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Daniel R.

Hands‑on CTO & Ex-founder - Salesforce Enterprise Architect | CPQ & Revenue Cloud | DevOps | Integrations | Enterprise AI

I’m a hands‑on technology leader with 25+ years building and scaling SaaS products, platform integrations and Salesforce practices. I specialize in Salesforce Enterprise Architecture (CPQ, Revenue Cloud, Agentforce), enterprise AI, cloud infrastructure and DevOps - delivering measurable business outcomes (>20% growth in two quarters, 130% annual practice growth, CPQ→RCA migration time cut >60%, AI contract reconciliation that reduced time‑to‑close >10%). I blend deep technical fluency (Apex, LWC, Java, Kubernetes, AWS, LangChain) with product and GTM leadership to deliver secure, enterprise‑grade solutions and repeatable delivery models. Family man and fitness fanatic outside of work.

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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 PidgeonChief 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 TaoChief Data Scientist, Head of AI, Gruve

Work

Experience

Sep 2025 — Present
OneSolve

OneSolve

Advisor, AI & SaaS Strategy | OneSolve

  • Advising OneSolve on scaling enterprise automation and AI practices. Providing strategic guidance on SaaS product development, Salesforce and cloud ecosystems, and go-to-market growth.
  • Drawing on 20+ years of experience in building and scaling technology companies to support OneSolve’s mission of delivering measurable business impact through automation, integration, and AI-driven solutions.
  • Key contributions:
  • Guidance on product and roadmap strategy for AI and Salesforce ecosystem solutions
  • Advising on GTM scaling, partnerships, and enterprise customer success
  • Supporting leadership in building scalable SaaS and cloud practices
Apr 2024 — Present
Prodly

Prodly

Advisor

Salesforce DevOps made simple! Manage, version, test, and deploy data and metadata with end-to-end Salesforce DevOps for speed, efficiency & compliance.

  • Advisor and Board Member.
May 2024 — Sep 2025
Gruve

Gruve

VP, CX Practice

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.
May 2024 — Sep 2025
Gruve

Gruve

VP, Practice Lead, CX

  • Built Salesforce practice from the ground up: Increased annual revenue by 200%, recruited and scaled a cross-functional team (sales, marketing, engineering, delivery) and rapidly raised Gruve’s official Salesforce
  • partner status.
  • Implemented a consolidated GTM process: Defined and executed an integrated go-to-market strategy that unified sales, marketing, and partner motions; developed industry-specific offerings, sales enablement, solutions and
  • demand generation campaigns aligned to Salesforce co-selling; built out business systems which ran the lead funnel, including HubSpot and Salesforce.
  • Delivered excellence in Salesforce services for customers: Directed pre-sales solution engineering and implementations across Sales Cloud, Marketing Cloud, Revenue Cloud, Data Cloud, Agentforce, Einstein, and Automotive
  • Cloud; led the development of a leading Agentforce agent for quoting on Salesforce CPQ and RCA.
  • Enterprise Data + AI: Cross-practice collaboration between CX and the Data + AI practice (Microsoft Azure Data Lakes, Crew.
  • ai, n8n) to deliver enterprise-scale solutions spanning CRM, ERP, data lakes/warehouses, and contact center systems.
  • Strategic Partnerships: Established and scaled partnerships within the Salesforce and AI ecosystem and complementary technology providers, strengthening Gruve’s offerings and client pipeline.
  • Practice Expansion & Integration: Led the operational integration of an acquired Salesforce SI, harmonizing methodologies, people, and delivery capacity.
Jun 2017 — Apr 2024
Prodly

Prodly

Co-Founder & CTO

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.
Jun 2017 — Apr 2024
Prodly

Prodly

Co-Founder & CTO

  • As a co-founder and CTO of Prodly, 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.
  • Engaged with customers, partners and other stake holders to deliver dozens of successful Salesforce CPQ implementations projects using Prodly.
  • Developed a Salesforce CPQ to RCA/Revenue Cloud migration utility which achieved a cut of over 60% in delivery time.
  • Accelerated integration of gen AI into the product, overseeing a RAG based chat agent, built on AWS Sage Maker / Bedrock.
  • Lead the creation of 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%.
  • Facilitated six figure enterprise deals by building an Information Security Management System and achieved a SOC2 certification.
  • Built DevOps/DevSecOps teams which maintained an SLA uptime of >99.99% and achieved over 70% improvements in DORA metrics.
  • Scaled and matured the customer support team helping to achieve an NPS of >80.
  • Implemented the day to day business operations of a venture backed SaaS startups, helping refine the pricing strategy, growth targets and analytics.
Aug 2010 — Jun 2022
Decisis Cloud

Decisis Cloud

Managing Partner

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.
Aug 2010 — Jun 2022
Decisis Cloud

