Vetted CRM Professionals

Dan Gervais

Screened ReferencesStrong rec.

Executive technology leader specializing in big data, AI/ML, and SaaS platforms

Escondido, CA28y exp

“Hands-on IT/engineering executive who has led high-impact architecture changes and compliance-driven data systems. Notably built an internally developed columnar database at Troparé (with dual-support UI for legacy/new DBs) and shipped an MVP in 3–4 months with dramatic performance improvements, and previously delivered PCI/opt-out compliant deletion workflows while addressing DB performance and migrations.”

“Senior CRM/lifecycle marketer with hands-on experience owning campaign operations, segmentation, QA, testing, and performance analysis across tools like Infor, Salesforce, Adobe, and Constant Contact. They’ve led multi-channel growth initiatives tied to measurable business outcomes, including a 35% lift in engagement/response and experimentation programs that improved CTR, participation, and cost efficiency. Holds an MBA and highlights experience supporting global-scale campaigns reaching 126 million contacts.”

Fatema Tuzzohra

Screened

Senior Full-Stack Java Developer specializing in banking and healthcare platforms

Hicksville, NY12y exp

“Enterprise-focused full-stack/backend engineer with hands-on experience shipping a production LLM-powered document analysis platform for internal operations teams. They combine cloud-native microservices expertise across AWS/Azure with practical agent-system design, including async orchestration, model routing, observability, and safeguards for hallucinations, failures, and human-review fallbacks.”

Steven Zavala

Screened ReferencesStrong rec.

Director-level growth marketer specializing in DTC e-commerce and CPG

Los Angeles, CA10y exp

“Lifecycle/CRM marketing leader from the wine and beverage space who has owned high-volume email/SMS programs end-to-end and translated CRM insights into broader revenue strategy. Stands out for combining rigorous process design, cross-channel automation, and personalization testing to drive measurable gains, including a 45% lift in incremental email revenue and $1.6M in incremental on-site upsell/cross-sell revenue.”

Sindy Milosevich

Screened ReferencesStrong rec.

Senior Marketing & Communications Manager specializing in integrated brand and digital campaigns

Dartmouth, NS13y exp

“Marketing/PR professional with B2B/B2C demand-gen experience in the trucking/fleet space, including influencer sourcing/vetting (NDAs, background checks) and performance marketing. Has run Meta-driven acquisition funnels to landing pages/Marketo forms routed to Sales, measuring impact by completed credit applications, and partnered with Exxon to build monthly sales calendars and sales-ready social content.”

“Partnerships and GTM operator with experience across healthcare and the creator ecosystem: sourced and negotiated influencer deals for hormone healthcare products, and leveraged a personal network to land a major B2B white-label partnership driving steady monthly B2C sales. At TELUS Health, led a Learning product relaunch from one-time purchases to subscriptions (28% conversion vs 30% goal) and built a webinar acquisition loop optimized through iterative conversion experiments.”

“Customer-facing implementation/security-focused professional with experience at Freshworks and IMImobile (Cisco), advising enterprise customers on app security for CRM/ITSM and sensitive/PII workflows. Has led threat-model-driven remediation for API/RBAC/token risks and troubleshot complex cloud integration incidents (token expiry + load balancer misrouting) using logs/metrics/tracing, escalating with clear technical reports to accelerate engineering fixes.”

“Enterprise/technical seller with ~2 decades of complex sales experience, focused on high-ACV AI/robotics-style deals. Self-sourced and closed a robotics opportunity into a $500K paid pilot that expanded to $1M, coordinating NDAs and multi-party integrations across NVIDIA GPU/CUDA, camera, and VMS stakeholders. Also founded a startup and built early pipeline from scratch, leading a small sales team to close initial deals in a pre-revenue MVP stage.”

Shane Howard

Screened

Executive technology and operations leader specializing in consulting, SaaS, and digital transformation

Salt Lake City, UT32y exp

“Serial operator and founder with four exits, including a recent business sale after raising $750K, and experience leading 17 acquisitions. Has held CEO, CIO, and global delivery/operations leadership roles across VC-backed, PE-backed, and high-growth companies, with a strong track record in GTM, operational scaling, and building repeatable cross-functional systems for growth and exit.”

“Backend engineer who built an e-commerce order processing service in Python/Flask with PostgreSQL, focusing on correctness and reliability (idempotency, Redis locks, async payment processing with circuit breakers). Also integrated an ML recommendation system as a separate FastAPI inference service with caching and async embedding updates, reporting ~25% CTR lift, and has experience with multi-tenant isolation using PostgreSQL row-level security.”

“Analytics professional with experience at Franklin Templeton and IQVIA India, focused on turning messy cross-system data into trusted reporting and actionable business insights. Stands out for combining SQL, Python, AWS ETL, and BI dashboards to solve data quality issues, improve investor engagement analysis, and standardize commercial reporting in financial services and pharma contexts.”

“Business/data analyst with experience at KPMG and Liberty Mutual, focused on financial reporting, data quality, and analytics automation. Has built SQL and Python workflows for large transaction datasets, reduced manual reporting effort by 15+ hours per week, and translated ambiguous business questions into standardized KPIs and Power BI dashboards used for decision-making.”

“Backend-focused Python/Flask engineer with strong performance and scalability experience across PostgreSQL/SQLAlchemy optimization, caching, and async processing. Has implemented multi-tenant data isolation (schema/db per tenant with RBAC and encryption) and integrated TensorFlow-based ML inference behind a Flask REST API using Redis caching, batching, and async execution; reports measurable wins like cutting endpoints from 6–8s to ~2s and increasing throughput 3–4x via Celery queues.”

“Hands-on engineering manager/lead focused on Azure application deployments and CI/CD automation. Has led design sessions and 1:1 code reviews, and owned a production performance incident end-to-end from measurement and test-environment setup through production validation, while coaching team members via regular 1:1s.”

Vu Tran

Screened

Senior Product Manager specializing in 0–1 platforms, AI workflows, and product operations

Oakland, CA8y exp

“Customer success/product-facing operator from AllRoomie (AI-powered rental marketplace) who owned an enterprise real estate brokerage account end-to-end. Improved conversion and adoption by automating lead intake/routing and fixing integration issues, citing ~40% less manual coordination, faster response times, and expansion into additional regions through ROI-driven land-and-expand motions.”

“Backend engineer with hands-on ownership of banking microservices from initial design to launch and production support, including security, CI/CD, observability, and incident response. Stands out for measurable modernization impact—~35% faster backend processing, ~40% lower query latency, and ~30% better deployment cycles—and for a pragmatic approach to both Kafka-based async systems and controlled LLM integration in enterprise workflows.”