Daniel R.

San Francisco, CA, USA

Experienced executive, technical leader and successful serial entrepreneur.

A proven technology leader with 20+ years of experience driving innovation at the intersection of AI, Salesforce, and cloud platforms. I’ve built and scaled both products and services that deliver measurable business impact, with a consistent focus on customer experience, data-driven insight, and enterprise scale.


Recognized nationally as one of the top CTOs in the Productivity Tools space, I have a track record of growing practices from inception to multimillion-dollar revenue, driving GTM strat…

Daniel R.

Testimonials

  • Daniel was very attentive from the early phase planning of our strategic project aims and objectives, and positioned his resource expertise in order to make the outcomes ultimately successful. Additionally, his positive personality and real world experience was hugely beneficial in managing not planned events.

    PDAP

    Prof. Dr. Andrew Pidgeon

    Chief Innovation Officer, Dorsch Global
  • Daniel was instrumental in scaling Gruve’s CX practice, demonstrating exceptional expertise in applying AI to complex technical product domains. His ability to bridge advanced technology with practical business outcomes made a significant impact on both the team’s growth and the value delivered to clients.

    CT

    Charlotte Tao

    Chief Data Scientist, Head of AI, Gruve

Work

Experience

  • Gruve

    Gruve

    VP, CX Practice

    May 2024 - Sep 2025

    Gruve AI is a technology services and solutions company that helps enterprises connect AI, data, and Salesforce to transform customer experience, streamline operations, and drive new revenue.

    • Established a robust Salesforce practice in 1 year, driving annual revenue growth to 130% by scaling a cross-functional team and forging strategic alliances.
    • Executed a unified go-to-market strategy within 6 months, developed industry solution accelerators, enhancing sales and marketing alignment, resulting in an 80% increase in pipeline creation.
    • Directed pre-sales solution engineering and implementations across Salesforce Sales and Revenue clouds, CLMs, and doc gen. Led the development of a leading Agentforce agents for quoting and SDRs.
    • Delivered enterprise-scale agentic AI through cross-practice collaboration, enhancing integration across CRM, ERP, and data systems.
  • Prodly

    Prodly

    Co-Founder & CTO

    Jun 2017 - Apr 2024

    Prodly is a leading Salesforce DevOps platform that enables admins and citizen developers to effortlessly manage, version, test, and deploy both data and metadata—streamlining releases, automating sandbox seeding, and supporting enterprise-grade governance and compliance within Salesforce environments.

    • Drove innovation which guided the company from inception to Series A, $6 million in ARR, over 50 employees and over 150 customers, including numerous Fortune 100 organizations.
    • Delivered over 20 successful Salesforce CPQ implementations within 12 months by collaborating with customers and partners, leveraging Prodly's innovative solutions, achieving an NPS of >80.
    • Scaled a diverse and cohesive high-functioning engineering team, through recruitment, hiring and onboarding. Achieved a 2x growth in product usage by building a modern product infrastructure with a scalable distributed architecture.
    • Lead the product roadmap definition and feature delivery which helped drive 2x ARR growth and an NRR over 90%, built DevOps/DevSecOps teams which maintained an SLA uptime of >99.99% and achieved over 70% improvements in DORA metrics.
    • Facilitated six figure enterprise deals by building an Information Security Management System and achieved a SOC2 certification.
  • Decisis Cloud

    Decisis Cloud

    Managing Partner

    Aug 2010 - Jun 2022

    Decisis Consulting Services helped guide some of the leading SaaS technology companies on their journey to implement, optimize and deploy custom solutions based on the Salesforce platform.

    • Built a highly successful boutique Salesforce technology services company provided advisory, implementation and managed services for some of the leading technology companies.
    • Owned the design, implementation and maintenance of the Adobe Sign, Gong, Talkdesk for Salesforce and many other leading ISV Salesforce integrations.
    • Delivered large scale implementations of Salesforce CPQ, Sales Cloud, Service Cloud and Digital Experiences, third party systems such as Conga, IronClas and Zuora, as well as data pipeline and integrations through MuleSoft, Informatica.
  • Steel Brick (Acquired by Salesforce)

    Steel Brick (Acquired by Salesforce)

    Senior Software Engineer

    Mar 2008 - Aug 2010

    SteelBrick was a Salesforce-native startup that built a Configure, Price, Quote (CPQ) application to streamline sales quoting, later acquired by Salesforce and rebranded as Salesforce CPQ.

    • One of the original founding team members, playing a key role in building the application that became Salesforce CPQ.
    • Helped design and implement core features of the Configure, Price, Quote (CPQ) application, ensuring it worked seamlessly in Salesforce, gaining expertise in building scalable apps that met security and compliance standards.
    • Supported early customer deployments, tailoring the product to real-world quoting and developed in-depth knowledge of quoting workflows, product and price book configuration, and Sales Cloud integrations, establishing a long-term specialization in CPQ.
    • esponsible for product design, implementation, and early customer rollouts, giving me deep knowledge of both CPQ and the Salesforce platform.

Similar Members

  • Brooke M. profile image
    Brooke M.
    Fractional CDO
    1. GlassdoorGlassdoor
    2. BrainPOPBrainPOP
    3. SiriusXMSiriusXM
    Data Visionary Blending Strategy with Innovation
    Hire Brooke M.
  • Cristina Z. profile image
    Cristina Z.
    Fractional Instructor
    1. The Brain and IThe Brain and I
    5 Star Data Instructor and Course Creator
    Hire Cristina Z.
  • Emad H. profile image
    Emad H.
    Fractional CEO
    1. PayPal, Inc.PayPal, Inc.
    2. MetaMeta
    3. Booz Allen HamiltonBooz Allen Hamilton
    Results-driven leader with extensive experience in AI/ML, business intelligence/analytics & data products
    Hire Emad H.