CV

Barry Nelson

Highlights

  • 15 years experience in enterprise SaaS pre-sales and IT consulting, with 7 years as a pre-sales manager/player-coach at Salesforce, Hearsay Systems, Even Financial (acquired by MoneyLion), and MicroStrategy
  • 6 years experience managing pre-sales teams selling into financial services (wealth/asset management, insurance, retail banking); additional vertical experience in manufacturing and professional services

Experience

IBM

Feb 2024 – Present

Senior Managing Consultant, Customer Transformation

  • Lead Architect, Enterprise SaaS S2P Agentic Transformation (Sep 2025 – Present): Leading holistic design and roadmap for complete overhaul of procurement, AP, and Expense operations through AI agentification via Agentforce. Responsible for AI persona development, data/integration layer requirements, and transformation roadmap.
  • Lead Architect, Enterprise SaaS Help Desk Modernization (Feb 2025 – Sep 2025): Led end-to-end technical design and delivery of centralized Service Cloud ticketing system. Designed custom integrations with Slack, implemented automated skills-based routing, and led UAT/Hypercare defect resolution.
  • Project Manager, Enterprise Pharma Contact Center Expansion (Sep 2024 – Feb 2025): Managed solution discovery, design, and delivery for high-complexity Salesforce contact center expansion. Led onshore/offshore team coordinating with multiple stakeholders.
  • PM/Solution Architect, Enterprise Pharma Contact Center Analytics (Feb 2024 – Sep 2024): Led discovery, design, and delivery of overhauled operational analytics system. Personally developed analytics solution fully adopted by client for daily operational decision-making.

Salesforce

Feb 2018 – Aug 2019; Jun 2020 – Apr 2023

Senior Manager, Solution Engineering (Service Cloud, SMB)

Jan 2022 – Feb 2023

  • Led a distributed team of 11 Solution Engineers covering Service Cloud accounts across Central and Eastern US. Team ACV accomplishment led the organization.
  • Recruited and ramped new SEs, drove enablement programs, and served as leadership coach for Service Cloud Automation CoE group.

Principal Solution Engineer (Service Cloud)

Feb 2018 – Jan 2022

  • Led SE efforts on several of the largest Enterprise accounts (IBM, Deloitte, Honeywell, Danaher, WeWork), with 8-figure new ARR accomplishment.
  • Built custom support applications leveraging advanced automation, AI, and scripting. Spearheaded early solutioning around Workforce Management, ITSM, and Slack integration.
  • Led Service Automation CoE group and developed initial SE enablement program around Salesforce Next Best Action.

Even Financial

Aug 2019 – Jun 2020

VP, Technical Solutions

  • Built hybrid pre/post-sales team to accelerate GTM strategy, including custom demo and pilot program development.
  • Showcased API products using no/low-code tools and scripting to deliver custom demonstrations.

Hearsay Systems

Apr 2013 – Feb 2018

Director, Solutions Consulting

  • Built from scratch and led the pre-sales solutions consulting team, supporting global sales for the leading client engagement platform in financial services.
  • Oversaw pre-sales org growth supporting nearly 5x company ARR growth through multiple rounds of product expansion.
  • Developed RFP and infosec response processes for Fortune 100 banks and insurers. IC on major wins at New York Life and Morgan Stanley.

MicroStrategy

Aug 2011 – Apr 2013

Sales Engineer

  • Led custom product demos and consulted on integration of social data into client marketing, including consumer segment modeling, media planning, and CRM/loyalty integration.

Education

Vanderbilt University

MBA (Marketing)

Middlebury College

BA (Film, English)

Certifications & Skills

Salesforce AdministratorSalesforce Advanced AdminSalesforce App BuilderService Cloud ConsultantExperience Cloud ConsultantAgentforce SpecialistKCS CertifiedDemo2WinChallenger SaleMEDDPICC