A creative and versatile Enterprise Application Software Sales Engineer , Technical Writer and Application Trainer accomplished in the project management of pre-sales and post-sales phases critical to the successful design, sale, implementation and support of complex Information Technology products and services. An innovative, resourceful and team-oriented business systems specialist dedicated to providing the highest level of customer/user satisfaction through creative solutions to business challenges.

Expertise includes:

  • Requirements gathering and analysis
  • Document Management / Business Process Workflow / Electronic Forms
  • Customized presentations for clients, senior management and trade shows
  • Designing, implementing and project management for production systems and proof-of-concept
  • Detailed responses to RFP requests
  • Writing and editing technical and sales/marketing collateral
  • Developing and delivering customized training
  • Troubleshooting and resolving system problems


Electronic Document Management, Business Process Management, Electronic Forms, Visio, HTML,  XML, Java, JavaScript, PHP, SQL, MS SQL Server, MySQL, Rapid Application Development Tools,  Relational DBMS, Adobe Illustrator, Adobe Photoshop, QuarkXpress,  MS Office, UNIX, VM, WordPress, Active Directory


Consulting / Technical Writing, 2016

  • Client: Purdue Pharma / Project: Work with Human Resources department to re-organize job descriptions – Develop process to engage managers to solicit updated descriptions, edit for consistency, update system
  • Client: Capgemini / Project: RFP for outsourced IT services for a major financial services firm – Review and edit material written by technical staff; Focus on Testing, QA, Adherence to SLA, Metrics

NRI (National Reprographics), New York, NY  2015 – Present

Print Services; Construction Information Management

Sales Engineer

  • Pre-sales support for sale of Print-to-Web SaaS services fulfilling ongoing custom and standard printed collateral
  • Developed suite of demo applications for Print-to-Web eCommerce and Construction Information Management systems

Insight Global, Stamford, CT 2015 – 2015

Provides clients with IT technicians and consultants

Technical Writer

Client: Connolly – As part of a Technical Writer team, writing and editing policies, plans and procedures to ensure compliance with HIPAA regulations for protecting privacy of client Protected Health Information (PHI)

Westbrook Technologies, Wallingford, CT  2012 – 2014

Document/Content Management, Business Process/Workflow, Electronic Forms

Sales Engineer

  • Pre-Sales support for national channel and direct sales team including sales training
  • Evaluate customer requirements and design and present proof of concept
    solutions including  document/content management, workflow/business process management, imaging and electronic forms
  • Develop and perform custom demos; Compose RFP/RFI responses
  • Create and manage solution center tools to support sales efforts of
    business partners/resellers

Alan Zipkin Consulting, Westport, CT  2009 – 2012

Offering: Web Site Design and Maintenance, Technical Writing, Training

EQECAT (A Division of ABS Consulting), Westport, CT    2005 – 2009

Catastrophe modeling software and consulting firm with headquarters in Oakland, CA

Sales Engineer

  • Pre-sales and post-sales support for Sybase-based Business Intelligence applications for  insurance and reinsurance companies/brokers and hedge funds
  • Worked with clients to gather system requirements and to execute proof-of-concept
  • Lead Sales Engineer for introduction of new products
  • Introduced use of remote collaboration tools for performing system upgrades leading to significant cost reduction
  • Performed consulting engagements that included analyzing and scrubbing data, and using SQL, Excel and Access to generate custom reports
  • Developed and delivered custom training for new customers and new users at existing clients
  • Utilized to manage client interaction and case management

BROADREACH PARTNERS, INC. (formerly LeadMasters), Stamford, CT    2002 – 2005

Outsourced Business Development firm supporting sales / marketing for the Information Technology industry Business Development Specialist

  • Developed marketing strategy and sales message for initial and follow-up contacts with “C” and director levels for clients in the Information Technology market
  • Established and maintained relationships with prospects through structured contact (voice and e-mail)

NEUVIS, INC., Shelton, CT    2000 – 2001

Internet Rapid Application Development software for consulting firms, financial services companies and other firms engaged in eCommerce (acquired by IBM/Rational Software)

Sales Engineer

  • Coordinated resources necessary for effective sales effort and client application development
  • Created system prototypes utilizing proprietary design tools, Java and JavaScript
  • Custom demonstrations using collaborative software
  • Responded to RFP requests
  • Wrote/edited marketing and training materials
  • Prepared analyses of competitive products

eSHARE TECHNOLOGIES, Westport, CT    1998 – 2000

Customer Interaction Management (CIM) software firm (originally called Melita, acquired by Aspect)

Sales Engineer

  • Pre/Post Sales for client/server and web-based CRM/Call Center/Workforce Management software (predictive dialing, net-agent)
  • Analyzed database and LAN/WAN environments to assure proper system development and installation


Telecommunications products and services company (acquired by BlackBox)

Application Design Consultant

  • Pre-sales project management for advanced client/server and telephony based enterprise CRM applications
  • Defined and presented functional specifications in structured statement of work including process/workflow

EIS INTERNATIONAL, INC., Stamford, CT    1995 – 1997

Predictive Dialing Systems firm (acquired by SER)

Applications Engineer

  • Pre-sales / post-sales project management for sale/implementation of CRM/Call Center/Workforce Management software
  • Prepared and delivered custom product demonstrations and customer education
  • Professional Services assisting clients in developing their applications

JOSEPH E. SEAGRAM & SONS, White Plains, NY    1994 – 1995

Consultant / Technical Writer

  • Wrote/edited user documentation for distribution
    application, including screen and field level help text
  • Utilized SQL to manage storage of text and to produce complete listing of documentation
  • Developed technical writing/documentation standards
  • Provided systems and application training for technical
    writing/QA staff

INTERTECH CORPORATION, Brookfield, CT    1992 – 1993

IBM Business Partner (no longer in business)

Senior Technical Marketing Representative

IBM CORPORATION, Norwalk, CT    1987 – 1992

Account Systems Engineer

  • Supported the sale of IBM mid-range systems through channel partners and direct to customers

CANAAN COMPUTER CORPORATION, Trumbull, CT    1983 – 1987

Mini-computer manufacturer (no longer in business)

Senior Systems Engineer




Adjunct Instructor, Mathematics and Statistics

GIBBS COLLEGE, Norwalk CT    2003 – 2004

Adjunct Professor, Database Design and Information Management


United States Army Reserve, Honorable discharge


MA, Statistics and Probability, University of Rochester, Rochester, NY

BA, Mathematics, Binghamton University (SUNY), Binghamton, NY