Enterprise Transformation
Aligns strategy, operating models, governance, architecture, and execution around measurable business outcomes.
Executive Profile
David Stott, MBA
Enterprise AI & Salesforce Transformation Executive
Executive Narrative
Business-first leadership from strategy through execution.
Business-first executive leadership across enterprise transformation, Salesforce strategy, artificial intelligence, enterprise architecture, delivery governance, and operating-model change.
David connects executive intent to enterprise-scale execution, helping leaders restore confidence in complex programs, strengthen organizational capability, and improve customer outcomes.
Review Executive ImpactLeadership Focus
Six connected dimensions of executive transformation leadership.
Salesforce Strategy
Treats Salesforce as an enterprise capability spanning platform direction, data, integration, delivery, and adoption.
AI Leadership
Advances governed, production-ready AI and Agentforce use cases with human accountability and business value at the center.
Delivery Governance
Creates the controls, decision rights, partner alignment, and executive visibility required for dependable delivery.
Executive Advisory
Translates complexity into clearer choices across strategy, architecture, risk, investment, and organizational change.
Customer Outcomes
Connects transformation investment to stronger service, adoption, decision quality, efficiency, and business capability.
Career Chronology
Approved enterprise leadership experience.
The documented Bellevue University and Medigrafix roles overlap; the chronology is presented without assumptions about the employment arrangement.
May 2025–Present
Executive Customer Success Manager / Forward Deployed Engineer
UptimaJanuary 2025–May 2025
Senior Engagement and Delivery
NeuraFlashDecember 2023–November 2024
Director, Salesforce Platform
Republic FinanceOctober 2019–December 2023
Engagement Manager, Salesforce Professional Services
SalesforceAugust 2018–September 2019
Director, CRM Strategy
Ameritas FinancialJuly 2013–July 2018
Director, PMO
Bellevue UniversityMarch 1996–January 2014
Founder, Managing Partner, and CIO
MedigrafixEducation
Academic foundation
Doctor of Business Administration
Bellevue University
In ProgressMaster of Business Administration
Bellevue University
Bachelor of Science
University of Nebraska Omaha
Salesforce
Salesforce Certifications
- Salesforce Certified Administrator
- Salesforce Certified Platform Foundations
- Salesforce Certified Sales Foundations
- Salesforce Certified Service Cloud Consultant
- Salesforce Certified Agentforce Specialist
- Salesforce Certified Data 360 Consultant
- Salesforce Certified MuleSoft Integration Foundations
Credentials
Professional Distinctions
- Salesforce Forward Deployed Engineer
- Agentblazer Legend 2026
Credentials
Superbadges
- Advanced Flow for Agentforce Superbadge
- Apex for Agentforce Superbadge
- Agentforce Service Superbadge
- Prompt Builder Templates Superbadge
- Financial Services Cloud Specialist Superbadge
- Business Administration Specialist Superbadge
Credentials
Retired Certifications
- Salesforce Certified AI Associate — Retired
Executive Conversation