  • Guardrails
  • Early-warning foundations
Case Study

SYNaTRA Synthetic Triage Agent

Ticket triage + context agent for Customer Success teams handling complex enterprise accounts.

  • Reduces “time-to-context” by retrieving and summarizing related Salesforce Cases, Jira issues, and subscription status.
  • Improves first-contact resolution with concise next-step guidance and consistent case narratives.
  • Supports safer operations with clear source attribution and human-in-the-loop workflows.
  • LLM / Agents
  • Retrieval + Summarization
  • Salesforce
  • Jira
  • APIs
Case Study

The Mediator

AI-assisted Jira intake + coaching layer that turns vague requests into Definition-of-Ready tickets using Malcolm’s Chaos Score.

  • Converts noisy Jira requests into consistent Bug/Story structures and enforces a clear Definition of Ready.
  • Scores clarity with Malcolm’s Chaos Score (1–10) and returns actionable, growth-minded coaching prompts.
  • Uses safety guardrails: drafts changes first, only updates explicitly requested fields, and defaults to internal comments.
  • Jira intake
  • Definition of Ready
  • Coaching loop
  • Guardrails
  • Workflow design
Case Study

RequestForm (Salesforce Workflow Rebuild)

Rebuilt a fragile, Oracle-era intake workflow into a maintainable Salesforce process for internal teams.

  • Improved throughput and transparency by standardizing intake + reducing manual handoffs.
  • Reduced errors by enforcing validation, consistent data capture, and reusable modules.
  • Enabled self-serve reporting with dashboards + training artifacts for users and developers.
  • Salesforce
  • Apex
  • Visualforce
  • PDF Rendering
  • Process Engineering
Case Study
Earlier / Experiments Student + exploratory work

Dat-a-Mate (ML Group Project)

Exploration: ranking search results by predicting a “match” signal using ML + face recognition concepts.

  • Built an end-to-end flow across ingestion, modeling, and visualization.
  • Practiced API integration + web scraping and presenting outputs clearly.
  • Python
  • Machine Learning
  • APIs
  • D3.js
GitHub

Weather Research (SQLAlchemy)

Exploration: comparing historical + current patterns to support trip planning and decision-making.

  • Modeled and queried weather data with SQLAlchemy to compare time windows.
  • Strengthened data modeling + analysis habits for real-world questions.
  • Python
  • SQLAlchemy
  • APIs
  • Data Analysis
GitHub