Decisis Cloud

Founder

  • 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.
  • Managed the development and maintenance of the Adobe Acrobat Sign for Salesforce integration application, one of the top listed apps on the Salesforce AppExchange.
  • Lead the design and implementation of other industry leading managed Salesforce applications, including for Gong and Talkdesk.
  • Delivered large scale implementations of Salesforce CPQ, Sales Cloud, Service Cloud and Digital Experiences.
  • Provided staff augmentation services helping to administer internal Salesforce business orgs.
  • Optimization and migration consultation services for clients with complex and mature Salesforce orgs, such as Wrike.
  • Scalable system integrations using Celigo and MuleSoft iPaaS platforms.
Mar 2008 — Aug 2010
Steel Brick (Acquired by Salesforce)

Steel Brick (Acquired by Salesforce)

Senior Software Engineer

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.
Mar 2008 — Aug 2010
SteelBrick

SteelBrick

Senior Software Engineer

SteelBrick is now Salesforce Quote-to-Cash! https://www.linkedin.com/company/salesforce-quote-to-cash/

  • Joined SteelBrick as an early founding team member and played a key role in building the application that became Salesforce CPQ.
  • Responsible for product design, implementation, and early customer rollouts, gaining deep knowledge of CPQ and the Salesforce platform.
  • Helped design and implement core features of the Configure, Price, Quote (CPQ) application to work seamlessly inside Salesforce.
  • Worked extensively with Sales Cloud, the Salesforce platform, and ISV managed packages to build scalable, secure apps.
  • Supported early customer deployments, tailoring the product to real-world quoting and sales processes.
  • Collaborated with product and engineering leadership to lay the technical foundation for rapid growth and global adoption.
  • Developed in-depth knowledge of quoting workflows, product and price book configuration, and Sales Cloud integrations.
Feb 2005 — May 2011
Cisco

Cisco

Technical Leader - Senior Software Architect

Cisco hardware, software, and service offerings are used to create the Internet solutions that make networks possible--providing easy access to information anywhere, at any time.

  • Led design and development of a modular network management platform, translating requirements into architecture and technical specs.
  • Mentored a team of developers and testers while shaping strategy and execution across a distributed global team.
  • Designed a Spring-based Java EE architecture with extensible components, REST APIs (JSON/XML), and embedded Tomcat.
  • Implemented Oracle/Derby RDBMS with Spring JDBC and Hibernate transactional clients.
  • Built a Hudson CI/CD pipeline with Maven/Nexus integration, automated reporting, and metrics for code coverage and static analysis.
  • Established a TestNG + Selenium test framework with reusable libraries for unit, functional, and performance testing.
  • Created fully virtualized RedHat Linux dev/test environments using vSphere and LabManager.
  • Served as Scrum Master within an agile development process, coordinating teams across North America, Europe, Israel, and India.
Jun 2004 — Feb 2005
Adobe

Adobe

Software Engineer

Adobe is changing the world through digital experiences. We help our customers create, deliver and optimize content and applications.

  • Part of the core engineering team working on the Contribute web content management and collaboration system.
  • Worked on the Contribute publishing system, a web publishing server.
  • Principal duties included working with all major J2EE servers and major LDAP servers to automate server-side testing.
  • Developed a web services based notification mechanism and sample clients to send notifications to administrative clients.
  • Created development, staging, and production environments spanning J2EE, Web, LDAP, and ActiveDirectory servers.
Apr 2003 — Jun 2004
Cisco Systems

Cisco Systems

IT Engineer/Analyst

  • Worked on the IT team responsible for creating, maintaining, and improving the Cisco.com website.
  • Developed a metadata framework that served as the core engine for the data-driven site.
  • Built tools allowing other teams to retrieve, store, and modify data in the metadata framework.
  • Played a strongly analytical role, dealing with a wide range of client adapters.
Aug 2002 — Apr 2003
Latitude Digital Marketing

Latitude Digital Marketing

Product Quality Engineer

Latitude is an international digital marketing agency, owned by Callcredit Information Group, focused on SEO, PPC, creative, content marketing, and paid social to drive customer acquisition and revenue.

  • Contributed to the overall quality of release of the MeetingPlace server as part of the Product Quality group.
  • Performed manual testing and developed test automation to assure quality for each release.
  • Executed VUI testing and regression testing while configuring and troubleshooting telephony equipment including spans, blades, T1 and E1 ports.
  • Led and revamped the automated testing approach, developing flexible automation for MeetingPlace SNMP features and trap generation.
  • Automated server CLI testing and regression with Expect/Tcl and Abacus scripts and developed a mass stress-testing environment.
  • Designed and implemented test plans for mission-critical projects.
Aug 2000 — Aug 2002
Cisco Systems

Cisco Systems

Software Engineer

  • Participated in numerous projects working with development and quality assurance groups.
  • Wrote and maintained WinRunner TSL automation scripts and ran them for regression, BATS, and smoke tests.
  • Configured LAN and VLAN using IOS commands on Cisco routers, switches, IP Phones, and Call Managers.
  • Contributed to a library of test automation helper functions and tools using Oracle 9, SQL, C++, Java, Perl, TSL, and bash for RedHat Linux.
  • Part of a four-person team that built a Java-based Test Executioner called TestCafe and a network simulation tool with a Swing UI and Java/C backend.