David Stott, MBA
David is a dynamic professional with over 20 years of IT experience and skilled executive leadership. David has impressive track record of coming into any situation and assessing the opportunities, gaps, and paths to find success in complex initiatives. David is a firm believer in the People, Process, Product mindset. As a servant leader, David is a people first executive. This trait is core to his servant leadership style.
David has delivered hundred of initiatives throughout his career. Most recently he has excelled in the Salesforce ecosystem, embraced the platform, and built a reputation as a results driven professional.
As a testament to his belief to be a skilled resource to any initiative, David has earned 7 Salesforce Certifications, 3 Salesforce Super badges, and the rank of Double Star Ranger. David is a highly skilled Agilist having earned 3 Agile and SAFe certifications.
Always looking to stay in step with emerging technologies, David is currently researching and consulting with companies on the AI boom and the developing quantum computing technologies. David's expertise is driving new ways for companies to position themselves on the forefront of the next generation of data driven technology.
Distinctive Qualities
Human Potential Advocate
Dave is a catalyst for unlocking and maximizing the capabilities, talents, and aspirations of individuals and teams. His focus is on empowering people to reach their full potential by fostering a supportive and growth-oriented environment. Through mentorship, strategic guidance, and a commitment to personal and professional development, Dave inspires confidence, nurtures skills, and align individual goals with organizational success.
David is a advocate for empowering his teams to grow and become A+ team members.
Dave has led the formation and building of high preforming teams and talent that have become sought after resources within organizations.
Strategic Advisor
Known as a trusted expert who provides high-level guidance and insights to organizations and individuals, helping them make informed decisions to achieve their long-term goals. With a focus on strategy development and execution, Dave works closely with leadership teams to identify opportunities, address challenges, and align actions with overarching business objectives.
Dave analyzing complex scenarios, anticipating trends, and offering actionable recommendations to drive growth, innovation, and competitive advantage. Davr brings deep expertise in Salesforce and Delivery (Program and Project Management) fields, strong analytical skills, and the ability to navigate uncertainty, enabling clients to make decisions with confidence and clarity.
At its core, Dave's mission is to act as a thought partner, aligning strategy with vision and ensuring successful outcomes through thoughtful planning and execution.
Delivery Expert
David is a consummate professional whom is successful execution and delivery of complex projects with a track record of meeting or exceeding client expectations. David specializes in managing end-to-end delivery processes, aligning teams, resources, and timelines to achieve defined goals efficiently and effectively.
David excels at coordinating cross-functional efforts, addressing challenges proactively, and ensuring quality outcomes. He is a bridge between stakeholders, skilled at balancing client needs with organizational priorities while maintaining a focus on results.
David has strong project management skills, a customer-centric mindset, and a deep understanding of operational and strategic objectives. He is instrumental in driving value, fostering collaboration, and ensuring seamless execution across complex and high-stakes initiatives.
NOTABLE EXPERIENCE
Atherian Consulting
David is a Principal Senior Consultant at Atherian Consulting, he is an advisor and thought leader for the consulting practice. David serves as a consultant and engages in select projects that need a high level of acumen and skill. Most recently, David is assisting in the growing AI practice.
Uptima
David joined the Professional Services Team at Uptima to add his consultative style to the premier Salesforce partner. David is a Customer Success professional ensuring the customer projects are successful and scalable for future success.
Salesforce
David tenure at Salesforce in Professional Services was known for his strong commitment to his teams and the client. Straddling between delivery excellence and working with Account Executives, David delivered consistent results and CSAT scores, while assisting Accounts grow their SKU's and drive revenue.
Bellevue University
David led and managed the first connected campus utilizing Salesforce to fulfill the Universities vision of a single source of truth. Using the mindset to meet students at any point of their journey to be "Met where they are", He was a fierce proponent to ensure a student could be serviced in a manner that met THEIR needs. Bridging generations and allowing systems to be viciously automated to increase productivity and increase enrollment.
Republic Finance
Directed delivery and strategic alignment for a large-scale financial services Salesforce program supporting over 1,330 user licenses. Oversaw a complex, integrated ecosystem including Core Salesforce (Sales and Service Cloud), CRMA, Marketing Cloud, MuleSoft, Financial Services Cloud, Einstein Bots, and CPQ. Successfully turned around a major digital transformation initiative that was three years behind schedule and $35 million over budget, realigning program goals, stabilizing execution, and bringing the project back on track. Streamlined loan origination and servicing processes by re-architecting OmniScript, Data Mappers, and FlexCards, reducing process times by 53% and accelerating time to funding. Delivered significant improvements in operational efficiency, customer service performance, and business value, ensuring alignment of technology strategy with organizational objectives.
Ameritas Financial
David architected the consolidation of six Salesforce core orgs into a single instance for 3,200 users and merged five Marketing Cloud instances into one, driving enhanced cross-marketing capabilities and improved customer engagement. Unified data and processes across multiple verticals — including Group Health, Annuities, Wealth Management, and Investment Brokerages — into a centralized single source of truth. Managed a broad technology stack including Core Salesforce (Sales and Service Cloud), Tableau, Marketing Cloud, MuleSoft, Financial Services Cloud, CPQ, Omni-Channel, and CTI.