Teams at KLDiscovery

Lead end-to-end sales and revenue growth for CLM Contract Management Services. Own quotas for implementations, migrations, managed and AI-enabled contract services; generate pipeline via outbound, partners, and events; manage deal cycles from qualification to close; build relationships with legal and procurement stakeholders; develop GTM with cross-functional teams; forecast pipeline and coach junior BD/sales staff.

Lead rebuilding FP&A systems and models: design Oracle→Pigment pipelines, ensure data integrity across systems, co-develop and operate Claude AI agents, own rolling forecasts, EBITDA bridges, scenario and capital analysis, produce executive strategy memos and KPIs, and mentor junior FP&A staff.

Build and maintain Oracle-to-Pigment/Adaptive data pipelines, ensure daily data reconciliations across Oracle, Pigment, and Salesforce, co-develop and monitor Claude-based AI agents for FP&A workflows, administer Pigment/Adaptive and SSRS automation, standardize chart of accounts, and produce reliable finance reporting and forecasts.