Designs and recommends networking, security, server, cloud, and infrastructure solutions during the pre-sales process. Leads client discovery and infrastructure assessments, creates technical diagrams, bills of materials, project scopes, statements of work, project plans, and labor estimates. Collaborates with sales, account management, and engineering while presenting recommendations to technical and nontechnical audiences.

Own consultative sales for managed IT services and EHR consulting serving senior living organizations. Develop referral- and relationship-generated opportunities, understand client technology needs, collaborate with technical and consulting teams, create proposals, negotiate contracts, close deals, and transition clients to delivery. Represent the company at conferences and industry events while maintaining partner and operator relationships and pipeline visibility.