BeyondTrust’s first Engagement Manager.
Spearheaded defining processes and policies that impacted Sales, Sales Engineers, and Professional Services departments.

Mentored and trained other EMs in both BeyondTrust products, as well as policies for how the EM team operates.

Performed Scoping Calls daily, to gather requirements that would, in turn, be placed into Statements of Work or Description of Services.

Developed many iterations of Professional Services packages. In turn, this optimized our ProServe practice by minimizing the quantity of custom SOWs/DOSs written up.

Defined the rules of engagement, in terms of defining processes Sales and Sales Engineers must follow to get the services our customers require. Created simple flow charts to ease adoption of processes.

Created Architecture Diagrams that are used pervaisively across entire organization.