Stephen Jacobs

Responsible for the development, growth, and success of the Intelligent Automation practice with focus on Robotic Process Automation.

• Led creation of Intelligent Automation practice to expand footprint of service offerings.
• Initiated partnerships with top RPA vendors.
• Provide leadership and oversight to ensure consistent, high quality and cost effective service delivery by RPA development team
• Develop and maintain relationships with client at C-Suite level
• Develop, coach and recruit talented service team members
• Participate in marketing events (webinars, conferences/trade shows, etc.) to increase market presence

Hired and cultivated a team of direct reports through coaching, goal-setting, and performance management. Defined and presented reports on team performance to upper management. Acted as a player/coach to assist team with all presales activities.

• Worked with other leaders from different groups within Solutions Consulting org. to create custom cross-sell strategies to drive pipeline
• Managed demonstration projects (environments and solutions) to support sales efforts
• Managed enablement projects (webinars and video vignettes) to enable solutions consulting org.
• Led “Friends of Specialists” program to certify core solutions consultants on Intelligent Automation messaging and demonstrations
• As part of GTM team, constructed and delivered presentations/demonstrations for analysts and showcased product updates to existing clients via webinar series
• Developed deep working relationship with Product and Marketing teams to help drive product based on direct feedback from field
• Advisor to Pega Academy to ensure training materials were current and accurate
• Led Workforce Intelligence workshops to identify opportunities for process improvement through workflow analysis
• Due to early Services background with company, acted as bridge between Presales and Services

Worked closely with the Sales Team to create and deliver world-class technical presentations and demonstrations. Engaged with prospects to understand their key issues and evaluate how OpenSpan’s unique technology could drive meaningful improvements. Constructed custom POC/POTs to showcase our products working with high-value processes directly in client’s environment.

• From 2006-2011, worked in both Presales and Services fully implementing products/solutions after selling them to clients
• Developed custom solutions for clients based on review of current processes
• Defined directions and requirements to support timely implementation and quality of technical solutions
• Developed applications (win/web) to be utilized in demo solutions
• Generated value-based RIO proposals

Communicated clearly and effectively with users, asking questions and listening actively to responses to develop understanding of technical issues

• Diagnosed technical issues, identifying, and implementing corrective solutions
• Designed, configured, and tested computer hardware, networking software and operating system software
• Scheduled and executed software installations and upgrades.